Nathan Garber & Associates
Governance & Planning Support for the Not-for-Profit Sector

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Nonprofit News from Nathan

August 2003

Contents:

New websites of interest
New articles
New rules for charities
Board Development Workshops
Executive Director Breakfast
To Cancel this Newsletter

 

New Websites

There have been so many new websites devoted to NP management that I can no longer keep up. Here are a few that are recently created or newly discovered that should be of interest to executive directors and board members.

Transition Guides

Few boards are well-prepared for the possibility that they might have to replace their executive director. TransitionGuides is a collaborative team of consultants, consulting firms, and coaches with extensive nonprofit and leadership transition experience. They have constructed a website dedicated to the process and issues involved in leadership transitions. It includes articles and a Transition Guide to help in recruiting and replacing an executive director.
www.transitionguides.com .

Governance Matters

The Canadian Cooperative Association's Governance & Leadership Community has posted a Risk Management Tool and Guide for Co-operatives and Credit Unions. It is an excellent tool to help all board members understand the concept and techniques of risk management. The Guide answers some broad questions on the why and how of risk management and serve as an introduction to the Tool. The Tool is structured as a series of self-assessment questions to prompt a board to ensure it understands and is comfortable with its risk management practices.
http://www.coopscanada.coop/newsletter/governance/spring2003/toolkit/index.html 

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New Articles

Here are five new short articles worth reading. Three are by Hildy Gottlieb, one by Michael Wyland, and the last is my latest article in Nonprofit Boards & Governance Review

The Dirty Little Secret of NonProfit Boards - Hildy Gottlieb asks “Do all your board members understand how to read a balance sheet, a profit & loss statement, and all the other financial data boards typically review and vote on?”

The Inside Scoop on Founders Syndrome - Another new article by Hildy describes what she has learned about working with a board of directors as the founder of a successful agency.

In 10 “STOP” Signs on the Road to Board Recruitment, Hildy lists ten of the most common barriers to successful recruitment.

Strategic Planning -- Three Models
Michael Wyland has written a short summary of three of the most commonly- used approaches to strategic planning, the Drucker model, the Amherst Wilder Foundation model, and Bryson's "Strategic Change Cycle" model.

My latest article for Nonprofit Boards and Governance Review is called: Chairperson's Checklist for Great Meetings. For a shorter, printable checklist (in Adobe Acrobat format),  click here

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New Rules for Charities

CCRA (Canada Customs & Revenue Agency) continues to change its policies and forms to make life easier for charities. If you run special events, you will want to know about recently implemented administrative policies that provide better tax breaks for purchasers of tickets to charity fundraising events. It may now be possible to give a tax receipt when purchase of a ticket to an event also entitles the purchaser to a chance to win a prize. There are also changes to the policy that covers the tax-deductibility of tickets when the ticket price includes a gift or memento. The new rules are explained in Technical News #26

You will likely find your annual reporting will take less time using the streamlined annual information return form (T3010A),For details, browse to the Charities Branch website

Both you and your auditors need to be aware of the new rules!

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Board Development Workshops

Online registration is open for the Leadership Development Workshops of the United Way of London and Middlesex. These three-hour, informal, interactive workshops provide you with answers to the toughest questions about building an effective board of directors. Led by experts, they are ideal as an orientation for new (or prospective) board members or to strengthen the knowledge of current board members and executive directors. Sponsored by the United Way, they are open to ALL nonprofit organizations in Southwestern Ontario.
Here are the upcoming workshops:

  • Wed. Sep. 24: Duties and Liabilities of Directors of Charities and Nonprofit Organizations.
  • Wed. Oct. 22: We’ve Got to Stop Meeting Like This: Making your Meetings More Effective, More Efficient, and More Fun.
  • Wed. Nov. 19: Preparing for Strategic Planning

All workshops start at 9:00 am at the Loblaws Community Room, 3040 Wonderland Rd at Southdale. in London. As the program no longer receives external funding, the registration fee has been increased to $20.
 CLICK HERE for descriptions, details, and to register online.

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Executive Directors’ Breakfast, Sept. 29

If you are a CEO or Executive Director, you won't want to miss the Next Executive Director Breakfast
Tuesday, Sept. 30, 2003 7:30 to 9:00 am
at the Delta Armouries Hotel, Salon C/D,
325 Dundas Street, London, Ontario (wheelchair accessible)

The topic is Dealing with the Poorly Performing Employee.
The presenter is Sandra Safran, Human Resources Consultant.

For this breakfast, you must register and pay by Sept. 26
Attendance is limited, so please register early.

Registration: $26.75 ($25.00 plus $1.75 GST)
To reserve a place, please mail cheque payable to
Nathan Garber & Associates, to
1071 Richmond Street, London, ON N6A_3K1.


Nathan Garber (August 13, 2003)

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Nathan Garber & Associates
Training and Consulting for the Nonprofit Sector
1071 Richmond Street, London, Ontario, Canada  N6A 3K1
tel: (519) 439-3008  fax: (519) 439-3008

Nathan@GarberConsulting.com