ACA Board Engagement by Carissa Bishop https://padlet.com/acabod/ke280ii29rp5nio6 Made with fortitude en-us 2022-06-28 19:31:58 UTC 2022-07-01 21:09:38 UTC hello@padlet.com Board of Directors: Moves Management Tool carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232767358 https://docs.google.com/document/d/1WlJnSUWF3SoWz8VaICdogLuWst8bdZ4v/edit]]> 2022-06-28 21:09:45 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232767358 Statutes and Rules Governing Oregon Nonprofits carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232876473 2022-06-29 00:52:43 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232876473 A Framework for Evidence-Based Systems-Level Change carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232881136 https://drive.google.com/file/d/1H6z-B-sp7Llzmib-iyuLzwXTXb3KyS-s/view]]> 2022-06-29 00:59:08 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232881136 Racial Equity Framework carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232890254 https://drive.google.com/file/d/12nC-1wIOB5CzRXjaT7HyvNarEji3PjWa/view]]> 2022-06-29 01:08:56 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232890254 Budgeting Guide For Startup Nonprofits carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232890779 Budgeting properly and analyzing the financial health of nonprofits is important, both for fundraising requests, and for managing general operations. Budgeting can help by:
  • Helping you analyze and track organizational health
  • Planning crowdfunding and fundraising campaign
  • Identifying funding needs and how crowdfunding can play a role in filling those gaps
  • Applying for grants
  • Providing updated financial data to funders.
]]> 2022-06-29 01:09:28 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232890779 Goals Bank carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232893089
Advocacy, Organizing, & Policy Change

Community Impact

Culture

Development / Fundraising

Information Technology

Office Administration / Finance

Operations / HR

Staff Recruitment, Retention, & Experience

Strategic Communications & Digital Strategy


]]> 2022-06-29 01:11:47 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232893089 ACA Timeline carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232904892 2022-06-29 01:21:25 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232904892 carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232913187 Targeted Universalism]]> 2022-06-29 01:29:02 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232913187 ACA Board Profile Matrix carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232919449 https://docs.google.com/document/d/11KfQIMouMIktBQcYlpR1mtGTbsFu8SvY/edit]]> 2022-06-29 01:35:55 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232919449 Mission, Vision and Values Ideas https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232971694 Who do we serve? 
Communities that have been excluded  systematically  from access to health care, including BIPOC, immigrant, language minority, gender/sexual minority, and disability communities.]]> 2022-06-29 02:29:16 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2232971694 carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233005204 2022-06-29 03:05:08 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233005204 2022 DRAFT_ACA Division of Labor Samples carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233006935 https://docs.google.com/document/d/1QwKzNWX-HGG0rdckHtXoyBslhY5cRwecqrlhMKezPrc/edit#heading=h.2vdagh4hwk8m]]> 2022-06-29 03:06:30 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233006935 Board of Directors’ Job Description carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233011637 https://docs.google.com/document/d/16QOBdO9gEfaKkSYyoxKCPzKY80oCzB6K/edit]]> 2022-06-29 03:12:16 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233011637 Financial Literacy for Nonprofit Boards carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233178527 Here are some questions to ask before you finalize the financial materials in the board packet: (Courtesy of Tate & Tryon)

  • Is the information communicated as briefly as possible but still comprehensively enough to deliver the necessary message?
  • Is the information timely? (not older than a few months?)

  • Is the information presented in the best possible manner for the intended audience? Is is easy to read?

Resources

Brush up on 5 financial topics (BoardSource)
]]> 2022-06-29 06:52:38 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233178527 StrongNonprofits ToolkitResources to strengthen your nonprofit financial management carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233196326  

]]> 2022-06-29 07:18:26 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233196326 Dashboards for Nonprofits carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233197671 2022-06-29 07:20:25 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233197671 Financial Management carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233199577 2022-06-29 07:23:13 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233199577 Nonprofit Sustainability: Making Strategic Choices for Financial Viability carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233201547 How to make a Matrix Map of your organization

To create a Matrix Map there are four steps:

  • Identify your “lines of business” or activities
  • Assess relative mission impact
  • Determine profitability and
  • Map the results!
]]> 2022-06-29 07:26:09 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233201547 NONPROFIT FINANCIAL MANAGEMENT SELF-ASSESSMENT TOOL carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233203706 2022-06-29 07:29:06 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233203706 The matrix map is an accessible framework that combines financial and programmatic goals into an integrated strategy. carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233206080 Nonprofit sustainability lies at the intersection of exceptional impact and financial viability. The Sustainability Mindset offers nonprofit professionals and board members a step-by-step guide to move your organization towards this intersection. The matrix map is an accessible framework that combines financial and programmatic goals into an integrated strategy. In this next-step resource, the authors detail a rigorous process to develop a meaningful matrix map and engage leadership in setting an organization's strategy.

Our intent is that you can use this guide to self-administer the matrix map. The following links provide all of the templates that are available in the book, including sample meeting agendas and templates for key moments in the matrix map process.

Download the Workbook (PDF)
View separated templates by chapter
]]> 2022-06-29 07:32:22 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233206080 How to Talk About Finances So Non-Financial Folks Will Listen carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233206991 2022-06-29 07:33:42 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233206991 Executive Compensation carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233216234 SAMPLE Policy for Board Approval of Compensation

CEO Evaluation and Compensation

]]> 2022-06-29 07:47:25 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2233216234 carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234469126 A substantial majority of the board of a public charity, usually meaning at least two-thirds of its members, should be independent. Independent members should not: (1) be compensated by the organization as employees or independent contractors; (2) have their compensation determined by individuals who are compensated by the organization; (3) receive, directly or indirectly, material financial benefits from the organization except as a member of the charitable class served by the organization; or (4) be related to anyone described above (as a spouse, sibling, parent or child), or reside with any person so described.]]> 2022-06-30 17:18:08 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234469126 EquitableEvaluationFrameworkTMFraming Paper carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234546898 Comprehensive change: Building an equity focus into
the whole foundation both internally in its operations and
culture and externally through its grantmaking. Ef orts focus
on re-engineering many aspects of how a foundation works,
with the goal of reflecting principles of equity in policies,
practices, procedures, and people.
Systems change: Addressing the systemic barriers that
create inequities. Grantmaking focused on systems change
commonly supports advocacy, community organizing,
and civic engagement, supporting power building among
communities so that they can better shape the systems that
af ect them.
Targeted equity: Choosing a specific population or
aspect of inequity as the programmatic focus (e.g, income
inequality, racial inequities; Latinos, Native Americans,
African Americans). approaches or locations).
Diversity and inclusion: Aiming for greater diversity and
inclusion in stai ng, funding, or decision making. Some
foundations emphasize expanding the proportion of people
of color among foundation leaders, board members, staf ,
and grantees. Others focus on how funding decisions are
made and who makes them (e.g., sharing decision making
power with af ected communities).
Equality: Improving access to, or quality of, systems or
services for all populations. This “rising tide raises all
boats” approach is based on the expectation that improved
systems or services for everyone will improve outcomes for
those experiencing inequities. ]]> 2022-06-30 20:05:25 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234546898 carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234549181 The board should establish an effective, systematic process for educating and communicating with board members to ensure they are aware of their legal and ethical responsibilities, are knowledgeable about the programs and activities of the organization, and can carry out their oversight functions effectively.]]> 2022-06-30 20:11:20 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234549181 Principles for Good Governance and Ethical Practice carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234552680 2022-06-30 20:20:25 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234552680 What You Need To Know: Understanding And Avoiding Excess Benefit Transactions carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234557092 2022-06-30 20:32:32 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234557092 What Is the Best Structure for Your Nonprofit Board? carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234812572 2022-07-01 03:33:49 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234812572 Should Your Nonprofit’s Board of Directors Get a Salary? carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234814553 2022-07-01 03:36:45 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234814553 6 Beneficial Nonprofit Reports carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234816908 2022-07-01 03:40:36 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2234816908 Fundamentals Of Nonprofit Fundraising For Charities carissab https://padlet.com/acabod/ke280ii29rp5nio6/wish/2235311290 2022-07-01 21:09:31 UTC https://padlet.com/acabod/ke280ii29rp5nio6/wish/2235311290