Inspiring Stakeholder Confidence through Nonprofit Policies

Inspiring Stakeholder Confidence through Nonprofit Policies
Wednesday, July 20 | 1:30 AM – 3:00 PM | Webinar

Presented by: Don Kramer, Esq, Chair of Nonprofit Group, Montgomery McCracken, and Editor, Nonprofit Issues®

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues®

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

How do you gain the confidence of the people you work with in the nonprofit world – from donors and collaborators to public officials and even your own employees?

For many, the answer may be as simple as following clear, straightforward policies. Nonprofit Issues® editor Don Kramer and PANO Standards for Excellence Director Tish Mogan will discuss how the following five policies can help inspire confidence in the many important stakeholders who keep the wheels of nonprofit missions turning:

• Gift Acceptance Policies – These can help guide decisions around what types of gifts an organization will/won’t accept, what they have the capacity to handle, and how to answer borderline questions. Can also be helpful in…
  • Diffusing donor disappointment (e.g., the donor offering their extensive beer bottle collection that is of no use to your organization)
  • Smoothing the process of landing appropriate gifts
• Donor Privacy Policies – These help ensure donor anonymity for those who don’t want any publicity and/or do not wish for their contact information to be shared.
• Strategic Partnership & Joint Venture Policy – This can help an organization…
  • Think through the type of entities with whom they will partner
  • Consider what issues might arise during a collaboration
  • Cut short unproductive conversations
  • Ensure there is a process in place for due diligence
  • Increase the likelihood of success in working with others on a specific project – especially in today’s day and age where collaboration is all the rage!
• Social Media Policies – These are critical in our increasingly digital world and may help determine…
  • What employees may say online on behalf of the organization vs on their own time
  • How employees may identify themselves online
  • What speech is legally protected
  • What may be grounds for termination
• Policy on Public Policy – Sound strange? It’s not! This helps a nonprofit:
  • Develop its positions on public policy advocacy
  • Assure it is actually representing its members/constituents
  • Speak with one, unified voice when taking a position

Participants will receive a package of materials from Nonprofit Issues® and will have the opportunity to submit questions during the presentation.

Ready to Gain the Confidence of Your Stakeholders? Let Your Policies Lead the Way!

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Single Login Cost:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!

About the Facilitator:

Donald W. Kramer serves as chair of Montgomery McCracken’s Nonprofit practice group.

Don has more than 45 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer, but also as a teacher, writer, publisher, and board member. He has worked with nonprofits of all types and sizes, helping structure startup situations and restructure multiorganizational health and educational systems. He counsels on a wide range of nonprofit corporate structure and governance, private and community foundations, continuing care retirement communities, exempt organization taxation, low-income housing tax credit transactions, real estate, charitable giving, and other nonprofit issues.

Don has provided legal services to The Philadelphia Foundation for more than 40 years.

Don serves as the editor and publisher of Don Kramer’s Nonprofit Issues®, a national newsletter of “Nonprofit Law You Need to Know,” which he founded in 1989.

Prior to joining Montgomery McCracken in 1972, Don served as deputy development coordinator and assistant to the mayor of Philadelphia.