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Creating Nonprofit excellence
Ann Rosenfield, MBA, CFRE
5 areas, 3 questions
Nonprofit excellence
1. Board Governance
2. Financial Accountability and Transparency
3. Fundraising
4. Staff Management
5. Volunteer Involvement
Board Governance
How long has your longest Board member
served?
Are any of your Board members related to
each other as family, business, or related
to staff?
Has the Board Chair and Executive
Director done any Governance Education?
Board Governance
Resources
Board Source
Institute of Corporate Directors
Altruvest
CompassPoint
Imagine Canada Standards
Financial Accountability
and Transparency
May I see a copy of your most recent
audit?
Check out CRA listing
Step one – go to CRA website
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 2
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 3 search results (top of page)
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 3 Search results
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 4 – charity results (top of page)
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Step 4 – Financials at a glance & salaries. Note that
Salaries may be paid as “Professional and consulting
fees”
How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
Financial Accountability
and Transparency
Resources
Canada Revenue Agency
CGA 20 Questions series
Imagine Canada Standards
Fundraising
Do you do a lottery?
Do you pay staff or vendors a commission,
percentage or finders fee?
Has your organization adopted one of the
fundraising codes of ethics?
Fundraising
Resources
Donor Bill of Rights
Association of Fundraising Professionals
Ethical Code
CAGP Ethical Code
Imagine Canada Standards
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
CAGP Ethics Code
https://www.cagp-acpdp.org/en/code-of-ethics
Imagine Canada Standards
http://sectorsource.ca/standards/standards-resource
AFP Ethics Code
https://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf
Ethics - Fischer Model
Alternattives 1 2 3
Mission
Promote/detract
mission?
Relationships
Affect long-term
relationships?
Personal integrity
Can you be the person
you wish?
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
CAGP Ethics Code
https://www.cagp-acpdp.org/en/code-of-ethics
Imagine Canada Standards
http://sectorsource.ca/standards/standards-resource
AFP Ethics Code
https://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf
Ethics Codes & Standards
Staff Management
Are any of your staff related to a Board
member or donor?
Are any of your volunteers operating as
unpaid staff?
Do you have a person in charge of Human
Resources who has some external training
in this area?
Staff Management
Resources
Imagine Canada Standards
Volunteer Involvement
Do you pay any of your volunteers an
honorarium?
Do you have your volunteers undergo a
police check?
Who supervises volunteers?
Volunteer Involvement
Resources
Volunteer Canada
Volunteer Bill of Rights
Imagine Canada Standards
Accreditation
Imagine Canada Standards
Parent organization (affiliate model)
Sector association
Accreditation Canada (Health)
Canadian Coalition to End Global Poverty
(International development)
Questions?
Ann Rosenfield, MBA, CFRE
Blogs
https://www.linkedin.com/today/posts/annrosenfield
cfre
http://charitablyspeaking.com/blog/
LinkedIn linkedin.com/in/annrosenfieldcfre
E-mail
ann@charitablyspeaking.com
Twitter
@AnnBRosenfield

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Nonprofit excellence

  • 1. Creating Nonprofit excellence Ann Rosenfield, MBA, CFRE
  • 2. 5 areas, 3 questions
  • 3. Nonprofit excellence 1. Board Governance 2. Financial Accountability and Transparency 3. Fundraising 4. Staff Management 5. Volunteer Involvement
  • 4. Board Governance How long has your longest Board member served? Are any of your Board members related to each other as family, business, or related to staff? Has the Board Chair and Executive Director done any Governance Education?
  • 5. Board Governance Resources Board Source Institute of Corporate Directors Altruvest CompassPoint Imagine Canada Standards
  • 6. Financial Accountability and Transparency May I see a copy of your most recent audit? Check out CRA listing
  • 7. Step one – go to CRA website How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
  • 8. Step 2 How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
  • 9. Step 3 search results (top of page) How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
  • 10. Step 3 Search results How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
  • 11. Step 4 – charity results (top of page) How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
  • 12. Step 4 – Financials at a glance & salaries. Note that Salaries may be paid as “Professional and consulting fees” How to find charity salaries - Ann Rosenfield, MBA, CFRE (c) 2016
  • 13. Financial Accountability and Transparency Resources Canada Revenue Agency CGA 20 Questions series Imagine Canada Standards
  • 14. Fundraising Do you do a lottery? Do you pay staff or vendors a commission, percentage or finders fee? Has your organization adopted one of the fundraising codes of ethics?
  • 15. Fundraising Resources Donor Bill of Rights Association of Fundraising Professionals Ethical Code CAGP Ethical Code Imagine Canada Standards
  • 16. CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016 CAGP Ethics Code https://www.cagp-acpdp.org/en/code-of-ethics Imagine Canada Standards http://sectorsource.ca/standards/standards-resource AFP Ethics Code https://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf Ethics - Fischer Model Alternattives 1 2 3 Mission Promote/detract mission? Relationships Affect long-term relationships? Personal integrity Can you be the person you wish?
  • 17. CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016 CAGP Ethics Code https://www.cagp-acpdp.org/en/code-of-ethics Imagine Canada Standards http://sectorsource.ca/standards/standards-resource AFP Ethics Code https://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf Ethics Codes & Standards
  • 18. Staff Management Are any of your staff related to a Board member or donor? Are any of your volunteers operating as unpaid staff? Do you have a person in charge of Human Resources who has some external training in this area?
  • 20. Volunteer Involvement Do you pay any of your volunteers an honorarium? Do you have your volunteers undergo a police check? Who supervises volunteers?
  • 21. Volunteer Involvement Resources Volunteer Canada Volunteer Bill of Rights Imagine Canada Standards
  • 22. Accreditation Imagine Canada Standards Parent organization (affiliate model) Sector association Accreditation Canada (Health) Canadian Coalition to End Global Poverty (International development)
  • 23. Questions? Ann Rosenfield, MBA, CFRE Blogs https://www.linkedin.com/today/posts/annrosenfield cfre http://charitablyspeaking.com/blog/ LinkedIn linkedin.com/in/annrosenfieldcfre E-mail ann@charitablyspeaking.com Twitter @AnnBRosenfield