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Pressure strategies will help your business succeed

Posted By Amy Warner, CausePlanet, Wednesday, September 28, 2016

Nobody performs better under pressure. Regardless of the task, pressure ruthlessly diminishes our judgment, decision making, attention, dexterity and performance in every professional and personal arena.

 

Weisinger has collectively researched pressure and performance for the past 20 years. Numerous client interactions all over the world have informed their research as well as a multiyear study they conducted: a 360-degree analysis of 12,000 individuals under pressure. Additionally, over the last 15 years, the coauthors sifted through an exhaustive amount of research on every aspect of performing under pressure, drawing from cognitive psychology, sports psychology, neuroscience and clinical psychology.


Nonprofit pressure

Leaders in the nonprofit sector are no strangers to feeling the pressure of furthering a mission with lean resources and limited staff. After learning more about Hank Weisinger’s, author of Performing Under Pressure, conclusive research, you can’t help but realize that pressure management should be a baseline competency for every leader.

 

Webinar with Hank Weisinger, PhD.

 

Join CausePlanet founder Denise McMahan and Hank Weisinger Thursday, September 29, at 11:00 Central Time at a webinar interview at your desk.

 

Weisinger will touch on the following topics:

 

  • How is pressure different than stress?
  • What are some myths about pressure?
  • What are some pressure traps?
  • What are some short-term and long-term strategies to alleviate pressure?

 

 Register

 

Register now for this FREE interview for all LANO members. (The link requires LANO network sign-in to register.)

 

See more

 

See more with the Page to Practice™ summary of Weisinger’s book:

 

·       Simply log in at the top right corner of CausePlanet’s home page (www.causeplanet.org) and fill in your registered email with LANO and “Password1”.

·       Click on “Summary Library” to see Performing Under Pressure and more titles.

 

 

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How to Approach Succession Planning

Posted By Celeste Viator, Hannis T. Bourgeois, LLP, Monday, September 26, 2016

Does your organization have a succession plan in place? And, if it does, is it well documented? Some not-for-profits delay detailed succession planning, thinking of it as a project they'll get to "someday." But that's a mistake.

Like making future plans in your private life, creating a succession plan for your organization is a necessity. And the earlier you start planning, the better. You'll come across information that needs to be documented for the successor — and you might also spot some issues that need to be cleared up before the transition.

 

3 Ways to Look at It

Three approaches to succession planning are common among not-for-profits:

1. Strategic leader development. This approach focuses on identifying talented individuals who have, or are capable of developing, skills to carry on your organization's goals before the top executive or other key person has left. As soon as a successor is identified, the executive director should begin delegating some leadership duties to this individual. This approach gives the current executive director time to train and assist the incoming leader until he or she can competently handle the new duties.

2. Emergency. Emergency succession planning emphasizes continuing to achieve the organization's goals and carry out its mission after an unforeseen event, such as death or disability of a director. In preparation, the key individuals should develop a list of their duties and step-by-step details on fulfilling them. They should ask themselves: How was I trained for this position? How have my responsibilities changed over time? What did I learn later that I wish I'd known from the start?

Board members should be involved in any type of succession planning, but especially in emergency planning because they're obliged to see that the organization is competently led without interruption. A small not-for-profit, even if it has the capacity for nothing else, should have an emergency succession plan for its executive director.

3. Defined departure. This plan is appropriate when the key person has announced his or her retirement one to two years ahead of time. The goal is to build leadership strength: The key person wants to know that the organization can function well after his or her retirement, and the not-for-profit requires the same degree of assurance. Setting a target departure date with the board of directors is typically the first step, because it prompts those involved to develop a timeline.

 

Transition Training

Having both individuals work at the same time is one of the most effective ways to transition duties.

Example: Your finance director announces nine months in advance that he will be retiring, and your succession plan names a successor. While the two work together, have the successor assume some of the finance director's duties, such as helping to enhance policies and procedures, doing some of the organization's filings, and reviewing payroll. Gradually shift more work from the finance director to the successor.

If the successor isn't already in the organization, consider hiring him or her a few months before the targeted transition date. To make the process run smoothly, again it's important that the two individuals work together. The successor, for instance, might be unfamiliar with your not-for-profit's accounting systems or internal controls. So hands-on training by the exiting leader would be beneficial.

No matter which approach you use, consider forming a succession planning committee if more than one key person eventually will be replaced. This will allow members of the organization with various types of expertise to provide feedback in the areas most affected by the departures. For smaller not-for-profits, forming such a committee may not be feasible.

It's also important to document the succession plan. Although it might take some time away from other duties now, it could prevent a host of problems later.

 

Getting Started

If you find yourself struggling over how to start, you can find numerous free or low-cost succession planning toolkits online, as well as others that are more costly. Many of them will walk you through the process step by step. Some also offer templates and worksheets to help you keep track of goals and tasks and gauge timelines.

Some websites to check out include the National Council of Nonprofits (councilofnonprofits.org), The Bridgespan Group (bridgespan.org) and The Foundation Center (foundationcenter.org). Your financial advisor also can review your final plan.

 

Insurance for Key People

As today’s leaders age and new generation steps up to the plate, every organization should ask, “Could we continue to achieve our mission without our CEO, CFO, executive director and other key individuals?”

Key person insurance can protect an organization in the event of a sudden death or disability. This type of plan can help ensure that the not-for profit’s operations and mission are still carried out without major disruptions due to the loss of a key employee.

For example, let’s say the executive director—suddenly disabled by a stroke—had been the not-for- profit’s chief administrator and its primary fundraiser. Temporarily hiring two individuals with these critical skills is likely to be more expensive than the cost of finding a permanent replacement. But key-person insurance proceeds could provide for this while the search is underway.

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Making Pressure Work For and Not Against You

Posted By Amy Warner, CausePlanet, Wednesday, September 21, 2016

Many factors have increased the perceived pressure on our lives: recent economic downturn; higher competition for jobs; advent of the global economy; lack of job stability; and growing competition to get into top colleges, universities and graduate programs.

Since it is impossible to live a life without pressure, the key is to understand your reactions to it and how those reactions put you at risk. Then you must engage in what Weisinger calls pressure management.

Nonprofit pressure


Leaders in the nonprofit sector are no strangers to feeling the pressure of furthering a mission with lean resources and limited staff. After learning more about Hank Weisinger’s, author of Performing Under Pressure, conclusive research, you can’t help but realize that pressure management should be a baseline competency for every leader.

 

Webinar with Hank Weisinger, PhD.

 

Join CausePlanet founder Denise McMahan and Hank Weisinger Wednesday, September 29th, at 11:00 Central Time at a webinar interview at your desk.

 

Weisinger will touch on the following topics:

 

  • How is pressure different than stress?
  • What are some myths about pressure?
  • What are some pressure traps?
  • What are some short-term and long-term strategies to alleviate pressure?

 

 Register

 

Register now for this FREE interview for all LANO members. (The link requires LANO network sign-in to register.) 


See more

 

See more with the Page to Practice™ summary of Weisinger’s book:

 

·       Simply log in at the top right corner of CausePlanet’s home page (www.causeplanet.org) and fill in your registered email with LANO and “Password1”.

·       Click on “Summary Library” to see Performing Under Pressure and more titles.


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Fundraising Workshop: Major Donor Development 101

Posted By Nora Ellertsen, The Funding Seed, LLC, Monday, September 19, 2016

Fundraising Workshop:
Major Donor Development 101

Tuesday, October 11
9:00 a.m. to 12:00 p.m.
Ashe Cultural Arts Center
1712 Oretha Castle Haley Blvd., New Orleans
Details and registration
 

 

Asking someone for a large donation can make a huge difference for your nonprofit!

 

Our October workshop covers the basics of major donor development: how to identify your donors, ways to build strong relationships with prospects, and what to say (and not say!) when asking for a major gift. 

 

Attendees will receive a Certificate of Participation after completing the workshop.

 

Registration $40 per person.  Discounts available for students, AmeriCorps members and organizations registering two or more people.

 

Email info@thefundingseed.com to inquire about discount codes or to reserve your space and pay at the door.  For more on workshops or other services from The Funding Seed, visit www.thefundingseed.com.

Tags:  board  board of directors  boards  development  donations  donor management  donor retention  donors  fund  fund development  fund raising  funding  Fundraising  funds  louisiana  Member Event  New Orleans  nonprofit  nonprofit sector  non-profits  social fundraising  sustainability  training  workshop 

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Year-End Fundraising Boot Camp for Small Nonprofits

Posted By Nora Ellertsen, The Funding Seed, LLC, Friday, September 16, 2016

Year-End Fundraising Boot Camp for Small Nonprofits
Offered 100% online! 
October 3-21
Registration $149; Group discounts also available
Course details and registration

 About the Course

The end of the year is the time of greatest giving to nonprofits.  Small organizations face unique challenges- and also have unique opportunities!- when it comes to year-end fundraising campaigns.  This course will offer you practical advice and tools to make yours a success!

Each Monday for three weeks, you'll receive easy-to-follow training videos and worksheets to help you organize and execute your fundraising campaign.  Over the course of the week, as you review those materials, you'll have the opportunity to submit questions to clarify specific points and dig in deeper on the topics most relevant to your organization.  Then, each Friday, an interactive webinar will provide the format to address these questions and get ideas from others taking the course.

Course Curriculum:

  • Week 1 (October 3-7): Year-End Giving Basics, Individual Donors 101, and Fundraising Campaign Overview
  • Week 2 (October 10-14): Language and Stories That Get Your Donors Giving and Donor Development Deep Dive: Identifying and Cultivating Your Donors
  • Week 3 (October 17-21): Donor Development Deep Dive: Asking and Stewarding Your Donors

This course is open to all and is ideal for small organizations- those that have budgets of $1 million or less and/or that have between zero and three development staff- that are fundraising in the U.S.A., and for individuals or nonprofits that are running their first fundraising campaign.

About the Presenter
Nora Ellertsen is founder of The Funding Seed, a New Orleans-based company that teaches people how to raise money for nonprofit groups. In the ten years she worked in the nonprofit and fundraising field, she helped to raise nearly one million dollars through grassroots fundraising, grant writing, event planning and major donor development. Since founding The Funding Seed in 2010, she has worked with over 50 nonprofit agencies to help them develop the resources they need to do their work.

For questions or to inquire about group discount rates, email info@thefundingseed.com or call (504) 307-7220.  For more on services offered by The Funding Seed, visit www.thefundingseed.com.

Tags:  board  board of directors  boards  development  donations  donor management  donor retention  donors  fund  fund development  fund raising  funding  fundraiser  Fundraising  funds  grant writing  louisiana  Member Event  nonprofit  nonprofit sector  non-profits  online fundraising  social fundraising  sustainability  training  workshop  workshop. grants 

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PAD screening event

Posted By J. B. Hunt, AAAneurysm Outreach, Friday, September 16, 2016

UMC New Orleans to Host Free Peripheral Artery Disease (PAD) Screening Event
PAD Awareness Month event will take place Saturday, September 24

 (NEW ORLEANS) – Peripheral Artery Disease, or PAD), a condition that develops when arteries become clogged with plaque, affects one in every 20 Americans over the age of 50. Those with PAD are at greater risk of having a heart attack or stroke. This condition does not always come with symptoms, so many people who have PAD don’t know it.

In recognition of PAD Awareness Month, UMC New Orleans will host a free ultrasound screening & prevention event on Saturday, September 24 from 9 a.m. The screening will take place in UMC Conference Center, Room J. It is presented in partnership with AAAneurysm Outreach, New Cardiovascular Horizons and Amerigroup Real Solutions, will include a quick, painless, and non-invasive procedure to measure systolic blood pressure in the limbs.

 

Pre-registration is preferred for the September 24 event, but walk-ins are welcome. To schedule an appointment for screening, call (888) 871-3801.

 

Tags:  events  New Orleans  nonprofits  Volunteer Opportunity NOLA 

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Grant Writing Seminar

Posted By David Kiviaho, kiisa Corporation, Thursday, September 15, 2016

Register Now...Course Fills...Must Register to Attend 

All grant information is updated prior to the course!

Click Pic to Register

register now

  

Presented By: David Kiviaho and Sharon Sandifer, M.Ed

LSU and kiisa corporation

 
Interactive Grant Writing Seminar
October 4th and 5th
 1.2 CEU'S - $395
 

 

 Pleasant Hall/LSU Campus

3438 Dalrymple Drive

Baton RougeLouisiana 70802 

 
Relevant, Informative, Highly Rated!

           Targets Any Level of Grant Writer - Phenomenal Seminar!

Laser Focused, Newest Information on Writing Grant Narrative, Goals and Objectives, Outcomes, Budgets, and more. 

 

As a corporate organization of the Louisiana Association of Non Profit Organizations (LANO), kiisa corporation provides a unique grant writing experience that explores all areas of grant writing. We help the writer to learn how to prepare stellar narratives, comprehensive budgets, develop proper evaluations, understand IRS requirements, identify funders, develop meaningful funder relationships, and much more.

Updated Data: Expert to Speak to Successful Grant Writing Participants on Frequently Asked Questions of the Funder. 

Updated Data: Listing of funders ready to provide dollars to non-profits, community groups, municipalities, faith-based organizations, and academia.

Updated Data: Techniques on Writing the Winning Narrative, Goals and Objectives, Outcomes, and Budget. 


Updated Data: Latest Internal Revenue Service (IRS) requirements. 990's and Financial Audit Requirements.

Updated Data: Latest Giving Trends...From Wall Street to Your Street


Updated Data: Latest Data Management Resources for narrative citations. Exploration of where to find data to reinforce the need for your funding request.

 Attached Thumbnails:

Tags:  baton rouge  bridge funds  ceo  conference  emergency  flood aid  frontline  funders  funding  funding sources  grants  kiisa  lano  lsu  money  non-profits  seminars  workshops  writers 

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How to manage stress when your employees feel pressure to produce, perform and get results

Posted By Amy Warner, CausePlanet, Thursday, September 15, 2016

Pressure is the enemy of success, according to vast research conducted by Performing Under Pressure authors Weisinger and Pawliw-Fry. Since it’s impossible to live life free of pressure, the authors present strategies to manage it immediately and in the future.

 

Nonprofit pressure

Leaders in the nonprofit sector are no strangers to feeling the pressure of furthering a mission with lean resources and limited staff. After learning more about Hank Weisinger’s, author of Performing Under Pressure, conclusive research, you can’t help but realize that pressure management should be a baseline competency for every leader.

 

Webinar with Hank Weisinger, PhD.

Join CausePlanet founder Denise McMahan and Hank Weisinger Wednesday, September 29th, at 11:00 Central Time at a webinar interview at your desk.

 

Weisinger will touch on the following topics:

 

  • How is pressure different than stress?
  • What are some myths about pressure?
  • What are some pressure traps?
  • What are some short-term and long-term strategies to alleviate pressure?

 

 Register

 Register now for this FREE interview for all LANO members. (The link requires LANO network sign-in to register.)

 

See more

See more with the Page to Practice™ summary of Weisinger’s book:

 

·       Simply log in at the top right corner of CausePlanet’s home page (www.causeplanet.org) and fill in your registered email with LANO and “Password1”.

·       Click on “Summary Library” to see Performing Under Pressure and more titles.

 

 

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Setting the Salaries and Benefits of Your Executives

Posted By Celeste Viator, Hannis T. Bourgeois, LLP, Thursday, September 8, 2016

Rules known as "intermediate sanctions" allow the IRS to assess penalties against not-for-profit executives who receive excess compensation — and the board members who have approved it. Do you and your board know what's considered excess compensation and what's viewed as a conflict of interest during the compensation-setting process?

 

Avoiding Excess Benefits

 

Internal Revenue Code Section 4958 prohibits most 501(c)(3) and 501(c)(4) organizations from engaging in an "excess benefit transaction" with a "disqualified person." Disqualified persons generally include anyone in a position to exercise substantial influence over the organization's affairs — such as officers, directors and members of their families — at any time in the five-year period preceding the transaction.

An excess benefit transaction takes place when a disqualified person receives a benefit that exceeds the value of the service, property or payment the organization receives in exchange. An example would be an executive director being paid a salary that far exceeds the salaries of executive directors at similar organizations. Violations of Sec. 4958 can lead the IRS to impose excise taxes on the disqualified person who benefited from the transaction as well as the not-for-profit's leaders (for example, the board members) who approved it.

 

Passing the IRS Test

 

Federal tax regulations provide a "rebuttable presumption of reasonableness" for compensation arrangements that satisfy three requirements. If all of the following are met, the IRS has the burden of proof if they feel that compensation was unreasonable.

Compensation generally must be set in advance by the board of directors or a subcommittee composed of independent board members. It's critical that none of the participants have a conflict of interest regarding the arrangement. For example, neither the executive, whose compensation is being decided nor a subordinate of the executive, can participate in the compensation decision. If they are a member of the decision-making body, the executive's or subordinate's actions to remove themselves from the discussion and to recuse themselves from the vote should be documented.

The authorized body also must rely on appropriate comparability data prior to making its compensation determination. The data can be derived from industry surveys, documented compensation of individuals in similar positions in similar organizations, expert compensation studies or other comparable data about reasonable compensation for the position. If the organization's average gross annual receipts are less than $1 million, only compensation data for three similar positions in similar communities is needed. The regulations don't specify the requisite number of comparables for larger organizations although it's assumed to be more than for smaller organizations.

Keep in mind that similar job titles don't necessarily mean similar jobs. When evaluating comparability data, the positions must have comparable duties, not just titles.

What's more, the authorized body must adequately document the basis for its compensation decision while making that determination. This requirement is often overlooked. Documentation must include:

  • Terms of the arrangement and the date it was approved,

  • Members of the body who were present during discussion on the arrangement and those who voted on it,

  • Comparability data that was relied on and how it was obtained, and

  • Any actions by a member with a conflict of interest.

    You must prepare the documentation, such as the minutes of the meeting, before the later of the next meeting of the authorized body or 60 days after the body's final actions. The group also must approve the documentation within a reasonable time after preparation. 

Avoiding Conflicts of Interest

 

Conflicts of interest must be avoided during the compensation-setting process. A member of the authorized body charged with approving a compensation arrangement has a conflict of interest if he or she fits any of the following five criteria:

 

1. Is a disqualified person participating in or economically benefiting from the compensation arrangement or is a family member of any such disqualified person.

2. Is in an employment relationship subject to the direction or control of any disqualified person participating in or economically benefiting from the compensation arrangement,

3. Receives compensation or other payments subject to approval by any disqualified person participating in or economically benefiting from the compensation arrangement,

4. Has a material financial interest affected by the compensation arrangement, or

5. Approves a transaction providing economic benefits to any disqualified person participating in the compensation arrangement, who in turn has approved - or will approve - a transaction giving economic benefits to the member.

 

Considering Total Compensation

 

In setting compensation for key employees, the IRS requires not-for-profits to consider total compensation. This generally includes regular salary and bonuses, retirement plan contributions, insurance, housing allowances and payment of nonbusiness expenses. Contact your CPA if you have questions about reasonable vs. excess compensation.

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Packard Foundation HIVE Leadership

Posted By Tasha L. Cooper, Louisiana Association of Nonprofit Organizations, Tuesday, September 6, 2016

 

The David and Lucile Packard Foundation is happy to announce the launch of the HIVE leadership development program for reproductive health, rights, and justice leaders in Louisiana led by CompassPoint. The goals of the program are to strengthen relationships of leaders across the state, increase skills related to generating, managing, and navigating resources for sustainability, and increase personal and organizational resilience. Sixteen emerging nonprofit leaders will be selected to participate in an intensive 18-month program which includes quarterly retreats, webinars, small peer learning groups, and individual coaching. A more detailed description and a link to the application can be found here.

The application process is now open, and you are encouraged to apply if you are eligible and/or spread the word broadly in your networks.The application deadline is September 16, 2016.If you have any questions or would like to talk to someone more about this opportunity, please contact Shannon Ellis (shannone@compasspoint.org).The David and Lucile Packard Foundation is funding this opportunity, and it is open to grantees and non-grantees who fit the eligibility requirements.

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