Nonprofit Counsel Podcast

Nonprofit fundraising expert Ken Miller joins May Harris on The Nonprofit Counsel Podcast to share transformative insights on building sustainable development programs and organizational resilience. Ken, founder and CEO of Denali FSP, brings a unique perspective shaped by his journey from homelessness to becoming a Certified Fund-Raising Executive. He reveals how to start a nonprofit fundraising program by understanding your "why" and reframing donor asks as invitations rather than requests. Ken emphasizes that effective fundraising professionals give donors opportunities to feel good about their contributions. The conversation explores storytelling in fundraising, preparing for setbacks, and navigating nonprofit life cycles with acceptance rather than shame.   What You'll Learn in This Episode:    How to overcome fear in nonprofit fundraising by understanding your personal why and viewing donor asks as invitations to join a meaningful mission rather than uncomfortable requests for money. Essential steps for nonprofit founders, including legal compliance requirements, avoiding board governance conflicts of interest, understanding nonprofit finance basics like P&L statements and budgets, and joining the Association of Fundraising Professionals for support. Why shallow engagement through social media fails compared to deep storytelling in fundraising that creates emotional connections, paints pictures of future impact, and builds lasting community through the power of "we."   Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.   TIMESTAMPS:   00:00 Ken shares his journey from addiction and homelessness to a nonprofit fundraising leader and his entry into development director work at Bean's Cafe soup kitchen 04:46 Understanding your why as a fundraising professional and reframing the ask as giving donors opportunities to feel good about supporting causes they believe in 14:41 Essential advice for nonprofit founders, including legal requirements, solicitation licenses, and avoiding board conflicts of interest 20:57 Organizational resilience in facing known versus unknown setbacks and accepting truth when unexpected obstacles arise 30:10 Resources for fundraisers of color and the importance of finding a mentor in the nonprofit sector   KEY TAKEAWAYS:   Successful nonprofit fundraising requires understanding your personal why and recognizing that you're not taking from donors—you're allowing them to feel good about supporting something they believe in, which removes fear from the solicitation process. Nonprofit founders must establish a solid legal foundation, including articles of incorporation, solicitation licenses, and proper board governance that avoids conflicts of interest, ensuring founders never serve on boards that set their own salaries. Organizational resilience means preparing for known setbacks and accepting the truth about unknown ones—not all problems are solvable, and sometimes the only solution is to face the facts and move forward, not let emotions drive you.   ABOUT THE GUEST:  Ken Miller is an author, speaker, and the founder of Denali FSP, a consulting firm dedicated to helping organizations achieve sustainable funding. His book, Becoming Ken: One Black Man's Journey from Ivy League to Prison and Back Again, chronicles his powerful story of resilience, redemption, and authenticity. Through his keynotes and programs like "From Rock Bottom to Resilience," Ken inspires audiences to embrace truth, face adversity, and make meaningful life choices.   Ken Miller - LinkedIn Denali FSP - Website Men of Color in Development - Website AADO - Website Association of Fundraisers - Website For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel  - LinkedIn  

Nonprofit volunteer management transforms how organizations create community impact. In this episode of The Nonprofit Counsel Podcast, host May Harris interviews Rachael Orose, Executive Director of Words Alive, about mobilizing 800+ volunteers annually for her San Diego literacy program. Rachael reveals strategies for meaningful volunteer recruitment, integrating volunteerism with philanthropy, and building a strong nonprofit board of directors from your existing volunteer base. Discover proven approaches to community engagement, creating clearly defined volunteer roles, and building mission-aligned board development processes that support nonprofit leadership during challenging times.   What You'll Learn in This Episode:    How to implement effective nonprofit volunteer management systems that create meaningful service opportunities and prevent volunteer burnout through clearly defined role descriptions Strategies for successful volunteer recruitment and retention by leveraging your existing volunteer base and creating pathways from volunteerism to philanthropic engagement The secret to building a strong, mission-aligned board of directors by recruiting from your volunteer community and fostering educational nonprofits' best practices Ways to navigate nonprofit strategy challenges during shifting philanthropic landscapes while centering joy and social impact in your mission-driven organization   Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.   TIMESTAMPS:   00:00 Rachael shares her journey into the nonprofit sector and discusses nonprofit volunteer management and San Diego's literacy crisis  06:27 Building a volunteer base: How Words Alive mobilizes 800+ volunteers through meaningful community engagement and narrow role descriptions 10:29 Integrating volunteer recruitment with philanthropic engagement and equipping volunteers to experience the impact of their efforts 16:16 Nonprofit leadership challenges: Navigating shifting philanthropic landscapes and maintaining social sector stability during resource constraints 21:21 Board development strategies: Recruiting mission-aligned directors from existing volunteer pools and fostering nonprofit board effectiveness 28:54 Keeping the work joyful is key to a successful nonprofit KEY TAKEAWAYS:   Volunteer management success requires creating narrowly scoped, meaningful roles with written descriptions that directly tie to your mission—avoiding burnout while showing volunteers the clear path their work creates to change lives Two-thirds of Words Alive's board of directors came from existing volunteer roles, proving that recruiting from your engaged volunteer base creates mission-aligned nonprofit leadership with deep organizational understanding Literacy programs can solve San Diego's crisis, where half of the children don't read at grade level, but the solution requires love, time, and one-on-one reading programs with caring adults building children's literacy skills Successful nonprofit strategy integrates volunteer coordination with donor cultivation—when volunteers also become donors, it creates deeper philanthropic engagement and a more substantial commitment to your mission   ABOUT THE GUEST:  Rachael is a social sector leader with over 25 years of experience in community collaboration, social entrepreneurship, and strengthening low-income communities. She has coordinated the distribution of more than 20 million books and educational resources valued at over $100 million to children from low-income families, including developing an innovative model that empowers high school vocational programs to serve as national distribution points. As Executive Director of Words Alive, a San Diego-based nonprofit, she leads a team that mobilizes 900+ volunteers annually to connect more than 5,000 children, teens, and families to the power of reading. Originally from Michigan, Rachael is also a mom, avid traveler, reader, two-time cancer survivor, and National Parks enthusiast who now lives in San Diego with her family.   Rachael Orose - Executive Director at Words Alive | LinkedIn Words Alive - Website For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel  - LinkedIn  

In this episode, May Harris welcomes Juan Pablo Berrizbeitia to discuss nonprofit capacity building. JP shares his unique journey from grassroots lawyering in Venezuela to becoming an interim executive director and nonprofit consultant. He introduces the "nonprofit building mindset," a transformative approach that goes beyond day-to-day operations to create lasting organizational systems. Through practical examples, JP demonstrates how nonprofit leadership can reduce burnout and strengthen organizations by focusing on continuous improvement rather than just survival. He offers invaluable insights on how to build systems in nonprofit organizations, making the case that upfront investment in processes pays dividends in efficiency and staff satisfaction.   What You'll Learn in This Episode:    How to shift from running a nonprofit to building one through nonprofit capacity building strategies that create lasting organizational systems and reduce daily firefighting The power of asking "why" multiple times to identify root causes and transform recurring problems into documented processes that strengthen nonprofit management practices What interim executive director services provide during organizational transitions, including organizational assessment, conflict resolution, and comprehensive onboarding for incoming leaders Practical approaches to change management that respect organizational culture while implementing process documentation and continuous improvement through innovation management Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.   TIMESTAMPS:   00:00 Introduction to nonprofit capacity building mindset and JP's journey from Venezuela law school to prison reform work 03:13 JP shares his experiences from grassroots lawyering, refugee camps, to the World Bank and innovation management consulting 09:23 Defining the nonprofit building mindset: shifting from efficiency focus to continuous improvement and a strategic planning approach 14:52 The benefits of creating organizational systems using the "keys by the door" analogy 19:06 Starting with the problem in front of you, addressing inefficiency, and implementing lunch-and-learn sessions for staff development 23:30 Interim executive director role explained: managing transitions, conducting organizational assessment, and providing a month-long leadership onboarding   KEY TAKEAWAYS:   The "nonprofit building mindset" transforms nonprofit leadership from crisis management to systematic improvement—asking "how can we do this better?" instead of "how do we get through this smoothly?" Creating systems reduces nonprofit burnout and makes work more rewarding. Simple solutions, eliminate repetitive problem-solving and strengthen your career reputation. Interim executive director services provide critical stabilization during transitions, including calming organizational anxiety, conducting comprehensive assessments, and offering month-long overlap periods that serve as exceptional onboarding for incoming leaders. Change management requires reading organizational culture and picking strategic battles—respect existing values like team togetherness, while finding creative solutions to implement process documentation and improvement initiatives   ABOUT THE GUEST:  Juan Pablo "JP" Berrizbeitia is a nonprofit executive and consultant with over 20 years of experience leading organizations through transition and growth. As an Interim Executive Director, he has guided multiple Virginia nonprofits through leadership changes, building capacity and positioning them for long-term success. JP is launching Nonprofit.MBA, a training program for new Executive Directors, and has taught nonprofit leadership at James Madison University. A Fulbright and Chevening scholar with law degrees from Harvard and Warwick University, he has consulted internationally with the World Bank, USAID, and the Pan-American Development Foundation. His grassroots work with marginalized communities in Latin America gives him a unique ability to connect with diverse stakeholders and strengthen organizational impact. JP Pablo Berrizbeitia - Transformational Nonprofit Leader | LinkedIn JP Berriz - Website RESOURCES MENTIONED:  For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel  - LinkedIn  

Nonprofit advocacy takes center stage as May Harris welcomes John Van Cleef, CEO of Community Resource Center. In this episode, John shares how community-based organizations can amplify voices for vulnerable populations during unprecedented federal funding challenges. He introduces the concept of polycrisis and emphasizes creating psychological safety in nonprofits to support staff navigating trauma alongside clients. Learn how nonprofit leaders can advocate for federal funding through coalition building, policy engagement, and strategic communication. John's insights on revenue diversification, determined perseverance, and leading with compassion offer a roadmap for nonprofit leadership in uncertain times. What You'll Learn in This Episode:    How to build psychological safety in nonprofits during polycrisis by creating trauma-informed environments that support staff while they serve clients experiencing food insecurity, housing security challenges, and other critical needs. Effective nonprofit advocacy strategies, including writing to elected officials, joining nonprofit coalition-building efforts, and partnering with national alliances to protect vulnerable populations during federal funding challenges. The importance of revenue diversification for nonprofit sustainability, including balancing government funding, private donations, and social enterprise models to weather economic uncertainty. Leadership approaches for addressing elder food insecurity and emerging needs in middle-income populations through trauma-informed care and dignity-centered service delivery.   Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.   TIMESTAMPS:   00:00 John Van Cleef's journey from military service to nonprofit leadership through the Salvation Army and into community-based organizations focused on dignity 03:58 CRC's mission serving 7,600+ individuals facing food insecurity, housing security challenges, and domestic violence services in coastal North County San Diego 10:29 Strategies for crisis management, including determined perseverance, understanding data, and creating psychological safety in nonprofits during polycrisis 16:15 Navigating federal funding challenges through SNAP, CalFresh, and the continuum of Care Funding while monitoring appropriations budget impacts on services 21:20 Nonprofit advocacy tactics: joining national coalitions, informing elected officials with policy advocacy, and using voice to protect vulnerable populations   KEY TAKEAWAYS:   Nonprofit leadership requires creating psychological safety in nonprofits by acknowledging polycrisis, caring for teams experiencing secondary trauma, and providing self-care opportunities like sound baths during work hours to support staff wellbeing. Effective nonprofit advocacy means writing in, speaking up, and leading. Nonprofit executives have a sacred trust to amplify voices for people who feel voiceless, and this advocacy is working at the federal, state, and local levels. Revenue diversification is essential for nonprofit sustainability: CRC maintains a balanced portfolio with 55% government funding (28% federal), 30% private funding, and 15% from resale stores to weather funding uncertainties.   ABOUT THE GUEST:  John Van Cleef envisions a world where everyone has what they need to thrive. With over 20 years in human services leadership at The Salvation Army, YMCA, Palomar Health, and Community Resource Center, he connects community compassion to community needs. John serves on the Alliance for Regional Solutions and is a Board Member and Partner for Amplified Impact Partners. A US Army Veteran who served in Panama (1989 to 1992), he's a father of four and grandfather of two. In his spare time, you'll find him hiking, jogging, or cycling around San Diego County, working on his golf swing—but definitely NOT posting on social media. Community Resource Center John Van Cleef - LinkedIn   RESOURCES MENTIONED:  For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel  - LinkedIn

Nonprofit accounting and legal services require specialized expertise that most professionals lack. On this episode of Nonprofit Counsel, host May Harris speaks with Mike Payne, founder and CEO of Boss Advisors, about why combining these disciplines creates better outcomes for charitable organizations. Mike shares his journey from Ernst & Young's tax-exempt organization practice to building an innovative firm that integrates nonprofit CPA services with legal counsel. They discuss critical topics, including Form 990 preparation, board governance, conflict of interest policies, and why professionals should never dabble in nonprofit tax compliance. This conversation explores the benefits of combining legal and accounting services for nonprofits, while avoiding costly mistakes that could jeopardize their tax-exempt status.   What You'll Learn in This Episode:    Why nonprofit accounting and legal services should be integrated rather than siloed to prevent costly compliance mistakes The critical importance of specialized expertise in tax-exempt organizations and why professionals should never dabble in nonprofit law How to establish proper board governance, including required training, conflict of interest policies, and articles of incorporation reviews Best practices for Form 990 preparation and understanding the unique disclosure requirements that differ from traditional business tax returns Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.   TIMESTAMPS:   00:00 Mike Payne's journey from law school to Ernst & Young's tax-exempt organization practice and founding Boss Advisors 05:55 Combining nonprofit accounting and legal services eliminates the client middleman problem in nonprofit tax compliance, and it represents the intersection of law and tax 13:17 The dangers of practitioners dabbling in nonprofit law without specialized expertise in Form 990 preparation 19:16 Discussion of essential board governance training, including conflict of interest policies and required board member education 22:52 Ensuring articles of incorporation and bylaws align with actual organizational activities and charitable purpose   KEY TAKEAWAYS:   Nonprofit accounting and legal services must be integrated to avoid putting clients in the awkward position of translating information between their accountant and lawyer, which often results in missed critical details affecting nonprofit tax compliance. Practitioners should never dabble in tax-exempt organizations' work—whether lawyers or CPAs—because the specialized knowledge required means mistakes can result in excise taxes, intermediate sanctions, or complete loss of tax-exempt status for the organization. Every board governance structure needs the ABCs plus D: articles of incorporation, bylaws, conflict of interest policy, and annual disclosure statements that board members must review and sign to ensure proper understanding and compliance.   ABOUT THE GUEST:  Michael Payne, JD, CPA, is a licensed attorney and Certified Public Accountant with over 20 years of experience serving business owners, individuals, and nonprofit organizations across the nation. As Founder and CEO of Boss Advisors, Mike leads the Advisory Practice, specializing in entity structuring, tax strategy, and compliance solutions that maximize efficiency and savings for clients. Having worked with large CPA and law firms before starting his own practice, Mike combines Big Four expertise with personalized service for local businesses and nonprofit organizations across the nation. A proud Arizona native and father of five, Mike holds a bachelor's degree in Accounting from NAU and a Juris Doctorate from ASU's Sandra Day O'Connor College of Law. BOSS Advisors - Website Mike Payne - LinkedIn   RESOURCES MENTIONED:  For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel  - LinkedIn  

Explore nonprofit accounting and financial leadership on Nonprofit Counsel, hosted by May Harris. T. Hampton Dohrman of Hampton Nonprofit Management breaks down the operational challenges of interim executive director roles. Learn about insurance compliance, workers' compensation, payroll systems, and cash flow planning to stabilize your organization. Navigate board financials, manage restricted funds, gifts, grants, and program service revenue while staying mission-focused. Debunk the overhead myth, balance new programs with fee-for-service models, and use Form 990 reporting for transparency and strategic storytelling. Listen in for actionable insights for nonprofit leaders and boards.   What You'll Learn in This Episode:    Master nonprofit accounting basics for handling financial crises and ensuring insurance compliance during operational chaos. Strategies for interim executive director roles, including payroll systems and transition planning in nonprofit management. Effective board financials presentation, focusing on restricted funds, gifts and grants, and 990 reporting. Debunk the overhead myth through purposeful cost allocation and mission alignment in program service revenue.   Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.   TIMESTAMPS:   00:00 Hampton explains purposeful money use in nonprofit accounting to advance mission via program service revenue and fee-for-service models 02:12 In a financial crisis, Hampton evaluates bank balance, insurance compliance, and workers' comp to avoid additional operational chaos 08:02 New nonprofit management should focus on mission alignment, awareness of rules, and gradual cash flow planning over perfection 11:45 Mature organizations should emphasize forward-looking board financials, restricted funds, gifts and grants, and 990 reporting integration 17:15 Cost allocation in nonprofit accounting reveals program interplay; lose money on purpose via debunking the overhead myth for growth   KEY TAKEAWAYS:   In nonprofit accounting, don't be afraid to spend money to fuel mission growth via program service revenue and fee-for-service offsets. Interim executive director roles prioritize insurance compliance, workers' comp, and cash flow planning amid financial crisis. Effective board financials require cost allocation of restricted funds, gifts and grants for mission alignment. Debunk the overhead myth through strategic storytelling in nonprofit financials and 990 reporting transparency.   ABOUT THE GUEST:  T. Hampton Dohrman, a San Diego-based social entrepreneur and nonprofit advocate, founded and leads Hampton Nonprofit Management, a referral-only firm offering interim executive leadership and support in accounting, operations, and HR to drive mission impact. A Southern transplant, he enjoys San Diego's weather, beer scene, nonprofits, beaches, and its proximity to the border. With expertise in management and accounting, he's also an orchestral musician and a former tech startup founder. A 2022 LEAD Impact Class member and San Diego Business Journal CFO of the Year finalist, Hampton has empowered hundreds of nonprofits to operate smarter and amplify small-org impact. T Hampton Dohrman - LinkedIn Hampton Nonprofit Management   RESOURCES MENTIONED:  For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel  - LinkedIn

Nonprofit leadership takes center stage in this robust conversation with Sarah Tuakli Cooper. Host May Harris brings this discussion to life on the Nonprofit Counsel Podcast, highlighting Sarah's dual roles as executive director and board chair. With decades of experience, Sarah explores how conflict resolution, diversity, equity, and inclusion, as well as authentic nonprofit governance, create stronger organizations. She also shares how women of color can embrace courage, self-care, and voice in leadership. This episode offers practical strategies for building strong board and executive partnerships, reminding us that effective nonprofit leadership requires advocacy, collaboration, and a clear vision. What You'll Learn in This Episode:    How strong nonprofit leadership helps align the roles of board chair and executive director for greater impact Why conflict resolution and grace are essential tools for advancing nonprofit governance The importance of embedding diversity, equity, and inclusion into nonprofit strategy and culture Ways leadership for women of color strengthens voices, builds courage, and drives mission-focused change Practical steps to enhance nonprofit collaboration and sustain community engagement   Subscribe to The Nonprofit Counsel Podcast and stay ahead on the legal and strategic insights that help nonprofits thrive. Join the conversation and empower your mission with expert guidance every episode.   TIMESTAMPS:   00:00 Sarah Tuakli Cooper: a woman of color, from teaching in England to volunteering with CASA, her path to nonprofit governance and executive director roles 04:00 Balancing passion and conflict resolution within the nonprofit sector, managing differences while staying mission-driven 08:00 The critical partnership between the board chair and the executive director: the linchpin of effective nonprofit leadership 14:03 Superficial approaches can weaken nonprofit governance; nonprofits should stand firm on their missions and practice courageous leadership 17:12 Advice for young women of color entering the nonprofit sector, focusing on self-care, courage, and embracing authentic leadership for women of color   KEY TAKEAWAYS:    Discover how strong nonprofit leadership, effective conflict resolution, and authentic nonprofit governance can transform organizations and drive long-term success.  Learn why diversity, equity, and inclusion, courageous leadership for women of color, and meaningful nonprofit collaboration are essential for thriving communities.  Gain insights on building trust between the board chair and the executive director, enhancing nonprofit leadership, and sustaining impact in the nonprofit sector.  Explore strategies that align nonprofit governance, strengthen nonprofit collaboration, and ensure diversity, equity, and inclusion remain at the heart of mission-driven work.   ABOUT THE GUESTS:  Sarah Tuakli Cooper is the Executive Director at the Elementary Institute of Science, established in Southeastern San Diego in 1964 to ensure Diversity, Equity & Inclusion in STEM.  She spent 20 years teaching computer composition and studio production in London, before moving to San Diego in 2008. She currently co-chairs the Jobs and Education Working Group for the San Diego Promise Zone and has served as Treasurer and Chair of the Board for the United Women of East Africa Support Team. Sarah's global perspective, extensive background in tech education, and commitment to serving diverse San Diego communities inform a leadership approach that is focused on Inclusion and Belonging in fields that are traditionally exclusive. In 2022, she was recognized as a Woman of Influence in Technology in the San Diego Business Journal and is increasingly sought after as a thought leader on issues of diversity in tech. Sarah Tuakli Cooper - LinkedIn Elementary Institute of Science   RESOURCES MENTIONED:  For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel  - LinkedIn

Nonprofit boards, board governance, philanthropy, donor engagement, and nonprofit strategy are front and center in this episode of the Nonprofit Counsel Podcast. Host May Harris sits down with Ryan Ponsford, co-founder of Gateway for Good and founder of Main Street Philanthropy, to talk about how giving and board service can create deeper connections, stronger organizations, and even help reunite a divided world. Ryan shares his journey from private banking into the nonprofit sector, starting with his first uncomfortable board experience where asking tough questions revealed major financial issues. He explains why healthy boards welcome questions, why unhealthy boards avoid them, and how board members can move from being "bobbleheads" to true mission-driven leaders You'll also hear the story behind Main Street Philanthropy, a program that teaches families, students, and communities how to give with purpose—focusing on love of humankind rather than just writing checks. Ryan reveals why he believes giving is the key to rebuilding empathy and connection in today's divided society What You Will Learn in This Episode ✅ Why asking tough questions is the duty of every nonprofit board member ✅ How Main Street Philanthropy teaches financial literacy, trust, and empathy through giving ✅ Why redefining philanthropy as "love of humankind" empowers everyone to be a philanthropist ✅ How giving together builds stronger families, boards, and communities Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps 0:00 Why giving starts with action: "Feelings follow actions" 1:00 Meet Ryan Ponsford: from private banking to nonprofit boards 2:04 First board experience: silence, questions, and red flags 4:41 What healthy vs. unhealthy boards look like 6:32 The duty to ask questions and avoid being a "bobblehead board" 7:49 Different types of boards: working, fundraising, and governance 10:48 Founding Main Street Philanthropy: giving as a teaching tool 13:27 Students discovering empathy through giving—even rival gang members 18:18 Redefining philanthropy: love of humankind, not money 20:07 Scaling the program: 100+ classes nationwide and digital tools 23:23 Helping families navigate wealth transfer and avoid division 26:40 Why family conversations matter more than spreadsheets 33:00 Asking the right questions vs. floating on the surface 34:39 Final encouragement: start small, do something kind, and let giving lead to empathy Key Takeaways 🔹 Healthy boards thrive on questions—silence is a red flag 🔹 Philanthropy is about empathy and love, not just writing checks 🔹 Giving creates connection and can reunite divided communities 🔹 Families who talk openly about values and wealth transitions avoid conflict later Guest Bio Ryan Ponsford is the co-founder of Gateway for Good, a public benefit corporation, and founder of the nonprofit Main Street Philanthropy. With a background in private banking and wealth consulting, Ryan helps families and organizations connect across generations and communities through intentional giving. His passion lies in redefining philanthropy, strengthening nonprofit boards, and showing that giving is the action that leads to empathy and love. Resources & Links For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  https://www.ryanponsford.com/  https://www.gatewayforgood.com/  https://www.linkedin.com/in/ryanponsford   #NonprofitBoards #BoardGovernance #Philanthropy #DonorEngagement #NonprofitStrategy #CommunityConnection

Nonprofit strategy, food insecurity, food waste, donor engagement, and community building are at the heart of this episode of the Nonprofit Counsel Podcast. Host May Harris sits down with Tania Marino, Culinary Director at Gather and board member of the Golden Eagles, to explore how nonprofits can mobilize communities to fight hunger and waste. Tania shares the history of Gather, one of the oldest social service agencies in the U.S., and how its programs—from mobile markets to rescued-food meal prep—are helping thousands of families access healthy, dignified meals each month. She also talks about building partnerships, creating volunteer-powered programs, and leading with creativity to solve food insecurity challenges. Her journey from New Zealand farm life to international finance to nonprofit leadership is an inspiring reminder that the path to impact often weaves business, passion, and service together. What You Will Learn in This Episode ✅ How Gather fights food insecurity with mobile markets, food rescue, and prepared meals ✅ Why reducing food waste also tackles climate challenges like methane gas ✅ How volunteers and partnerships power sustainable nonprofit programs ✅ Why collaboration and belief are essential for new nonprofit founders Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps 0:00 Opening thoughts on food waste and collaboration 0:42 Meet Tania Marino, Culinary Director of Gather and Golden Eagles board member 1:20 Supporting USA Rugby Sevens and lessons on culture-building 3:09  How culture drove the U.S. women's rugby team to Olympic bronze 5:31 History of Gather: a 200-year-old food security nonprofit 7:21 The "Gus the Bus" mobile pantry and serving 60+ towns 10:23 Culinary programs: food rescue and meal preparation 11:47 Environmental impact: saving food from landfills, reducing methane 12:57 Who benefits most: seniors, single parents, unsheltered populations 13:27 Volunteers, chefs, and partnerships powering the kitchens 14:28  The Seacoast Waste Map coalition and partnerships with restaurants 16:29  Guidance for founders: trial, error, and community collaboration 19:57 Building community through partnerships and shared services 22:03 Tania's journey: from New Zealand farm to international finance to nonprofit work 25:26 Gather's women-led leadership team and culture of collaboration Key Takeaways 🔹 Community-driven solutions like Gather's Gus the Bus make food access more equitable 🔹 Rescuing food not only fights hunger but also reduces harmful methane emissions 🔹 Volunteers and partnerships are the backbone of sustainable nonprofit programs 🔹 Founders succeed when they combine vision with collaboration and persistence Guest Bio Tania Marino is the Culinary Director at Gather, a 200-year-old social service agency in Portsmouth, New Hampshire, dedicated to fighting hunger with dignity. She also serves on the board of the Golden Eagles, supporting U.S. Rugby Sevens. With a background in international finance and a lifelong passion for food, Tania now leads programs that rescue hundreds of thousands of pounds of food each year and transform them into meals for families, seniors, and individuals facing food insecurity. Resources & Links For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  Gather - Website - https://www.gathernh.org/   Tania Marino - LinkedIn - https://www.linkedin.com/in/tania-marino-8562442a/ #NonprofitStrategy #FoodInsecurity #FoodWasteSolutions #DonorEngagement #CommunityBuilding #NonprofitLeadership  

Nonprofit startup strategy, fundraising, board governance, and leadership—these are the challenges every founder faces. In this episode of the Nonprofit Counsel Podcast, host May Harris talks with Traci DeForge, founder and CEO of Produce Your Podcast and co-founder of the Podcast Professionals Association. Traci shares her personal journey of moving past 20 years of hesitation to finally launch a nonprofit. Together, she and May dive into the realities of forming a 501(c)(3) versus 501(c)(6), building a board, setting up revenue streams, and navigating nonprofit founder compensation. They also celebrate the release of May's book How to Start a Nonprofit That Will Change the World—now available in print, digital, and audio formats Whether you're intimidated by the IRS paperwork or overwhelmed by conflicting information, this episode lifts the fog and shows you how to start a nonprofit the right way, with clarity and confidence What You Will Learn in This Episode ✅ Why starting a nonprofit requires both strategy and respect for regulators ✅ The difference between 501(c)(3) and 501(c)(6) designations and why it matters ✅ How to structure boards, manage conflicts of interest, and set reasonable compensation ✅ Why nonprofits must operate like businesses with clear revenue strategies Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps 0:00 Two types of nonprofit founders: fear vs. no fear 1:18 Meet Traci DeForge: producer, co-founder, and nonprofit client 4:05 How the Nonprofit Counsel Podcast and book were born 5:58 Why audio content is critical for reaching today's audiences 8:01 Future resources: courses, webinars, and nonprofit education 11:05 Understanding nonprofit revenue streams: gifts, grants, and fee for service 14:07 Fundraising events: what C3s vs. C6s can and cannot do 15:10 Nonprofits are businesses: the myth of "no profit" debunked 18:55 Overcoming 20 years of intimidation to launch a nonprofit 21:00 The questions every founder should ask before filing paperwork 26:08 Building a board: size, structure, and avoiding conflicts of interest 31:38 Founder and co-founder compensation: what's reasonable and what's not 37:22 Who should read How to Start a Nonprofit That Will Change the World 42:16 Final reflections: turning fear into respect and taking action KEY TAKEAWAYS: 🔹If you want to start a non-profit, contact a professional who can help you navigate the steps to avoid future penalties. 🔹Most people are only aware of the designation of a 501C3. However, there are other designations a nonprofit can take. A professional can help you make those decisions. 🔹To begin a nonprofit, one must have a healthy respect for the regulations and the IRS. This isn't a fear; it's learning and respecting the rules.   Guest Bio Traci DeForge is the founder and CEO of Produce Your Podcast and co-founder of the Podcast Professionals Association. With more than 30 years of experience in media and business consulting, Traci brings transparency to her own nonprofit journey, sharing how she moved past fear to build an organization that supports podcast service professionals. Resources & Links For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  Traci DeForge - Produce Your Podcast - LinkedIn - https://www.linkedin.com/in/tracilongdeforge  Produce Your Podcast - Website - http://produceyourpodcast.com   #NonprofitStartup #BoardGovernance #NonprofitStrategy #NonprofitFundraising #NonprofitLeadership #StartANonprofit

Nonprofit marketing, donor engagement, and storytelling are no longer optional. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Jules Taggart, founder and CEO of Wayward Kind and fractional Chief Marketing Officer. Jules explains why today's nonprofits can't rely only on friendships, snail mail, or one-off campaigns to reach donors. She explains how social media, storytelling, and a multi-touchpoint approach are critical to donor engagement in today's crowded nonprofit landscape. You'll learn why empathy plus utility is the secret to effective marketing, how to segment your audiences, and how even small nonprofits can build momentum without overwhelming their teams What You Will Learn in This Episode ✅ Why modern donor engagement requires multiple touchpoints across channels ✅ How to move past the stigma of marketing and embrace storytelling ✅ Practical steps to start marketing strategically without overwhelming your team ✅ Why stakeholder conversations generate the most effective content Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps 0:00 Why donor engagement is no longer one touchpoint 0:47 From agency founder to fractional Chief Marketing Officer 2:24 The "M word" stigma: why nonprofits resist marketing 4:08 Donor behavior shifts: from snail mail to social media 8:19 How to start marketing strategically without overwhelm 9:41 Empathy + utility: the two keys to great nonprofit marketing 10:12 Finding part-time marketing help (copywriters, contractors, CMO) 13:04 Marketing beyond donors: reaching program participants & clients 15:24 Why talking to stakeholders creates your best content 16:48 What a fractional Chief Marketing Officer really does 18:54 How to engage your board in marketing efforts 20:19 Final tip: talk to stakeholders before doing anything else   Guest Bio Jules Taggart is the founder and CEO of Wayward Kind, where she helps nonprofits align marketing strategy with fundraising and strategic plans. As a fractional Chief Marketing Officer, Jules provides both strategic guidance and hands-on execution, ensuring nonprofits use their limited resources effectively to grow donor engagement, attract participants, and strengthen their storytelling. Resources & Links For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  Wayward Kind - Website - https://waywardkind.com/  Jules Taggart - LinkedIn - https://www.linkedin.com/in/julestaggart     #NonprofitMarketing #DonorEngagement #StorytellingForImpact #NonprofitGrowth #FractionalCMO #NonprofitLeadership

How do you launch and sustain an individual giving program—especially if you're starting from zero? In this episode of the Nonprofit Counsel Podcast, host May Harris talks with Kelly McLaughlin, founder and CEO of From Scratch Fundraising. Kelly shares her personal journey from organizing bake sales at age five to creating a consultancy that helps nonprofits design mission-centered, trust-based philanthropy strategies. She explains why the best fundraising isn't about tote bags or galas—it's about building authentic donor relationships aligned with your mission. You'll also hear tips for keeping development directors engaged (and reducing turnover), how to identify the right donors for your cause, and why nonprofits should stop copying other organizations and start fundraising in ways that align with their unique mission. What You Will Learn in This Episode ✅ How to build mission-centered donor relationships that last ✅ How to identify and reach your ideal donors without chasing every platform ✅ How to retain development directors with realistic, data-driven goals ✅ How budget collaboration can unlock major gifts, like a $60K donation Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Key Timestamps 0:00 Donor relationships vs. transactions 2:00 Kelly's early start in fundraising 4:00 Launching From Scratch Fundraising 8:20 The From Scratch Framework for small nonprofits 13:00 Finding your ideal donor beyond demographics 15:10 When TikTok makes sense (and when it doesn't) 17:00 Development director burnout and retention strategies 20:30 How budget collaboration unlocked a $60,000 donor gift 23:00 Why "fundraising unicorns" don't exist 26:30 Final tip: Keep it simple and mission-centered Key Takeaways  🔹 Donor engagement grows when you align fundraising with your mission 🔹 Retain development directors by setting realistic, data-driven expectations 🔹 Stop chasing every platform—focus where your donors actually are 🔹 The best fundraising tactics are born from your unique mission, not trends Guest Bio Kelly McLaughlin is the founder and CEO of From Scratch Fundraising. With nearly two decades in nonprofit development, she has helped organizations of all sizes—from startups to established multimillion-dollar nonprofits—launch successful individual giving programs. Her passion is helping nonprofits build from the ground up with strategies rooted in trust, mission, and sustainability. Resources & Links From Scratch Fundraising Nonprofit Counsel Podcast #NonprofitFundraising #DonorEngagement #MissionCentered #NonprofitLeadership #FundraisingStrategy #TrustBasedPhilanthropy

What does it take to set up and manage a nonprofit endowment the right way? How can boards align investments with mission values while avoiding restrictions that limit flexibility? And where does artificial intelligence (AI) fit into the future of nonprofit operations? In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Kate Azar, Director of Nonprofit Strategy at PNC Institutional Asset Management, to unpack the strategies, risks, and opportunities nonprofits face when managing endowments and exploring new tools like AI. From policies and donor restrictions to responsible investing, ESG, and AI efficiency in donor communications and reporting, this conversation helps nonprofit leaders think intentionally about the future of governance, investments, and technology adoption. What You Will Learn in This Episode ✅ When an endowment is right for your nonprofit—and when it isn't ✅ How to align investment policies with mission and ESG values ✅ Why flexible policies matter for crisis readiness (like COVID) ✅ The risks and rewards of AI adoption in nonprofits Is your nonprofit ready to align investments, policies, and technology with your mission? Visit NonprofitCouncil.com to access strategies and tools to help you build sustainable impact and lead with confidence. Episode Timestamps 0:00 – Why nonprofits are slow to adopt new tech but how AI creates efficiencies 1:03 – Meet Kate Azar, Director of Nonprofit Strategy at PNC 2:28 – When an endowment makes sense for nonprofits 5:01 – Donor restrictions, policies, and risks with endowments 7:00 – Mission-aligned investing and ESG considerations 9:20 – The importance of flexible endowment policies during crises 12:01 – Keeping policies updated: "spring cleaning" for governance 13:19 – Nonprofits, AI, and efficiency gains 15:12 – Risks: data privacy, bias, and security with AI 17:02 – Using AI for fundraising, donor messaging, and reports 20:03 – Policies for AI use in nonprofits 23:06 – Final thoughts: policies, people, and preparing for generational shifts 26:03 – Succession planning and generational wealth transfer  Key Takeaways 🔹 Endowments aren't for everyone – weigh immediate needs vs. long-term impact 🔹 Mission-aligned investing matters – ESG and responsible investing extend your nonprofit's values beyond programs 🔹 Policies must evolve – outdated policies can cripple a nonprofit during a crisis 🔹 AI can boost efficiency – but requires policies, risk awareness, and intentional adoption Guest Bio: Kate Azar Kate Azar is the Director of Nonprofit Strategy at PNC Institutional Asset Management, where she helps nonprofits align investments, governance, and fundraising strategies with long-term sustainability. With experience as CEO of the Long Beach Public Library Foundation and deep expertise in endowments, ESG investing, and nonprofit operations, Kate brings practical and mission-focused insights to boards and executives navigating today's fast-changing environment . Resources and Links For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  https://www.pnc.com/en/corporate-and-institutional/institutional-investment-management/iam-home.html  https://www.linkedin.com/in/kazar/ #NonprofitLeadership #NonprofitEndowments #ESGInvesting #NonprofitAI #NonprofitStrategy #BoardGovernance #NonprofitCouncilPodcast

The nonprofit sector is more than service—it's advocacy, innovation, and one of California's largest economic forces. In this milestone 20th episode of the Nonprofit Counsel Podcast, host May Harris speaks with Geoff Green, CEO of the California Association of Nonprofits (CalNonprofits). Geoff shares insights on nonprofit advocacy, policy reform, board engagement, funding challenges, and legislative priorities shaping the sector in 2024 and beyond. From the Nonprofit Equity Initiative and government contracting reform to the ongoing debate over the Johnson Amendment, Geoff explains why nonprofit leaders must stay politically engaged. If you're a nonprofit executive, board member, or advocate, this conversation will help you understand the power of nonprofit policy engagement and how CalNonprofits amplifies the voice of more than 10,000 organizations across the state. What You Will Learn in This Episode ✅ Why the nonprofit sector is one of California's largest employers and a hub for innovation ✅ How the Nonprofit Equity Initiative is reforming state contracting and funding ✅ Why the Johnson Amendment matters in an election year—and what's at stake in court ✅ Practical ways nonprofits can engage in advocacy without partisanship Key Takeaways 🔹 Nonprofits are problem solvers – filling gaps where government and private industry cannot 🔹 Advocacy is not optional – if nonprofits aren't at the table, they're on the menu 🔹 Policy shapes sustainability – from wages to contracts, nonprofit survival depends on legislation 🔹 Collective voice matters – one nonprofit is powerful, but 10,000 together can shape systems Episode Timestamps 0:00 Why the nonprofit sector is the most creative problem solver 1:15 What CalNonprofits does: advocacy, education, and research 3:17 Geoff's journey from fundraising to policy leadership 5:27 Why defining nonprofits by what they aren't is limiting 8:03 Innovation and risk-taking in the nonprofit sector 9:20 Legislative priorities and the Nonprofit Equity Initiative 11:45 Assembly Bill 590: advance payments for state contracts 13:11 Challenges with PAGA (Private Attorneys General Act) lawsuits 15:07 Wage increases, housing costs, and nonprofit funding limits 17:13 How CalNonprofits mobilizes members for advocacy 19:01 Boards, advocacy, and political misconceptions 20:25 The Johnson Amendment and election year risks 22:24 Why nonprofits must be at the policy table 24:09 $1 to $20 ratio: why nonprofits must influence public spending 25:33 Membership, resources, and collective voice through CalNonprofits Guest Bio: Geoff Green Geoff Green is the CEO of the California Association of Nonprofits (CalNonprofits), where he leads advocacy, research, and education efforts for the state's nonprofit sector. With decades of experience in fundraising, coalition building, political advocacy, and nonprofit leadership, Geoff has been a longtime member and board chair of CalNonprofits. Today, he champions policy reform, funding equity, and nonprofit sector visibility, ensuring that nonprofits remain central to California's civic and economic life. Resources and Links For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/ California Association of Nonprofits - Website - https://calnonprofits.org  #NonprofitAdvocacy #NonprofitLeadership #NonprofitPolicy #CalNonprofits #JohnsonAmendment #NonprofitCouncilPodcast  

Running a nonprofit takes more than passion, it takes strategy, leadership, and the ability to answer the all-important "So what?" for funders, boards, and communities. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Dr. Crystal Trull, founder of CT Nonprofit Consulting and faculty member in nonprofit leadership at the University of San Diego. Crystal shares candid insights from her work as an executive director, consultant, and board development expert. From tackling the myth of the "unicorn" executive director to teaching boards how to stay intentional, she reveals why mission alignment, collaboration, and transparency are the keys to healthy nonprofit governance. Whether you're a nonprofit board member, executive director, or aspiring leader, this conversation will help you strengthen governance, recruit better boards, and build stronger relationships that drive impact. What You Will Learn in This Episode ✅ Why the myth of the "unicorn" executive director hurts nonprofits ✅ How to recruit and engage board members who reflect your mission and community ✅ Why the "So What" factor is essential for winning funders' trust ✅ Tips for building strong relationships between boards and executive directors Want to strengthen your nonprofit's board and leadership? Visit NonprofitCouncil.com to access strategies, tools, and insights to recruit better boards, support your executive director, and lead with clarity. 👉 Want templates and step-by-step nonprofit leadership training → https://nonprofitcounsel.com/leadership-accelerator Key Takeaways 🔹 Mission comes first – every board decision, recruitment, and program must tie back to mission 🔹 Intentional recruitment matters – boards must reflect their community and bring lived experience, not just titles 🔹 Boards and executives share responsibility – governance fails when boards expect EDs to do it all 🔹 Transparency is critical – honesty about challenges builds trust and sustainability Episode Timestamps  0:00  Why boards can't expect a "unicorn" executive director 1:03  Meet Dr. Crystal Trull, nonprofit consultant and educator 2:28  Crystal's education and career journey from ED to PhD 5:02  Why advanced nonprofit education and research matter 7:01  How research informs nonprofit practice and consulting 8:03  What nonprofits really ask for: money and board members 9:20 Post-COVID shift from competition to collaboration 11:04  Helping organizations articulate their "So What" 13:09  Challenges of working with established boards 14:00  Recruiting intentional, diverse, and representative board members 16:20 Setting expectations for new board members from day one 18:01  Why board development must stay on the agenda 19:01  Healthy board–executive director relationship  20:09 Why EDs shouldn't be expected to do it all 22:17  The importance of transparency in executive searches 23:06  The role of strong board chairs and vice chairs 24:33  Final advice: remove personal agendas and focus on mission Guest Bio: Dr. Crystal Trull Dr. Crystal Trull is the founder and principal of CT Nonprofit Consulting, where she helps nonprofits strengthen boards, strategy, and leadership. With experience as a nonprofit executive director, consultant, and educator at the University of San Diego, Crystal brings a unique blend of practitioner expertise and academic insight. She specializes in board development, governance, nonprofit leadership, and strategic planning. Resources and Links For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  Crystal Trull - LinkedIn - https://www.linkedin.com/in/crystal-trull-phd-2a8a7914/  CT Nonprofit Consulting - Website. https://www.ctnonprofitconsulting.com/   Hashtags: #NonprofitLeadership #BoardDevelopment #ExecutiveDirectors #NonprofitGovernance #NonprofitCouncilPodcast #MissionDriven #NonprofitStrategy

Philanthropy and social entrepreneurship are reshaping how nonprofits, foundations, and businesses create impact. In this episode of the Nonprofit Counsel Podcast, host May Harris speaks with Dr. Paula Cordeiro, global leader in education, philanthropy, and social innovation. From her decades of experience in education and nonprofit leadership to her work with foundations and microfinance, Paula shares how impact investing, benefit corporations, and social enterprises are shifting the global ecosystem. She explains how collaboration across sectors nonprofit, government, and for-profit creates sustainable solutions, and why philanthropy has the power to be catalytic in addressing today's biggest challenges. This conversation is a masterclass for nonprofit leaders, foundation boards, and social entrepreneurs who want to harness business practices, philanthropy, and innovation to drive lasting social change. What You Will Learn in This Episode ✅ What social entrepreneurship really means and how nonprofits and for-profits are blurring sector lines ✅ Why impact investing is reshaping philanthropy and endowments worldwide ✅ How benefit corporations, B Corps, and ESOPs empower employees and communities ✅ Why collaboration and coalitions are the future of philanthropy and nonprofit sustainability 👉 Want templates and step-by-step nonprofit leadership training → https://nonprofitcounsel.com/leadership-accelerator Key Takeaways 🔹 Social entrepreneurship is a global movement—from Ashoka Fellows to Newman's Own and King Arthur Flour 🔹 Philanthropy is catalytic—foundations can lead change by aligning grantmaking with impact investing 🔹 Legal frameworks are evolving—benefit corporations and B Corps open new doors for mission-driven business 🔹 The next generation demands purpose—young professionals choose employers with strong ESG and community values Episode Timestamps  0:00  Why philanthropy is catalytic for social change 1:02  Introducing Dr. Paula Cordeiro 1:32  Paula's journey from education to philanthropy and microfinance 3:23  What social entrepreneurship really means (Girl Scouts example) 5:01  The paradigm shift in nonprofit and business collaboration 6:19  Global social entrepreneurship: Ashoka, Skoll Foundation, and beyond 7:49  Newman's Own, King Arthur Flour, and examples of social enterprise 9:13  Legal frameworks for benefit corporations and the Ben & Jerry's story 10:28  Why the ecosystem needs lawyers, accountants, and advisors trained in new business models 12:00  How philanthropy has changed over the last 20 years 13:25  Impact investing conferences and global networks 15:03  Why foundations and universities are adopting ESG-aligned portfolios 16:59  Collaboration across nonprofits, corporations, and foundations 18:35  Younger generations driving change with conscious consumerism and values-based career 21:21 Global examples: employee-owned cooperatives in Rwanda 22:40  Paula's 2025 global seminar in San Diego, Spain, and Rwanda 25:03  Who should attend: nonprofit leaders, board members, and impact investors 26:12 Final thoughts: why social innovation is growing exponentially Guest Bio: Dr. Paula Cordeiro Dr. Paula Cordeiro is a globally recognized leader in education, philanthropy, and social innovation. Former Dean at the University of San Diego, she has worked in K–12 education, microfinance, nonprofit leadership, and international philanthropy. She serves on multiple foundation and nonprofit boards and has been deeply involved in impact investing, social entrepreneurship, and benefit corporation development. Today, she mentors the next generation of leaders in USD's Master's in Social Innovation program while continuing to advance global initiatives in philanthropy and sustainability. Resources and Links For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  Paula A. Cordeiro - LinkedIn - https://www.linkedin.com/in/paula-a-cordeiro-9297b96/ Ashoka: ashoka.org https://www.ashoka.org/en-us Skoll Foundation: skoll.org  SOCAP Conference: socialcapitalmarkets.net  Global Impact Investing Network: thegiin.org #SocialEntrepreneurship #ImpactInvesting #Philanthropy #BenefitCorporations #BCorps #NonprofitLeadership #NonprofitCouncilPodcast #Sustainability

Nonprofit leaders know the pain of a strategic plan that ends up as a PDF collecting dust on a shelf. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Andrea Ortega, founder and CEO of Ante Nonprofits, to explore how grassroots and scaling organizations can build strategic plans that drive implementation, accountability, and sustainable impact. Andrea shares her journey from running a nonprofit in Colombia to launching a consulting firm that helps nonprofits transition from working boards to governing boards, leverage technology, and secure grant funding without burning out their teams. If you've ever struggled with turning your strategic plan into measurable results or wondered how to prepare your board for the next stage of growth this episode is for you. What You Will Learn in This Episode ✅ How grassroots nonprofits can transition from a working board to a governing board without losing momentum ✅ Why nonprofit strategic planning must be treated as a live document—and how to actually implement it ✅ The role of technology, AI, and tools like Google Workspace in streamlining data, reporting, and grant management ✅ Why funders value measurable outcomes and how to use dashboards, OKRs, and KPIs to prove impact 👉 Want templates and step-by-step nonprofit leadership training → https://nonprofitcounsel.com/leadership-accelerator   Episode Timestamps 0:00  Why nonprofits often "PDF it and forget about it" 1:19  Andrea's journey from Colombia to U.S. nonprofit leadership 3:23  Helping grassroots organizations transition into governing boards 5:05 Scaling challenges: reporting, risk, and delegation 10:00  How technology shifts the nonprofit landscape (AI, Google Workspace, TechSoup) 13:07  Common board obstacles in strategic planning 16:09  Why 3-year plans work better than 5-year plans post-COVID 19:22  Data, dashboards, and building long-term sustainability 25:05  Building organizational culture that embraces innovation and learning 29:01  Collaboration, coalitions, and competing for donor dollars the right way 32:27  Final advice: making your strategic plan a living document Key Takeaways 🔹 Strategic planning is implementation, not paperwork – the real work begins after the plan is written 🔹 Technology is a capacity builder – using tools nonprofits already have (Google Workspace, Microsoft 365, Zapier) creates efficiency and saves staff time 🔹 Measure what matters – align your reporting and metrics with what funders actually request to strengthen sustainability 🔹 Partnerships beat competition – forming coalitions with other nonprofits increases your chances of grant funding and broader community impact Guest Bio: Andrea Ortega Andrea Ortega, PhD Candidate, is the founder and CEO of Ante Nonprofits, a consultancy dedicated to helping nonprofits design strategic plans, secure funding, and build sustainable operations. With a background in engineering and nonprofit leadership, Andrea blends analytical skills with deep sector experience. She specializes in capacity building, board governance, fundraising strategy, and nonprofit technology adoption, guiding organizations from grassroots beginnings to scalable impact. Resources and Links For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/ https://www.linkedin.com/company/palante-nonprofits-llc/   #NonprofitLeadership #NonprofitStrategicPlanning #BoardGovernance #NonprofitSustainability #GrantFunding #CapacityBuilding #NonprofitTechnology #NonprofitCouncilPodcast

Making the right hire can make or break a nonprofit. In this episode of the Nonprofit Counsel Podcast, host May Harris speaks with Trevor Blair, principal of Blair Search Partners, about the high cost of a bad hire, the first 90 days, and why human-centered recruiting is the future. From legal foundations and culture to executive search and staff retention, Trevor shares insights on building strong teams, avoiding costly mistakes, and leading with intention. What You Will Learn in This Episode ✅ Why a bad hire can cost 2–5x the candidate's annual salary ✅ The importance of the first 90 days for new nonprofit leaders ✅ How legal and cultural foundations prepare nonprofits for successful hiring ✅ Why human-centered recruiting helps attract and retain top nonprofit talent 👉 Want templates and step-by-step nonprofit leadership training → https://nonprofitcounsel.com/leadership-accelerator Key Timestamps 00:00  Trevor Blair of Blair Search Partners 03:02  Executive search tailored for nonprofits 05:01  Why nonprofits can't afford not to invest in search 08:08  The real cost of a bad hire 09:16  The first 90 days: success or failure window 12:02  Legal and cultural readiness before hiring 17:02  Retention beyond salary: mentoring, flexibility, and culture 29:15  Human-centered design in nonprofit recruiting Key Takeaways 🔷 Bad hires are expensive – Costs can run 2–5x annual salary when you factor in turnover, productivity loss, and onboarding. 🔷 The first 90 days matter most – Leaders set the tone, build trust, and determine long-term success in this window. 🔷 Culture and mentorship drive retention – Beyond salary, employees value growth opportunities and strong leadership support. 🔷 Human-centered hiring works – Putting candidates at the center builds trust and attracts stronger, more diverse talent. Guest Bio Trevor Blair is the principal of Blair Search Partners, an executive search and recruiting firm based in San Diego that works exclusively with nonprofits and public agencies nationwide. Since 2016, Trevor and his team have specialized in helping organizations of all sizes—from startups to multi-billion-dollar agencies—recruit and retain top talent. With a focus on human-centered design, Blair Search Partners ensures that both organizations and candidates thrive in their partnerships. Resource Links Nonprofit Counsel Website The First 90 Days – Book   #NonprofitHiring #ExecutiveSearch #NonprofitLeadership #StaffRetention #First90Days #HumanCenteredRecruiting #NonprofitGovernance #TalentAcquisition #NonprofitCouncilPodcast

Nonprofit leadership is rewarding but often lonely and overwhelming. In this episode of the Nonprofit Counsel Podcast, host May Harris welcomes Mike Gellman, founder of High Five Career Coaching, to discuss the unique challenges nonprofit executives face and the tools that help them succeed. From peer advisory groups and mastermind circles to navigating board dynamics and building partnerships, Mike shares how coaching and collaboration strengthen leaders and organizations. What You Will Learn in This Episode ✅The biggest challenges nonprofit CEOs and executive directors face today ✅Why mastermind groups and peer advisory circles create safe, trusted spaces for leaders ✅The trade-offs of transitioning from corporate to nonprofit leadership ✅How collaboration and partnerships create stronger nonprofits than competition ever could 👉 Want templates and step-by-step nonprofit leadership training → https://nonprofitcounsel.com/leadership-accelerator Key Timestamps 01:17  Meet Mike Gellman of High Five Career Coaching 03:09  From San Diego Zoo to coaching nonprofit executives 05:15  Common challenges nonprofit leaders face 08:05  The rise of co-CEOs in nonprofits 10:24  Why boards can't always provide full support 11:00  The role of nonprofit masterminds 15:27  Advice for corporate leaders moving into nonprofits 23:20 Partnerships and collaboration across nonprofits 4 Key Takeaways Leadership is lonely – Nonprofit executives juggle pressure from boards, staff, funders, and regulators. Safe spaces matter – Peer advisory groups and mastermind circles provide confidential, trusted support. Corporate to nonprofit transitions bring trade-offs – Less pay, but more impact, freedom, and accelerated growth opportunities. Partnerships build strength – Nonprofits that collaborate achieve stronger results for their communities. Guest Bio Mike Gellman is the founder of High Five Career Coaching, specializing in nonprofit executive coaching, career transitions, and team development. With a background that includes the San Diego Zoo, Father Joe's Villages, and Fortune 500 corporations, Mike brings deep experience in leadership development and nonprofit governance. His nonprofit mastermind groups provide a supportive space for CEOs and executive directors seeking growth, clarity, and confidence. Resource Links https://blairsearchpartners.com/ https://www.linkedin.com/in/trevor-blair For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/   Tags #NonprofitLeadership #ExecutiveCoaching #NonprofitGovernance #NonprofitMastermind #LeadershipDevelopment #NonprofitCouncilPodcast  

Starting or running a nonprofit? Understanding the difference between public charities and private foundations is critical for compliance, fundraising, and long-term impact. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with attorney Danika Mendrygal, founder of Mendrygal Law, to unpack nonprofit law essentials, IRS pitfalls, and practical compliance strategies for leaders navigating governance and fundraising across state lines. What You Will Learn in This Episode  ✅ The key differences between public charities and private foundations, and why they matter ✅ The risks of misclassifying your nonprofit and the pitfalls of the IRS 1023-EZ form ✅ Why state-by-state fundraising compliance is complex—and how to avoid costly mistakes ✅ Practical tips for new private foundations on avoiding related-party rule violations 👉 Want templates and step-by-step nonprofit leadership training → https://nonprofitcounsel.com/leadership-accelerator Key Timestamps 00:00  Meet Danika Mendrygal, founder of Mendrygal Law 02:10  From pro bono assignments to exempt organizations law 06:14  Why nonprofits are moving from California to Texas 10:02  The high costs of unnecessary state registrations 14:00  Understanding public charities vs. private foundations 16:35  The dangers of the IRS 1023-EZ form 22:03  Key compliance tips for private foundations 30:20  Why nonprofit leaders must prioritize communication with their attorneys 32:25  Trusted IRS and state attorney general resources Key Takeaways  🔷 Classification matters – Public charities and private foundations face very different compliance rules under nonprofit law. 🔷 IRS shortcuts can backfire – The 1023-EZ "let the IRS decide" option is risky. 🔷 State compliance is not one-size-fits-all – Every state has unique rules, so governance and registration decisions must be made carefully. 🔷 Communication saves money – Talking with your attorney before major changes ensures compliance with nonprofit law and avoids costly mistakes. Guest Bio Danika Mendrygal is the founder and CEO of Mendrygal Law, PLLC, a boutique Dallas-based firm serving nonprofits throughout Texas. With more than 20 years of experience in nonprofit law and exempt organizations, she has built a women-led team advising private foundations, public charities, and mission-driven organizations on compliance, fundraising, and governance best practices. Resource Links For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/ Mendrygal Law - Website - https://mendrygallaw.com/ Danika Mendrygal - LinkedIn - https://www.linkedin.com/in/dmendrygal #NonprofitLaw #NonprofitCompliance #PrivateFoundations #PublicCharities #NonprofitLeadership #FundraisingCompliance #NonprofitCouncilPodcast