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What next?: Critical steps all nonprofits need to consider for achieving racial equity goals in the workplace

By Feature

Local experts say transformative change demands a comprehensive strategy

by Shari Finnell, editor and writer, Not for Profit News

With the events of 2020 heightening awareness around the need for racial equity and social justice reform, nonprofit organizations have been at the forefront of efforts to institute transformative change.

Yet, no matter how much progress was made in 2020, achieving racial equity in the workplace will continue to be one of the most important issues organizations must tackle for at least the next decade, predicted Ben Hecht, the CEO of Living Cities, a collaborative of foundations and financial institutions, in a Harvard Business Review article.

The work toward racial equity must be comprehensive and deliberate, according to two local experts who are immersed in racial equity initiatives.

“It’s important for organizations to do an assessment of all their systems, including policies and procedures, how you recruit and hire, how you promote, and what ongoing training looks like,” said Tim Nation, executive director of the Peace Learning Center, which works with schools and organizations on educational initiatives around equity, social and emotional learning and restorative practices. “Not-for-profit organizations also need to assess how connected we are to the community. Do we act as saviors who know all the answers? Or are we really connected to the community in a way that we’re able to truly understand what their needs are?”

Nation also said it’s important to determine if the composition of the organization’s board and staff is representative of the communities they serve.

The Peace Learning Center, which has been at the forefront of racial equity initiatives since its inception in 1997, continues to assess itself against those measures. “We have, at the Peace Learning Center, established a racial equity committee that is assessing where we are on all of those different components — determining our strengths and weaknesses, and identifying areas that we can improve.”

Michael Twyman

Michael Twyman, principal/owner of InExcelsis, a consulting firm, said the work to achieve racial equity within the workplace can seem daunting but nonprofits and other organizations must commit to it as they would with any other major initiative.

“It’s a lot of work, but it’s necessary work,” said Twyman, who also is an associate faculty member of the IU Lilly Family School of Philanthropy. “If we’re willing to do the work for other initiatives because we believe they’re important, we must put forward the resources to make racial equity happen.”

“We have resources at our disposal. How we deploy them or allocate them is a matter of choice,” Twyman added. “It can be something as simple as shifting the mindset. Most organizations will need professional assistance.”

Nation said anti-racism training is only the start in achieving substantive change. “When it comes to racial equity, the first step is awareness. You have to be aware of the issues and appreciate why it matters. A lot of training programs serve that purpose.”

All of Peace Learning Center’s staff members recently underwent training with Crossroads Against Racism in Chicago, which involved a rubric on how to become an anti-racist organization. “It identified where you’re at and what you need to work on,” said Nation, noting that the team followed up by reviewing all of its policies and recruitment practices.

Nation also said that people, particularly non-minority individuals, need to understand how deeply rooted racism is in American society. “It’s not as much as individual racism as it is institutional racism. An individual may not consider themselves as prejudiced, but the systems they work in, the history of racism in our country, which goes all the way back to slavery, have shaped the way institutions operate, including our government and organizations.

To illustrate the complexities of addressing racial inequities, Nation used an analogy involving fish. “If you go to a lake and see a dead fish, you say what’s wrong with the fish and you start trying to figure out how to fix the fish instead of addressing what’s wrong with the lake — the groundwater,” he said. “In the same way, we have a lot of initiatives to fix fish but we haven’t been getting down to the policies that created the problems.”

Educational systems, for instance, have devoted a lot of time trying to fix children instead of assessing the problems with the systems they must function in, Nation said.

The disparities between minority and white populations, including wealth gap and school suspensions, are examples of institutional racism at work, Nation said. Even with infant mortality rates, the richest black women have the same negative outcomes as poor white women, he pointed out.

“It’s racism,” Nation said. “All the evidence is there. Unfortunately, since it seems white people benefit from racism, some of them don’t want the system to change. There’s not a consciousness of how a changed system can benefit them.”

He also said that people often are confused about the definition of racial equity. “Equal is not always equitable,” Nation said. “When you have had 400 years of oppression for black people, it’s not difficult to understand why there is a wealth gap. It’s like a game of Monopoly. If you’re starting the game after all the properties have hotels on them, how in the heck are you supposed to catch up?”

Twyman, who has consulted organizations through diversity, equity and inclusion work, said that each organization must develop a customized approach to addressing those issues.

“If you’re serious about it, it really is a comprehensive approach to working and operating in a different way,” Twyman said. “It can’t be limited to ‘Sign me up for the workshop, check my name off the list and I’m good.’ We need to gain a deep understanding of the larger historical context that got us to the place where we are. There needs to be an acknowledgement of who we are as a nation. How it has brought us to where we are.”

Next, Twyman said, an organization needs to establish a mutually agreed upon definition of the terms racial equity and racial justice — the ultimate goal of what an organization will look like as it embraces those qualities. “How do you want to be operating differently?” he asked.

Lastly, an organization must work to define the journey, Twyman said. “How do those two things intersect — where your organization is now — the historical context, and the aspirational goal. What is the journey in between?” Twyman said. “How do you come together as part of a journey that takes you to a place where you’re no longer complicit and you’re advocating for racial justice? That can look different for every organization.”

The process can be challenging because it may require putting the organization under a microscope, Twyman said. “There has to be a sense of humility about accepting the possibility that we don’t know it all and that we unintentionally have been complicit in creating inequities, as well as helping to perpetuate them,” he said. “There also should be a willingness to hear the voices of people who have had the experience of being marginalized or oppressed … listening and accepting that at face value.”

The process could include a mix of ongoing professional development, training that focuses on changing organization culture, addressing the composition of the board and staff, and assessing policies, processes and procedures that unintentionally or intentionally serve to put people of color at a disadvantage, Twyman said.

Any assessment must be specific about issues around equity, sometimes in ways that may not immediately be obvious, Twyman said. For example, he said, a well meaning initiative to invest $5 million in a neighborhood to benefit minorities could have the opposite effect — gentrifying a neighborhood that, in the long run, doesn’t benefit them.

With nonprofits, businesses and other organizations putting in the work to achieve racial equity on a consistent basis, Twyman said, real change is possible.

“I am hopeful,” Twyman said.

“I think the promise of every new generation is that it will be a little smarter, a little wiser. Those who have joined and supported movements like Black Lives Matter are raising the questions around racial justice and demanding changes in a way that I haven’t seen in my lifetime. There’s urgency, clarity and energy,” he said. “Not to say that it didn’t happen previously. Now, it’s a broader and a more diverse movement that makes me very hopeful because I think that’s what it’s going to take.”

In the past, “We’ve all put this onus on people of color to fix this thing,” Twyman said. “As Dr. Martin Luther King, Jr., said, ‘ We know through painful experience that freedom is never voluntarily given by the oppressor; it must be demanded by the oppressed.’ White people also have to demand change and be committed to the work that goes along with it.”

New multi-year research reveals impact of social movements on giving to women- and girl-specific organizations

By Feature

Study also shows that charitable giving for these organizations reached $7.1 billion but represents less than 2% of total giving

by Shari Finnell, editor, Not for Profit News

When more than 3 million people around the globe gathered on Jan. 21, 2017, in support of the Women’s March on Washington, it was designated among the largest one-day social movement protests in history. Several months later, the #MeToo hashtag movement ignited a campaign that gave women a voice on issues related to sexual violence and harassment.

Those events not only raised awareness on women’s rights, they seemed to contribute to an increase (85.2%) in charitable giving to organizations that support women’s reproductive rights during a five-year period, from 2012 to 2017. Those were among the findings of The Women & Girls (WGI) Index 2020 report, recently released by the Women’s Philanthropy Institute at the IU Lilly Family School of Philanthropy at IUPUI.

“For a long time, the work at the Women’s Philanthropy Institute has been focused more on the donor side of the equation,” said Tessa Skidmore, a Women’s Philanthropy Institute visiting research associate who led the study. “We have examined the unique characteristics of women’s philanthropy. With this research, we focused on women and girls as the recipients of charitable giving. There have been studies that have examined the percentage of giving for religion, education and the arts, but not the dollar amount of giving to organizations that are dedicated to primarily serving women and girls.”

Skidmore said that organizations that met the criteria of the study included those in which 80 percent of program expenses were allocated to programs for women and girls, such as Girls Inc., Planned Parenthood, women’s auxiliary organizations, and women’s philanthropic organizations, including the Junior League. Nearly 47,000 organizations met that criteria for the 5-year period of the study.

The research, which was funded by a grant from the Bill & Melinda Gates Foundation, represents the first multi-year look at how giving to women’s and girls’ organizations has changed in recent years, according to the institute. The giving measured donations from individuals, foundations and corporations from 2012 to 2017, which grew by 36.4% — similar to other charitable organizations during that time period.

Although the report revealed an overall increase in charitable giving for women’s and girls’ causes in the United States — up to $7.1 billion by 2017, it also noted that it remained at 1.6% of total giving.

“While women’s and girls’ organizations saw steady growth in philanthropic support from 2012 to 2017, contributions to these organizations continue to comprise a relatively small share of overall charitable giving,” said Debra Mesch, Ph.D., professor of Philanthropic Studies and Eileen Lamb O’Gara Chair in Women’s Philanthropy at the Indiana University Lilly Family School of Philanthropy. “For any organization or donor invested in women and girls, the WGI provides powerful empirical data and stories of growth and challenges that can help the sector work collectively to address gaps in funding.”

According to Skidmore, the report also revealed the impact that government funding has had on organizations that primarily focus on women’s and girls’ causes.

During the study period, from 2012 to 2017, government grants to women’s and girls’ organizations increased by 34.4% — significantly outpacing the 14.6% rate of growth in government grants to other charitable organizations.

With the collection of more data in 2018 and ensuing years, the WGI Index report may continue to show correlations between movements that raise awareness and, as a result, lead to an uptick in giving in certain categories, Skidmore said. “In future years, we may begin to see the impact from the pandemic and racial justice protests.”

Jeannie Sager, director of the Women’s Philanthropy Institute, also noted that the research could be used by advocates to support future initiatives.

“The COVID-19 pandemic has disproportionately affected women and particularly women of color. In light of this, women’s and girls’ causes —particularly those addressing the intersection of race, gender and other areas of inequality — will need more resources,” Sager said. “The WGI’s insights can kick start discussion and action to generate philanthropic support for these critical organizations,”

Other key findings of the report include:

● Growth in philanthropic support for women’s and girls’ organizations was especially strong in 2017 (9.4%).

● While philanthropic support for women’s and girls’ organizations increased across the board from 2012 to 2017, particular types of organizations — such as those focused on reproductive health and family and gender-based violence — saw especially strong growth. Support for reproductive rights organizations increased 85.2% from 2012 to 2017, and 33.7% in 2017 alone — more than triple the rate of other WGI organizations (9.4%).

● Although the composition of women’s and girls’ organizations based on nonprofit subsector and mission focus largely held steady in 2017, organizations dedicated to general and reproductive health received an increased share of philanthropic support.

The full report and visual summary are available here.

Stakeholder feedback takes the guess work out of decision making

By Sponsor Insight

by Hannah Gooding, Consultant, Hedges

In our everyday lives, we constantly ask questions and use data to help us make better, smarter decisions. Can we say the same about decision making at our nonprofits? Think about your last staff or board meeting. What information did you have to inform your decisions? Maybe you were considering what expenses to cut due to COVID. What data did you have at your disposal? Budgets alone can’t tell you what programs are the most impactful to those you serve, why your donor retention is going down, or what inefficiencies are causing bottlenecks for your team. To get that information, you need real-time feedback.

Why feedback is a game changer.

According to a survey conducted by Stanford Social Innovation Review in 2019, 88 percent of nonprofit leaders prioritize gathering client feedback while only 13 percent use it as a “top source of insight for continuous improvement.” Two-thirds of organizations not collecting client feedback said their greatest barrier was limited staff time and/or resources, and 20 percent said collecting feedback was “too complicated” or “too expensive.” If these statements resonate with you, consider the following:

  1. Collecting feedback will make your organization more efficient in the long run. Gathering feedback from the people you serve will not only make your programs more impactful, but make your service-delivery more efficient. You might learn families don’t need or want something you’ve been providing for years or would rather participate in your program virtually so you could cut food and transportation expenses while boosting engagement rates. Feedback data might help you recognize how different programs can be combined, pared down, or supported by volunteers. In addition, having satisfaction data direct from your participants will make your grant proposals more appealing and your impact reports more compelling. That’s right, collecting feedback can both lower your administrative expenses and increase your fundability. Win, win.
  • How should you collect participant feedback? To collect in-depth, qualitative feedback about your services, organize a focus group with the individuals who participate in your programs or receive your services. Use a time and space with minimal barriers such as a community center (with social distancing) or video conferencing. Alternatively, if you want to collect high-level, quantitative data, consider surveying your participants. The survey should be brief and easy to access. For both focus group and survey options, consider offering incentives for participation and using third-party facilitator to ensure participants can be fully transparent.
  • What should you ask participants? Ask program participants if and how your services are making a difference for them; what about your services is most meaningful to them; what, if any, barriers complicate receiving your services; and what could improve their overall experience with your organization.
  1. Collecting feedback is great donor stewardship. By the end of the year, your donors are tired of being asked for money. The majority of American donors give to three or more organizations, so their inboxes are inundated with #GivingTuesday emails and asks for support. But remember the saying—”Ask for money, get advice. Ask for advice, get money twice?” December and January are great months for collecting feedback from your donors. Asking your donors to share their input makes them feel valued and engaged in your work. Plus, their feedback should help you determine what information is meaningful to them, why they support you, and how they feel connected to your mission. All of this data will help you build relationships with your donors, keep them engaged, and prepare for larger asks in the future.
  • How should you collect donor feedback? Digital surveys are excellent tools for collecting feedback from your donors. Send out a survey to your general donor list and consider posting the survey on your social media. For your major donors, gathering their feedback should be more personal. Enlist Board members to share the survey with one or two donors using a personalized email or set up a Zoom meeting to go through the questions in an interview style.
  • What should you ask donors? Ask donors if they feel well-connected to your organization, if they can see the impact of their giving, why they choose to give, whether they would recommend your organization to others, and how they prefer to be recognized. If the survey may reach lapsed donors, ask why they don’t currently give and what might inspire them to give in the future. Sound scary? Remember, if lapsed donors take the step to even open your survey (and many do), odds are they’re still interested in supporting you. Asking for their feedback can be the perfect way to reach out without making it awkward.
  1. Collecting feedback could solve your turnover problem. We hear a lot of nonprofits talking about their staff turnover rate and setting aggressive goals to curb turnover. However, not all turnover is bad turnover. What really matters is why staff members feel the need to move on. Is it a culture issue? A salary issue? Perhaps some teams are constantly overwhelmed while others are bored. Collecting staff feedback is an important and effective way to monitor your organizational health and assess what is working and what is not. These insights give you the “why” behind a turnover rate and help you get to solution faster. Feedback can help you get ahead of an issue before it becomes worse, identify blind spots, and even give you statistics to strengthen your staff recruitment.
  • How should you collect staff feedback? Whereas you might collect feedback from your participants and your donors once or maybe twice per year, you should collect staff feedback at least once per quarter. Many organizations use a “pulse survey” to collect essential, real-time feedback on a handful of key indicators. Pulse surveys allow you to identify issues as they occur and take more immediate action. It’s important to use the same questions in each survey so that data can be compared over time. If you don’t have a designated Human Resources professional on staff, consider using a third-party to ensure staff members can be fully transparent.
  • What should you ask staff members? Using the Net Promotor Score is a great place to start. You should also ask staff about their satisfaction with workplace culture, if they can maintain appropriate work/life balance, whether they feel connected with other employees, whether they feel appropriately valued, and if they see opportunities for professional growth. Consider asking about pain points as well — for example, how does your team feel about remote work or coming back to the office?
  1. Collecting feedback can breathe life into your Board. Halloween is behind us, but maybe your Board meetings still feel like a scene out of a zombie movie. You ask a basic question and get a sea of blank stares. It’s painful, we know. But often times, Boards become disengaged and zombie-like when members either don’t understand their role, or there is no clear structure of accountability to ensure everyone is doing their part. Many Board members feel embarrassed to admit what they don’t know so they don’t ask, and then the cycle of uncertainty continues. Gathering Board feedback can be a great way to break that cycle and get an honest sense of what Board members are thinking in real-time. Feedback data might tell you some members are ready to roll off while others are ready to step up into leadership roles. You might learn simple solutions — for example, maybe members would be more engaged if Board meetings were scheduled in the mornings instead of the evenings. Feedback results can give you an objective base to start from so that no one has to feel singled-out and you can address the elephant in the room with a positive, solutions-focused attitude.
  • How should you collect Board feedback? Ideally, the Executive or Governance Committee is accountable for collecting and analyzing feedback. However, the Board Chair may also lead or outsource a confidential feedback collection process. Similar to staff feedback, Board feedback is most effective when it is captured regularly. Consider using the pulse survey format to gather feedback quarterly. At a minimum, all Boards should complete an annual engagement survey.
  • What should you ask Board members? Ask Board members about their satisfaction with the Board’s culture, communication, and effectiveness; what they perceive to be the role of the Board; what they need to be an effective and engaged Board member; whether they feel valued; and what they would change about Board meetings. You can also ask about committee involvement, leadership goals, and satisfaction with their personal giving.

So many organizations have had to completely reimagine their work this year. Many have had to pause or cut programs, cancel fundraising events, and toss out their strategic plans. Maybe your organization is approaching 2021 with nothing but question marks. No survey or focus group will tell you what the future holds, but feedback can help you make informed decisions. Meet your stakeholders where they are and ask for their input. With their feedback, you can assess where organization is strong and what you need prioritize so that your decisions are made with greater reliability, clarity, and certainty.

Hannah Gooding has been a Consultant with Hedges since 2017. With a background in nonprofit program management, her expertise in research and strategic thinking has supported dozens of nonprofit organizations in Central Indiana.

IndyFringe’s retiring CEO leaves behind a case study on how to put an arts organization on solid ground

By Feature

by Shari Finnell, editor, Not for Profit News

After more than 15 years at the helm of the IndyFringe, Pauline Moffat decided it was time to activate a succession plan — identifying and hiring her replacement as CEO for the annual theater arts festival. While Moffat previously had given some consideration to this phase in IndyFringe’s development, the events of 2020 — a global pandemic and racial injustice protests — triggered a more serious look at the implementation of a succession plan, she recalled. 

“The world is changing,” Moffat said. “It reminded me of my duty. We did not have a succession plan in place to take IndyFringe through the next 10 years. I knew it was time for us to start seriously thinking about it.”

As Moffat spends her final few weeks at IndyFringe — assisting its new CEO, Justin Brady, with strategic planning, she leaves behind a case study of how to transform a fledgling street festival into a vibrant arts organization with two theaters, zero debt, an active army of supporters, committed sponsors and donors, and a strategic plan to ensure its long-term viability. 

When she took on the roles as IndyFringe’s co-founder and leading executive in 2005, Moffat knew little about Indianapolis and the business of running an arts festival. “I didn’t come from an arts background,” said Moffat, a marketing professional who had just moved from Australia at the time. 

Setting the foundation through a fundraising education

Moffat determined that a formal education in fundraising was a good place to start. She had already heard about the reputation of the Indiana University School of Philanthropy. “One of my major clients told me that the IU Fundraising School is the best in the world,” she recalled. “That piqued my interest because there is nothing like it in Australia.”

The courses didn’t disappoint, said Moffat, who considers them foundational for anyone operating as a leader in the nonprofit industry. Moffat initially took one course and, as she faced new milestones as CEO, she enrolled in additional courses that aligned with the leadership’s goals at the time — from strategic planning to successfully managing capital campaigns.

As part of a fundamental course on fundraising, she gained a critical understanding of the differences in communicating supporters and donors. “It provided the techniques and principles of fundraising, including language, terms and references you need to understand when communicating with constituents and patron. Your conversation must be couched in different terms, depending upon who you’re talking to,” Moffat said.

Moffat also stressed the importance of adopting a “constant learner” mentality when guiding a nonprofit through different stages.

“When we got to the point of doing a more comprehensive plan, I enrolled in that course,” she said. “The IU School of Fundraising provides a wonderful learning opportunity. It’s a great investment.”

Strategic board selection and planning fueled IndyFringe’s growth

Developing a strategic plan for IndyFringe’s growth, including identifying the right board members at every phase, has been critical to the organization’s successes, Moffat said.

“It’s important to come up with a good solid plan that’s achievable, something that everyone can feel good about, like 10 percent growth year over year,” she said. 

The composition of the board was an area that demanded close attention, Moffat said. “For each stage of the organization’s strategic growth, efforts were made to get the right board members,” she said. “At the grassroots stage, it’s important to have board members and volunteers who are willing to work hard, putting in a lot of physical effort and energy.

When the organization set a goal to secure property, Moffat said, they recruited board members with real estate knowledge.

Next, the focus turned to how to become a sustainable organization. “At that point, we needed people who are much more experienced than us, people with experience and wisdom. Educators. We did that and the results were fantastic,” Moffat said. “When we decided to build a second theater, we needed expertise on how to do that while leveraging and protecting what we already had. If we always have to rent, how do we protect the festival? We went to the phase of capital fundraising — how do you build a building and then become debt free?

“I would tell a young executive that those are the key goals — get a great board, don’t carry debt and develop a good plan so that you can achieve results,” Moffat said. “We’ve had challenges, absolutely. But the festival has never suffered. We have always had affordable ticket prices to ensure that people can attend but at the same time asked the question, ‘How do we operate without debt?’”

Navigating uncertain times in 2020

As the spread of COVID-19 forced organizations to cease their operations and programs, IndyFringe was in an enviable position. The theater group did not have to worry about significant bills since it owned its properties. Moffat said that she believes it will be key to IndyFringe being sustainable in the theatrical space in the coming years.

While its debt-free status helped IndyFringe better navigate shutdowns caused by COVID-19, Moffat relied on advice from other international Fringe organizations to help her team determine whether to cancel all programs or move forward with some shows with restrictions in place. The World Fringe association includes more than 250 Fringe festivals from around the world.

“We have the support of all the other Fringes around the world — this huge network of people doing problem solving,” Moffat said. “We could see that COVID was hitting Australia in a big way while it was still just a blip in the United States. In Asia, everybody was prepared for this. We were engaged in a lot of discussions about how they were able to navigate it. As a result, it was pretty easy to make a call to cancel the festival early. Performers didn’t have to wonder what we would be doing.”

As IndyFringe approached the prospect of reopening earlier this summer, it considered a balance of streaming shows and live theater. “We were exploring who’s doing it well and how do you do it better,” Moffat said.

The organization decided to move forward with outdoor performances. “With our second theater, we designed it so that it had a wall that opened to the park,” she said. “The moment they said you could have up to 250 people gathered outdoors, we started working on the logistics of how to host programs, including festivals, music, dance and theatrical performances.”

IndyFringe was able to sell out all but two of its shows, with a maximum of 100 people in attendance. Procedures included temperature checks and social distancing checks. “It was stressful,” Moffat recalled of the experience. “It didn’t get any easier because COVID cases kept going up. Nothing was getting better.

“It probably was the hardest four months in my life,” she added. “You’re fraught with anxiety about whether you’re doing the right thing.”

Maintaining personal connections with donors, volunteers

During the pandemic, Moffat said, the IndyFringe team also committed to keeping personal connections with their donors, volunteers and other supporters. Without the ability to engage with them frequently during in-person events, Moffat and the team focused on reaching out, including with telephone calls.

“You need to know your donors. It was important to keep the conversations going,” she said. “It was time to be personal, starting with the top people you know, those who understand your organization and mission, and are connected to it. It’s also a great time to get to know your volunteers by picking up the phone.”

The feedback was overwhelmingly positive. “They appreciated it. If they couldn’t be close to people, it was great to have that personal connection,” Moffit said. “It gave me just as much pleasure.”

Choosing the right successor at the right time

With the reduction in programming created by the pandemic, Moffat said the timing was right for a succession plan. “The more I thought about it, the more I realized that now is a good time. It would give them (the successor) the freedom to create their festival and build their own team because it would be such a long time between festivals.” 

As the leadership team worked on identifying a replacement, they were committed to finding someone who had close ties to Indianapolis. “They also needed to understand that Fringe is not a 9-to-5 job,” Moffat said. “It’s a way of life and it demands a world connection. We’re a community … we share everything. It’s an open book. We’re very noncompetitive.”

Justin Brady clearly fit those requirements, she said. Brady, a graduate of Butler University and Indiana University, had worked in theater in New York City. He also was intimately familiar with IndyFringe, having been a part of the organization’s growth in its early stages.  

Moffat will work with Brady throughout December, focusing on strategic planning with assistance from an award by Lilly Endowment. “That was very important to get the strategic plan done, and it does require both of us,” she said. “The future and the past have to come together to determine what does 2021-22 look like?”

Expressing Gratitude for Those Who Have Invested in Others

By Sponsor Insight

by Kevin Kidwell, vice president, tax-exempt sales, OneAmerica®

“Gratitude turns what we have into enough, and more. It turns denial into acceptance, chaos into order, confusion into clarity… it makes sense of our past, brings peace for today and creates a vision for tomorrow’s future.” ─ Melody Beattie

I recently participated on a virtual panel on behalf of retirement plan advisors across the country. It was largely a nuts-and-bolts conversation, discussing the disruptive past eight months and talking about how to best serve employers and employees with tax-exempt plans in an environment where there’s so much up in the air. What was most impressive was how my colleagues opened the session with gratitude. They began by thanking all the financial professionals on the call who had gone above and beyond, despite the societal upheaval and its impact to their businesses. In short, they reacted by simply being there for one another.

Because it’s Thanksgiving week, and your family table likely will look a lot different than it has in years past, I wanted to focus on expressing gratitude to the community for all you have done, including even the smallest gestures. It’s also important to be grateful — acknowledging all that we have going for us.

Here are some of those reasons to be thankful:

Gratitude for your innovation
Think about all those organizations that rely upon outsiders to thrive. That might be the youngsters who come to nursing homes to read to seniors. Or Girl Scouts who stack shelves at a food pantry. Or parishioners who used to sing in the Sunday church choir. The pandemic has made the mixing of old and young populations impractical due to social distancing requirements. Volunteers and visitors comprise much of the ‘free labor’ that is so vital to a tax-exempt organization’s operations running smoothly — labor that is now curtailed or upended for the foreseeable future. Yet, you have managed to do more with less, bringing in creative solutions to deliver on your mission.

You also stayed sharp. The Society for Human Resources Management (SHRM) recommends that leaders hone their coaching skills and re-establish discussions with employees about achievements, areas for professional development, educational opportunities and the like. You lived out that recommendation. Despite being apart and shorthanded, employers encouraged empowerment of their staff and challenged themselves to do something differently or more efficiently, entering new territory to help raise the bar for the organization and expand their skill sets and capabilities. (OneAmerica’s Retirement Service division upped the ante ourselves after the pandemic by going beyond traditional retirement plan guidance and providing a holistic overview to our clients).

Gratitude for continuing to prioritize your employees’ financial security
Thank you to the employers who provided (and keep providing) their employees with a way to save for the future by maintaining a retirement plan, which has proved invaluable as a fallback. And kudos to those of you who bought into the idea of regular education to motivate workers. We’ve been astounded at those who continued to prioritize savings. In a world where many people live paycheck to paycheck, that’s really saying something.

Retirement plans provided a short-term crutch during the recent economic downturn. We’re grateful that the public and private sectors worked together in a bipartisan way to allow those accounts to be accessed with few or no penalties for those who needed the money most. We’re also grateful for employers who educated their employees about trimming household spending or modifying their budgets. Of course, we’re looking forward, in the near future, to when employees can get back to thinking long term regarding savings.

Gratitude for leaders who collaborated, connected and listened
According to a recent report from Upwork, production increased during the past eight months, despite team members having to collaborate from non-office locations.

Additionally, engagement scores went through the roof in many corporations as workers used technology to remain connected. This increased productivity occurred even though workers were simultaneously juggling homeschooling, caretaking and other stressors. Why was that? Great leaders who communicated, collaborated and connected with the workforce. They led by listening, understanding their employees’ unique needs and perspectives through a global pandemic and economic uncertainty. These leaders engaged with them on important dialogues about racial injustice and the need for positive change.

Gratitude for running a tight ship and being good stewards
Recognition should be given to employers who were consistent in their commitment to being good stewards of the organization’s resources and mission during an incredibly challenging time. We know that many of our clients have been with us for over 50 years and have experienced ups and downs that are part of the retirement journey.

Gratitude to work at a company that practices what it preaches
I am personally grateful for those organizations that live out their mission. We’ve had the same conversation internally. Our philosophy has been about being resilient, stable and putting Americans on the path to a secure retirement. That would not be possible without our own company being built to last and mutually strong by delivering on this five-part pledge:

  • The American retirement dream should be accessible to every American, regardless of race, ethnicity, religion, national origin, gender or sexual orientation.
  • Each plan, and every employee participant in the plan, is unique.
  • Meaningful, individualized education is the key to empowerment; new solutions can be simple, approachable and help employee participants to plot a course to achieve their goals.
  • Customization is necessary to address individuals’ varying perspectives, situations and challenges.
  • Thoughtful plan design leads to better outcomes for plan sponsors and participants.

We are proud to be financial first responders, in a sense, to support leaders and their critical not-for-profit teams continue to prosper, adapt and look toward the future as they maintain their essential roles in support of our communities.

Thank you for your leadership and may you, your colleagues and all families enjoy warmest wishes during upcoming holiday seasons.

In Kevin Kidwell’s role as vice president of national tax-exempt sales, he works to provide ideas, knowledge, information – both technical and practical – in an effort to facilitate improved plan and participant outcomes. Kidwell has held various positions within the Retirement Services division since 1988. Beginning in 2000, his exclusive focus has been on health care and tax-exempt organizations.

Nonprofit tech leader and executive Jay Love outlines 7 trends and lessons to embrace in 2021

By Feature

Bloomerang CRO and co-founder encourages nonprofits to engage in out-of-the-box thinking to prepare for the coming year

With 2021 quickly approaching, there’s little doubt that nonprofits will continue to navigate the challenges caused by the unprecedented combination of a pandemic, social unrest, food insecurity and high unemployment rates. Yet, the year can represent a period of significant and, in some cases, much needed growth for small- to medium-sized nonprofits, according to Jay B. Love, Bloomerang’s Chief Relationship Officer and co-founder.

In sharing his insights on the best path forward in 2021, Love highlighted ways for nonprofits to better engage with corporate partners, supporters and volunteers, and explore more effective and cost-efficient ways to leverage technology. He also predicted that nonprofits will increasingly use artificial intelligence to develop meaningful relationships with supporters, and that two-factor authentication to enhance data security will become commonplace.

Here are Love’s insights:

1. Lean into the virtual lessons taught by COVID-19. “2021 is a time for thinking outside the box, as the old saying goes,” Love said. “We can still fulfill our mission without doing things the old-fashioned way.”

While the shift to a virtual work setting may have been initially painful for some nonprofits, the benefits of doing so can be long lasting, according to Love. “Every nonprofit has had to learn how to embrace technology in a greater fashion because of the need for so many of them to work from home,” Love said. “It caused a lot of systems to be revolutionized.”

As a result of the increasing reliance on web applications, nonprofits are now able to realize some of the advantages they bring, including streamlined processes, and more frequent touchpoints with supporters, volunteers and the community.

Now that a significant portion of the population has become accustomed to functioning in a virtual world, Love said, there will be an increasing acceptance of virtual connections. “I don’t think business travel is ever coming back,” he said. “People have realized that you can do business remotely and easily talk to people this way. For a lot of nonprofits, 50 percent or more of their workforce will continue to work from home. It’s not just the future. We all have lived with this pandemic and realized it works very, very well.”

For nonprofits, virtual connections can represent a bonus. It allows them to broaden their reach, as well as hire talent anywhere in the country. “You can live in Florida and work for a nonprofit in Indianapolis and do it very, very well.”

Meeting with a supporter or a board member can be as simple as finding a 30-minute slot on your calendars, without the need for travel.

2. Recruit tech-savvy board members. In 2021, as nonprofits increasingly leverage technology, some nonprofit teams may feel at a disadvantage because they don’t have the funds to hire a full- or part-time digital marketing professional. Love recommended analyzing your board composition to determine if there’s room for growth. “It’s very important to have board members who not only have the capability to help you embrace technology but who fully enjoy doing it,” Love said. “If every small nonprofit had one or two board members with those capabilities, it would help them bridge the gap.”

3. Seek partnerships with local tech companies. In addition to recruiting assistance from board members, Love recommended developing partnerships with local tech companies to recruit tech-savvy volunteers. “There are about 150 tech companies in Indianapolis. If someone were to contact them, they would love to do volunteer work in some way, even if it is remotely,” Love said. “It would make employees feel better about their employer as well the nonprofit. You probably will end up having lifelong volunteers and donors.”

4. Be more strategic about using volunteers. Love also pointed out that many nonprofits appear to be missing out on critical opportunities to use volunteers in more effective ways. Every quarter, Bloomerang’s team offers one of its nonprofit clients the opportunity to use as many as 50 of its employees to help with volunteer work. In one instance, a nonprofit responded that they had no idea how they would use the volunteers. In other cases, the Bloomerang volunteers have been assigned to tasks like yard work, Love observed.

“I’ve got network geniuses … people who know everything about technology and they have them moving mulch and painting walls,” Love said. “Those young men and women would love to go there and help them set up apps and would enjoy it more than moving mulch around.”

During one of their volunteer projects, Bloomerang employees were unable to complete their outdoor project because of inclement weather. “It was storming so we had 25 people who went inside the building and, during the course of the morning. All they did was enjoy doughnuts and coffee, and write handwritten thank you notes,” Love recalled. “They came back and said it was the most rewarding volunteer experience they ever had. However, if we hadn’t raised our hand and said, ‘Hey, why don’t we help you do this?’ they would have never thought of it.”

5. Embrace relationship building via artificial intelligence and other technology. Instead of waiting for things to get back to “normal,” strategically create a new normal when it comes to relationship building virtually, Love recommended. “COVID is not going away in 2021. It’s going to be here,” he said. “Nonprofits that are embracing web-based technology to build relationships with their supporters, volunteers and vendors are seeing unbelievable results.”

Love said that artificial intelligence (AI is continually evolving, opening the door to more personalized connections with supporters. “We are already seeing that artificial intelligence can take a look at what’s in a database and create a rough draft of an email or letter, never missing anything that needs to be communicated with a volunteer or a supporter,” he said. “It will issue prompts of when you’re supposed to be communicating with donors, supporters and volunteers. If it’s buried deep in your database that my anniversary of supporting your organization is coming up or that my dog’s birthday is coming up, it will issue a prompt for the ideal time to send a message.” Love said that it’s the equivalent of being a best friend to your supporters. “You may be able to do that with four or five of your friends, but if you have a database of 1,000, 5,000 or 20,000 constituents, you need AI to issue those prompts.”

Bloomerang’s platform already is operating with a significant amount of AI to help clients build relationships with their constituents, Love noted. “If you have a first-time donor, for instance, we will prompt you three or four times in the first several months on how to follow up with that person,” he said. “When someone is about ready to lapse and not being retained, without donating again, we also set up a series of prompts.”

The platform also scans communications, such as emails, to ensure that there is more focus on talking about the person instead of the organization.

Love also said that nonprofits can encourage their supporters to use technology as part of their digital outreach. “Volunteers and supporters are able to reach out to their own personal network on behalf of your organization,” he said. “Now it’s not uncommon for an avid supporter of your organization to open up their email address book on #GivingTuesday and help you get an additional 10 to 20 donors very easily.” He also said that supporters are increasingly asking Facebook friends to support their favorite charity on their birthdays.

He predicted that more apps, similar to Twitter and Facebook, will become more commonplace to elevate communications on behalf of nonprofits.

6. Enhance your messaging to reflect current events. Love also recommended nonprofits revisit their messaging to ensure that they are elevating their mission during this time of crisis. For example, he said, an organization that must move job training online can highlight the increased need for those type of services and the expenses required to deliver them.  He also said that it’s important to include details about the anticipated results. “Any time you’re reaching out to gain support for your mission, you should talk about the results you’re achieving,” he said.

7. Anticipate stricter data security measures becoming the norm. Lastly, the population will start embracing stricter security measures that are tied to their financial records. “It used to be that people would complain about having to enter a password,” he said. “In the near future, they’re going to embrace a deeper level of authentication, including two-factor authentication, to make donations or to access information.”

Donate Safely This #GivingTuesday

By Sponsor Insight

Best Practices for Charities and Individual Donors

By Cody Lents, Partner and Change Manager at COVI, Inc.

Since it was first founded in 2012, #GivingTuesday has become known as a charitable movement built around a simple idea: Set aside a day that encourages people to do good. Over the past seven years, #Giving Tuesday has transformed into a global day of unity that has inspired hundreds of millions of individuals to give, collaborate and celebrate generosity in their communities.

GivingTuesday’s data reported $1.97 million was raised for reputable charities around the globe in 2019. But could the number have been even higher? A few months prior, the Federal Trade Commission (FTC) kicked off “International Charity Fraud Awareness Week,” a coordinated effort to help charities and donors avoid a growing number of scam groups masquerading as charitable organizations. Using tax deduction as bait, fake charities have often lured unsuspecting victims into making ineligible donations.

With the next #GivingTuesday quickly approaching on Dec. 1, 2020, what can you do to ensure your donation ends up in the right hands this holiday season? And, as a charity, how can you ensure prospective donors feel comfortable about allocating funds to your cause?

Best Practices for Individual Donors

  1. Give to established, trusted organizations.
    The easiest way to immediately confirm the legitimacy of a charitable organization is through the IRS’ “Tax Exempt Organization Search”, which allows donors to search for qualified charities in which donations may be tax-deductible. Legitimate charities will provide their Employee Identification Number (EIN) upon request.
  2. Use credit cards or checks.
    If a charity is attempting to solicit a donation through cash, gift cards, virtual currency, or wire transfer, it is most likely a scam. For security and tax record purposes, it is safest to contribute by check or credit card.
  3. Be skeptical of copycats and disaster relief.
    Exercise caution when examining charities with names that are similar to nationally known organizations. Scammers may use names, domains, etc. that sound or look like those of respected, legitimate organizations.

Following natural disasters, it’s common for scammers to impersonate charities to solicit personal financial information from victims and those looking to donate–don’t give out personal financial information, such as Social Security numbers or passwords to anyone who solicits a contribution.

Still unsure? Run the organization’s name through Charity Watch or Charity Navigator to browse reviews, ratings and reports from other donors.

Best Practices for Charities & Nonprofits

  1. Educate your donors.
    Whether on your website, social media or mailings, share information that instills confidence in those who want to contribute to your cause. Use the above best practices for individual donors as a guide.
  2. Implement a payment processor on your site.
    This allows your organization’s website to accept all online payments directly through the website, as opposed to sending donors off-site to a third-party platform. When your donor enters their payment information on your site, their card information is sent through a payment gateway to be validated. If the card’s information is legitimate, the transaction will be processed by your payment provider.

This process provides donors a more streamlined and credible experience and keeps them on your website for longer. Here is a comparison of eight trusted payment processors.

Questions?
If you need assistance vetting a charity or setting up a payment strategy for your nonprofit/charitable organization, you can reach out to COVI at cody@gocovi.com for help. COVI is an Information Technology (IT) service provider specializing in productivity, security, support and strategy services, located in Indianapolis, Indiana.

Decision to leave Fed Funds Rate unchanged until 2023 indicates Fed’s accommodating position for economic recovery

By Sponsor Insight

by Horizon Bank

At its September meeting, the Federal Reserve (Fed) left the Fed Funds Rate unchanged between a range of 0-.25%. More importantly, the Fed indicated its intention to hold the rate there until at least 2023. The Fed stated its expectation to maintain this target range until labor market conditions reached levels consistent with the policymaking committee’s assessments of maximum employment.

In its statement, the Fed also shared its intention to maintain an accommodative stance until the U.S. economy achieves inflation averaging 2% over time and longer-term inflation expectations remain anchored at 2%. The statement reflected the central bank’s new policy framework in which it will allow inflation to overshoot its 2% target after periods of lower inflation. Simply put, the Fed appears positioned to remain extremely accommodative for some time to come.

The Fed’s commitment to obtaining a 2% average inflation rate demonstrated its intent to not enact yield curve control, but instead to continue to foster liquidity where needed. Ultimately, the Fed appears to be signaling that it will allow longer-term yields to rise while holding short-term rates down. This strategy seems necessary to obtain the Fed’s goal of full employment and 2% average inflation. Holding short-term rates low is focused on encouraging full employment while providing room for intermediate and long rates to drift up, which should assist with the goal of achieving higher inflation.

Assuming the Fed is successful, its strategy should result in a widening of the yield curve where investors are paid more yield for taking on longer maturities. One of the goals of such a policy is to encourage financial institutions to make more loans. The idea being that a steeper curve provides more attractive profit margins on the loans. A loan’s rate is typically based on intermediate and long-term interest rates where the money used for the loan typically comes from bank deposits whose rates are typically tied to the shorter end of the yield curve. The difference between what a financial institution pays for deposits and what they charge for a loan is how they make money on lending. As a result, the wider the spread between the two, the more opportunity for profit.

Ultimately, the Fed plans to keep short-term interest rates low while allowing intermediate and long-term rates to drift higher. It appears it is their intention to stick with this strategy unless inflation rises above their 2% average target on a sustainable basis. Inflation, generally speaking, is a function of:

  • Expectations (consumers expect prices to go up or down)
  • Demand (increases drive prices up while decreases drive prices down) and
  • Supply (increases drive prices down while decreases drive prices up). At the present time, none of these factors are indicating that higher inflation is on the horizon.

It is important to note that monetary policy is meant to smooth out economic growth and it is not intended to change an economy’s long-term trend growth rate. Simply put, monetary policy is intended to shift growth around in time. In other words, it is focused on avoiding the high peaks and the low valleys. If growth is slow, monetary policy is implemented to ease or lower interest rates. On the other hand, if growth is moving too quickly, monetary policy is implemented to slow things down by raising interest rates. With that said, inflation or deflation should not be an issue if the central bank gets it right. Dealing with inflation or deflation longer-term typically indicates some sort of monetary policy mistake.

If there is a longer-term inflation story to eventually tell, odds are the Fed remained accommodative too long. There has been significant conversation on this front given the Fed’s extremely accommodative monetary policy. While policy easing has been aggressive, such action seems appropriate in an emergency situation. A pandemic with an associated economic shutdown seems to qualify as an emergency situation. With that said, accommodative policy should always be accompanied by an exit strategy. The risk is that the Fed waits too long and prices overinflate. While at some point, the Fed will be faced with the decision to change policy, we believe, considering the present situation, that point may be several years away. As a result, we expect the Fed to be able to hold course with their present strategy for quite some time to come.

###

Dave Voris is a vice president in the Indianapolis market for Horizon Bank. As a senior treasury management officer, he works closely with middle market, nonprofits and small business companies in a broad span of industries. His 25 years of business experience have included treasury management, merchant services, and international banking including sales management, client service and implementation management, product management and electronic payment operations.

We also provide longer-term loans for asset purchases such as vehicles or equipment.  Visit one of our Commercial Banking Advisors at 317-608-2085 or dvoris@horizonbank.com

Successful Mergers and Partnerships: More than the Numbers

By Sponsor Insight

By Jan Breiner Frazier, Planning Plus, LLC

Throughout our 30-plus year history as consultant professionals, we have worked with the leadership teams and boards of nonprofits as well as owners of for-profits who were engaged in various forms of collaborations — whether for a merger, a formal association or a strategic and documented partnership.

Unfortunately, we are often called in after the due diligence is complete and the merger has started down the road — only to experience a rocky start. The cause? More often than not, the numbers may work but the cultures do not.

During due diligence activities, leaders focus on a number of factual components for creating a “new” organization — including financial statements; current contracts; programs, services and other deliverables; competition; legal constraints; and competencies of the management teams. But all too often, they overlook the cultural issues within each of the entities that can quickly derail any progress.

When merging two or more nonprofit boards, it is critical to understand the operational environments. Are they structured, disciplined, forgiving, siloed, collaborative or innovative? Will the strengths of each organization complement or clash? How will individual company lifestyles mesh?

Perceptions by stakeholders about how or why the discussions took place must also be discerned. Neither organization wants to be viewed as “taken over” because that may be perceived by the community as a sign of weakness. Both organizations generally assure their staffs that the outcomes will be beneficial for everyone involved as they sell the idea to their teams. Yet, those driving the process often discount the emotional toll of going through organizational change as staff members have their own assumptions about their roles — which may change by necessity.

Several years ago, we worked with a merger of two organizations where it all made sense on paper. Both parties agreed the merger would benefit the community and result in a better financial position. There also was consensus on who would serve as the executive director. However, there was still a struggle with the organizations’ boards about equal representation, how to merge the staffs and which organization’s managers would be in charge. Fortunately, the executive director, with whom we had worked before, recognized that the board needed time and assistance in working through those issues. He dedicated time and resources to sponsor several sessions to work through the challenges. The organization continues to thrive today.

In another case, three organizations asked us to help them reach a merger agreement. The potential financial benefit was tremendous, since they no longer would have to support three leases, three executive directors, three IT systems and other overhead costs. But it all fell apart because no one could agree as to who would be in charge, whose name would be on the building, and how it would be communicated to the public.

In today’s uncertain environment, nonprofits may no longer be able to stand alone, particularly as funding becomes more precarious than ever before. As beneficial as mergers and other types of strategic partnerships can be, they are always messy. If you are considering any type of collaboration, here are a few things to consider in your discussions:

  • How do we describe the existing cultures, what are the key differences, and how do we mutually move to the culture dictated by the mission?
  • How do we identify who will be in charge — who is at the top and responsible for the success of the organization?
  • How do stakeholders — external and internal — view the proposed collaboration? How do we get everyone on the same page?

If you are entering the merger waters, we would be more than happy to help!

Jan Breiner Frazier, the managing member of Planning Plus, LLC, has been a consulting professional since 1988. She has designed and facilitated strategic, annual, and operational planning sessions for a multitude of organizations. Her work with non-profit boards and associations has included strategic planning, board development, and committee structure.

How are Nonprofits Evolving in the Midst of a Pandemic?

By Feature

Four local nonprofits share their strategies for staying on mission — in spite of unprecedented challenges

by Shari Finnell, editor, Not-for-Profit News

With Indiana approaching its ninth month of a deadly pandemic and another surge in cases, local nonprofit organizations are continuing to explore what it means to adapt. While many have implemented major changes, including virtual programming, facility modifications and alternative staffing, some are poised to evolve even further to accommodate a greater post-pandemic demand for services — both virtual and in-house.

As three local nonprofit leaders recently shared, nonprofits may need to continue to evolve for the foreseeable future as COVID-19 permanently reshapes how organizations operate.

Medical clinic adapts as more people lose jobs, insurance

Heart and Soul Free Clinic, a nonprofit that provides healthcare to the underserved, never considered shutting its doors as a viable option when COVID-19 reached Indiana in March 2020. The team was concerned that the population they served would be left without alternatives than emergency care. 

“Our biggest concern was the need to stay open,” recalled Lisa Kreag, executive director of the clinic, which is based in Westfield, Ind.. “A lot of the people we see are marginalized, low-income individuals. If our patients aren’t able to get to the doctor here, they don’t have other outlets. And we didn’t think ER was the greatest option because of the potential of exposure. We didn’t understand much about the virus at that time.”

The pandemic’s ultimate impact has yet to be seen, according to Kreag. With more and more people losing their jobs and, as a consequence, their health insurance, the clinic is now serving an increasing number of people. “We;re getting a lot of new patients and our costs are definitely increasing,” said Kreag, noting that the costs for lab work and prescriptions, which are covered by the clinic, are steadily increasing.

Another challenge was ensuring that the clinic had adequate numbers of volunteers to support its mission. Before the pandemic, a significant number of the clinic’s volunteers were retirees — an age group that already had been identified at high risk for developing severe COVID-19 complications. 

However, replenishing the clinic’s volunteer pool did not turn out to be as difficult as anticipated, Kreag said. With many employees and college students facing job furloughs, reduced work hours and suspension of classes, many signed up to help volunteer. The clinic also welcomed new volunteers who signed up after reading about opportunities in the Wellbeing Coalition of Westfield.  

To ensure that it delivered medical services in a safe environment, the clinic temporarily eliminated walk-in services. “We wanted to control who was coming in and who was coming out,” Kreag said. “We don’t want people to walk right into the office.” And, as with most offices, Heart and Soul follows Centers for Disease Control guidelines by taking the temperatures of anyone entering the office and asking them to answer a list of questions to determine if they have COVID-19 symptoms.

While current needs are being met, Kreag also anticipates continued adjustments for the clinic as an increasing number of people experience job losses. Currently, Kreag said, the clinic has been fortunate because those increased costs have been covered by grants.

To accommodate future demands, plans to expand by adding hours, Kreag said. Currently, the clinic has limited hours on Mondays, Wednesdays and Fridays. “We’re flexible and small enough to quickly make changes by expanding hours — not facility space,” she said. 

Nonprofit unexpectedly expands to a statewide model 

Since 1987, the Indiana Youth Group (IYG), has been focused on meeting the needs of LGBTQ youth — many of whom had been kicked out of their homes, struggled with depression and suicidal thoughts, and experienced hunger and homelessness.

And IYG’s headquarters, just south of 38th and Meridian streets in Indianapolis, had been a haven for LGBTQ youth who needed access to a hot meal, laundry facilities, computers and other support services. On any given night, up to 75 youth between the ages of 12 and 20 would visit the four-story building, which includes a commercial kitchen, art space, classrooms, computer rooms, a music room, management offices and hangout spaces, said Chris Paulsen, CEO of IYG.

That all changed in March 2020 as the pandemic upended life for Hoosiers. IYG quickly adapted, implementing a plan to ensure the safety of its volunteers and employees while ensuring that it was delivering on its mission to serve homeless or low-income LGBTQ youth — who were disproportionately impacted by the pandemic, Paulsen recalled.

On March 9, the IYG team decided to limit the number of volunteers allowed in the building, and restricted hours. “A lot of our volunteers are older. We just handled it with staff coming in three days a week,” Paulsen said. “By March 12, we went down to basic needs and stopped all in-person services.”

Instead of serving hot meals internally, the team started passing out hot pre-packaged food so that the youth they served could pick up meals. Youth also were allowed to use laundry facilities.

By March 27, the team had further pivoted, offering 19 different programs 36 times a month virtually. Because of the virtual nature of their offerings, IYG started attracting more youth from throughout the state. “We have picked up 127 new youth since the pandemic started,” Paulsen said.

IYG also noticed a troubling trend of homelessness and food insecurity increasing among LGBTQ youth. “The food insecurity has definitely grown since the beginning of the pandemic,” Paulsen said. “A lot of our youth have lost employment because they worked in restaurants or other public-facing jobs.”

Paulsen said homeless shelters generally are not safe for LGBTQ youth. “They avoid the shelters. Some of them couch surf, some trade sex for shelter and some are on the streets,” she said.

In spite of those increasing demands, the IYG building has remained nearly empty for more than six months. “No one has been hanging out in it,” Pauslen said. “It’s frustrating that we haven’t been able to use it.”

However, Paulsen and the IYG team are already making plans to further expand as a result of the pandemic — both virtually and in-house once pandemic restrictions are lifted. With an increasing number of LGBTQ youth engaging with IYG from across the state, the organization is prepared to continue its focus on delivering virtual services.

IYG has invested in new zoom rooms, laptops so that the team can integrate IYG’s in-person services with those engaging virtually. “We want all youth to have the same experience,” Paulsen said. “We applied for a grant to support the expenses. If it doesn’t come through, we’ll raise the money. We have 127 more youth we can’t walk away from.”

Nonprofit seeks ways to highlight its mission in pandemic times

As a nonprofit that focuses on helping women grow professionally, Passing the Torch for Women has expanded to a national model that relies on an extensive network of women mentoring other women.

From a logistical standpoint, pandemic restrictions did little to impact that model since most connections could continue virtually — with volunteers providing mentoring, said Deb Hallberg, CEO of Pass the Torch for Women Foundation. 

Although their staff members decided not to renew their office leases at Industrious, a co-working office complex on Massachusetts Avenue in downtown Indianapolis, they quickly shifted to meeting virtually from their homes. “We gave up our office spaces to streamline our budget, Hallberg said. “I think we are as effective as can be. We present an awesome program that was already virtual with many of our students, who are all over the United States. We’re taking it up a notch higher to create all-virtual programs so that everyone is available to participate.”

In the wake of the pandemic, Passing the Torch for Women created a needs-based fund to help students pay for groceries, utilities, rent and other bills. Many of its students have been furloughed or displaced from jobs, or have had challenges with maintaining their focus on their studies and work because of lack of childcare. “Women tend to have to do it all,” Hallberg said. “Now, as a result of COVID, we’ve lost even more ground.”

The main challenges presented by major events in 2020 — COVID-19 and social injustice protests — were primarily around messaging as a nonprofit, Hallberg said. 

Many nonprofits that did not neatly fall into specific categories directly related to issues such as hunger relief or anti-racism could find it difficult to attract funding in the current climate, Hallberg said. “We were reluctant to make a huge push to ask donors to give more because we knew everyone was going through the experience of downsizing and facing a lot of challenges,” she said. “We felt that it wasn’t appropriate so we streamlined our budget for as long as we could.”

While Passing the Torch for Women helps many minority women, the mission is not directly tied to social justice issues, which further complicates messaging, Hallberg said. “We help marginalized, non-traditional adult female students by helping them earn a wage above the poverty line,” she said. “We provide mentoring, networking and professional development. We are giving women hope, 30 percent of whom are single moms, 80 percent are on government assistance and about 80 percent are black and brown.

“We have our hand out to say, ‘If you will take my hand, I will share my wisdom and knowledge with you and help you cross that next finish line, and the next, and the next … whatever you set out in front of you as your goal,” Hallberg said. 

In spite of that focus, Hallberg said, Passing the Torch for Women’s mission is not directly tied to a demographic. “The focus (from many funding organizations) has been on helping those with a specific mission focused on minorities. It has prohibited us from getting some funding. We need to do a better job of telling our story.”

Hallberg remains hopeful that Passing the Torch for Women will continue its mission. “I know six months from now, and beyond, we’re still going to be here. We’re going to be OK,” she said.