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Dec 06

6 leading nonprofit trends to look out for in 2022

By Feature

Philanthropic researcher, educator predicts a year focused on equity, smaller donor pools, innovation, mission and new HR policies

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

As local nonprofit teams plan for another calendar year, the agenda most likely will include strategies for embracing change, innovation and sustainability in numerous areas, according to Amir Pasic, Eugene R. Tempel Dean of the Indiana University Lilly Family School of Philanthropy.

With the pandemic and social protests representing some of the most disruptive events in the nation’s history, nonprofits are being forced to regroup on how to carry out their mission and operations, Pasic noted. “Almost all of our lives were turned upside down in many ways,” Pasic said. “The nonprofit philanthropic sector was no exception.”

Pasic pointed out six trends that nonprofits will likely need to address as they move into a new year.

1. Integrating equity as a long-term solution. While conversations and news around racial equity may not be as intense at the height of social justice protests, it will remain at the forefront of agendas of nonprofits, Pasic said. 

“When you had the kind of material, economic consequences of COVID, and then afterwards the killing of George Floyd and other black citizens, you saw the rise of racial reckoning and that becoming a global phenomenon. Equity and inclusion became major topics,” he said. “The fervor might have dissipated a bit, but I think those priorities are going to be there permanently for the nonprofit sector because so many of us became aware of the fact that our institutions and practices have been exclusionary.”

With the growing awareness around racial equity, Pasic added, it will have a “differential impact on nonprofits, depending on where they stand.”

2. Relying on a smaller pool of donors, mostly wealthy. Another trend that emerged during the pandemic is a shrinking pool of donors, Pasic said. “One of areas of research that has been interesting but somewhat worrisome is that giving continued to grow, but it came from a smaller number of donors,” Pasic said. “There was pretty strong evidence that donations are coming from a smaller number of wealthier people. We will be looking to determine if that trend will continue.”

Pasic said that nonprofits will need to make further adjustments if that trend remains. They will need to understand the best strategies for engaging a smaller number of donors until they can expand their donor base. “They need to ask, ‘How do you balance that with planning for a future where you’re trying to replenish those donors over time?’,” Pasic said

3. Rethinking employee work schedules. Another concern related to equity emerged during the pandemic when some employees easily transitioned to working online, while others faced downsizing or layoffs because they jobs demanded an in-person presence,according to Pasic.

Human resource leaders will need to explore ways to adopt hybrid work models while addressing the needs of all employees. “It looks like there’s going to be all kinds of different combinations of people working remotely,” he said.  

4. Offering a mix of in-person and online volunteer/giving opportunities. During the pandemic, a significant number of nonprofits offered volunteers ways to continue to support the mission remotely, Pasic said. “More people started giving online, engaging online and trying to figure out who they can help online,” he said. “At the same time, we saw an upsurge in neighbors helping their neighbors. We saw people knocking on the doors of neighbors they may never have met before to see if they could help by shopping for groceries.

“I think we’re going to see more of this type of decision-making in the future,” he added. “People will continue to figure out what it is that they can do remotely and when they have to travel.”

5. Remind your team of your mission. With many nonprofit organizations undergoing unprecedented changes in adjusting to challenges, it’s important to take the time to focus on the mission, Pasic said.

“In times of difficulty, it’s important to remind yourself why you exist. What is your mission?” he said. “Revive that purpose. It’s not only a time to remind yourself of what that is, but for those who are your champions. It can sometimes be forgotten when we’re all scrambling to make it through the day, but I think that that sense of mission can be rejuvenated and give you some energy to start the next day.”

6. Embrace innovation as an ongoing pursuit. “The pandemic has shown us that there’s no reason to keep doing the way we’ve been doing,” Pasic said. “A sense of innovation and possibilities are some of the positive things that came out of the pandemic. When we know our mission, then we can think of innovative and interesting ways to pursue that. We need to take some of the things we learned during the pandemic and apply it to the future.” 

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.”

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.

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.

Sep 27

Innovative ways to tackle today’s top work challenges

By Sponsor Insight

by Ian McManis, marketing manager, Barnes Dennig

With today’s not-for-profit professionals juggling more priorities than ever, time is at a premium. That’s why Barnes Dennig has hosted a series of concise workshops designed to answer key questions to challenges not-for-profits are facing across a broad range of topics. The following include recaps of the sessions as well as links to access the full recordings:

Cybersecurity: How NFPs protect themselves and their donors

Everyone is at risk to falling prey to ransomware, whether it’s their home office computer or a major oil pipeline company. But the more prepared you are for an attack, the more likely you are to avoid it. In this session, Robert Ramsay, Barnes Dennig director and cybersecurity specialist, shares how to best protect yourself and your organization. Highlights include:

  • Ways to protect against ransomware attacks
  • PCI DSS standards: How to make sure your organization is compliant when soliciting donations online
  • How to keep donor secure and private
  • What you need to know about the California Consumer Privacy Act (CCPA) and how to be compliant

Download the presentation and watch the full recording here.

The new lease standard: Why NFPs need to start planning now

Maybe you’re ready to implement the new lease accounting standard today. Maybe it’s still at the bottom of your never-ending to-do list. No matter where you fall on the spectrum, Brad Sack, Barnes Dennig senior manager and NFP assurance specialist, covers the basics, using real-life examples and experiences from his clients to provide insights. Here is an overview of the session:

  • What do the updates to the lease accounting standard mean for my organization? When do they go into effect?
  • What changes should I need to make today to make sure I’m in compliance?
  • How can I build and manage a process to keep my team and me on track?

Download the presentation and watch the full recording here.

NFP Tax & Accounting Lightning Rounds – 990s, ERC, QBO for NFPs

Join NFP Tax team leader Paula Hume, CPA; COVID-19 team leader Cheryl Ganim, CPA; and QuickBooks specialist Kathleen Haney, MBA as they break down some of the most common accounting and tax issues NFPs face. The 15-minute segments include:

  • It’s just a 990: How hard could it be? Turns out there’s a bit of strategy involved.
  • Wait, did you say we could be eligible for the Employee Retention Credit in 2021 even if we weren’t for 2020? Take the ERC Quick Test and come prepared to discuss how to determine eligibility and calculate the amount.
  • A lot of NFPs use QuickBooks Online (QBO): How can I use it to help my organization grow smart?

Download the presentation and watch the full recording here.

Virtual Auditing 101: How NFPs avoid common issues

Every organization needs audits run for them, but not all have had a virtual audit. Our world is moving more towards virtual every day. While virtual work has a wide list of benefits, there are some downsides as well. Join Senior Manager Kara Wysinski, CPA, and Senior Associate Tricia Hart, CPA in going over the pros and cons of virtual auditing. Here are a few of the highlights:

  • Changes to audit approach
  • New audit risks
  • Changes in internal controls
  • Best practices for a remote audit

Download the presentation and watch the full recording here.

Additional resources and upcoming events

Our nonprofit team works hard to bring the best and most relevant resources to our communities. Barnes Dennig is hosting Measurement Resources Company and SureImpact, Inc. founder and CEO Sheri Chaney Jones as she leads two full workshops in one virtual event:

  • Data-driven strategic planning for fundraising success
  • How to turn data into dollars: Demonstrate your social impact

Learn more and register here.

Every other year, we collect responses from regional non-profits on compensation, benefits, retirement plans, governance and other metrics and release the findings in a free virtual event.

Each attendee will receive a copy of the 2021 Not-for-Profit Compensation & Benefits Benchmarking Study, which will help them compare their organization to others in the region. A well-thought-out compensation and benefits package helps not-for-profits better fulfill their mission.

Learn more and register here.

Sep 20

Participant Wellness in the Era of COVID-19 and the Effect on Nonprofits

By Sponsor Insight

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

One unavoidable fact is how the pandemic divided people into two groups. The first group are financially stable and held onto their jobs during the pandemic. They have avoided spending money and were able to increase their savings effort. In fact, the U.S. personal savings rate hit a record high of 33% in April 2020, according to the U.S. Bureau of Economic Analysis.1

The second group didn’t fare as well. According to an Employee Benefit Research Institute survey, roughly one in 10 participants have taken a loan, hardship distribution or early withdrawal from their workplace retirement plan during 2020.2 Unfortunately, many more individuals didn’t have the benefit of this safety net, with a quarter of adults without a retirement plan according to a Federal Reserve report.3

This has had a great impact on our communities and the nonprofits that have served them. Need has increased, while the ability to provide services has changed or dramatically reduced.

While this sounds like bad news, we are optimistic because historical perspective of the 2008 recession shows the cyclical nature of our economy and how nonprofits recover.4

Short-Term Consequences

The economic effects of the pandemic forced nonprofits to cut more than 50,000 jobs in December 2020, according to a report from Johns Hopkins University, and it could take 18 months for nonprofits’ employment numbers to return to pre-pandemic levels, per ABC News.5

However, several of our clients have made great strides to ensure their nonprofit employees will continue to keep their jobs at least until the end of the year.

This economic impact of the COVID-19 outbreak will make it harder for some employees to achieve their short-term financial goals putting their long-term financial goals at risk.

Among those employees who say their financial situation has gotten worse during the pandemic, 44% believe it will take them three years or more to get back to where they were a year ago — including about one in 10 who don’t think their finances will ever recover.6

This year, 32% of nonprofit employees expect their employers to reduce program offerings and have hiring freezes, 23% expect pay cuts, 20%, layoffs and 17%, furloughs according to Eagle Hill Consulting, who polled over 500 nonprofit employees across the United States.7

Holistic Financial Wellness

Although we’re confident in the economic healing of nonprofits, many organizations will continue to experience impacts of the pandemic for some time.

There are steps nonprofits can take to support their own employees through continuing change, both now and as they stabilize in the future. Financial wellness will be increasingly important, and as the need for financial recovery will be great for some time, employers need to recognize their role in helping their employees achieve this.

For any organization, this starts by offering and reinforcing employees the basics:

  • Retirement plans
  • Competitive health insurance
  • Paid time off
  • Flexible spending or health savings accounts
  • Financial wellness education

These programs are important for overall employee productivity, health care costs and talent retention. In the 2021 Employee Financial Wellness Survey, PwC reported that of those whose financial stress increased as a result of the pandemic, 45% felt their financial situation had been a distraction at work. Taking this one step further, nearly three-quarters of employees experiencing financial stress also experience physical symptoms, which affects a businesses’ bottom line. People with financial stress tend to avoid getting health care, which could lead to worse health outcomes and higher health care costs later.8

Invest in Financial Education

In addition, by providing access to financial wellness education employers can also help their employees focus on specific goals, such as setting up an emergency fund, paying back retirement loans, reducing debt, and creating a realistic budget. This goes a long way in helping employees start to become more stable and regain confidence in their ability to get back on and stay on track.

By boosting employee financial confidence and offering support, you can have a positive impact on health care costs, retention, and productivity — ultimately making your organization stronger and healthier, too.

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.

  1. Pew Research Survey: Economic Fallout from Covid-19 Continues to hit Lower Income Americans the Hardest
  2. Federal Reserve System Report: Report on the Well-Being of U.S. Households in 2019, Featuring Supplemental Data from April 2020
  3. Pew Research Survey: A Year Into the Pandemic, Long-Term Financial Impact Weighs Heavily on Many Americans
  4. Nonprofit Quarterly: Deconstructing the (Not-So-Great) Nonprofit Recession
  5. ABC News: Study: Nonprofits lost 50,000 jobs last month from virus
  6. Pew Research Survey: A Year Into the Pandemic, Long-Term Financial Impact Weighs Heavily on Many Americans
  7. The Business Journals: Despite increases in charitable donations, half of nonprofit employees expect cuts in 2021
  8. PwC’s 10th annual Employee Financial Wellness Survey, PwC US, 2021

About OneAmerica®
A national provider of insurance and financial services for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions and employee benefit plan products.

Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers. To learn more about our products, services and the companies of OneAmerica, visit
OneAmerica.com/companies.

Aug 30

From the front lines: Nonprofit employees share highs and lows of working during a pandemic, social unrest

By Feature

NFPN survey reveals employees’ perceptions about how they’re coping during a crisis — and why some are thinking about leaving their jobs

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

Second in a series of articles based on a “How Are You Doing?” survey conducted by Charitable Advisors

As reported in a previous Charitable Advisors’ Not-for-profit News (NFPN) article, a survey revealed that nearly 54 percent of Central Indiana nonprofit employees are thinking about leaving their jobs within the next 12 months. Of the 461 employees who responded to the survey, 40 percent said that timeline would apply to a 90-day timeframe.

With high employee turnover impacting everything from productivity to overall employee morale, numerous survey respondents gave further insights on why they left their job, why they’re thinking about leaving their job and, in some cases, why their employers are getting it right and, consequently, why they’ve decided to stay.

One survey respondent, who asked to remain anonymous, said that the pressures of shut-down orders, downsizing, lack of direction from leadership, an increased workload, and, later, a demand to return to the office amid rising COVID-19 cases led her to resign from her previous position.

The employee, who agreed to a telephone interview, said that she always has been drawn to the nonprofit sector because it’s rewarding to support the Indianapolis community she grew up in. “I have been working with nonprofits for 10 years,” said the employee, who furthered her education by graduating from the Lilly School of Philanthropy in 2018. “I worked briefly in for-profit, in sales, and I really didn’t feel like it was fulfilling for me as an individual.

However, she recently faced the challenging decision of leaving a nonprofit job before securing another. “Going through the pandemic was a time of great uncertainty. It was difficult,” she recalled. “Our organization didn’t have good leadership. While everyone was reacting in the moment, employees’ fears and concerns were not addressed until it was past time to address them. People’s concerns seemed to be dismissed. There’s something to be said for leading with empathy and acknowledging the unknowns, while at the same time accomplishing your goals and getting things done.’

The employee said that she experienced bouts of high anxiety during the pandemic, especially when the outbreak was first reported in Indiana in March 2020. “Uncertainty is a difficult spot for me,” she said. “I was concerned about my own health conditions, and I raised concerns with HR. When I did get answers, the response was, “Hold tight.” She also faced similar challenges in connecting with her direct supervisor. “They were very dismissive of our concerns,” she said.

When employees were asked to come into the office — before the city’s “stay-at-home” order was lifted. “I flatly rejected,” she said. To her, that request reflected “tone deafness” to employees’ fears and concerns.

Searching for job satisfaction

After quitting her job, the employee said she devoted time to self-care and volunteering for other organizations. “My first step was to reflect and to give myself breathing room to deal with the trauma and the incredible unknowns that were happening,” she said.

For her next job, she decided to be more selective about choosing her next employer. “I was looking for culture first and foremost, and compassionate leadership,” she said. “I also was looking at organizations that addressed some of the inequities that were being highlighted. Fair compensation also was on the list. Given my level of education and expertise, I was so burned out (with my last job) that it wasn’t worth it to continue with that compensation. I was looking for something more established.”

As part of the culture, the employee said, a flexible work schedule was essential. “Having gone through collective trauma, we now better understand that burnout is an issue that we should take seriously,” she added. “I don’t think a lot of organizations put time and resources to truly combat it. They don’t put time, effort and research to ensure it results in real action.”

In many cases, she said, you must show up for work — no matter what. If people call in sick, we don’t take them seriously. We now have a better understanding of how deeply connected we are. We need to make health a priority — both mentally and physically. We learned we can trust our coworkers, more and we can still accomplish things even if they’re not sitting there next to us. Understanding work-life balance is a huge issue.”

Getting it right

Although a significant number of employees indicated that they were poised to go after another job, others were positive about their jobs and employers. Of those surveyed, 36 percent said they “gained new respect for our leadership and our mission over the past year.”

Ashley Ross, development coordinator at Visually Impaired Preschool Services (VIPS), said she committed to the nonprofit sector because of the rewarding work. Her organization always has been supportive of understanding employees’ need for work-life balance, Ross said. “Before the pandemic began, my organization was already pretty understanding of remote work/flexible schedules. I worked in the office every day, but if I ever needed to be at home because of an appointment, there wasn’t push back; in fact, we are encouraged to make our work-life fit around our personal life,” she said.

While the flexible work schedule was a “nice-to-have” option for Ross, she now considers it a priority for any employment. “Since the pandemic started, I have now been working entirely from home for about a year and a half.,” she said. “I truly love working from home. Before the pandemic, I would only work remotely if I needed to be home for a specific reason. I would not have told my boss, ‘Hey, I don’t feel like getting out of my pajamas, so I will be working from home today.’ But now, knowing how much I can get done from the comforts of my home, I don’t feel the guilt I felt before by saying, ‘I would prefer to work from home today.’”

Ross said she also recognizes the benefits of collaborating with co-workers in the office. “My organization is in a very unique position because we are now finishing up our capital campaign to build a whole new facility for the families we serve and to also have a larger office space,” Ross said. “I am excited to get moved into our new space, have my own office, and engage with my co-workers again. However, I still intend to work at least a couple of days a week from home once we do move, and the organization is very understanding of that. The pandemic has shown employers that if you have trust in your employees, they can do their job well no matter their location. Having that freedom to choose where I work has been a huge reason why I plan on sticking around at my organization long term.”

Mark Koopman, executive director at Hoosier Burn Camp, Inc., shared the benefits of working for a smaller organization during a pandemic. “When you’re working for a smaller nonprofit, you can be more nimble because most folks are already wearing multiple hats. There wasn’t a paralysis,” Koopman said in a telephone interview. “We were able to come together and, say, ‘Let’s figure this out. How can we still serve our population in a way they deserve and need to be served?’ but, at the same time, realizing that business as usual needs to change.”

Because of the trust that already had been established within the organization, Koopman said that there was an ability to collaborate and move quickly as a team to come up with new ideas to reach constituents. “That’s part of our secret sauce,” he said. “Going through a challenge like that together, there’s an appreciation for the struggle. We were working in sync as a team. When you get through it, it’s not just an individual level of satisfaction. It was a collective satisfaction. There’s a sense of belonging. We felt like we got sucker punched as we made alterations to our programming, but we got smarter and better at it. In hindsight, we did a lot of things pretty well.”

Koopman also said that it was important to expect others’ opinions and stances during that time, whether based on religion, politics or COVID. “It’s important to meet people where they need to be met and respect where they’re at, whether it’s based on religion, politics or COVID,” he said.

Coping with burnout while focused on the mission

Patricia Cortellini, director of agency relations for Second Helpings, said the critical mission of the nonprofit organization was significantly heightened in the wake of the pandemic throughout 2020. Second Helpings distributed 1.8 million meals — up 75 percent from the 1.1 million distributed in the previous year.

“Our work became more important personally to each one of us,” Cortellini said. “Food is such a basic need. We all believed in the mission but the pandemic brought it home. We hear from a lot of people who were saying things like, ‘We didn’t get COVID because of your meals,’ ‘I’m home with COVID, so I can’t get out,’ or ‘We couldn’t leave the building because we’re immunocompromised.’”

Throughout 2020, the team at Second Helpings navigated numerous challenges, including implementing a hybrid work schedule and changing the model of how they delivered food. “Everything changed,” Cortellini said. “This year is harder than last year when our model included having the national guard here to get us in a rhythm.”

While the mission makes it all worthwhile, the day-to-day challenges can take a toll on employees on the frontlines, especially with the Delta variant resulting in another surge in COVID rates throughout Central Indiana, Cortellini said.

“People are getting burned out,” she said. “We don’t see the light at the end of the tunnel. It isn’t over yet.”

Some of that stress has been alleviated with hybrid work schedules, with employees alternating working from home and in the office. “Being able to work from home two days can give you a break from the day-to-day stress. and focus on projects without all the interruptions. We found staff can be very effective at home.”

However, she said, the clear advantages of meeting in person can’t be underestimated. “When we are able to meet face to face, so much more information gets relayed. You can read people’s expressions. It’s also hard to jump into a conversation during a Zoom meeting. I believe the hybrid model of working will stay with us.”

Developing a strategic retention/recruitment plan

Deirdre Byrd, director of HR consulting for VonLehman CPA & Advisory Firm, said nonprofit employers can gain a significant number of insights about what it takes to attract and retain employees as a result of the pandemic.

“COVID highlighted for employees and employers that much of the work that takes place can be done remotely,” Byrd said. A flexible schedule also allows for more work-life balance, she noted. “Instead of starting the day with a commute to the office, an employee could start earlier and take a break during lunch time to help kids with assignments,” Byrd said. “It’s not surprising that, on the side of it, we’re not going back to the way things were.”

As part of Byrd’s work, she’s hearing from many prospective employees who are prioritizing remote work, hybrid work or flexible schedules when vetting employers.

Nonprofit employers will need to move forward by being realistic about what they can and cannot offer current employees and new hires, Byrd said. “Value doesn’t necessarily have to come in the form of straight compensation,” she said. “It can be non-monetary, such as development … the opportunity to grow with the organization. It may not mean vertical growth; it may be lateral growth, with opportunities to further build skills.”

Byrd said leadership teams need to outline five key areas to have an impact on retention and recruitment, including making sure that each employee has the right skills for the position to increase alignment; identifying what sets you apart as an organization; connecting goals and expectations to the organization’s mission and performance; offering employee development plans and providing attractive compensation, including non-monetary benefits such as hybrid work/remote work, flexible work schedules, childcare or elder care and similar benefits to assist with employees’ personal lives.

Developing clear ways to address burn out also is critical, Byrd said. Throughout the organization, there should be efforts to ensure relationships are constructive, with schedules including one-to-one employee meetings and regular team meetings.

“It’s important to talk to employees, not only about work but get to know them as people,” she said. “Create an environment of trust, which is foundational to a safe environment where employees are supporting one another and can be their authentic selves. They should feel safe to experiment and try something new.”