Nonprofit Counsel Podcast

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  

Nonprofit law and compliance get real in this deep dive on Form 990, Schedule A vs public support, Schedule O storytelling, private foundation mixups, UBIT and 990-T, gift acceptance, and board governance. If you work with a nonprofit board or run a charity, this convo is your crash course on Form 990 and the policies that keep you compliant and funder-ready. May L. Harris, Esq. interviews Genevra Williams, a Texas nonprofit attorney, about what smart orgs highlight on page one, how to sanity-check Schedule A for public support status, when to use Schedule O to tell your impact story, and the sleeper policies that save you from audits and awkward donor gifts. We also hit common filing paths 990-N, 990-EZ, 990, 990-PF, and why churches still file 990-T when there is unrelated business income. Funders read your 990. Make it tight. What you will learn ✅ How to read and leverage page one of Form 990 to impress funders ✅ How to spot Schedule A red flags and confirm your public charity status before it slips ✅ Why Schedule O is prime space to narrate outcomes and governance practices funders care about ✅ The must-have policies: conflict of interest, whistleblower, document retention, gift acceptance, and accountable reimbursement  Want templates and step-by-step nonprofit leadership training → https://nonprofitcounsel.com/leadership-accelerator Key timestamps 00:00 Intro and why Form 990 is a goldmine for diligence and grants 01:00 Genevra’s path from data modeling to nonprofit law and foundation work in Dallas 03:39 Form 990 overhaul and why analysts love the added transparency 06:38 What funders scan on page one and in program accomplishments 07:21 Governance signals funders notice, independent directors and accuracy cues 08:03 Schedule A pitfalls, disqualified persons, support percentages, wrong subtype checked 10:24 Why boards should review the 990 before filing and avoid “bobblehead board” vibes 13:53 Three core policies asked on the full 990, conflict, whistleblower, document retention 15:06 Two more clutch policies, gift acceptance and accountable reimbursement 17:09 Year-end tune-ups to prep for smooth tax reporting next cycle 18:05 990 filing tiers,990-N, 990-EZ, 990, and 990-PF explained in plain English 19:25 Tracking support now so you do not fail the public support test later 21:21 When a DIY 1023 accidentally checks “private foundation” and how to fix it fast 24:38 Churches and religious orgs, when UBIT triggers 990-T filing anyway 25:55 Close and where to get help and tools 4 key takeaways 🔷 Page one plus Schedule O is your public narrative. Treat it like prime real estate for funders and donors. 🔷 Schedule A accuracy is mission critical. Validate your support calc annually so you do not drift out of public charity status. 🔷 Policies are protection. Conflict, whistleblower, document retention, gift acceptance, and accountable reimbursement keep governance clean and audits chill. 🔷 Filing class matters. Know when you are 990-N, 990-EZ, 990, 990-PF, and when UBIT means 990-T, even for churches. Guest Genevra Williams  Nonprofit attorney based in Texas who blends data chops with exempt-org expertise. Her lens: use Form 990 strategically to attract grants, signal strong governance, and stay compliant. Resources For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/ #NonprofitLaw #Form990 #BoardGovernance #PublicSupport #NonprofitCompliance #UBIT #NonprofitPodcast  

Building smart nonprofits requires a focus on sustainability and mission success, not just short-term fundraising. In this episode of the Nonprofit Council Podcast, host May Harris talks with David O’Brien and Matthew Craig, co-authors of Building Smart Nonprofits: A Roadmap for Mission Success, about how nonprofit leaders can align money with mission, build stronger organizations, and thrive in today’s changing landscape. What you will learn in this episode: ✅ Why sustainability matters more than short-term fundraising ✅ How to align money with mission for long-term impact ✅  Lessons from real nonprofit success stories in San Diego and beyond ✅ The risks of “Franken nonprofits” and how to avoid mission drift Subscribe to the Nonprofit Counsel Podcast to gain expert legal insights, practical tools, and leadership guidance that helps your mission thrive. Visit nonprofitcounsel.com for more. https://nonprofitcounsel.com/leadership-accelerator Key Timestamps 00:00 David O’Brien and Matthew Craig 04:01 David O’Brien’s journey from finance to the nonprofit sector 05:15 Why nonprofits must define sustainability and impact 10:55 The rise of social enterprise and new forms of capital 17:12 Trust-based philanthropy and breaking the starvation cycle 18:33 AVID: scaling a mission through monetizing intellectual property 28:00 Feeding San Diego and the future of food rescue models 33:50 Why storytelling plus data is the winning formula for fundraising 39:00 Saying no to misaligned funding and avoiding mission drift 45:00 The importance of reserves, strong balance sheets, and sustainability Key Takeaways 💎Mission must match money: sustainable nonprofits don’t chase funding that pulls them off course. 💎Trust-based philanthropy is growing:  unrestricted support empowers organizations to innovate. 💎Storytelling backed by data builds credibility with funders and stakeholders. 💎Nonprofit sustainability = reserves + innovation + collaboration Guest Bios David O’Brien is a retired finance professional turned nonprofit board leader and co-author of Building Smart Nonprofits. He brings decades of experience in financial leadership and nonprofit governance. Matthew D. Craig is a banker and advisor to nonprofits who co-authored the book alongside O’Brien. Together, they combine financial expertise with nonprofit research to provide a practical roadmap for mission success Resources & Links For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/ Building Nonprofits, a Roadmap for Mission Success - Book - https://www.amazon.com/Building-Smart-Nonprofits-Roadmap-Mission/dp/1538118238#:~:text=Building%20Smart%20Nonprofits%3A%20A%20Roadmap%20for%20Mission%20Success%20is%20a,leaders%2C%20board%20members%2C%20funders%2C #NonprofitLeadership #Sustainability #MissionSuccess  

Nonprofit leaders know that financial strategy and fractional CFOs can make or break and organization. In this episode of the Nonprofit Council Podcast, host May Harris sits down with Rick Dahlseid, CPA and leadership team member at PBO Advisory Group, to talk about the critical role of financial management in the nonprofit world. With over 20 years of experience as a CFO and consultant, Rick brings deep insights into how nonprofits can leverage fractional CFO services, build stronger boards, and plan for long-term sustainability. From understanding when your nonprofit truly needs CFO support to learning how to strengthen your board with the MARLIN framework, this episode is packed with actionable guidance. Rick also shares his experience as a nonprofit board member and educator at the University of San Diego and UCSD, highlighting why transparency, accountability, and strong governance are essential for nonprofit success. If you’ve ever wondered how to scale your nonprofit’s financial strategy or strengthen your board, this conversation will give you clarity and confidence to take the next step. What You Will Learn in This Episode ✅ When and why a nonprofit should consider bringing on a fractional CFO ✅ How the $2 million audit threshold impacts California nonprofits ✅ The MARLIN framework for building a strong, well-rounded board ✅ Why transparency and volunteer engagement are key to long-term sustainability Tune in to learn practical strategies, get inspired by Rick’s journey, and discover how to maximize your nonprofit’s impact with the right financial and leadership tools. Subscribe to the Nonprofit Counsel Podcast to gain expert legal insights, practical tools, and leadership guidance that helps your mission thrive. Visit nonprofitcounsel.com for more. https://nonprofitcounsel.com/leadership-accelerator Key Timestamps 00:00 Rick Dahlseid, CPA and nonprofit CFO consultant 01:10 Rick’s 20+ years of nonprofit financial leadership experience 03:37 What is a fractional CFO and when does your nonprofit need one? 04:47 California law and audits: why $2M is a critical threshold for nonprofits 05:44 Beyond CFO services: PBO Advisory’s suite of nonprofit support 07:00 Rick’s award-winning board service and the importance of strong governance 08:30 The MARLIN framework for building well-rounded nonprofit boards 11:05 Why full disclosure and transparency matter for board members 11:47 The increasing demands on nonprofits and the need for volunteers 13:14 Final reflections: finding purpose through service  Key Takeaways 💎 Nonprofits don’t always need a full-time CFO, fractional CFO services can provide the right level of expertise and strategy at a sustainable cost. 💎 Once a nonprofit’s budget exceeds $2 million, California requires an audit, making professional financial leadership essential. 💎 The MARLIN framework (Marketing, Accounting, Real Estate, Legal, Insurance, Nonprofit) helps boards ensure they have the right expertise around the table. 💎 Transparency and volunteer engagement strengthen nonprofits, ensuring board members and community supporters can fully contribute. Guest Bio Rick Dahlseid, CPA, is a fractional CFO and leader at PBO Advisory Group, specializing in nonprofit financial management. Over the past 20 years, Rick has served as CFO for multiple organizations, including Jewish Family Service and a nonprofit hospice, and has spent the last five years consulting nonprofits nationwide. He is also an educator, teaching Nonprofit Financial Management at both the University of San Diego and UC San Diego. Rick has been recognized by the San Diego Business Journal as a top nonprofit board influencer, and he is passionate about helping organizations build financial capacity, strengthen governance, and achieve sustainable growth. Resources & Links PFO Advisory - Website - https://pboadvisory.com/ Connect with Rick Dahlseid on LinkedIn For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/ https://nonprofitcounsel.com/leadership-accelerator  

Nonprofit legal compliance isn’t just about IRS rules. It’s about trust, transparency, and staying mission aligned in an evolving regulatory landscape. In this episode of the Nonprofit Counsel Podcast, host May Harris sits down with Gene Takagi, principal at NEO Law Group and renowned expert in nonprofit law, to break down the biggest legal challenges nonprofit leaders face today. From conflict of interest policies to lobbying limits and fiscal sponsorship, Gene offers sharp, practical guidance that every executive director, board member, and nonprofit lawyer should know. What You’ll Learn in This Episode: ✅ What your board must do (and document) to avoid legal pitfalls ✅ How to handle conflicts of interest the right way ✅ Why fiscal sponsorship can be both a lifeline and a legal risk ✅ Key compliance issues for nonprofits engaging in advocacy Subscribe to the Nonprofit Counsel Podcast to gain expert legal insights, practical tools, and leadership guidance that helps your mission thrive. Visit nonprofitcounsel.com for more. https://nonprofitcounsel.com/leadership-accelerator Timestamps (00:00) Intro: Gene Takagi on why legal compliance empowers nonprofits (01:25) Meet Gene Takagi and NEO Law Group’s mission (04:10) Governance must-haves: Minutes, bylaws, and accountability (06:20) How to handle conflicts of interest without fear (09:15) Lobbying and political activity: What’s allowed under 501(c)(3)? (13:00) Fiscal sponsorship: Pros, cons, and compliance musts (17:45) Trends in nonprofit mergers and shared services (21:30) Why legal hygiene reduces board liability (25:10) Practical tips for updating your conflict of interest policy (28:20) Final advice: Don’t wait for a crisis to get your house in order Key Takeaways 💎 Compliance strengthens trust with donors, regulators, and communities 💎 Boards must document deliberations and decisions to avoid liability 💎 Fiscal sponsorship is powerful but requires strong legal safeguards 💎 Conflicts of interest aren't inherently bad, but how you manage them matters Resource Links NEO Law Group https://neolawgroup.com/ Gene Takagi on LinkedIn https://www.linkedin.com/in/nonprofitattorney/ For Profit Law Group - Website - https://www.fplglaw.com Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/ https://nonprofitcounsel.com/leadership-accelerator Guest Bio: Gene Takagi Gene Takagi is the managing attorney of NEO Law Group, a nationally recognized firm specializing in nonprofit and exempt organization law. A frequent contributor to the Chronicle of Philanthropy and Nonprofit Quarterly, Gene advises foundations, charitable organizations, and social enterprises on governance, compliance, and advocacy. He is widely regarded as one of the most trusted voices in nonprofit legal strategy.   #GeneTakagi #NonprofitCompliance #NonprofitLaw #ConflictOfInterest #FiscalSponsorship #NonprofitGovernance #501c3Rules #NEOLawGroup #NonprofitCounselPodcast #MayHarris

Nonprofit law, board governance, and compliance challenges impact every organization. In this episode, May Harris talks with attorney Jacob Zerkie about nonprofit boards, DEI policies, executive pay, and legal risks. Jacob Zerkie, senior tax associate at Michael Best & Friedrich, shares how he became a nonprofit attorney and what nonprofits should know when seeking legal guidance. He and host May Harris explore the unique issues nonprofit lawyers address,  from endowment restrictions to executive compensation, and why nonprofits should build relationships with specialized attorneys before issues arise. What you will learn in this episode ✅ Why nonprofit law requires unique expertise beyond general corporate or tax law ✅ How endowment restrictions and DEI policies are evolving after recent court rulings ✅ Why executive compensation is a red flag for regulators and requires legal oversight ✅ How to find and vet the right nonprofit attorney for your organization 👉 If this conversation helps your leadership team, share it with your board, subscribe for more episodes, and leave us a review. Explore more tools here: Nonprofit Council Leadership Accelerator. Key Timestamps 00:00 Why having an attorney on your nonprofit board is valuable but not enough 01:11 Introducing guest Jacob Zerkie and his career journey into nonprofit law 02:20 Networking, mentorship, and finding a path into nonprofit legal practice 04:03 Nonprofit law as a mix of corporate, tax, and mission-driven advising 06:04 Why advising nonprofits is rewarding: everyday impact in communities 07:11 COVID’s impact: dissolutions, mergers, and accessing restricted funds 08:03 Post-Supreme Court challenges: DEI policies and scholarship programs 10:16 When nonprofits need specialized legal counsel and how to find the right fit 12:01 Building relationships: social media, blogs, and first conversations with attorneys 13:11 “Nonprofit Office Wisdom” series: The Office sitcom as a lens for nonprofit lessons 15:22 Attorneys are also human: why personality fit matters in selecting counsel 16:28 Unique legal challenges for nonprofits: fundraising, tax exemption, endowments 17:37 Executive compensation and employment agreements as regulatory risks 18:29 Why early legal guidance prevents long-term problems for nonprofits 18:47 Closing reflections and resources Four Key Takeaways 🔷 Nonprofit law is specialized. General corporate or tax attorneys may miss sector-specific compliance risks. 🔷 Funding and DEI policies are evolving. Recent court rulings make it critical to reassess endowments and diversity programs. 🔷 Executive compensation matters. Regulators closely scrutinize how nonprofits pay founders and leaders. 🔷 Choose your attorney wisely. Beyond expertise, fit and trust are essential for strong, ongoing counsel. Resources Michael Best & Friedrich LLP – Jacob Zerkie’s firm For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  Nonprofit Counsel - Linkedin - https://www.linkedin.com/company/nonprofit-counsel/ Guest Bio: Jacob Zerkie Jacob Zerkie is a senior tax associate at Michael Best & Friedrich LLP, where he advises nonprofits including 501(c)(3), 501(c)(4), and 501(c)(6) organizations on governance, compliance, fundraising, and tax matters. With over a decade of experience, Jacob helps nonprofits navigate formation, operations, and complex issues like endowment restrictions and executive compensation. He also shares insights with the sector through his “Nonprofit Office Wisdom” LinkedIn series, applying lessons from The Office sitcom to real nonprofit challenges.     #NonprofitLeadership #NonprofitLaw #BoardGovernance #NonprofitCompliance #NonprofitPodcast #JacobZerkie #SocialImpact  

Nonprofit fundraising ethics, board governance, and conflict of interest policies are crucial for nonprofit success. In this episode, May Harris talks with Nicole Miller-Coleman about CFRE, board service, and building capacity. Nicole Miller-Coleman, CFRE and nonprofit consultant, shares insights from decades of experience helping nonprofits grow revenue, strengthen governance, and follow ethical standards. She and host May Harris discuss why CFRE’s code of ethics matters, what to look for before joining a board, and how to avoid conflicts of interest while serving with integrity. This episode equips nonprofit leaders, board members, and fundraisers with strategies to build trust, capacity, and long-term impact. What you will learn in this episode ✅ Why fundraising ethics matter and how CFRE sets the gold standard ✅ What to review before joining a nonprofit board (bylaws, policies, financials) ✅ How to identify and manage conflicts of interest on nonprofit boards ✅ Why diversity, transparency, and fiduciary duties build stronger boards 👉 If this conversation gave you clarity, share it with a fellow nonprofit leader, subscribe for more insights, and leave a review to help others find the show. Explore more tools here: Nonprofit Council Leadership Accelerator. Key Timestamps 00:00 Why fundraising ethics matter: CFRE and the code of conduct 01:10 Nicole’s background in arts nonprofits and consulting 02:20 Supporting small and midsize nonprofits in fundraising and growth 03:23 Earning the CFRE credential and its global impact 05:06 Why fundraisers can’t take a percentage of grants 07:28 What to evaluate before joining a nonprofit board 09:12 Best practice policies: conflict of interest, whistleblower, document retention 10:34 Diversity as a best practice for nonprofit boards 13:11 Why bylaws matter and how neglect can cause governance issues 15:03 Understanding financial statements and IRS Form 990 16:13 Why minutes matter: avoiding transcripts and risky content 18:12 Nicole’s favorite board experience and the importance of strong leadership 20:53 Why boards shouldn’t expect free legal, accounting, or fundraising work 23:06 Managing conflicts of interest for consultants and fundraisers 27:02 Fiduciary duties: duty of loyalty, care, good faith, and obedience 28:08 Disclosing opportunities and maintaining board ethics Key Takeaways 🔷 Ethics are non-negotiable. CFRE fundraising standards ensure donors and communities are protected. 🔷 Do your homework before joining a board. Review bylaws, policies, financials, and compliance status. 🔷 Conflicts of interest must be disclosed. Transparency builds trust and protects both individuals and organizations. 🔷 Strong boards require diversity and accountability. Effective governance comes from inclusive perspectives and fiduciary duty. Resources For Profit Law Group - Website - https://www.fplglaw.com  Nonprofit Counsel - Website - https://www.nonprofitcounsel.com/  Nonprofit Counsel - Linkedin - https://www.linkedin.com/company/nonprofit-counsel/ Nicole Miller-Coleman - https://www.nicolemillercoleman.com/?fbclid=IwAR1_-8c8nhKBCcxwLX8Bn3Bt4oCjm6YkJ-LIvvqRVuEO298hFL7pPYAKOv8 Guest Bio: Nicole Miller-Coleman Nicole Miller-Coleman, CFRE, is a seasoned nonprofit consultant and founder of Criterion Nonprofit Consulting. With over 16 years of experience in fundraising, governance, and nonprofit capacity building, she has worked with arts, culture, and community organizations across San Diego and beyond. As a Certified Fund Raising Executive, she upholds the highest standards of fundraising ethics and donor-centered practice. Nicole helps small and midsize nonprofits strengthen their governance, diversify boards, and raise the resources they need to thrive.   #NonprofitLeadership #NonprofitFundraising #NonprofitBoards #BoardGovernance #FundraisingEthics #NonprofitPodcast #NicoleMillerColeman