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Nov 29

Nonprofits are exploring innovative ways to thrive with United Way of Central Indiana’s support

By Sponsor Insight

by Jonathan Jones, senior director of social innovation, United Way of Central Indiana

There’s a way to do it better. Find it.

That’s a quote from Thomas Edison, one of the greatest inventors in American history. Even with minimal schooling and a hearing impairment, Edison found a way to channel his imagination and curiosity into innovations that have made all our lives better.

Innovation is never easy, especially in the human services sector. With nearly a quarter of a million households in Central Indiana in poverty or economically unstable, community organizations are working tirelessly – even more so during the pandemic – to address so many challenges facing our Hoosier families.

At the end of the day, there are few hours remaining and resources left for agencies to even consider Edison’s statement. So, in 2018, United Way of Central Indiana offered an innovative solution by creating a new strategy, a significant investment and solid commitment to promoting and funding social innovation initiatives in our region.

Since unveiling the Social Innovation Fund three years ago, United Way has granted $2.95 million to 35 United Way accredited and non-accredited community organizations to “find a way to do it better.” In the spirit of Edison, we’re happy to report that the light bulb is working.

For example, the Indianapolis Legal Aid Society has used its Social Innovation Fund grant to hire a full-time social worker to collaborate with attorneys assisting individuals who are struggling to stabilize their lives. The innovative idea here is the partnership between social and legal services: While the lawyer might be helping a client on an eviction notice or reinstatement of a driver’s license, the social worker can focus on helping the client overcome other social impediments to success like financial and transportation assistance.

In another example, grant recipient Growing Places Indy has used its social innovation funding to expand its Urban Farm Incubator program, the first of its kind in Indiana. Growing Places Indy began its work by supporting new and underrepresented farmers of color in urban areas by providing access to land, mentoring, equipment, job training and business development assistance. Now, the program will expand to include training in farming technologies, and a combination food hub for individuals in need a co-op for local farmers who seek additional support. The innovative concept here is lifting up agriculture as a way to address food insecurity and workforce development – together.

Recently, United Way selected 14 organizations that will receive Social Innovation Fund grants totaling $1.2 million for the 2021-2022 fiscal year. With these funds, organizations will use innovative approaches to combat homelessness, expand nutrition programs for Black individuals living with HIV, and support people affected by addiction and substance use disorder, just to name a few. Just think, roughly 5,000 people in total will benefit from innovation in human services in 2022. By successfully seeding innovation in human services now, we hope to expand these initiatives to serve more people throughout our community.

United Way is proud to be a leader in accelerating new ideas that could ultimately lead to better outcomes for Hoosiers. Thanks to community organizations for their ingenuity and donors for their generosity, innovation will be the key to our community’s success and a brighter future.

The light bulb is on. There is a way to do it better. Together, we are finding it.

Nov 22

Financially preparing and protecting for today, tomorrow, and the years to come

By Sponsor Insight

by Sandy McCarthy, president, Retirement Services, OneAmerica

As professionals in the financial services industry, we’ve devoted our careers to helping individuals attain financial peace of mind, personal protection, and retirement security.

The pandemic, though, has cast this important work in a new light, invigorating Americans’ interests in all aspects of financial preparedness and personal protection, and highlighting the deep connections between financial, physical, and emotional wellness.

This is a pivotal moment for our industry and the Americans we serve, as we guide those who have just experienced, first-hand, the complex and unexpected path life can take. In this new environment, widening the lens and broadening the view on the traditional idea of financial wellness can help Americans feel prepared and protected for today, tomorrow, and the years to come — whatever those days and years may bring.

Retirement and personal protection strategies go hand-in-hand

As a longtime veteran of the financial services industry, I’ve seen first-hand the energy we’ve collectively spent educating retirement plan participants about market risk, asset allocation, and the importance of beginning deferrals early. Though these are, of course, critical elements, there’s more that’s needed to help individuals establish peace-of-mind about their financial security.

As an industry, we must guide individual workers, and their employers, to look beyond the retirement plan — to realize that true, comprehensive plans for financial wellness also incorporate personal protection and decumulation strategies. This is especially critical and relevant post-COVID, as the pandemic forced the idea of financial protection for loved ones, and our own mortality, to be top of mind in a way we haven’t seen previously.

As uncertainties abound, the products and strategies we provide are a port in the storm — allowing individuals to safeguard retirement savings, set aside money for health or longterm care expenses, or ensure loved ones are protected. And the focus on healthcare expenses, in addition to retirement funds, is one that can’t be overlooked.

According to HealthView Services, a 65-year-old couple in good health will need $387,644 to pay for healthcare costs for the remainder of their lives. And the U.S. Department of Health and Human Services reports that someone turning age 65 today has almost a 70 percent chance of needing some type of long-term care services and support in their remaining years.

Still, according to a survey from the American College of Financial Services, only about one third of retirees currently have any type of long-term care plan.

Widening the lens on financial wellness

In recent years, we have honed in on examining the critical role emotional and physical wellness play in holistic financial wellness. Financial stress can cause emotional or physical health issues, just as emotional or physical health issues can result in financial strain and resulting stress. These factors are important considerations, especially as our industry navigates how best to engage and educate American workers to take action toward overall financial wellness. We have an opportunity to meet each person where they are, and to help American workers take the next step in their personal wellness journeys — acknowledging and aligned with their individual circumstances or life events. According to Employee Benefit Research Institute’s 2020 Retirement Confidence Survey, 7 in 10 workers (69 percent) feel confident in their ability to retire comfortably, though only 27 percent feel very confident. Overall confidence is up slightly from 2018 and 2019, when the survey showed 64 percent and 67 percent. We’re collectively making progress, but there’s still work to be done.

Connecting where it counts

For many Americans, the workplace is the frontline for financial education, and it may even be one of the only places where individuals receive financial guidance. As an industry, it’s up to us to help employers understand the value of providing employees with opportunities to improve holistic financial wellness — both for the well-being of individual employees, and to meet company objectives. Employees who are less stressed about financial, physical, and emotional health are more focused, present, and able to contribute to business success.

This is a significant concept, considering data from the 2021 PwC Employee Financial Wellness Survey showing that nearly two thirds of full-time employees say their financial stress has increased since the start of the pandemic. This has an impact on both productivity and retention, with 45 percent saying finances have been a distraction at work and 72 percent indicating they would be attracted to another company that cares more about their financial well-being than their current company.

The promising news is that employers understand the important role they play; 62 percent of employers feel “extremely” responsible for their employees’ financial wellness, up significantly from 13 percent in 2013, according to Bank of America’s 2020 Workplace Benefits Report. Employers — along with the financial professionals who guide them — will continue to play an increasingly greater role in helping employees strengthen their financial foundations.

Our industry exists for times like these, and our purpose — to protect and secure — has only been emphasized and reaffirmed over the past 18 months.
We’re an industry connected to the people we serve, and it’s an honor to engage with a wide network of professionals committed to bettering the lives of individuals and their families.

Editor’s note: A version of this article was originally published in LIMRA Marketfacts #4, 2021.

Nov 22

Is trust-based philanthropy here to stay?

By Feature

Indiana philanthropic organizations are weighing advantages of maintaining unrestricted funding models and alternative reporting processes post-pandemic

by Shari Finnell, editor/writer, Not-for-profit News

In addition to a paralyzing pandemic and social unrest, 2020 marked the year that philanthropic organizations in Indiana, and nationally and globally, abandoned the rulebook on how grants traditionally had been issued.

Many Indiana philanthropic organizations, weighed down by the enormity of the challenges facing communities, including job losses and food insecurity, decided to distribute funds to nonprofits without the need for detailed grant requests or reporting processes.

“They woke up and asked, ‘What can we do?” recalled Claudia Cummings, president and CEO of the Indiana Philanthropic Alliance, which represents 190 philanthropic organizations in the state. The leaders of “one foundation showed up at the office one morning and mailed out checks to every single grantee — whether or not they had requested funds.”

Other philanthropic organizations shared similar stories with the alliance, including distributing funds without restrictions — trusting that the grant recipients would use them to carry out their mission quickly and optimally in the midst of the global pandemic.

In that way, the COVID-19 pandemic may have accelerated the adoption of better practices across all industries worldwide, according to Cummings.

“Many things we would have thought to be impossible pre-COVID were adopted by a lot of institutions. It has opened up opportunities,” Cummings said.

“While writing out checks to those who never even asked might not be something that’s triggered all of the time or even ever again because it may not be a good practice, we have learned that dollars can go out rapidly and we understand the mechanisms that can make that happen.”

That demonstration of support didn’t come without challenges, Cummings said, noting that the markets went down in the wake of the pandemic outbreak.

“It was impacting the ability of philanthropy to even respond financially. It was a really rough first six months but what I saw on the ground was incredibly inspiring. Our members, even in light of what was happening with the markets, made the decisions to give more than they had ever given before

Pledge to transform philanthropy

The question on the minds of many interested in the future of philanthropy is whether these types of changes are temporary — or are they signaling a significant shift in how philanthropic organizations operate.

“Clearly, nothing in society globally is the same now as it was two years ago,” Cummings said. “No one has ever seen something this unprecedented. Now, we’re asking, ‘What happens next?’ There’s kind of a middle phase of trying to move as a response to recovery.”

The Council on Foundations is among the organizations that is advocating for change, encouraging philanthropists to pledge to reform the sector by adopting the following reforms, especially during the pandemic:

  • Make new grants as unrestricted as possible, so nonprofit partners have maximum flexibility to respond to the crisis.
  • Reduce what we ask of our nonprofit partners, postponing reporting requirements, site visits, and other demands on their time during this challenging period.
  • Contribute to community-based emergency response funds and other efforts to address the health and economic impact on those most affected by this pandemic.
  • Communicate proactively and regularly about our decision-making and response to provide helpful information while not asking more of grantee partners.
  • Commit to listening to our partners and especially to those communities least heard, lifting up their voices and experiences to inform public discourse and our own decision-making so we can act on their feedback. We recognize that the best solutions to the manifold crises caused by COVID-19 are not found within foundations.

While these measures are specifically focused on COVID-19, the council also advocates for long-lasting change in the areas of diversity, equity and inclusion as well as how philanthropists partner with nonprofits and the community working for social change.

Indiana philanthropy organizations advocating for change

Many Indiana organizations were among the philanthropists that accepted the pledge, Cummings said, and the expectation is that many of them will continue to accept the challenge to evolve. She also noted that numerous Indianapolis philanthropic organizations have already embraced change.

“Clearly, nothing in society globally is the same now as it was two years ago,” Cummings said. “No one has ever seen something this unprecedented. What happens next? There’s kind of a middle phase of trying to move as a response to recovery.

“What we hope to see is that our members will continue some of the practices that were learned at the height of the pandemic, including alternative reporting processes and an increase in unrestricted funds,” she said. “These are things that allow nonprofits more time to focus on their core mission.”

Nov 08

How do we reimagine shelter?: Pandemic forces Indianapolis leaders to seek new ways to address homelessness

By Feature

by Shari Finnell, editor/writer, Not-for-profit News

In recognition of National Homeless Awareness Month, Not-for-profit News gained insights from nonprofit leaders on the latest efforts to support those experiencing homelessness.

When Indiana Gov. Eric Holcomb issued a “stay-at-home order” on March 23, 2020, it became painfully clear that not all Hoosiers would have an equal ability to safely navigate the global pandemic of COVID-19, including people experiencing homelessness.

“It’s hard to be safe when you don’t have a home,” said Chelsea Haring-Cozzi, executive director of the Coalition for Homelessness Intervention & Prevention (CHIP), the organization leading The Indianapolis Community Plan to End Homelessness 2018-2023. “The way people were able to stay safe during the pandemic was to stay in their homes and engage in all the hygiene practices. That’s really scary if you don’t have that home in the midst of a public health crisis. It really elevated the nation of housing really is healthcare. We have to continue investing in and supporting permanent housing choices for people.”

Since the outbreak of COVID, community leaders and government officials have combined efforts to meet the needs of the city’s homeless as their numbers have swelled — to 1,928 on any given night based on a January 2021 point-in-time count. That’s up from 1,588 in January 2020. While some of those differences may be traced to a different counting method — over a five-day period instead of a one-night period, numerous factors have led to an increasing number of people experiencing homelessness, Haring Cozzi said.

In the past, Haring-Cozzi said, people may have avoided being counted in the homeless system because they relied on couch surfing for shelter. “What we saw this last year with COVID, people who may have stayed with family and friends found that was no longer a viable option. People are now saying, ‘I can’t run the risk of additional people in my house outside of the family unit.’”

Also, with social distancing rules in place, congregant housing, like Wheeler Mission’s shelters, were required to reduce the numbers of guests to abide by guidelines for social distancing during the pandemic.

Clearly, those challenges aren’t over. “We’re still in the midst of the pandemic,” Haring-Cozzi said. “Because of COVID, there are more people experiencing homeless, living unsheltered, and who are housing unstable.”

Another major complication in meeting the needs of those facing homelessness is inadequate staffing, according to Perry Hines, chief development officer for Wheeler Mission. Employee shortages have made it increasingly difficult to support initiatives to expand services at a time when they’re most needed. During a normal year, Hines said, the organization would serve 700-800 people with beds and/or meals at its facilities. In 2020, that number climbed to 1,200-1,300 per day because of the increased need, he said. 

“This year, we are planning for increased demand. What that means is finding beds and anticipating an increased need for food and social services — especially during the winter contingency time frame, which is Nov. 1 through March 31,” Hines said. 

However, some of the programs needed to support individuals and families experiencing homelessness, such as overseeing accommodations in hotels, require additional staffing, Hines said. 

“We are severely lacking in employees. We need help. At any given time, we will have 20 to 30 job openings. Our employees have a tough job. They’re on the front lines,” he said. “A lot of times our employees can go to McDonald’s and get $15 an hour. We don’t pay $15 an hour, so that makes it real tough to keep things in place. On top of the demand for more services and more people coming into your doors, you’re having a tough time getting qualified people to help open the doors.”

Planning a future with minimal homelessness

While the impact of COVID has been devastating for many individuals and families with inadequate housing or no housing, it has been impactful in accelerating collaboration around how to imagine alternatives to homeless shelters, Haring-Cozzi said. 

One of the primary ways that leaders are envisioning a new path is by considering alternatives to the prevailing sheltering model.

“A lot of sheltering is based on these congregate models,” Haring-Cozzi said. “That doesn’t allow for spaces where people can isolate and have privacy and for family units to stay together. The pandemic and the use of hotels really opened up a lot of our community leaders’ eyes on how to create safe sheltering models — one that serves public health purposes and serves the purpose of keeping families together. It becomes housing-centered.”

Those experiences helped shift the conversation to how to get people connected to permanent housing, Haring-Cozzi added. “We have started some intentional work around shelters being part of a rehousing process and not a destination — not a place where people stay for long periods of time,” she said. 

Another layer of support that needed to be addressed is the access to technology, according to Haring-Cozzi. With so many services going virtual during the pandemic, including mental health services, many people experiencing homelessness didn’t have the technology to access them. “We realized we have to make services accessible in a different type of way,” she said.

Hines also said that efforts must focus on expanding support services, including those that address mental health and addictions, to ensure that the needs of a segment of the population experiencing homelessness are met. 

“We are always asking how can we do more beyond addressing the immediate needs? That’s the emergency shelter part. We also are asking how can we solve the underlying problem? That’s the social work part,” Hines said. “We know that there are a lot of joblessness issues that result from mental health and addiction issues. Our hope and dream is that we want to end homeless in Indianapolis but that means addressing both the structural issues as well as the underlying causes.”

Haring-Cozzi said that she is hopeful that significant change can be realized as a result of the millions of dollars in federal funds targeted to homelessness throughout the nation, including Indianapolis. “This is probably a once in a lifetime opportunity to take these federal resources and really focus on how you shift systems and how you help support people getting back into permanent housing,” she said.

She also said that the collaboration around addressing homelessness — among nonprofit agencies, service providers, and government entities — will be instrumental in realizing real change.

“I’ve seen collaboration this past year in ways I have never seen it before,” she said. “We’re all working under the same shared agenda. We’re trying to keep people healthy and then get them into housing. That’s significant. This last year really helped kind of solidify that shared vision. We don’t want to manage homelessness. We really want to move towards ending it.”

Nov 08

Delegation vs. micromanagement: It’s a delicate balance

By Sponsor Insight

by Jan Frazier, Planning Plus, LLC

As much as I hate to admit it, I have often been accused of being a micro-manager, something all consultants preach is a big no-no. But as with anything, there certainly is a time and place for this style.

Delegation is revered as a managerial approach to empowering employees, improving efficiency in day-to-day operations, and is considered a “best practice.” The Rules of Delegation dictate that this approach only works if the “delegatee” has the knowledge, skills and experience to get the job done. And we do want to assume our employees have those requisites or they wouldn’t be there (right?). But an employee’s view of the outcome — what the end result should look like, both in style and substance — may be very different than that of the delegator. It’s not a question of skills; it’s a question of definition. And if a common definition of what a completed project looks like is not created, it will be hard to fix on the back end.

Managing for a successful outcome

What are your expectations for the work — as to both what and how? If you have a checklist in mind of how the work will be completed, it’s imperative you share that checklist. Otherwise, both parties could be in for a huge disappointment. Providing this picture of expectations is often called out as micro-managing but that is not always the case. Company culture can have a key aspect.

It may be OK in your organization that as long as the project gets done, we’re happy. But it may be that your culture dictates that projects are completed ahead of the final due date so that there is ample time to review, make edits, and ensure that all I’s are dotted and T’s are crossed prior to final completion.

In this Covid culture when a significant amount of time is spent off-site and not in the same room, e.g. Zoom, group emails, multiple texts, etc., at the end of the discussion have you specifically agreed who is going to do what and by when? And when will everyone follow up? When these pieces are missed, someone needs to step in and ask those questions. This may be considered micromanaging to some but thank goodness someone is stepping up to fill in these blanks.

A culture of performance-based management can go a long way to avoid these types of delegation vs. micromanagement conflicts.

Ensuring that all employees clearly understand what must be done, the expectations of performance (both what and how), and how their work will be evaluated is the first step in a performance-based management culture.

Too often, we are all moving so fast that we make a number of assumptions about how much employees understand what we want and our level of expectations. But that is a dangerous assumption to make.

In those cases, you may find yourself inevitably becoming the dreaded micromanager.

Oct 25

Spirit & Place Festival welcomes a public conversation about a year that changed everything

By Feature

by Shari Finnell, editor/writer, Not-for-profit News

Conversations about challenging topics can be incredibly uncomfortable, whether they’re about race relations, gender identity, pay equity, the removal of 100-year-old Confederate monuments, social justice protests or COVID-19 vaccine shots. 

When faced with the many challenges in 2020, Indianapolis residents had the opportunity to engage in many uncomfortable conversations. Some did. Some didn’t. The 2021 Spirit & Place Festival wants to highlight the need for ongoing conversation by encouraging a public discourse on some of those topics. 

The festival, which is now in its 26th year, has rolled out an agenda that revolves around the theme of CHANGE, encouraging the public to reflect and engage in conversations about how 2020 brought about change and envision the steps needed for further change.

The 11-day festival of events, which runs from Nov. 4-14, includes an exhibition and a panel discussion called Monumental Changes: History and Power in Public Art from 6-9 p.m. on Nov. 5. During that discussion, which will be held at the Garfield Park Arts Center, panelists will provide perspectives on the history, controversy and June 2020 removal of a Confederate monument in Garfield Park on the city’s Southside.

Jordan Ryan, a historian, archivist and scholar, who is among the panelists, noted that the monument was dismantled and removed without community discussion — leaving a gap in residents’ ability to have their voices heard. The Spirit & Place Festival panel discussion will provide one of those opportunities, Ryan said.

“We never had a community conversation when the statue was taken down … a public conversation,” said Ryan, noting that some other cities had public forums before statues were removed. “This represents the first time the public can come together and have that discussion.”

Ryan acknowledged that it can be uncomfortable to engage in this type of discussion. However, it’s needed, she said.

“It will be uncomfortable, but that’s how we grow,” Ryan said.

In addition to Ryan, the Monumental Changes panelists include Dr. Paul Mullins, who has studied the history of the monument placement in Garfield Park, and Danicia Monét, an artist, researcher and urban planner. 

The Indianapolis discussion follows the National Monument Lab’s recent release of the National Monument Audit, a comprehensive look at the characteristics of the nation’s collection of monuments, most of which are overwhelmingly of white males.

A history of inspiring community engagement

As in previous years, community engagement was key to developing the theme of CHANGE for the festival, which is now in its 26th year, according to Erin Kelley, Spirit & Place program director.

“We have had different themes for every year,” she recalled. “We had previously set a theme but halfway through 2020, we knew that wasn’t going to resonate. We went out into the community, getting feedback through social media, emails, and by contacting event partners. We asked, ‘What is resonating with you right now?’ And the concept of ‘change’ rose to the top. That’s the one theme that people gravitated to.”

Kelley said that this year’s event will include a mix of in-person, virtual, and hybrid offerings — a model that will continue for future festivals. As a result of the pandemic, Kelley said, Spirit & Place has recognized the demand for a mix of options for people who work different hours, or have parental responsibilities that interfere with their ability to participate in person. 

As part of the opening night event, local spoken word artist Manon Voice, will serve as emcee and jazz pianist Christopher Pitts will perform a newly commissioned piano piece.

And, as with the Monumental Changes panel discussion, other Spirit & Place events will encourage public conversations on challenging topics, including the following:

  • Tearing Down Boxes and Embracing Change: Nov. 5, 5:30-8:30 p.m., at the Phoenix Theater Cultural Center — Fiber artists will discuss art as a vehicle for healing and growth, and will inspire attendees to break out of their boxes — whether its religious affiliations, circle of friends and social groups — to broaden their perspectives.
  • (Un)Comfortable Conversations: Telling Our Stories, Transforming Our World: Nov. 8, noon-1:30 p.m., virtual event — Spoken word artists, writers, and community leaders will discuss what it means to wrestle with and accept the consequences of change.
  • Be Anxious for Nothing: Loss and Joy in Unexpected Change: Nov. 8, 7-8 p.m., Christ Church Cathedral, hybrid event — A discussion about what the Bible, Torah, Qur’an, and sacred music say about change.

“We want folks to come out and have these conversations,” Kelley said. “It’s uncomfortable, hard and scary work. But we need to enter into brave spaces together and do this.”

For more information about the 2021 Spirit and Place Festival, visit the event lineup.

Oct 25

Is now the time?: Revisiting your vision, mission and values

By Sponsor Insight

by Kate Brierty, consultant, Hedges

Rapid change has been relentless. Over the past 18 months, many organizations have been forced to make tough decisions about how to continue their work with limited resources and difficult contexts. Others have swiftly and significantly expanded programs and staff to meet a growing demand for their services. The ability to make split-second decisions and fast adaptations has been essential for every nonprofit organization to survive.

As we begin to consider how to reliably deliver meaningful impact in our new context, many organizations have carved out space to reflect on what’s new, what’s next and how to move forward in a sustainable way. Now more than ever, we are hearing that strategic planning has been challenging as organizations have found increased misalignment between their stated mission, what they do currently, and what future actions the changes in their communities call for. After factoring in the desires of a community, funders and a team, it can feel like an organization is left trying to be everything to everyone.

If this frustration or misalignment feels familiar, your organization might benefit from pressing pause on strategic planning until you can revisit and realign what’s most core to your organization: your vision, mission and values. It can sometimes be difficult to tell when this reflection process is needed, but the five questions below can help you determine if investing the time on vision, mission and value work now might help you avoid frustration, build alignment, and create a stronger plan for your organization’s future.

  1. Does your organization need to define its vision, mission and values?

This might seem obvious, but you’ll first want to consider if your organization has taken the time to clearly write out its vision, mission and values. You might use different terms to describe this work (like calling it an organization’s purpose or commitment); regardless it is important for these core pieces to be internalized and aligned across the organization.

Before this alignment can occur, Board and executive leadership need to start by ensuring the organization’s vision, mission and values exist and are current, by asking: Is there a document where these pieces have been defined? Do internal and external audiences know where and how to find these definitions?

Although the format of the content might look different for each organization, these documents should contain formal, scripted answers to a few simple questions:
Vision- If your organization were successful, what would the new reality look like for your community?

Mission- What role does your organization play in helping create that new reality?

Values- What beliefs and principles are central to how you do your work and operate in the community?

Stakeholders look for and expect vision, mission and values to be spelled out publicly, and you don’t want to leave those stakeholders wondering why the organization is not being transparent about its purpose. Without having all three foundational pieces clearly outlined, internal and external stakeholders can also be forced to create their own definitions that may or may not align with the organization’s actual strategic direction. Formalizing these definitions before beginning any planning ensures that teams can ask clarifying questions and build understanding of these core facts about the organization before jumping into planning from them.

  1. Is there significant misalignment or disagreement within your team?

Having your vision, mission and values defined and known is essential, but it is often not enough to create the clarity your team needs to utilize these tools in planning. With many of our nonprofit partners we have found that when there is significant frustration on a team during a planning process, it is coming from each member of the team fighting for what they personally believe must be prioritized based on their own interpretation of the organization’s foundational pieces.

Sometimes when we feel that tension at the start of a planning process, we’ll hear folks say things like: “Remember that we’re all here for the same mission!” And that might be technically true. However, each team member’s view of that mission is shaped by their own experiences and interpretations. Creating intentional space to help the organization discuss and align on these core components can allow your entire team to create a shared understanding of how you would define these pieces in your organization’s context. We have seen defining values to be a particularly impactful exercise to create alignment with staff and board teams, as the full organization works together to craft a definition for each value that is relevant and meaningful to the team’s current work.

Even with shared understanding, there might still be significant misalignment or disagreement about the organization’s future. However, building the team’s capacity to utilize this common language and shared commitments in the planning process can help you productively move through disagreement towards stronger results for the organization and less frustration for everyone involved in the process.

  1. Does your organization no longer effectively utilize your vision, mission and values?

Vision, mission and values define what is core to your organization. They are the foundation for everything you do. That means they should be a part of every planning or evaluation conversation in the organization.

These foundational pieces of the organization should be a large piece of comprehensive planning processes, and they should serve as guideposts when making decisions around budget, staffing, development, or program evaluation. For example:

When you are considering applying for a new grant opportunity, do you revisit your mission and check that the expanded programming falls within the work you’ve committed to do?

When your Board is creating their personal fundraising messages, do you share tools to help them stay vision-focused?

When you are creating your staff performance evaluation systems, is there a portion focused on how their work aligns with the organization’s values?

If your team doesn’t incorporate your vision, mission and values into planning or your current definitions no longer feel like valid tools that can be used in decision making, then it might be time to re-visit these foundational pieces with your team. Building comfort with applying these core components of the organization to everyday work can help your team see and connect with vision, mission and values in a more substantial way.

  1. Have your organization’s programs or services shifted significantly?

If the pandemic has caused your organization to drastically shift what you do to serve your community, you are far from alone. In BKD’s State of the Nonprofit Sector- 2021 Annual Report, of the over 300 nonprofit organization respondents:

  • 89% said they had altered their delivery of programs and services in 2020.
  • 63.7% said they were likely to maintain their current programs and services and add some new.
  • 29.3% said they were likely to eliminate some current programs and services but not add any new.

While some of these program shifts might be meeting a temporary need, many organizations have also been including conversations about how to incorporate some of these updates into their long-term plans. For example, we are seeing some organizations consider shifting their geographic reach to grow to a statewide impact with more virtual services offered, while others are looking to hone their focus on more deeply impacting a specific community.

Before considering the sustainability of any enhanced, expanded, or shifted services, it can be helpful to step back and evaluate what fits with the organization’s current mission. If there is misalignment between proposed services and the current mission, then the organization can have a frank conversation to decide if that mission or the menu of services needs to be adapted.

  1. Have the needs of your community shifted significantly?

A strong vision is based in the context of the community that a nonprofit engages. That community has likely gone through some meaningful change since your organization’s founders crafted the original vision and mission for your work. Moreover, that community has likely changed drastically in the last 18 months as individuals adjust and adapt to the new context in which we all live.

Drastic changes, like those brought about by the pandemic, can be good reminders that every organization needs to be consistently assessing the needs of their community. We have partnered with organizations that have gathered this feedback effectively through a large formal landscape analysis and through intimate feedback conversations with their closest partners and those utilizing their programs and services. It does not need to be a complicated process, but it does need to work for your team or else collecting this data can easily become a low priority that gets pushed to the back burner. No matter how it’s collected, frequent community feedback can alert you to even gradual changes in the landscape and help you identify when it’s time to revisit your vision, mission and values to check their relevance and remain responsive to your community.

If you answered “yes” to any of the five questions above it does not mean you are experiencing an identity crisis or that you are facing major change as an organization. It does mean that taking time to intentionally revisit your organization’s vision, mission and values could be a meaningful experience for your team in this moment.

Your organization’s level of need should determine the depth of engagement your team needs in this work right now. You could make this a formal process tied to larger landscape analysis or long-term strategic planning, or it could be a limited internal conversation to help everyone get on the same page before jumping into the coming year.

No matter how you approach it, being open to this important conversation shows internal and external stakeholders your organization is responsive to the changing needs of your community and ready and willing to take on what’s next.

Kate Brierty is passionate about asking the right questions to help individuals and groups have conversations and make decisions that will create real impact for the people they serve. In all her work as a consultant at Hedges, she is focused on pursuing meaningful results while keeping people at the center of her work.

Oct 11

2021 Charitable Advisors salary survey reveals 57 percent of Central Indiana nonprofits expect to offer pay raises; 34 percent do not

By Feature

The 2021 Charitable Advisors Central Indiana Nonprofit Salary Report is now available to the public online

by Shari Finnell, editor/writer, Not-for-profit News

Although annual pay raises are often considered essential in keeping valued employees, about a third of Central Indiana nonprofits reported that they would not be offering pay raises in 2021 — in the midst of one of the most competitive job markets in recent history.

Those statistics were among the findings of the Charitable Advisors 2021 Central Indiana Nonprofit Salary Report, issued after a tumultuous period marked by the COVID-19 outbreak, government stay-at-home orders, social protests and an economic crisis.

With 286 Central Indiana organizations represented in the anonymous survey — a record response, HR executives, CEOs and other leaders provided insight into the salary levels of 26 positions of nonprofit institutions varying widely in size and in annual budgets — from less than $250,000 to more than $10 million.

When asked whether they expected to increase wages for employees at their organizations, 285 of the respondents revealed a mix of answers in the 2021 survey. They are as follows:

  • 2 percent expected a decrease in wages
  • 32 percent expected no increase in wages
  • 8 percent expected a wage increase of 1-1.9 percent
  • 18 percent expected a wage increase of 2-2.9 percent
  • 25 percent expected a wage increase of 3-3.9 percent
  • 2 percent expected a wage increase of 4-4.9 percent
  • 4 percent expected a wage increase of 5 percent or more
  • 9 percent had not yet decided or did not know if they would offer a wage increase

Based on the previous Charitable Advisors Central Indiana Nonprofit Salary Report, released in 2019 before the pandemic, the number of nonprofits planning to offer some type of wage increase had declined — from 63 percent t0 57 percent. However, a larger number of nonprofits in the 2019 survey had not yet decided on pay increases — 24 percent compared to 9 percent in the 2021 survey.

Salary ranges across job levels

As part of the 2021 survey, respondents gave detailed wage information for 26 position categories, from executive level positions to administrative and facility/maintenance support positions, for organizations of varying sizes, budget levels and nonprofit categories (arts, culture and humanities; community development; health; foundation, etc.)

For a full list of salary comparisons, read the 2021 report here.

The following is a sampling of some of the salary comparisons for organizations with operating budgets of $250,000 to $999,000 (the largest group represented at 35 percent):

Executive Director/President/CEO
Average – $79,348
Minimum – $30,000
Maximum – $224,430

Vice President of Programs
Average – $60,475
Minimum – $30,000
Maximum – $140,000

Vice President of Programs
Average – $60,475
Minimum – $30,000
Maximum – $140,000

Case Manager
Average – $42,641
Minimum – $31,200
Maximum – $65,000

Volunteer Coordinator
Average – $38,737
Minimum – $32,136
Maximum – $52,744

Office Manager
Average – $43,970
Minimum – $33,000
Maximum – $74,000

Facility/Maintenance Manager
Average – $51,521
Minimum – $32,600
Maximum – $75,0005

HR executive perspectives on moving forward in 2021

According to several HR executives for the organizations that participated in the annual salary survey, 2020 triggered a significant shift in the evolution of hiring, retention and employee engagement practices in the nonprofit industry.

During conversations with prospective employees, Ponda Sullivan, director of human resources for Tangram, dedicates time to understanding the reasons behind why they left their previous jobs. She also thoroughly reviews exit interviews from current employees.

“When I’m interviewing individuals, I try to capture some of the things that led them to look for another job,” said Sullivan, who previously worked at a for-profit healthcare organization for 18 years. “Some of the concerns expressed were related to child care, career development, flexible schedules and not feeling appreciated.”

Sullivan said nonprofit organizations that can’t compete must focus on those types of areas — the intrinsic appeal of working in the nonprofit industry — to be competitive. 

“People are looking for a company that does the right thing,” Sullivan said. “They want to be treated a certain way and they’re OK with a pay reduction as long as the company provides those other work-life balance benefits. You definitely have to be creative and innovative, and ask, ‘What are those intrinsic awards we can offer?’.”

Discovering new opportunities in the midst of challenges

While the pandemic prompted a series of unexpected “pivots” in the way the Children’s Museum of Indianapolis has traditionally operated, the outcome was a team that emerged better because of the experience, according to Debbie Aull, director of human resources for the organization.

“It definitely changed the world of human resources — in a good way,” Aull said. “We had to rethink everything. We’re much more focused, more transparent, and more purposeful about inclusion with all of our policies and practices.”

In addition to assessing its diversity equity and inclusion (DEI) practices by hiring a consultant, appointing a DEI task force and undergoing an audit to increase transparency, the Children’s Museum expanded into uncharted territory by bringing many programs online.

“One thing that was a challenge — and an opportunity — was moving the majority of our recruiting, hiring, onboarding, training and educational programs to virtual platforms,” Aull said. “At one time, we would have said, ‘There’s no way we can do that,’ but we did. And it’s great for the museum and the community.”

Aull also said that the museum is mindful of the need to adapt to remain relevant — and HR is core to that strategy.

“HR has proven to be the key to the success of the organization. Our people really are the most precious resource,” she said. “We have to provide them with a safe environment which is going to mean different things to different people. We all need to be open-minded in our thinking.”

For example, while HR professionals at organizations of all sizes will likely consider flexible, hybrid and remote options moving forward, it’s important to be mindful of employees who aren’t able to take advantage of those benefits, Aull said. 

“We have to consider it but we also must be open to ensuring there is equity and collaboration for hybrid and remote options,” she said. “We should be mindful of how it would impact employees who don’t have that option. We definitely don’t want an ‘us vs. them’ situation, especially for the staff members who are going in and working, facing visitors harping about having to wear masks, or complaining when they close the restrooms to clean and sanitize them. They’re on the receiving end of all that while I’m sitting in my second bedroom on a computer.”

To ensure that the front line employees felt supported through a challenging period, employees from other departments helped with some of the in-person responsibilities of operating the museum, such as cleaning laundry used in the facility, Aull said.

Rethinking HR strategies

Shelby Slowik, director of human resources at Conner Prairie, said that the living museum has had the advantage of operating many of its programs outdoors, which resulted in fewer disruptions in the team’s ability to continue welcoming visitors. The museum shut down for only two months in 2020 as a result of the pandemic, Slowik noted.

Also, as a larger organization, Conner Prairie is able to compete with many for-profit organizations on the wages it offers salaried employees, Slowik said. “It’s a rarity that we can’t compete at the professional and leadership levels,” she said. 

However, like many other businesses and nonprofits, hiring part-time and entry-level employees — primarily seasonal workers at Conner Prairie, has been challenging, Slowik said. 

“We rely a lot on seasonal employees and that’s where we see a bit more of the pay competition,” she said. 

After more than a year of adhering to new COVID-19 guidelines, streamlining programs, rolling out new policies, and ensuring that employees feel supported through the challenges, many HR departments have been pushed to evolve — perhaps much quicker than they would have without the pandemic, Slowik said. 

“I don’t think I have ever experienced anything like this in my 30 years in HR,” she said. “When you look at it from an HR perspective … the new policies and procedures we had to implement, the expenditures to support filtration, handwashing stations, hand sanitizers, dealing with fear factor of staff, the mental stress, lockdown, safety issues, immunizations, exposure … all that falls under the HR umbrella.”

In the past, Slowik noted, HR departments were comparable to policy enforcers. “Especially for those who have been in HR for some time, we tend to have a black and white viewpoint on how things should be handled when it comes to following policies and procedures, and guidelines on what you need to do to be successful,” she said.

That mindset has evolved significantly, she said.

“Maybe in the last 5 to 10 years, we’re no longer the person there to derail creative ideas. We have switched to being more like a business partner that’s willing to embrace creative ideas, whether it’s telecommuting and attractive benefits that may not have been previously considered. We’re much more approachable in collaborating.”

Just 10 years ago, Slowik said, she would never have considered telecommuting as an option for employees. The pandemic effectively changed her perception.

In the near future, Slowik predicted, HR managers will continue to struggle to find clarity on how much they should pay entry-level employees. “We’re all experiencing staffing challenges. Many hourly positions, which pay anywhere from $12 to $16 an hour, have remained vacant.

“This has caused us to review our entry rates of pay,” she said. “What do we need to do to be competitive if everyone else is raising their rates?”

Conner Prairie has hired a firm to evaluate their wage structure to ensure they’re competitive. “The pandemic pushed me to look at that a year earlier than I probably would have.”

Sep 27

Does DEI matter?: More than 70% of Central Indiana nonprofit employees say, ‘Yes’

By Feature

NFPN survey reveals support for continuing DEI initiatives

by Shari Finnell, Not-for-profit News editor/writer

(First in a series of articles about Charitable Advisors’ NFPN “How Are You Doing?” survey)

Many nonprofit organizations are still grappling with how to address diversity equity and inclusion (DEI) policies — more than a year after protests erupted nationwide after the death of George Floyd at the hands of a police officer.

And that work still matters, according to nearly 70 percent of about 450 nonprofit employees who responded to a recent Not-for-profit News survey about how they’re coping in the aftermath of one of the most tumultuous periods in the nation’s history.

When asked if their organization’s stance on DEI personally impacts them as an employee, 30 percent responded it impacts them “a great deal,” 42 percent said it impacted them “somewhat,” and 28 percent responded, “not at all.”

However, based on the survey responses, employees also said that their employers likely think that they are doing better than they actually are — or at least in comparison to how the employees perceived they were progressing with DEI issues.

When asked, “What do you think your leadership would say about your organization’s progress on DEI?,” nearly 35 percent of employees responded that their leaders probably would feel that the work isn’t new — “we have always valued inclusion and equity.” About 34 percent said that their employees would believe that they “are having some hard conversations and making important changes,” while nearly 24 percent said their leadership probably would feel that “we are talking about it but not doing anything, not doing much,” and 7.75 percent would say, “we aren’t talking about it.”

In contrast, employees’ perceptions about that question, “What do you think about your organization’s progress on DEI?” was as follows:

  • This work isn’t new to us — we have always valued inclusion and equity — 23.06 percent
  • We are having some hard conversations and making important changes — 29.37 percent
  • We are talking about it but not doing anything, not doing much — 36.17 percent
  • We aren’t talking about it — 11.41 percent

Survey respondents weigh in on DEI successes and challenges 

Some respondents said that their organizations have been committed to undertaking DEI work not just since the social justice protests — but for some time.

One survey respondent said, “The organization has been working for a while now on DEI. I feel like we are on the right track, but we still have more to improve on. We need more diverse leadership and board representation.”

Others shared a wide range of thoughts about DEI, revealing various challenges such as coming to a common understanding of what it means. Some believed that the solution requires an extensive undertaking, while some believed it is much less complicated to undertake. Here are some responses:

  • “We need to stop arguing about the reality of racism and accept that systemic racism is real and that we must address it to succeed in our mission.”
  • “We need to judge people based on their character and not their color, ethnicity, or sexual orientation. It’s really simple.”
  • “We need to be more modern … stop letting the older Baby Boomers make decisions that affect a wide swath of people. This group (in our organization, at least) doesn’t want to make changes or doesn’t understand why they’re important.”
  • “We need to weave it into our daily practice, educating ourselves in it, holding each other accountable.”
  • “Add diversity to the team, address a misogynistic work environment, stop training our organizations on topics we refuse to even talk about. Dismantle the good ‘ol boy stronghold.”
  • “We need more internal communication, so everyone understands it.”

While many respondents said that their organizations are committed to DEI, some pointed out that it can be challenging to seriously invest in it to create substantial change. Others felt that their organizations weren’t fully committed to the work.

“It’s tough when we are remote,” one survey respondent said. “Not to do DEI, but to do SERIOUS anti-racism work. DEI is a facade in most cases. Equity is the only part I think impacts systemic change. D and I are just an illusion. We need transformation.”

Another survey respondent said, “We have really avoided this conversation as a team and board despite my repeated attempts at raising concerns. We should at a minimum be looking at our internal policies and having some hard conversations about how we operate.”

One nonprofit employee said that conversations about DEI are difficult because they have become politicized. “There is a reluctance to take a public stance on DEIA (diversity, equity inclusion and accessibility) issues — especially addressing them head-on,” the employee said. “However, general public statements do not protect those of us who have had to accommodate the feelings of others for decades. Being a leader today on issues around DEIA is just seen as too political. This is so very antiquated in perspective. My human rights to be myself don’t have anything to do with politics. But at the same time, my employer is diversifying hiring. So, I’m no longer the only native Spanish-speaker in the building apart from the cleaning staff. There’s that, at least.”

Personal perspectives also came up as challenges that may be difficult to overcome, according to numerous nonprofit employees:

  • “I struggle deeply with issues of DEI. I believe it’s incredibly important, and support DEI efforts wherever I encounter them, but as a white male do not know how to contribute effectively and with respect to colleagues of color, nor do I understand my own position or allowable expression as it relates to accepting or advancing my own career. As a first-generation, college-goer from a blue collar background, I can see how DEI efforts can gain wide acceptance among the white-collar workforce while causing confusion and backlash among so many who take great pride in what they’ve accomplished (and are understandably confused about issues of privilege). The lack of personal connection due to COVID has exasperated this confusion on my part, as my interactions with colleagues feel less genuine and more awkward, while DEI issues have become increasingly important and widely discussed.”
  • “I am the only person of color in my organization. It puts a great deal of pressure on me to perform at a near inhuman level.”
  • “I wish we were doing more. I’m in the majority and I don’t think people in the majority can do much to make positive change.”

Implementing DEI in the workplace — perspectives from two nonprofit organizations

For nonprofits undertaking DEI initiatives in recent years, the process is continually evolving as teams better understand what it takes to achieve successful outcomes, according to two survey respondents who agreed to be interviewed.

Sally Bindley, MSW, founder and CEO of School on Wheels, said the 20-year-old organization in Indianapolis started focusing on DEI initiatives in 2016. At that time, the team developed a diversity task force to broaden and diversify School on Wheels’ volunteer tutor base. “We wanted it to be more representative of the students we served,” Bindley recalled. School on Wheels received a grant from Lilly Endowment, Inc., to support the work.

It didn’t take long for the School on Wheels team to realize that diversity, equity and inclusion needed to be integrated into all aspects of the organization’s operations — not just as a side project, Bindley said.

“Diversity is not a task. If you approach DEI as a standalone initiative, you check the box. This way it’s more of a thought process,” she said. “We made it a standing committee of the board of directors — a diversity committee led by a member of the board. Just as we have regular reports from other committees, finance, executive, development, we have regular reports on diversity.”

As a result, employees and board members have become increasingly more aware and intentional on how to include diversity in all areas — from identifying where diverse volunteers are living and working to ensuring diversity in marketing, messaging and operations, Bindley said.

When asked about advice she would give to other nonprofits on embarking on DEI work, Bindley said that it is important to acknowledge that it is an ongoing process.

“Being intentional for us is being aware. Review your language,” she said. “Whether it’s job posts, or messages circulating on your website, make sure you’re mindful of what you’re putting out there. Do you have a commitment to DEI? A statement against racism and hate? We also realized our volunteer recruitment flyers needed to be in English and Spanish. If you don’t have a DEI program, that’s OK. Start with training: What is diversity? What is inclusion? What are microaggressions? Then analyze how you’re doing with all of that. Once we had the in-depth fast training, it brought so much awareness to our language and conversation.

“We’ve made strides, but there’s always more work to do,” she added. “It’s constantly evolving.”

Bindley also said she is a strong believer in hiring a consultant to help assess where the organization stands with incorporating DEI, as well as ensuring that she, as a leader, is fully engaged in the process. Although School on Wheels designated a person to undergo DEI training, Bindley said that she makes sure to personally engage in DEI initiatives.

“I want to have the most opportunities to grow and to impact change as a leader,” she said. “I have zero time, but I can’t say, ‘You’re in charge of this and let me know how it’s going,’” she said. “If you’re a leader of a nonprofit, this messaging starts at the top. If you don’t make it a priority, it’s obvious. I can’t say I’ve always done it right, but you have to be vulnerable as a leader and say this is what I know, what I don’t know, and this is what I need to learn.”

Guenevere Kalal, MSM, director of foster care services for Damar, said that DEI has been at the top of the nonprofit organization’s list of priorities for some time. The team members want to ensure that they are culturally aware of the clients they serve. 

“Our foster families are very diverse,” Kalal said. “Over the past couple years, we have seen more children from Hispanic, Burmese and other cultures coming into light for support in the child welfare system.” As a result, they have initiated discussions on how to gain a better understanding of the various cultures and ensuring that they are always culturally and racially sensitive, she said.

Open, candid conversations and acknowledging personal biases must be a priority, Kalal said.

“My approach to many things, not only with my staff, is to be as professionally transparent as possible. It can’t be the elephant in the room. We need to learn how to be comfortable with uncomfortable conversations,” she said.

That process also includes checking in with families for feedback on their interactions with staff, including asking if they have felt any disparities from staff members.

The team also committed to undergoing training, including a two-day workshop, Interrupting Racism for Children, offered by Child Advocates. “The Department of Child Services also did an excellent job of doing their research on what potential trainings are out there to help our providers navigate conversations about racism, including series on Netflix and PBS,” Kalal said.

“We need to understand where we came from as a country. I don’t want to dwell on the past, but it has a huge influence on where we are,” she added. “I need to understand that so I know how I can focus on becoming part of a positive change.”

Sep 27

Digital conveniences in a remote work environment

By Sponsor Insight

by Dave Voris, vice president, regional treasury management officer, Horizon Bank

The pandemic continues to provide organizations and their employees the opportunity to rethink whether they should return to a five-day work week in the office versus spending more time in a virtual environment.

In LinkedIn’s year-end roundup of workplace trends to watch in 2021, Harvard Business School’s Ashley Whillans predicted that companies will need to accommodate employees who have adjusted to a new routine: ” Employees will demand greater flexibility and organizations will require it. Companies may let employees work from home two or more days per week, with some opting for three days in office, two days remote, and then two days off — a 3-2-2 workweek.”

To support this new hybrid work schedule, the latest in basic banking systems will allow employees to manage finances without being tied to the office. First, digital conveniences such as online banking have provided remote capabilities for years. Treasurers can safely log into their accounts via smartphone or laptops to review balances, to view history of posted transactions, to transfer funds between accounts, to submit any stop payments, or to approve any fraud suspects that surfaced as a result of Positive Pay service.

Also, since many not-for-profits continue receive checks from donors, employees can easily deposit them into a bank account using mobile check deposit through an app. This process is very efficient for organizations that receive a relatively low volume of checks.

For not-for-profit organizations that use “Donate Here” buttons on their websites, donors can safely make one-time or repeat donations via credit card without the not-for-profit organization needing to be in direct contact with the donor. In addition, other not-for-profit organizations accept credit cards at events, despite the continued presence of the pandemic. Such mobile credit card acceptance can be easily facilitated with an app downloaded on the smart phone and supported by a handheld “card swipe” device that is about the size of your palm. All of these techniques are readily available, and very affordable, using standard banking technology.

Disbursements must be mentioned within this context of remotely working. In other words, can you pay bills without being in the office to write checks? Many organizations are adopting business bill payment systems that can be accessed via the bank’s smart phone or via the client’s laptop. These systems allow the treasurer to define payees, schedule payments, select between sending a paper check or an Automated Clearing House (ACH) transaction, and approve such payments even with dual control between two separate people.

In addition, these processes — which typically are 50 cents to 75 cents per payment — are typically less expensive than what several industry articles have suggested over the years as a total cost for sending a paper check — approximately $1.50. That paper check cost includes an assumption about the costs of envelope, paper check, postage, bank charges, and reconciliation time.

These are numerous examples that demonstrate various digital techniques about how receipts, disbursements, and information reporting can be managed within a virtual environment without the need for the treasurer to be in attendance at the office.

So, the answer is yes, not-for-profit organizations are efficiently able to conduct banking as more organizations in a remote work environment with these digital banking conveniences.