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**The Nonprofit Exchange: Leadership Tools & Strategies**

The Nonprofit Exchange is built for nonprofit leaders, board members, donors, and interested parties.

Latest Episodes:

Stop The Nonprofit Board Blame Game Dec 06, 2022

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Stop The Nonprofit Board Blame Game: Board Engagement with Hardy Smith

Nonprofits are constantly expressing frustration about board member engagement. My research shows there are many board members who are equally frustrated about their board experience. To get beyond the frustration, organizations must recognize why board members don't perform as expected and correct practices that contribute to broken relationships with their board members.

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Transformational Philanthropy from the Donor’s Perspective Nov 30, 2022

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Transformational Philanthropy from the Donor’s Perspective: Interview with Ron Zeeb, Founder of The Heritage Institute

Transformational Philanthropy from the Donor’s Perspective:

“When the non-profits learn to focus on my need to give rather than their need to get, they will get a lot more from me.”

As the recently released Bank of America Study of Philanthropy (previously known as the US Trust Study

of High Net Worth Philanthropy) found, the number 1 reason affluent donors choose a cause or organization to support is the donor’s values (72%). Only 48% gave due to the perceived need of the organization or issue, and only 13% gave due to a compelling pitch (in person, virtually, or via collateral). Therefore, the key to generating transformational gifts is to focus on the donor’s values and desired outcomes and then provide opportunities for them to fulfill those desired outcomes.

Consequently, your focus needs to be on the desired outcomes of your donor (their need to give), rather than the organization’s needs (your need to get).

Rodney C. Zeeb, JD, HDP™, Founder and CEO of The Heritage Institute. Rod has over three decades of experience in estate planning, charitable planning, and heritage design and is recognized internationally for his contributions to the field. Among the major national conferences and events Rod has spoken to are Pershing’s INSITE Conference, MDRT, NAIFA, Kingdom Advisors, Securities Industries and Financial Markets Associations (SIFMA ), NAPFA, United Way of America National de Tocqueville Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, National Association of Charitable Gift Planners, and many others. Rod typically receives the highest speaker evaluations. Rod has been quoted in The Wall Street Journal, The Christian Science Monitor, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, and many other print and online publications.

Rod has written numerous articles and white papers. He is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and co-author of the novel What Matters.

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Avoiding Strategic Planning Pitfalls Nov 22, 2022

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Avoiding Strategic Planning Pitfalls:

Interview with Planning Expert Carol Hamilton

Carol Hamilton, the host of the Mission: Impact podcast, is an organization effectiveness consultant who helps nonprofits become more strategic and innovative for greater mission impact. She facilitates strategic planning, helps organizations map their impact, and supports organizations as they prepare for executive transitions.

A strategic thinker, Carol works with teams and organizations to envision and frame their future strategic direction. Practical in her approach, she helps organizations think through who is key to creating their future, how to gather insights from these stakeholders, consider the big picture, imagine new possibilities, come to agreement on their future goals, and create an initial action plan to get started. She takes a human-centered and appreciative approach in her work. She is also part of a consultant collective focused on diversity, equity, and inclusion, All In Consulting.

Carol has more than 25 years of experience in the nonprofit and association sectors working with organizations with a range of missions. Carol trains frequently on leadership, strategy, organizational culture, and design as well as innovation topics. She graduated from Swarthmore College and has her Masters in Organization Development.

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Leadership, Integrity & Enrolling Others In Your Vision Nov 14, 2022

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Leadership, Integrity & Enrolling Others In Your Vision:

Food Pantry Lines to Volunteer to CEO & Vice Chairman of the Board with Joel Clelland

Joel Clelland is a serial entrepreneur and influencer who has had a number of successful businesses: special events, entertainment, and insurance.

Most recently, Joel Clelland served as Centric’s Chief Executive Officer. Centric is a dual token cryptocurrency system working to stabilize prices and provide a global borderless medium of exchange that only goes up in purchasing power. While CEO, Joel, and his team added a number of new exchanges and partnerships, as well as three cryptocurrency payment gateways. Centric users can pay with Centric tokens (spec. Centric Swap "CNS") using the payment gateways and the merchants can get paid out in cryptocurrency or whatever their local currency happens to be. Learn more about the Centric Payment Network and connect with the team by visiting https://www.centric.com/cenpay/.

Joel also serves as the Vice Chairman of the Board for 501(c)(3) nonprofit Project Boon, a community organization based in Southern California that assists underserved children, individuals, and families with food security and connections to needed services. "As a former Board Chair, I have an affinity for the organization and where it is headed. Our catchphrases are, "empowering people next door and a world away" and "give without reservation." Prior to the pandemic, Project Boon was involved in service in both the U.S. and Mexico. Hopefully, we can get back down to Tuxpan, Jalisco in Mexico soon."

Joel's message:

Leaders are always learning.

Listen more than you speak. Ask questions that encourage beneficial discourse. Create safety for all stakeholders. Find the areas that need improvement together. Then, make those better.

As the key person in your organization, have a solid vision in that you can enroll all stakeholders. Develop and deploy a call to action that engages your team on specific tasks to execute your vision. Review this weekly, monthly, and quarterly. Is your vision being realized? A group of people that is unclear on its vision cannot win (cannot execute the leader's vision).

Remain grateful and practice gratitude. Things happen for us, not to us. Instead of asking, "Why," ask, "What does this mean for me? What purpose does this serve for our team and me?" In what ways will our actions benefit the community (make an impact)?

Be humble and love your team and community.

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Publishing Your Expertise and Inspiring Story to Create Abundance and Hope: Nov 08, 2022

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Publishing Your Expertise and Inspiring Story to Create Abundance and Hope:

Interview with Publisher, Ken Rochon

Ken Rochon, who also goes by Dr. Smiley is a renaissance man and serial entrepreneur.

He has written 38 books, published over 300, and is an expert in creating impact with book tours and social proof campaigns.

He has visitors from over 100 countries and is a proud Daddy to his 9-year-old son who has Authored 8 books.

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Expanding The Reach of Your Message Nov 01, 2022

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Expanding The Reach of Your Message - Creative Cost Effective Ways to Spread Awareness & Attract Support: Interview with Jessica Koch

If your cause or organization is the most amazing thing ever, but no one knows about you.... this can be a problem... or if you are in the top 100 causes and your message and how you share it has stopped feeling relevant or kept up with the times.. then you can have an issue. How do you spread the word about what you do for your community, the country, or the world? What vehicles to use, and what is the cost or knowledge needed?

Jessica Koch has been a National Sales Professional for more than 25 years. She has worked with Fortune 1000 clients like Disney and Verizon. She has also worked with National Power Utilities, Hospitals, governments, and Universities/Colleges. She successfully trained and managed multiple sales teams nationally, who were consistently the top sales producers. She speaks nationally and has been featured on many podcasts and video interviews. She will soon be featured in a published book series Titled: Profiles in Success: Inspiration from Executive Leaders

in the Washington D.C. Area.

As the daughter of a Retired Navy Service member, she was given the opportunity to reside both domestically and internationally including Germany, France, Bavaria, and Prague. She currently resides in Solomon’s Island Maryland. She and her husband have raised their 7 kids in the area and they are proud to be parents of an Active Duty Member of the United States Army!

Jessica’s goal is to guide business owners and sales professionals to achieve a balanced sales and marketing strategy. She uses proven classic sales techniques combined with modern technology, including her vast knowledge of LinkedIn. She has been an active user of LinkedIn since 2008 and has won friends, influenced people, and successfully turned Connections into Clients! This approach allows for a drastic increase in bottom-line results as well as, time for community and family life.

More about Jessica and her work at https://jessicaLkoch.com

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How to Find More Best Fit Grant Funders for Your Nonprofit Oct 25, 2022

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How to Find More Best Fit Grant Funders for Your Nonprofit: Interview with Gauri Manglik

Finding the Best Fit Grant Funders: In the age of big data, it’s more important than ever to leverage any quantitative insight you can around the funders you’re applying for funding from. How can you do so and what are the best nonprofits doing differently than others? I can break down what unique trends are crucial to look out for.

In the age of big data, it’s more important than ever to leverage any quantitative insight you can around the funders you’re applying for funding from. How can you do so and what are the best nonprofits doing differently than others? I can break down what unique trends are crucial to look out for.

Gauri Manglik has dedicated her career to building intuitive and delightful user experiences. Seeing the opportunity to force multiply the nonprofit sector's ability to create impact through software led her to her

work at Instrumentl. As CEO and a co-founder, she has led Instrumentl to serve over 2,000 nonprofits today, making it a favorite tool among grant seekers for bringing grant prospecting, tracking, and management to one place.

Before Instrumentl, Gauri was CEO and co-founder of Fondu, an online community for sharing bite-sized restaurant reviews. After Fondu was acquired by Airbnb, Gauri led their mobile and special projects teams.

For more information go to https://www.instrumentl.com

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Fostering and Supporting Emerging Leaders Oct 18, 2022

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Fostering and Supporting Emerging Leaders:

Interview with Dorien Porter

A Senior at Liberty studying Politics from Georgia. Dorien Porter has served our community in many different facets. First at Liberty within its SGA and now as the Executive President of our area’s Rotaract Club. Dorien is the outcome of Generational service above self-believers through military service fighting for the United States.

Dorien Brings countless invaluable leadership experiences and religion to the political table with grace and truth, to lay the foundation for the upcoming generations. As FDR once said, we cannot always build the future for our youth but we can make our youth for the future, and Dorien is heading the four fronts here in our community to bring the future young professionals together here in the Lynchburg Area

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Having the Confidence to Fulfil the Numbers Part of a Board Member's Fiduciary Responsibilities Oct 11, 2022

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Having the Confidence to Fulfil the Numbers Part of a Board Member's Fiduciary Responsibilities

Nonprofit board members know their organization must be financially healthy to do the most good, but some people find financial statements hard to decipher. However, board members of nonprofits need to know basic accounting in order to fulfill their fiduciary responsibilities. Holding management accountable is a crucial responsibility of the board. Knowing which KPIs and trends to track can help keep the nonprofit on track. Nonprofit board members need to invest the time to be able to ask probing questions of management and the auditor to fulfill their responsibilities.

Melisa Galasso is the founder and CEO of Galasso Learning Solutions LLC. A CPA with nearly 20 years of experience in accounting, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. Melisa is a Certified Speaking Professional in Talent Development (CPTD) and has earned the Association for Talent Development Master Trainer™ designation. Her passion for instructional design and adult learning techniques is one of the differentiators that set her apart from other CPE providers. Within the industry, Melisa serves on the FASB’s Not-for-Profit Advisory Committee (NAC), and AICPA Council, and is the Chair of Girls on the Run Greater Charlotte's Advisory Board. She previously served on the AICPA’s Technical Issues Committee (TIC), and the VSCPA’s Board of Directors, and is a past Chair of the NCACPA’s A&A committee. Melisa is the author of Money Matters for Nonprofits: How Board Members Can Harness the Power of Financial Statements by Understanding Basic Accounting.

For more information, go to https://galassolearningsolutions.com/

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Bridging the Knowledge Gap for Military Service Members and Families Oct 04, 2022

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Saving lives: Bridging the Knowledge Gap for Military Service Members and Families to Avoid Loss of Life, and the Loss of HOPE!

Brian Arrington, USAF (ret), M.S. is President/Founder of VETS2INDUSTRY LLC and Vets2Industry Foundation Inc. and is Director, Military Programs and Recruiting for Military Hiring Accelerator, LLC.

Brian retired July 2019, from the United States Air Force with Robins AFB, GA as his final duty station. His distinguished career led him to deploy to Iraq, Afghanistan, Thailand, and Qatar and provide humanitarian relief throughout SE Asia during the tsunami, Haiti during the earthquake, and in Turkey supporting refugee

evacuations during the Israel-Lebanon Mideast Crisis. Brian’s career has taken him to 90 countries and 5 of the 7 continents.

In his last year of 20-years devoted service to the U.S. Air Force, Brian learned there were over 45,000 Veteran Service Organizations nationwide that provided free services and support to U.S. military families and realized a huge gap existed between available free Veteran, Military Spouse, and dependent children resources and benefits and the knowledge of their existence among our nations heroes and their families.

With this newly discovered knowledge, Brian vowed to eliminate the knowledge gap and ensure the success of every veteran and their families by creating an online library, a free single-site repository of every free Veteran Service Organization to include providing mentorship and information services to each knowledge-seeker.

Since the library’s creation, March 2019, Brian has led VETS2INDUSTRY’s growth by reaching 100,000+ veterans and military spouses with over 300,000 page-views on the website and he continues to supply employment opportunity success with the ever-growing grassroots volunteer force of veterans and military spouses he leads.

Brian is married with 6 children, resides in Atlanta, is an active alumnus of Centurion Military Alliance, Hiring our Heroes Corporate Fellowship Program, FourBlock, American Corporate Partners, volunteers with VETLANTA, the National Black MBA Association Atlanta Chapter, and is a student veteran leader and student ambassador at Syracuse University where he is currently pursuing his MBA and an M.S. in Entrepreneurship.

He holds 2 A.A.S. from the Community College of the Air Force, a B.A. in History, a Graduate Certificate in Homeland Security, and a M.S. in Management from Thomas Edison State University, and is a certified Georgia State Hostage Negotiator.

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The Nonprofit Exchange: Leadership Tools & Strategies

Stop The Nonprofit Board Blame Game: Board Engagement with Hardy Smith

Transformational Philanthropy from the Donor’s Perspective: Interview with Ron Zeeb, Founder of The Heritage Institute

Transformational Philanthropy from the Donor’s Perspective:

“When the non-profits learn to focus on my need to give rather than their need to get, they will get a lot more from me.”

Avoiding Strategic Planning Pitfalls:

Interview with Planning Expert Carol Hamilton

Leadership, Integrity & Enrolling Others In Your Vision:

Food Pantry Lines to Volunteer to CEO & Vice Chairman of the Board with Joel Clelland

Expanding The Reach of Your Message - Creative Cost Effective Ways to Spread Awareness & Attract Support: Interview with Jessica Koch

How to Find More Best Fit Grant Funders for Your Nonprofit: Interview with Gauri Manglik

Fostering and Supporting Emerging Leaders:

Interview with Dorien Porter

Having the Confidence to Fulfil the Numbers Part of a Board Member's Fiduciary Responsibilities

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