Disability impacts 1:7 Americans* (that is 42 million people) directly and touches many more lives indirectly. More than likely, advisors with a mature book have clients affected by special needs who wish to do as much life and financial planning as possible (perhaps even more so now), and a frustratingly small, and often prohibitively expensive, …
Continue reading "This Market for Financial Services is Hiding in Plain Sight"
March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …
Continue reading "COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments"
Quantitative data about the results delivered by women in C-suite and executive leadership has been accumulating for some time. Nevertheless, they resist. One of the ways of resisting is to ask for data, for proof of what we as women leaders bring to the table. Here’s proof.
There is a lot of room for improvement in the usual nonprofit strategic planning process; so much so that current approaches can create fiduciary and organizational risk. Root causes are not hard to find. To start, many organizations see these plans as a box to check, something to pull together every few years, toss on …
Continue reading "Getting Past the Chicken-and-Egg Cycle of Nonprofit Strategic Planning Skepticism"
Over the past 10 years there has been virtually no positive change in the composition of the C-Suites of the largest MA nonprofits, leaving incredible talent and opportunity on the table. The details are here, in The Boston Club's 2019 biennial Census of Nonprofit Board CEO's and Boards. Intentional Nonprofit Board Service, authored by Lisa …
Continue reading "Massachusetts’s Nonprofit Boardrooms: Is It Time Yet?"
First published in Mass Nonprofit News Expert Advice , March 13, 2019. Maximizing board effectiveness is absolutely essential to nonprofit success, but hoping that your board will operate as a highly effective executive team won't make it happen. Highly effective boards add tremendous value to the organizations they govern and grow. They can spot opportunities …
Continue reading "Improve Your Nonprofit Board for Maximum Impact"
First Published as "Make Your Nonprofit Financially Sustainable" in NonProfitPRO on December 6, 2018. You know that delivering on your organization’s mission over time requires financial resources. The alternative is not pretty—no money, no mission, as it is said. As a board member, one of the most important components of your governance role is to …
Continue reading "Be a Great Steward of Financial Sustainability"
This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. In Part 3, our experts, Lisa Cohen, CEO of Capital Motion, Gail Snow Moraski, Principal of Results Communication and Research, and Brock Klinger, Account Executive at Harbor Compliance, provide best practices for …
Continue reading "Achieving Fundraising Success, Part III- Concluding Your Campaign"
This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. In Part 2, our experts, Lisa Cohen, CEO of Capital Motion, Gail Snow Moraski, Principal of Results Communication and Research, and Brock Klinger, Account Executive at Harbor Compliance, answer questions about building …
Continue reading "Achieving Fundraising Gold, Part II- Building Momentum"
This three-part article series provides advice to help your nonprofit achieve fundraising gold by equipping your board and leadership teams, safeguarding compliance, and mining giving data. The series will cover best practices during three key fundraising phases: laying the groundwork for a successful campaign, building momentum as the campaign progresses, and concluding in a way …
