eNews:Keep yourself busy through winter

January 2014

What a month! January has flown by for us at Idealware, as we're sure it has for many of you, while winter, on the other hand, seems like it's been here forever. We're inching closer to spring with every passing day, but for much of the country, there's still plenty of winter to be had. Since Idealware is based in Maine, we get winter, and wanted to throw together a number of good resources to help you pass those days until warmer weather and clearer skies return. 

We'd also like to ask a favor. We recently sent out our 2014 Community Survey, which closes tomorrow, January 31. If you haven't completed it yet, we'd love it if you would. It should only take five minutes of your time, but it will tell us more about what you think of our reports, trainings, emails, or any of the other ways we interact with you and help us to serve you better. You can take the survey here.

Last week we kicked off our first course of the year, From Audit to Redesign: The Complete Nonprofit Website Toolkit. This five- session class is spread out over 10 weeks, and covers all the high-priority issues you face when considering a website redesign. Though the class is under way, there's still time to sign up. As with all of our webinars, every session is recorded, so you can catch up and review at your own pace. Not your cup of tea? We've got six more intensive courses planned out between now and July that might be more to your taste, starting with The Social Media Policy Toolkit right around the corner.

Earlier this week, we released our newest report, a look at how every day nonprofits in the human services field are evaluating their programs. The report is the result of a survey of our constituents and site visits to several local organizations here in Portland, Maine. The results were fascinating, and shed some light on the often misunderstood topic of nonprofit impact-measurement. Download it here for free.

To cap things off, we recently updated an article on phone systems, are hosting a 90-minute class on boosting your social media engagement, and have a whole lot more for you to pass those chilly days. Read on to see what we've got in store.

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Reports and Articles

The Reality of Measuring Human Service Programs: Results of a SurveyThe public conversation about measuring programs is often theoretical, focusing on what organizations could or should do rather than on tactics for success. At Idealware, we were curious about the opposite—what specific tactics are organizations using to measure their programs? What are the barriers? To find out, we created and distributed a survey to human service organizations on our own mailing list—generally small to mid-sized organizations—to learn how they were actually using technology to measure and evaluate the outcomes of their programs. 

To augment survey results, we selected three organizations local to Idealware for site visits and interviews with them to understand their strategies for measuring programs.
Download the Free Report>>>

Phones on a Shoestring BudgetNewly updated for 2014. If your organization is considering a new phone system, should you go with traditional service or Voice over IP (VoIP)—and what does VoIP even mean in this context? Should you buy hardware to manage multiple phone lines, or one of the growing number of other software-based solutions? 

We talked to a number of nonprofit IT specialists about the best choices for affordable, reliable phone systems and compiled the information and recommendations they shared in this article to help you decide.
Read the Free Article>>>

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Training 

The Social Media Policy ToolkitWednesdays, 02/19 - 03/05 1:00-2:00 PM (ET)
As social media transparency and two-way conversations become the norm, many nonprofits are racing to develop social media policies that govern who does what, what's OK (and not OK) to say on behalf of the organization, and how to handle sticky situations. But even more than legislating these details, the process of creating such a policy can help you and other leaders in your organization engage in important discussions that will mature your organizational culture and better position you to take advantage of the tools and opportunities at your disposal.

In this new course based on our popular Nonprofit Social Media Policy Workbook, we'll explore why the process is as important as the product, how to make these conversations productive and strategic (and maybe even fun), and why a social media policy is an important milestone of digital maturity. We’ll also spend an entire hour on each of the following topics: responding to comments (especially negative ones), your social media values, and personal voice vs. professional voice. Throughout this course, we’ll rely heavily on conversations and examples to help you see the results of creating your own social media policy.
Read more or register >>>

Getting Beyond the Like: Social Media Engagement
Thursday, 02/20 1:00-2:30 PM (ET)
People “like” you, but what is that actually doing to support your organization’s bottom line? We’ll talk critically about how you can move constituents up a ladder of engagement from a simple “like” to actually get them to do something for your organization. Sign a petition, attend an event, join a movement and yes, even donate—it’s possible to get your constituents to do all of these things as a result of social media actions, but it’s not easy. Armed with case studies, industry research and plain old common sense and experience, we’ll work together to recalibrate your social media mindset in order to provide more value and cultivate a deeper commitment.
Read more or register >>>

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On the Horizon

Just because we've had a busy January doesn’t mean we don’t have a busy February, March, April, and May planned out. For starters, as soon as our Social Media Policy Toolkit wraps up, our next course,Mastering Your Mix: A Practical Approach to Integrated Communications, begins. Based on our popular workbook, this course will help bring some of those conceptual ideas into reality for your own organization. Not only will we walk you through the process of integrating your communications, but you’ll have personalized guidance from one of the workbook’s lead authors.

Outside of the training realm, we are putting the finishing touches on a brand new report that looks at the landscape of apps for the Salesforce.com platform. This report will break down the full, complicated app marketplace to what is most valuable to nonprofits. Co-written by the same team that brought you the Consumers Guide to Donor Management Systems, and featuring the same accessible guidance, it won’t be much longer until you have your own roadmap to meeting your needs by building on top of Salesforce.com. We're also including a directory of consultants who specialize in Salesforce.com for the critical step of implementation. And our latest-and-greatest update to the Field Guide to Software for Nonprofits is under way, with a publication date of early spring. 

As always, be sure to keep an eye on our Twitter, Facebook, andblog to keep tabs on what's going on at Idealware. Things move fast around here, and we want to make sure you get the resources you need right away. Stay warm.

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Upcoming Webinars & Events

Budgeting Process Best Practices for the Small Nonprofit [Lunch & Learn Webinar]  Presented by Michelle Jarvais, CFO and Elizabeth Mathews, Sr. Accountant, NYCON February 21st, 2014    11:00am to 12:30pm EST Free for NYCON Members Only; $50 for Non-Members Register A good budgeting process engages everyone who is responsible for that budget and implementing its priorities. Even in a small nonprofit this process can get complicated. As budgeting decisions are, of course, driven both by mission and by financial need, both fiscal; and senior program staff participation is a necessity. The process should include enough time for review of the strategic priorities and goals of the organization and also allow for review, feedback, revisions, etc. Managing this process is a serious responsibility across different "teams" within your organization - or for a small nonprofit - may include everyone on staff!  Then - once a budget is in place - how do you manage this "living, breathing" document? Because as we all know, things change frequently in the world of a nonprofit. Participants in this workshop will learn practical tips to start, manage and stay on task during this critical process and throughout the year. "Get to Know Us": NYCON Membership Benefits Orientation [Webinar]  Presented by Valerie Venezia, VP of Membership & Marketing, NYCON  February 21st 10:00am - 11:00am  Free & Open to All  Register Today  In our "Get to Know Us" Sessions, NYCON staff will tell you a lot more about our membership benefits - and answer all the questions you have regarding our process, costs and what you get for FREE.     We will be talking about these benefits... Nonprofit Training, Education and Professional Assistance NYCON empowers our members with the best practices, policies, and procedures as well as information on ever-changing regulations, funding, accountability and more.  Cost Savings Solutions for Nonprofits NYCON leverages the purchasing power of thousands of nonprofits to bring you economies of scale on everything from Office Supplies to Fundraising Software. The Nonprofit Voice in New York State NYCON represents our members on the local, state and national level, giving voice to small and medium sized nonprofits everywhere. Find out how NYCON Membership will benefit you by attending this 1-hour session. Complying with the Nonprofit Revitalization Act:  Practical Webinars for New York NonprofitsPresented by David Watson, Esq, Sr. VP of Legal Accountability Services, NYCON and Michael West, Esq., Legal Advisor, NYCON  Various Dates: February 2014 - June 2014 .Webinars are held from 11am to 12:30pm.   Register Today The Nonprofit Revitalization Act is a landmark change in the Not-for-Profit Corporation Law of the State of New York and will usher in a modern era for the operation and governance of nonprofit corporations starting July 1, 2014. As always, here at the New York Council of Nonprofits, Inc. (NYCON) your one-stop tool box and soap box we eagerly anticipated the updated statutes and have prepared a practical webinar series to address your immediate needs in the updating of your bylaws and governance materials. We encourage all of our Members to take advantage of these webinars. Part 1: New York Nonprofit Revitalization Act Part- Steps To Compliance - An Overview A comprehensive overview of the Act to take place with a plenary Q/A portion to be held in February, April & June. This offering will provide you with an overview and a practical set of actions to take to amend your bylaws to meet the new standards of the Act. Dates: February 27th, April 24th, June 26th Part 2:  New York Nonprofit Revitalization Act: Implementing YourCompliance Checklist - Whistleblower, Conflict of Interest, Committees & Executive Compensation: These webinars will be held In March and May will be a more detailed and focused on the various topics included in the Act that are new and have implications on Board governance in general and your operations specifically. Click here to register. Dates: March 25th and May 20th      Cost: FREE for current NYCON Nonprofit Members; $79 for Non-Members. All webinars are from 11:00am to 12:30pm.   Your Spring "Check Up": Conducting a Governance Self-Assessment [Lunch & Learn Webinar] Presented by Susan Weinrich, Vice President of Organizational Development Services, NYCON March 28th, 2014   11:00am to 12:30pm EST Register Organizational assessments, in general, provide an overview of a nonprofit's status and capabilities with respect to successfully meeting current obligations and potential to more effectively and efficiently accomplish its mission. It is an evaluation of a nonprofit's condition or situation within a multi-faceted and continually evolving context. Assessments can identify areas and provide recommendations where corrective actions, improvements or other changes are necessary and/or will yield the greatest benefit to the health and success of the nonprofit. In this NYCON webinar our presenter will be focusing specifically on how to assess your organization's Governance structure and process to ensure compliance and to ensure that these mechanisms are delivering the maximum return on your staff and board members' investment of time and resources -- and ultimately making the most impact on your nonprofit's mission.

Nonprofit Advocacy Matters | January 27, 2014

Proposed Electioneering Rules for 501(c)(4) Social Welfare Groups Under Attack The Chairman of the House Ways and Means Committee is leading an effort to the block implementation of proposed regulations from the Treasury Department that would redefine what constitutes electioneering activities of 501(c)(4) social welfare organizations under the Internal Revenue Code.Legislation by Chairman Dave Camp (R-MI) would prohibit the modification of the rules for one year, thus freezing in place the standards and definitions for determining whether a 501(c)(4) organization crosses the line from promoting social welfare to engaging in too much partisan electioneering. The legislation adds Camp’s name to the list of individuals and groups that oppose draft regulations released in November that would restrict the types of political activities that 501(c)(4) social welfare organizations could engage in without running the risk of losing their tax-exempt status.Conservative and progressive groups alike are panning the proposed regulations. Readers are encouraged to read the proposed regulations and tosubmit comments (to IRS REG-134417-13) byFebruary 27, 2014. Strong, Bi-Partisan Support Expressed in Senate for Charitable Giving Incentive A third of the US Senate has taken a public position insupport of the charitable giving incentive in federal tax law in a letter delivered last week to Senate tax committee leaders. Senators Ron Wyden (D-OR), who is expected to be the next Chairman of the Senate Finance Committee, and John Thune (R-SD), who also serves on the Committee, wrote the letter and called on their colleagues to sign on. The message in support of the work of charitable nonprofits in communities is clear: “The charitable deduction is unique. It is the only provision that encourages taxpayers to give away a portion of their income for the benefit of others. For this reason, it is not a loophole, but a lifeline for millions of Americans in need.” Thirty-three Senators from more than half the states signed the Wyden-Thune letter: Alaska (Murkowski); Arkansas (Boozman), California (Boxer); Colorado (Udall); Florida (Nelson); Hawai`i (Hirono, Schatz); Idaho (Risch); Illinois (Kirk); Indiana (Coats); Kansas (Roberts, Moran); Louisiana (Vitter); Maine (Collins); Maryland (Mikulski); Massachusetts (Markey); Michigan (Levin, Stabenow); Minnesota (Klobuchar); Mississippi (Cochran, Wicker); Missouri (Blunt); Nebraska (Heller); New Hampshire (Shaheen); New York (Schuster, Gillibrand); North Dakota (Hoeven, Heitkamp); Oklahoma (Inhofe); Oregon (Wyden); South Carolina (Scott); South Dakota (Thune, Johnson). The State of the States As the Governors See It Governors across the country are announcing their plans and priorities this month as their legislatures convene for the 2014 session. Here are recurring themes and trends of interest to nonprofits: “Comeback State”: Many Governors used their State of the State address to define 2014 as a “comeback” year of recovery from the Great Recession. But as the Washington Post reports, “in many cases, the ‘comebacks’ will manifest as an absence of further cuts, rather than a return to pre-recession spending levels. Thirty states are collecting less revenue than they did before the recession hit.” Tax Reform: A handful of Governors are hoping positive signs in their states’ economic outlooks will make tax cuts possible in 2014. Citing a more comfortable economic outlook than in years past, the Nebraska Governor proposed $500 million in tax relief, particularly in property taxes. Similarly, the Governor in Wisconsin proposed cutting property and income taxes for the third time in less than a year. Governors in New Jersey andIowa also spoke in favor of property tax relief. Conversely, Rhode Island’s Governor wants to keep tax rates the same and increase overall spending levels. Social Services: Some governors spoke of the need to reinvest in programs that suffered secere cuts during the recession. The CaliforniaGovernor remarked on the significant economic growth the state has experienced and recommended a $154.9 billion spending plan that would increase funding for social services and schools. The Governor of Michigan also touted the state’s improving economy and promised to increase funding for Great Start early childhood education and Meals on Wheels, programs which support the work of many nonprofits in communities. Education: Governors from many states made new investments in education a top priority in their State of the State addresses. Several pledged support for early education: the Governor of New York announced proposals for full funding of a statewide pre-kindergarten; the KansasGovernor proposed full funding for all-day kindergarten while simultaneously fighting a state court case that mandates additional education funding; and Missouri’s Governor proposed tripling pre-school funding. In higher education, Governors in Missouri, Rhode Island, and Iowarecommended freezing tuition rates at public institutions. Similarly, the Arizona Governor wants to stabilize university tuition rates, and is pushing again for a controversial program that would tie base funding for public schools to performance measures. Governors in Alabama, Washington, and Georgia are calling for raising teacher salaries. Maine Nonprofits Call for Return of Full Charitable Giving Incentive The Maine nonprofit community came out in full force at a public hearing last week in support of a bill that would exempt charitable deductions from the $27,500 cap on itemized deductions enacted late in the session last year. If enacted, the new legislation would be retroactive to January 1, 2013. The Maine Association of Nonprofits (MANP) estimates that application of the cap to charitable giving will result in reduced donations by at least $20 million per year, a conservative estimate according to many of the speakers at the hearing. To learn more about efforts to protect Maine’s charitable giving incentive, see the nonprofit sign-on letter with 83 nonprofit signatories and testimony ofMANP and the National Council of Nonprofits. Taxes, Fees, and PILOTs Taxes: To lower the tax rate for for-profit businesses, proposed legislation in New Hampshire seeks to apply the state’s business enterprise tax base to larger nonprofits. The proposal, which targets mostly nonprofit hospitals and colleges, would extend the tax to nonprofits that accept fees for services and collect more than $2 million in annual revenues. Mary Ellen Jackson, Executive Director of the New Hampshire Center for Nonprofits, has expressed opposition to the bill because it ignores nonprofits’ contributions to society and the “long-held” agreement between government and nonprofits. Tax Exemptions: A Nebraska State Senator introduced a bill to eliminate property tax exemptions for religious organizations, arguing that churches should pay property taxes and that the legislation would increase state revenue. Religious nonprofits have opposed the legislation, saying it ignores the important contributions of churches to their communities. PILOTs: Wisconsin policymakers are considering legislation that would require municipalities that negotiate payments in lieu of taxes (PILOTs) from nonprofits to share the revenues with “overlying” taxing bodies, such as school districts and state and county governments. Municipalities oppose the legislation and believe it infringes on local authority. “[The other taxing bodies] are not coming here and cleaning our streets, removing snow ... why should they get a piece of the revenue?,” one City Administrator asked.  Government-Nonprofit Contracting News New Mexico Withholds Contract Payments to Nonprofit Mental Health Providers New Mexico is withholding payments to fifteen mental health services providers and has transferred their caseloads to Arizona providers based on allegations of fraud that state officials have not substantiated to the public. The accusations of fraud are reportedly based on findings by a private consulting firm which also manages the New Mexico Health Care Exchange; state officials have so far refused to make the audit findings public. The State Attorney General’s Office, which is investigating the findings, found no fraud in its first review of one of the organizations and cleared it to reopen. Unfortunately, that nonprofit has already gone out of business because of the state’s actions and is still owed $400,000 for services it provided under contracts with the state. The situation raises serious questions about the need for government to follow the same transparency expectations it has for nonprofits and to exercise due process for nonprofits contracting with governments to provide services. State legislators reportedly are considering how to protect service providers from unfair attacks.  Additional State and Local Issues How Do You Measure That?: Questioning Business Tax Breaks Florida Considers Increasing Charity Oversight Mandating Volunteerism for Public Benefits Recipients Proposed in Alabama States Reform Gaming Laws Directing Proceeds to Charities Putting Policy In Nonprofit Perspective State of the State addresses give Governors the opportunity to tick off the things they have done and offer a to-do list for their legislators to act on. (See related article, above.) Donna Murray-Brown, President and CEO of the Michigan Nonprofit Association, took the opportunity of the Michigan Governor’s recent address to provide insights to nonprofits in the Wolverine State and hand out a few to-do items as well. First, Donna offered perspective on which all nonprofits should agree: “No matter your political persuasion, and whether you agree or disagree with the progress Michigan has made over the last few years, one thing is certain: all sectors must all work together to realize the hopes and dreams we have for the residents of Michigan.” Reflecting on the significant economic impact provided by the nonprofit community, she observed, “It is becoming clearer and clearer that real progress is inextricably connected with the work nonprofits do every day to meet the needs of the community.” Murray-Brown moved past the statement of fact and provided a call to action: “We must enhance our narrative of our work beyond ‘it’s the right thing to do,’ to ‘our work is imperative to creating a thriving state, and we too have proven results!’” Donna provides six to-do items that all nonprofits, in Michigan and beyond, can take to heart to improve our public policies, our own performance, and our communities. These include continuing to collaborate; leveraging technology as a strategy for mission attainment; recognizing that diversity, inclusion, and equity are key principles to meeting mission; and nonprofits must hone their public policy and advocacy skills to block threats to our work. We are inspired by the optimism of this nonprofit leader in one of our nation's most economically challenged states. As advocates for your mission, we hope that all readers can say the same thing about their work as Donna Murray-Brown did in her conclusion: “These are exciting times in the state of Michigan. It will require much to accomplish the goals we set for ourselves, yet we can and will succeed. We are truly the change we have been looking for! Now, let’s get to work!” © Copyright 2014 National Council of Nonprofits. All rights reserved  1200 New York Avenue, NW | Suite 700 | Washington, DC 20005 |www.councilofnonprofits.org

Nonprofit Revitalization Act Webinars Announced

Complying with the Nonprofit Revitalization Act:  A Practical Webinar Series for New York Nonprofits Presented by David Watson, Esq, Sr. VP of Legal Accountability Services, NYCON and Michael West, Esq., Legal Advisor, NYCON  Various Dates: February 2014 - June 2014  The Nonprofit Revitalization Act is a landmark change in the Not-for-Profit Corporation Law of the State of New York that will usher in a modern era for the operation and governance of nonprofit corporations starting on July 1, 2014. Here at the New York Council of Nonprofits, Inc. (NYCON) we eagerly anticipated the updated statutes and have prepared two practical webinars (to be repeated from February through June) designed to help address your immediate needs in complying with the new law. We will cover the updating of your bylaws, governance issues, materials and more. We encourage all Members to take advantage of these free webinars. Part 1: New  York Nonprofit Revitalization Act Part- Steps To Compliance - An Overview   This session will provide you with a comprehensive overview of the Act as well as a plenary Q/A portion. Webinar to be held in February, April & June - and will be updated accordingly if there are any changes to the law.  This session will provide you with a practical set of actions to take to amend your bylaws to meet the new standards of the Act. Dates: February 27th, April 24th, June 26th  Cost: FREE for current NYCON Nonprofit Members; $79 for Non-Members  Register       Part 2: New York Nonprofit Revitalization Act: Implementing Your Compliance Checklist - Whistleblower, Conflict of Interest, Committees & Executive Compensation: To be held in March and May, this webinar will be more detailed and will focus on the various topics included in the Act that are new and have implications on compliance and board governance in general and your operations specifically. Dates: March 25th and May 20th   Cost: FREE for current NYCON Nonprofit Members; $79 for Non-Members   Register ________________________________________________________________ What You Can Expect:   Participants for "live" webinars on date(s) selected are provided with the opportunity to get specific questions addressed by legal experts quickly. All webinar attendees will have access to a recording of the event and the webinar slides.  All webinar attendees will have access to a comprehensive overview of the Act, compiled by NYCON's expert staff. A recording of the webinar will be made available to NYCON Members for six months. Additional Documents, Tools & Phone Assistance Available to Members as follows:     Documents & Templates to assist your organization with the compliance process, produced by the NYCON Legal Department, will be available to members for $79. Documents, Tools & Templates plus additional assistance via phone to help with implementation can be purchased by members for $259 (includes two hours of phone assistance.) Direct technical assistance above and beyond this can be provided to members at our normal legal fee-for-service rate. Please contact us with any questions you have about the webinars or the Nonprofit Revitalizaton Act.