Engaging Prospective Board Members

In this article I talked about where to find prospective board members. (Incidentally, the sources for finding board members are also a great place to look for good donors.) Then, in this one I talked about the importance of clarifying your board expectations. Afterall, you wouldn’t take a paid job without knowing what the company was expecting from you. Similarly, no one wants to get into a volunteer position and be caught off guard by what is expected of them.

Today’s article is going to look at those crucial next steps. Once you know what you expect from your board members, and you have some ideas about where to look for and recruit them – you need to be ready with a plan for what to do with them once you start attracting them. 

I have observed leaders who meet someone – who has a little bit of interest in their organization – and they ask them to join their board right away. Finding, recruiting, and keeping good board members is hard work. It’s understandable that leaders may want to try and capture those interested as quickly as possible. However, slowing this process down is a much better approach. Let’s explore why. 

Recruiting Your Boss

Often, especially in younger nonprofits, the Executive Director does a lot of the work of recruiting the board. It often becomes just one more of the millions of things that she or he needs to work on. The very top reason to slow down the board recruitment process is because, as the ED, you are essentially recruiting one of your bosses. It’s safe to say that you probably want to make sure that you bring on someone who you trust, who you know will make decisions with the best interest of the organization in mind, and who is volunteering for your organization for the right reasons. 

Relationships Drive the Work

The work of a nonprofit organization is highly relational. Successful organizations engage more and more people in the important work of making the world a better place. Strong and healthy boards help to share the story of the organization, connect to partners, recruit more people to engage, and ensure impact and sustainability. Discovering how a prospective board member might contribute in an effective way takes time. It requires multiple interactions to develop a relationship and understand how their involvement can be mutually beneficial. 

Good Decisions Take Time

Just like you want to make a good decision for your agency, you also want to be sure that the prospect makes a good decision for themselves. They need to make a connection to your cause; determine if they have the time, energy and capacity to serve; and decide if your board is a good fit for them. It can be very disruptive to bring on a new board member, have them stay only a few months, and then lose them. 

For these reasons and many more, I recommend that organizations put a recruitment process in place. Having a process doesn’t mean that you cannot deviate from it, it just means that you have a plan for how to develop a relationship with a potential board member. 

Every organization needs to determine how their process looks. Many factors will determine what is right for each agency. An organization’s size, maturity, current programming, current board health, needs, and challenges are just a few of the things to consider. 

When working with agencies I recommend a minimum of 3 to 4 interactions prior to inviting someone to serve on the board. In the generic example below I’ve outlined some basic elements to include.

Board Recruitment Process

  • You get a Lead. This can come from networking, through your programming, a name presented by a volunteer, etc. 
  • Qualify that the Lead seems like a good prospect. Start (or continue) the relationship-building process. Take them out for coffee or lunch. Begin to share the idea of them serving on your board. 
  • If appropriate, invite them to observe a program or operations. Help them get a feel for the work that you do. During the observations make sure that someone hosts them. You want to clearly explain the methodology of your work, what sets your agency apart, and the intentional things you are doing to make a difference. 
    • Agencies that serve highly vulnerable populations may have to find different ways of educating a prospect about their work. 
  • Again – when appropriate, have them visit and observe a board or committee meeting. This is a good way for them to get a feel for the culture and how they might fit into it. 
  • Follow-up with the prospect to answer any questions, review expectations in detail, and explore how they are feeling about the possibility of getting involved. 
  • If they are interested, present to the board for a vote.
  • Officially invite them to join – OR – thank them for going through the process. 
    • A future article will talk about what to do with them once you invite them to join and they say: “Yes!” 
    • If you need to turn them away, share honest feedback. If the door is open to future involvement, let them know. If they are not a match, be clear about that too. 

As you consider who to bring into your organization, there is a lot to think about. Are they a good fit? Do they have skills that your agency needs? Can they help with connections, open doors, or raise money? These are all important questions you need to ask. I believe the most important thing to look for is passion. Do they care about the issue your agency is addressing and your strategies for solving it? If not, they may not bring their best self to the table and they may not contribute consistently. 

When you have a great first “date,” do the next logical step and ask them to get together again. Bringing someone on your board is not as significant as getting married. So after a few good “dates” it may make sense to start talking about taking the relationship to the next level; ie: getting them involved as a volunteer. Just as you should hire slowly and choose a life partner slowly – take your time bringing on new board members. 

If your organization needs help creating a recruitment process that is right for you, I would love to help! Email me at Kim@Athena-CoCo.com to learn more. Let’s connect!

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com 

 

The Real Value of Nonprofits 

Most people have a general idea that nonprofit organizations “do good things”. And they are correct! 501(c)3 designated nonprofit organizations exist to address a critical social need. They have identified a problem and created a unique way to solve it. The work they do helps to make our world a better place. But I think there’s more to it than that.

We are living in some crazy times right now. Between social, racial, and political unrest, an uncertain economy, and a major war going on, we are a nation divided. Stress, anxiety, social isolation, and depression are at an all time high. As adults, many find it difficult to make friends. And people struggle to have civilized conversations with those on “the other side” of their beliefs. All of this is why I believe that nonprofits are more important than ever. 

In addition to working on solving a specific problem, the real magic of nonprofit organizations is how they bring people together. First, they give people something to care about. Rallying people around a problem and engaging them in the solution brings them together. The more people who care about their community and their neighbors, the better. 

Second, when people come together and work side-by-side with others who care about the same thing, they form relationships. Different backgrounds, points-of-view, and beliefs come together to work towards a common goal. This means exposure to individuals that one might never experience. Which builds understanding and compassion for people who are different from us. 

Finally, helping others helps us. According to the Mayo Clinic, volunteering reduces stress and increases positive, relaxed feelings by releasing dopamine. By spending time in service to others, volunteers report feeling a sense of meaning and appreciation, both given and received, which can have a stress-reducing effect. In addition, it connects people to being part of a solution, which can reduce anxiety. And it improves feelings of connectedness, growing their social network and improving relationships. 

Nonprofit organizations are in a unique position to connect people to important issues in their community. Agencies that do not see their role in bringing people together are missing their opportunity to really save the world. Many nonprofit leaders struggle with asking people to volunteer or donate to their cause, feeling like they are creating a burden. I believe that we need to flip that script and view it as providing opportunities for everyone to make a difference in their community and their world. 

Imagine if everyone chose a cause that they cared about and gave even just a little bit of their time and/or money to help solve the issue. Think of the impact it would have on our world and our mental health! Currently, 25% of adults in the US volunteer in some way in their community. Most people do not donate or volunteer because they have not been asked. 

None of this is to imply that managing volunteers is easy for organizations. To effectively utilize volunteers the agency must develop meaningful and engaging opportunities. Similar to leading staff, these roles require leadership and connection to the cause. Engaging volunteers is not meant to just be “free labor”. It takes dedication, thoughtfulness and intentionality. And it’s definitely worth the effort, both for the organization and for our world!

This is why I believe nonprofits are more important than ever. The work they do bringing people together and giving them something to care about can help save our world. Does your organization need help developing your volunteer engagement? If so, I would love to help! Email me at Kim@Athena-CoCo.com or set up a Discovery Call to learn more. Let’s connect!

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com 

Board Expectations

A few weeks ago I wrote about the challenge of finding volunteers to serve on boards of directors. In that article I mentioned that an important component in finding and recruiting board members is clarifying the expectation your organization has for them. After all, it’s hard to commit to something when you don’t know what it entails. Clarifying your agency’s board expectations is a foundational piece of developing a strong board. 

An organization can set any expectations that are relevant and important to them. They can be as simple or as complex as needed. Personally, I like to outline board expectations into these seven categories:

  • Attendance
  • Executive Director Support
  • Community Conduit
  • Fiduciary Governance
  • Intellectual Contributions 
  • Mission and Outcome Focus
  • Fundraising and Storytelling

Organizations that take the time to clarify each component for their board will have a great tool for recruiting, managing and accountability. Because of the unique nature of nonprofits – where the Executive Director often directs the work of the board, which is also their boss – this tool can be crucial to ensuring that the board can hold itself accountable. Let’s explore each of these categories and what can be included. 

Attendance

In the simplest of terms, attendance means showing up to board meetings. You may want to set a percentage of meetings they are expected to attend. It is a good practice to have set board meetings, held on the same day each month and at the same times. 

Frequency of board meetings should be set based on the needs of the organization and the work of the board. That being said, I generally recommend monthly or every other month. When a group meets less frequently it can be difficult to maintain engagement and connection. However, sometimes geographic constraints or the work of the organization may require fewer meetings. In those cases it might make sense to have longer meetings. 

In addition to attendance at board meetings, an organization may want to set expectations around attending committee meetings, special events, trainings, programming and more. Some agencies require a minimum number of hours from their volunteers each month. 

This category is also where you can define your board terms. Spell out when terms begin and end, how long they are, the ability to serve consecutive terms, and maximum length a board member can serve.

Partner with Executive Director

Running a nonprofit is a big job! Supporting the Executive Director is one of the most helpful things a board can do. When given projects or tasks it should be an expectation that the board member executes them completely and on time. Often if a board member doesn’t follow through, that work falls on the Exec. That puts the Exec in a very awkward position of having to hold one of their bosses accountable or just doing it themselves. 

Secondly in this category, there should be the expectation that the board drives the strategies of the organization. The more that the governance volunteers can focus on this aspect of the organization, the more the Exec can focus on the operations. Looking outward and focusing on strategies to advance the work of the organization is an expectation of the board. 

Lastly, no one knows everything or can have their finger on the pulse of what is going on in the community all the time. Board members should be available to the Exec when they need advice, insight or special expertise. Volunteers must give their input with the best interest of the organization as their top priority.  

Conduit to the Community

Having a board of directors multiplies the number of eyes, ears and voices in the community on behalf of an agency. Board members should be out, seeing what is going on in the community related to the work of the organization, listening to what people are saying about it, and sharing about the outcomes and impact. In addition, they should be bringing information back to the board to discuss and help with decision making and strategizing. 

Some organizations utilize their volunteers to promote their work. This can involve expectations around attending networking groups or service clubs, or even hosting house parties to educate the public on the organization. Other agencies have their board submit names for “friend raising.” This involves bringing more people into their circle of organizational advocates, to nurture them into volunteers, donors, or even future board members. There are organizations that require a board member to secure their successor before their term expires. These are all options to consider when developing expectations.

Fiduciary Governance

This component is a little more tricky to quantify and measure. The board is responsible for the financial and legal integrity of the organization. Generally the Treasurer takes the responsibility of reviewing financial statements and interpreting them for the larger board. The expectation of the board is that they make decisions that are in the best financial and legal interest of the organization. It is expected that they led from a place of selflessness. 

Intellectual contributions

Every board meeting should include some sort of generative discussion. It is best if the discussion is around strategy and organizational advancement; however, sometimes the input of volunteers on operational topics is important. That being said, board members should be prepared for discussion and ready to contribute their thoughts, perspectives and ideas. 

Not everyone is comfortable sharing in large groups. That doesn’t mean that they don’t have valuable input. Some volunteers may submit their thoughts in writing after they have had time to process the discussion. When measuring board effectiveness it can be important to recognize and honor these differences in contribution styles. 

Mission and Outcomes Focused

Every governance volunteer should take the time to understand the critical social issue that the organization is working to address; as well as the unique way they are tackling it. They should be familiar with and support policies. And they should understand the organization’s needs. 

The staff (whether paid or volunteer) are responsible for the operations and program/service delivery. It is the board’s job to make sure that the programs/services are fulfilling the mission. They are the ones who need to be driving the measurement of program impact and connecting it to the purpose of the organization. 

Lastly in this section, the board is responsible for ensuring clarity around the values of the organization. Clarifying values helps with decision making, recruiting staff and volunteers, and communicating who you are and what you do. Board members are expected to be the ones setting the example of how the organizational values look in action. 

Fundraising and Storytelling

Board members should be expected to give a personally meaningful financial donation to the organization. This is important for so many reasons! Why should anyone else give to a nonprofit if the governance board doesn’t feel strongly enough about the cause to give? Why would a grantor award a funds to an organization that doesn’t have a passionate and committed board? It must start with the board. 

In addition to giving, board members should be expected to use their network, connections, and circle of influence to advance the organization. This includes asking them to contribute. I believe that this is one of the most valuable aspects of the nonprofit sector. They are compelled to tell people how they are making the world a better place and asking them to come alongside and help. 

This can be challenging for young nonprofits, or organizations that attract volunteers who have never served on a board. That’s where the phrase “personally meaningful” or “personally significant” can be helpful. An agency may set their initial expectation at $10/month, then ask those with greater means to consider an additional personally significant contribution. Special events can be a good place for volunteers to practice their storytelling skills and work on “friend raising” before they advance to fundraising. 

If the cause is important and the organization is making a difference, every board member needs to be giving. Period. 

You may notice that none of this is about daily operations. That’s because that is not the board’s role. However, with very young or very small nonprofits, there can be some cross over. As you develop your board expectations, I recommend you keep them focused on the governance side of the organization. This keeps it clean, and if/when the organization grows, the board will know what is expected of them in their role. 

Once you and your board have established their expectations, create a tool for tracking. Quantify as much as you can and put it in a spreadsheet. Put each board member’s name down the side and regularly evaluate how everyone is doing. At a minimum the board president/chair should look at it quarterly. You can also include it into your board packets. That way everyone knows where they stand and they can help hold each other accountable. One less awkward job for the Exec to do! 

Does your organization need help establishing expectations. These can be challenging conversations. It can help to have someone from outside facilitate the discussion. If so, I would love to help! Email me at Kim@Athena-CoCo.com to learn more. Let’s connect!

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com

Where to Look for Prospective Board Members

This recent article talked about the purpose of the Board of Directors in a nonprofit organization. Nonprofit Boards are made up of caring citizens who give of their time, talent and treasure to help make our community a better place. These people sound awesome, right? The challenge lies with where to find them. Any organization that hopes to survive and thrive long term, must find individuals willing to serve, bring them together, and form them into an effective governing body. 

Agencies often want to know where they can find these unicorn-like volunteers. While it’s true that it can be challenging to find these people, it’s not impossible. Twenty-five percent of American adults volunteer their time. And I would argue that we can grow that number simply by asking people and connecting them with meaningful opportunities. 

This article will explore three sources for finding volunteers. Before you start recruiting, there are a few things you will want to have in place: 

  • First, you need to be clear on the expectations you will have of your Board members. It’s hard for volunteers to say yes if they don’t know what will be expected of them. 
  • Second, establish a process for recruiting. Bringing on a new Board member should be similar to dating. You would not ask someone to marry you on the first date. Similarly, you don’t want to invite someone to be on your governance Board if you don’t really know them, and they don’t fully understand you and your organization. 
  • Lastly, be prepared to put your volunteers to work. So many agencies have Board members who come to meetings and listen to everything going on in the operations of the organization. This is not a valuable use of their time! It quickly leads to either disengagement or volunteers taking on work that is outside the scope of what the Board should be focusing on. 

Even though you may have work to do in creating your agency expectations, recruiting process, and board focus; now is a great time to start exploring sources for volunteers. Since recruiting should be a process, not an event – you have time to work on those pieces while you identify and build relationships with prospective Board members. 

Board prospects fall into three tiers: 

    1. People who KNOW, LOVE, and TRUST you
    2. Those who care about strengthening the community
    3. Lucky connections

TIER 1: People who KNOW, LOVE, and TRUST you

In order to register for nonprofit status, an agency must list three Board members on the paperwork. The majority of Founders know very little about what it means to have a Board. Because of this, they usually ask three friends or family members to allow them to list their names on the document. Having not been given expectations, properly recruited, or assigned meaningful work this group usually ends up being ineffective. This whole experience leads Founders to be leery of this first category of prospects. 

Despite the tendency to be cautious of Tier 1 prospects, this is the very best place to look for Board volunteers. That doesn’t necessarily mean that your mom will make a great Board member. What it does mean is that people who understand your work, who care about your cause because they care about you, and who benefit from or partner to deliver your services – are great prospects.

Friends and family may be good prospects if they are passionate about the mission; not just because they are friends and family. Constituents can be great Board prospects because they know first hand the value of your programs. Partnering or referral agencies may have staff who want to more deeply engage in helping with the critical social issue your agency is addressing. 

Below is a list of places to look for Tier 1 prospects. Consider each group and see if you can think of one or two people in each category who you think might be interested in learning more about your agency. 

      • Friends and family 
      • Social groups
      • Church groups
      • Colleagues
      • Former clients
      • Friends or family of clients
      • Organizations who you partner with or who refer to your agency
      • Businesses the agency patronizes

Tier 2: Those who care about strengthening the community

Tier 2 prospects are those who know little to nothing about your organization. However, they are people who are engaged in their community and who actively seek opportunities to get involved and give back. These individuals are the ones who – once inspired – take action to address the issues in their community. 

You can find Tier 2 folks pretty easily. These are the people who are already involved and working to make the community a better place to live, work and play. Every community has multiple places where Tier 2 people hang out. Some of those include: 

      • Service Clubs – ie: Rotary, Kiwanis, Lions Clubs, Jaycees, etc. 
      • Women’s Clubs – cities and towns of any size have some sort of group like this
      • Networking Groups – some are more philanthropic minded than others
      • Young Professionals Groups – our younger generations are very interested in giving back; in addition they often see volunteering as a way to make a name for themselves
      • Community Foundations – the staff at these organization tend to know who is interested in connecting with certain causes
      • Professional Associations – look to the major industries in your community, their professionals will often come together and be looking to get involved
      • Businesses that have a vested interest in your mission and your success
      • Other Nonprofit Volunteers – this isn’t about stealing volunteers, it’s about helping people deepen their impact in their community 

The people you will find through these avenues are excellent prospects for several reasons. They clearly like to be involved. They are often at a point in their career where they have a little more flexibility and freedom to give their time in the community. And these prospects tend to have more discretionary income and influential connections; both valuable assets to bring onto your Board. 

Scheduling a meeting with your Chamber Director or your Nonprofit Business Librarian can help you determine which groups exist in your community and which would be the best ones to start with. Google can also help you see what’s available in your area. Once you have some sources, reach out to them. Get yourself invited. See if you can speak to their group. Work on nurturing these groups into friends of your organization. The people who show the most interest in your work should be added to your Board prospect list. 

Tier 3: Lucky connections

The third tier of prospects come from broadcasting your needs and seeing who responds. Very good Board members can come out of this category, but it’s more a matter of luck than of strategy. Here are some options for attracting Tier 3 prospects:

      • Online matching sites – Board Source, www.boardmemberconnect.com, BoardnetUSA, Bridgespan, Idealist.org, Volunteer Match, Tap Root, LinkedIn Board Connect
      • Flyers – coffee shops, grocery stores, in-house, library, local gathering spots, businesses that promote employee volunteerism 
      • Social Media – agency’s pages, groups, ads 

Tier 3 is the easiest way to try and attract Board prospects, but also the least effective. That doesn’t mean you shouldn’t explore these options. It simply means that this is where you should spend the least amount of time and resources. 

Recruiting Board members starts with relationship building. It involves doing the hard work of getting out, sharing your passion, and connecting people to your cause. Ensuring that the organization survives and thrives long after the founder has retired requires a strong Board of Directors built on healthy relationships. Use these sources to start building your list of Board prospects. 

If your agency needs help identifying, recruiting and empowering effective Board members, I would love to help! Email me at Kim@Athena-CoCo.com to learn more. Let’s connect!

Kim Stewart

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com

What is a Nonprofit Anyway?

In my thirty-years of experience leading nonprofit organizations, I have heard a lot of interesting questions. In my early years of nonprofit work, I had similar questions. A recent conversation with a friend made me realize that these questions might be more common than I had realized. So I thought I would share the answers to these three common questions:

What makes a nonprofit a nonprofit?

Who owns a nonprofit?

What’s the point of a Board?

What makes a nonprofit a nonprofit?

On the surface, the word “nonprofit” seems to tell you exactly what it is. However, the name is a bit misleading. Nonprofit organizations can, and often do, produce a profit through their operations. And that is perfectly fine. 

The difference between a nonprofit and a for-profit is that when a for-profit organization makes money, someone or multiple people make a profit. When a nonprofit organization produces a surplus, those funds go back into the organization. The reinvestment can be in the form of equipment, staff training, investments, and more.

Nonprofit organizations exist for purposes other than generating revenue. Their purpose is to address a critical social need and contribute to the greater good of the community, region, world, etc. To be clear, a nonprofit is a business. As such, they must function like one. Nonprofits must pay their bills, follow employment laws, and manage their finances; just like a for-profit. 

Since nonprofits exist to make the world a better place, the IRS rewards them with a tax exempt status. That is the deal that is made when a nonprofit is formed. The organization works to improve the world and the IRS gives them tax relief.

Who owns a nonprofit? 

This is probably the most confusing part of nonprofits for people to grasp. The short answer is that no one owns a nonprofit. Not the founder, not the Executive Director, and no one on the Board. 

That being said, it’s okay to think of the community, or the constituents served by the organization, as the “owners”. These are the people the organization benefits. Not through profit, rather with programs, services, and products. 

An organization that works to reduce poverty serves the whole community. The community can be considered the “owners” of that agency. A nonprofit that provides hygiene products to girls in third world countries, serves a smaller subset of the community, their constituents are the girls they support. Those girls could be considered the “owners”. 

A for-profit business is led by the owner(s). That is who makes decisions about how the business is run. However, an organization cannot possibly be led by an entire community. Same goes for girls on the other side of the world, it’s not feasible for them to provide organizational oversight. So that’s where the Board comes in!

What’s the point of a Board?

Since an entire community or constituency cannot lead an organization, a Board of Directors exists to represent the community/constituency. The Board is a select group of volunteers – always volunteers. Their role is to lead and make decisions in the best interest of the constituents. 

The Board of Directors is responsible for setting the mission, vision and strategic direction. Simply put, these are the promises the agency makes to their constituents. It’s the Board’s role to ensure that the organization has the human and financial resources needed to fulfill the promises made. Additionally, the Board ensures the organization meets all of their fiscal and legal requirements. 

Founders and Executive Directors can sometimes question the need for Board members. They often minimize the importance or the value of a Board. Sometimes engaging volunteers in the leadership of the organization can seem like just one more thing on a long list of expectations. I’m here to tell you, not only is a Board required, it may be the most important component of a nonprofit organization. 

A Board of Directors engages regular people in the community and activates them to make their world a better place. And really, that’s the point. In addition to engaging Board volunteers, best practices drive the Board to engage even more people with their cause through storytelling, fundraising, events, committees, volunteerism, and sponsorships. A crucial and valuable role of nonprofits is to activate community members in the work of making their community great.

Are you looking to get engaged in your community? I know a LOT of nonprofit organizations and could help you get connected and involved with a cause you are passionate about. Want to explore how to create an effective and impactful Board of Directors? I would love to help! Email me at Kim@Athena-CoCo.com to learn more. Let’s connect!

Kim Stewart

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com 

Nonprofits Fail – Here’s Seven Reasons Why by Tracy Ebarb

Why Do Nonprofits Fail? Does it seem a bit crowded in here?

A few years ago, during his presidential campaign, Dr. Ben Carson made the statement that 90% of nonprofits fail within a few years. While Dr. Carson’s statement was largely hyperbole, it did call to attention the alarming rate of both nonprofit failure and ineffectiveness. The real data from National Center on Charitable Statistics reveals that approximately 30% of nonprofits fail to exist after 10 years, and according to Forbes, over half of all nonprofits that are chartered are destined to fail or stall within a few years due to leadership issues and the lack of a strategic plan, among other things.

There are currently over 1.5 million tax exempt non profits in the US.

In Texas alone, there are about 106,000 non profits, about 1 for every 4000 people.

In recent years the “overhead problem” has begun to be addressed. The irony is that we did this to ourselves in the first place. Instead of clearly communicating WHY an organization needed money to be invested in overhead, virtually all nonprofits educated donors that money spent on overhead was bad! We created that story by showcasing that operating on a shoe string budget was a badge of honor. However, when we do that we are actually perpetuating and encouraging a ‘race to the bottom’ mentality where success is measured by how little we spend, not by the impact we have.

Time and time again, we see research that shows the organizations that invest in technology, talent, and professional development end up making greater gains. The old adage from the for-profit world, “You have to spend money to make money”, is widely accepted — but not so, in the nonprofit world. In The Rise and Fail of Charities in the 21st Century, Elsey points out that “Nonprofits should not be having a conversation with donors about how little they are spending. They should instead be speaking to them about how much impact they are having relative to their budget….It should not be a badge of honor to be proud of operating on a shoestring budget.”

Remember, when you stick with the “Tin Cup” mentality and fear asking for an investment —you’re missing an excellent opportunity to articulate to donors the reason you need them and their funding and how they are helping to increase impact.

Also, don’t forget – 501c3 is a tax status, not a business model.

7 REASONS WHY NONPROFITS FAIL

  1. Empty Optimism – or Pie in the Sky Dreams (without the proper ingredients to bake a pie)

    I’ve seen some of the best, most needed (in my view), and earnest efforts falter and fail because the leaders simply did not accurately calculate the amount of support that would be available and the alliances and partnerships that they would need to support their humble beginnings. In other words – they lacked a sound business plan upon which to build a platform for success. The old saying ‘to fail to plan is to plan to fail’ is so very, very true.

  2. Values Vacuum – or Poor Organizational Development

    Healthy organizations establish core values that guide the way leaders and staff do business, and how they deal with each other and with outside people and groups at every point of contact. It is far too common for autocratic and self-focused founders to establish one core value: “do as I say.” These nonprofit heads find it very difficult to transfer authority or to share the limelight and leadership with an empowered team. There is little internal trust, and insufficient values to guard against abuses of power, privilege, and people. It is also an environment in which many unethical and even illegal practices can flourish, and often do. These organizations frequently fail in the first generation, and almost never thrive when the leader with all of the chips finally cashes them in.

  3. Competitive Blinders – or ‘we’re unique, there’s no one like us in the market’

    Nonprofit leaders and ministry executives are frequently insular and blind to the external changes and “market” forces that will be their undoing. Often it’s because they are so focused on the needs and crises around them. Or they cannot imagine anyone or anything that would deter them from their righteous ends. And charities are often unfamiliar with, or even repelled by, the notion of “competitors,” so they don’t recognize true rivals or adjust to compete. There is no ability to adjust programs to match changing situations, culture, or competition and to compete for donations, volunteers, media coverage, or program space. This blindness also manifests itself in the lack of research done to determine if there are other Organizations doing the same thing, with basically the same goals. This along with a self-righteous notion that “we” can do it better, or the right way, when cooperation, even merging with another Org would be so much more efficient.

  4. Iced Innovation – or the notion that ‘our website is good enough for now’…

    Nonprofits must Embrace Technology
    Mobile access, mobile devices and the experience on the internet has changed user expectations and has also provided nonprofits with a more level playing field.
    Take a look at the businesses that have grown quickly over the past years, innovative companies which are “disruptive” or at least are very different from doing “business as usual.” Apple, Amazon, Netflix, Zappos. Or nonprofit organizations which leverage technology to deliver on mission, like DoSomething.org and donorschoose.org.
    Today’s donors are also today’s online shoppers. So your “competition” isn’t the other charity with a similar mission–it’s Zappos. Today (and tomorrow’s) donors are accustomed to finding and buying what they want, when they want it.
    Ask yourself this question: Is your organization set up to allow donors to find and give you what they want to give, when they want to give it? Now pick up your smartphone and see how easily and quickly (or not) you can find your site and make a donation– because they will not go to a desktop to make a donation or share their affinity for your cause, when the ability to do so is right at their fingertips. It’s what they’re used to.
    The good news is that this technology also makes the playing field for causes, more level. Just a handful of years ago, DRTV might have been the most effective way to reach a mass audience—but, due to expense, was only available to organizations with the largest budgets. Today’s technology allows any sized organization the ability to communicate, educate, and engage on a greater scale than
    ever before—at little cost.
    The emergence of the Internet and subsequent online innovations that have changed the world in many ways has made strikingly obvious a business truth that is actually timeless. If you do not innovate, you will disappear. If there is no adjustment of creative content, communications, or methods for new times and trends you will miss opportunities, and be judged as antiquated (and perhaps irrelevant). Creative presentation and original thinking buy you another look, enable you to capture attention in a crowded field, and present new ways for people to engage with your mission.

  5. Mission Creep or ‘yeah, we should do that too!’

    When a corporation goes beyond its initial product line and area of service, it’s called brand extension. In nonprofits, we call it mission creep, and because charities are in the business of changing the world, their leaders often cannot seem to stop themselves from seeing every need as a call. The result is too many directions, no mission clarity, diffused expertise, and donor confusion.

  6. Misplacing Priority #1 – or forgetting who the ‘real boss’ is

    At the end of the day, for nonprofit organizations – Money is more important than Mission. Nonprofits exist to serve and to meet needs on a global scale, and we care deeply for the causes we embrace, often to the detriment of our funders. A successful nonprofit knows that their #1 Customer is their donors, period. Without the donors, there would be no impact, no people served, no mouths fed, no backs clothed. Those we serve are important, but if we really want to have an impact, we must take care of our donors first, we must make sure that our programs are designed to give our donors an opportunity to fulfill the goals they have for their philanthropy, and then constantly communicate to them the impact their dollars are having. And when it comes to taking care of donors, relationships, personal relationships are KING! No fancy CRM or automated gift response mechanism will ever trump a personal relationship.

  7. The Data Conundrum – or the fear of information

    Although many organizations have begun measuring every possible statistic related to fundraising efforts, few have enough data to guide planning, analyze management systems, or redirect underperforming programs or communications. This may be because of the pressure to reduce overhead, or because the entrepreneurial spirit of charity leaders causes them to fly by the seat of their pants, to trust their own (often flawed) instincts. Also factor in the age-old truism – “there’s paralysis in analysis” – there’s a real and present danger for Organizations who dive too deeply into the studying the data on their donors at the expense of personal relationships.

Common mistakes of failing nonprofits fit into the categories below:

  • Not Having a Qualified Leader
    A leader of a nonprofit needs the following traits: A head for business, Desire to do good, Sincerity, Confidence, Goal Setting, Organization Skills
  • No Website Or Poorly Designed Website
    Make a user-friendly website, avoid bulky language, make sure the contact information is accessible & accurate. Have strong compelling content. A rule of thumb is make sure nothing is further than “two clicks deep”. Display your mission in a clear area. Have a clear button to donate on every page.
  • Poor Planning and Record Keeping
    No plan of action. A nonprofit is much like a business. There has to be a clear plan to get funding to stay afloat.
  • Poor Accounting and Money Management
    Building a solid capital structure is a key, Keep Strict Money Records, File all Documents & Forms Correctly and on time, Set Aside Seed Money, Spend wisely Evaluate Wants Versus Needs
  • Marketing Only to Large Donors and Not Thinking Smaller Donors are Just As Important
    Small donors are just as important as large donors. Don’t expect donors to maintain or increase the size of their contribution each time they give. Thank every donor in every circumstance they donate no matter how much they give
  • Nonprofit Doesn’t Mean Tax Exempt
    Know your tax laws and file your taxes.

Ultimately, the real reason nonprofits fail is because they shouldn’t have existed in the first place.

7 Reasons Why Nonprofits Fail was written by Tracy Ebarb, Veteran Fundraiser and the National Association of Nonprofit Organizations & Executives’ International Director. Tracy’s journey in the nonprofit world began in the early 80’s through his service on Church Staff as Youth Minister, Associate Pastor, Church Administrator, Director of Development and Stewardship and Senior Pastor. Tracy joined the renowned consulting firm of Cargill & Associates in 1998, designing and conducting over 60 Capital Stewardship Campaigns raising over $50 million dollars. As an independent Consultant, Tracy has traveled extensively overseas raising funds and working to develop humanitarian projects in the African nations of Sierra Leone, Malawi and Zambia, and the Central American nations of Nicaragua, Haiti and Honduras. As well as consulting and developing Capital Fundraising Campaigns in over 75 churches and nonprofits across the US. Until recently, Tracy has guided the International Bowling Museum and Hall of Fame as the Director of Business Development. He has recently accepted the position of Senior Counselor at Development Systems International.

Ten Indicators You Could Benefit from a Business Coach

Here we are in 2022! Welcome. 

The pinning up of a new calendar leads many to envision a bright new future for themselves. And anyone who has ever set a New Year’s resolution knows that change takes more than just dreaming of what could be. It takes planning, action steps, accountability, and hard work. 

Today’s article is about the value of engaging a Coach to help you get where you want to go. We’re going to explore many of the reasons why a Business Coach might be a good investment for you in 2022, and what they can help you with. If you have considered getting a Coach, reading this article is a great step in your contemplation. Let’s dig into ten reasons a Business Coach might be a great option for you! 

1. You set great goals, but regularly fail to meet them

Is it you or is it the goal? Are you creating goals based on the expectations of others? Are you lacking motivation towards the goals all together?

Sometimes goals are impressed upon us, and we have no choice but to put forth our best efforts to achieve those goals. Other times we set goals for things that we really truly want to accomplish, but then nothing happens. Either way, there are likely underlying reasons why goals are not being met. A Coach can help you peel back the layers to understand where the barriers are coming from and how to address them. 

2. You feel like you have stagnated/imposter syndrome

As we grow and advance in our careers, it’s common to get to a point where we question our legitimacy. Do we really deserve the position we hold? Are our skills suited to the role we’re in? Coaching can help you process how you’re feeling, separate feelings from facts, acknowledge your skills and expertise, and grow professionally. 

3. Your work-life balance is not balanced at all

If everything feels like it’s out of whack, it might be time for a change. When a professional or career change needs to be made, it’s not uncommon to completely throw ourselves into work, to avoid thinking about the change. It might also be time for a change if you have no choice but to spend an excessive amount of your time working or stressing out about work. 

A Coach can help you take the emotion out of your situation. When we’re overworked and over-extended, it can be difficult to separate reality from our overwhelmed mental state. Having someone process your situation with you will not only help you feel more sane, it will allow you to make rational, planful decisions. 

4. You want a career change

Many people come to a point in their life where they want more. More money, more flexibility, more impact, etc. What you decided to do for a career when you were 18 or 22 or whatever, might not be the right fit for you at this stage in your life. A Coach can help you suss-out what is important to you and get you moving in a direction that will be fulfilling and rewarding. 

5. You know you need to grow professionally

Growth can be difficult, and something we unintentionally avoid. Without knowing it, we can actively circumvent opportunities to grow, because in the back of our minds we know it will be easier to maintain the status quo. Additionally, we all have blind-spots. No matter how great we are, there are always opportunities to improve. However, without help, we don’t necessarily see them. 

A trusted Coach can help you move past your self-imposed barriers to development. They can uncover your growth opportunities and work with you to create a plan that will allow you to evolve and thrive. 

6. You need better accountability

No one likes to be held accountable. If you’re the one in charge of your own accountability, it might just not happen. Think about most diets. No matter how committed a person is to losing weight and creating a healthy lifestyle, it’s difficult to stick to the plan. 

Many people find it very helpful to engage an accountability partner to hold their feet to the fire. By sharing your goals and plans with a Coach, they can keep you on track. They will remind you of why you set your goals, and the necessary actions you have committed to in order to reach those goals. 

7. You struggle to work “on” your business

The everyday grind can easily become the thing that keeps you from growing. When all of your attention is focused on the day-to-day operations, you will never think bigger, explore options, and dream about the future. Dedicated time with a Coach gives Business Leaders the time to work ON their business. This might be in the form of strategic planning, exploring new opportunities, evaluating operations, assessing how resources are deployed, and much more! 

8. You need someone to talk to about your business and career

It’s lonely at the top! If you are the leader of your business, there isn’t a coworker you can go to who understands the challenges and pressures you face. Some people find this support in other CEOs or leaders. Others like to maintain a high level of privacy about the things keeping them up at night. A Coach can be that confidant that you need at the top. 

9. You want to save time and money

Without a sounding board, leaders still come to great conclusions on their own. However, it usually takes much longer than if you were to bring someone in to help you process your thoughts and ideas. And, as they say, time is money. 

A Business Coach helps you process through difficult decisions, crucial conversations, problem solving, and more. Otherwise, these are often topics that are put off until it’s absolutely necessary to deal with them. By dealing with them in a timely manner, you will save yourself frustration; as well as time and money. 

10. You need ideas!

An outside perspective can help you generate ideas that you wouldn’t have come up with on your own. Business Coaches tend to have rich experience in the business world and can provide creative solutions to try. When you feel like you’ve tried everything, it might be time to try visiting with a Coach.

These are just a few of the reasons it might be a great idea to engage with a Coach. Most Coaches (myself included) provide a free Discovery Call, where you can discuss your unique situation and see if Coaching is right for you. This is also a good time to interview the Coach to see if they are a good fit for you, your style, and your business.

If you would like to explore how a Business Coach could help you, schedule a 30-minute Discovery Call. You can also email questions to me at Kim@Athena-CoCo.com.

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
Kim@Athena-CoCo.com

Everyone Should Have a Budget. Period.

Over the last year and a half, as I’ve been meeting and speaking with small business owners and nonprofit leaders, one thing has amazed me. I’m always surprised to learn how many businesses do not have a budget. Either they are small enough that they don’t see the point. Or they have never had one, so why start now? One for-profit business told me that their entire purpose is to make money and who needs a budget for that? Maybe most concerning is when the leader has a strong understanding of the finances, but they just keep it all in their head. 

Allow me to explain why I believe everyone needs a budget. This goes for nonprofits, for-profits, and even your home finances. A budget is simply a plan; with numbers. Most business leaders, whether they write it down or not, have a plan for their business. They know that they want to grow, maybe add a staff person, possibly expand into new markets, etc. In order to do all these things and more, you need a plan. And more specifically – you need a budget. 

Why Avoid Budgeting?

It seems that many leaders avoid the budgeting process because of a fear of numbers. People decide early on that they are “not good at math.” And that leads them to steer clear of anything with numbers. This is why it can be helpful to think of a budget as a plan that you assign numbers to. With modern technology, a simple Excel or Google Sheets workbook can be designed to do all the math for you! If that’s too techy for you, a piece of paper and a calculator will do the trick too. 

Another reason leaders disregard budgets is that they do not want accountability. A budget tells you what you should be bringing in and what you should spend. That creates stress and frustration for some. Keeping in mind that you’re the boss of your business can be reassuring. YOU are the one holding yourself accountable! 

Along the lines of accountability, people will forgo a budget because they think they need to be able to predict the future. Meteorologists can’t do that, and neither can you. Fortunately, no one actually expects that of you. However, based on your knowledge of your industry, of your business, and of trends, you CAN be expected to make educated assumptions. If you’ve been growing steadily for 3-years, it can be reasonable to expect that trend to continue. If you’re in a more volatile industry, you might have to work harder to see trends, or plan for ups and downs. It’s not predicting the future, it’s developing a plan based on your expertise. 

Creating and following a budget will empower you in the following ways:

  • Making sound decisions
  • Educating you on what is really going on in your business
  • Helping you control your spending
  • Identifying problems
  • Being proactive

Making Sound Decisions

Business leaders make decisions every day. Everything from the epic to the mundane. Your ability to make really good decisions will likely determine how long you stay in business and how successful you will be throughout your career. Fortunately, you have at your disposal a super-power-like tool that can help you to make great decisions. And, you guessed it, that tool is a budget. 

Think you need to add a staff person to improve production? A budget will tell you if and when you will have the finances to make that addition. Thinking about expanding a product line? Your budget will tell you if that’s a good idea or not. Want to give raises to your amazing employees? A strong understanding of your revenue and expenses will make it clear when and how much will be appropriate and responsible. 

If nothing else, the process of creating and monitoring a budget will give you a strong understanding of where your money is coming from and where it is going. With super-powers like that, confidence in your decision making abilities will go through the roof!

Educating You on What’s Really Going On

As stated above, a budget puts your finger squarely on the pulse of your money’s comings and goings. It will tell you which product lines are kicking butt and which ones are under-performing. The amount you spend on staffing will become crystal clear; not just in terms of salaries, but also taxes and benefits. You will understand the true cost of doing business. You can even break it down so you know how much it costs to produce each item or service you sell. 

Over time you will be able to see if your business is going in a positive direction or a negative one. As you develop your budget you will be able to see how things look for your year. From there you can make decisions that can help make your year look better. If your budget for the year doesn’t show revenue covering expenses, you know this up front and have the ability to change plans. You can also build-in decision-making check-points. For example: If things are still trending up after the first quarter you may want to plan for additional investments. 

Helping You to Control Your Spending

If you are not tracking your expenses, you are definitely losing money. There’s an old saying: What gets measured gets managed. It might not be much. A few dollars here, a few there. Not knowing where your money is going can really add up. A great example is the daily coffee many people indulge in. Even if you go econo-coffee from the local convenience store, this likely amounts to $5 to $10 per week. Left unchecked, that’s over $500 a year! What would it look like if you saved or invested that money instead? 

If a daily coffee is important to you, keep it in the budget. This is not intended to anger the coffee drinkers! The purpose of a budget isn’t to take away things you need or really want. Rather, it shows you where your money is going. You are likely spending money without realizing how quickly it adds up, or considering what you can do with that money with a little bit of planning and intentionality. A budget brings bad habits to light and allows you to do something about them.

Identifying Problems

In addition to teaching you what you are spending money on, a budget can help you find problems. This is how embezzling is discovered! Does something seem off, but you can’t put your finger on it? The power of a budget will help you figure it out. By comparing the amount that should be coming in with the actual revenue you can find discrepancies and dig in. If spending seems off, your budget will help you root out the source of the added expenses.  

As this suggests, it’s not enough to just create a budget. You have to put your eyes on it. A monthly review is best. Once a month look through and see if your actual revenue and expenses are on track with the plan you created. If so, do a little happy dance! If not, you will be able to make decisions that will get you back on track. (This monthly comparison also allows you to monitor changes in trends so you can make great decisions.)

Being Proactive

Finally, a budget gives you the power to be proactive about the future of your business and your life. Whether this is in the area of saving for emergencies or planning for your retirement, a budget makes saving possible. A survey from Bankrate.com revealed that over 80% of people are not saving enough for retirement and 20% are not saving anything at all. 

A mistake often made is that people “plan” to save “whatever is left over” after all expenses are paid. As you may have guessed (or experienced), that’s not a plan at all. With that approach, nothing will ever go into your savings. And when there is an emergency, your business may not survive. By putting together a budget, and planning to save for emergencies and retirement, you are much more likely to invest in your future and the future of your business. By including ALL of your expenses in your budget, you will know what it really costs to run your business and support your life. 

Numbers do not lie. They are not there to make you feel good or feel bad. Using a budget makes you knowledgeable and in control of your business and your life. Wield it as such. 

I am not necessarily a “numbers person.” But I do love a good plan and a solid spreadsheet. I also love making good decisions with as much information as possible. This is why I’m a budget superfan! If you are interested in receiving a budget template, email me at Kim@Athena-CoCo.com. I can also help you to transfer your plan into numbers and set you up with a budget that works for YOU. Let’s connect!

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

Our Similarities Outweigh Our Differences

Our similarities outweigh our differences. This is true in every aspect of life and relationships. Today’s article is going to focus on the similarities between nonprofit organizations and small businesses. The way I see it, there are many more similarities between these two business types, than there are differences. Before I get into the similarities (and a few differences), let’s dig into what we’re talking about here. 

People often become disillusioned by large, “corporate” nonprofits. They see the leaders making big salaries, and make assumptions about the philanthropy or integrity of the agency. Let me be clear – that level of nonprofit organization is not what this article is focused on. Additionally, this article is not about the Amazons or WalMarts of the world. 

97% of nonprofit organizations have annual budgets of $5M or less. Furthermore, 92% work with an operating budget of less than $1M, and 88% get by with less than $500,000. Similarly, of the over 30 million small businesses in the US, only 9% of them make over $1M in revenue. Small businesses with 20 or fewer employees make up 89% of all business in America. These are local organizations and businesses working hard to meet local community needs. And these are the focus of this article. 

Differences

Obviously there are some differences, otherwise there would be no reason for different classifications. The only difference that always exists in every situation, is the IRS tax status. What makes a business a nonprofit is the fact that they obtain a tax exempt status. Businesses are awarded a tax exemption in exchange for the work they do to address critical social issues in their community. 

Another key difference is related. Part of their tax exempt status requires a nonprofit to reinvest their profits back into the organization. This can be in the form of staff salaries, professional development, equipment, technology, investments, and more. They can make a profit, but it does not go to benefit an owner. While I’m filing this under differences, the difference is really in the IRS requirement. I say that because, in reality, there are many small businesses that do the same thing. They are not required to, but they invest their profit right back into their business. 

The third difference has to do with ownership. A nonprofit organization is essentially owned by the community, with a volunteer Board of Directors responsible for its leadership and operation. In newer nonprofits, the founder often behaves like an owner. This person usually holds the vision for the business, gets others excited about it, and develops the board, programming, funding, and more. And this brings us to the similarities portion of this analysis.

Similarities

There are differences in the leadership; nonprofits are led by a volunteer board, sometimes with a paid Executive Director running operations. Small businesses are generally led by an owner, partners, or a family. In either case, those business leaders have a LOT in common. 

Small businesses and nonprofits both struggle with never having enough time, money, resources or people to do everything they would like to do. This means that their leaders need to be hardworking, scrappy, creative, and dedicated. They tend to be driven by a passion greater than a paycheck. Whether it’s the mission, a desire to create something great, a commitment to serving their community, or a dedication to meeting the needs of their customers; these leaders are intrinsically motivated. 

In order to be successful, both sets of leaders need to have a strong connection to their community. By having their finger on the pulse of the community’s needs, they are able to identify issues and gaps in service. In knowing what is important in the community these business leaders can find their niche and remain relevant. Additionally, this connects the business leaders to the people in their community who will need their products and services. People do business with those who they know, like, and trust. 

This brings us to mission. Nonprofit organizations have a mission that drives their work in meeting a critical social need. While for profit, small businesses may not be driven by a mission, that does not mean that they don’t work hard to meet the needs of their community. People need groceries and gas and insurance. They need someone to help them buy and sell their house, and they like to go out to dinner. While these things (and more) do not necessarily qualify as mission work, they are definitely community necessities. 

The last two similarities (which initially seem to be differences) are fundraising and board management. A small business does not have to do traditional fundraising; however, they often seek investors and raise start-up capital or funds to develop new services and products. Likewise, a small business with investors reports to them as an Executive Director reports to their board. This involves educating them, building strong relationships, and managing communication. 

I spent 30 years working in the nonprofit industry and the last 18 months as a small business owner. In networking, developing, and growing with other small business owners it’s been so interesting to see the similarities between these two worlds. I’ve discovered, not only that the two industries have a lot in common, but we have so much to learn from each other!

I love helping business leaders to grow and develop professionally. If you’re looking for leadership, team or board development, mail me at kim@athena-coco.com to connect for a free 30-minute discovery call.

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com 

Nonprofit November ~ Week 1

Here it is! The first edition of my Nonprofit November project. Each weekday in November I am interviewing a different nonprofit agency in our community. I will be sharing what I learn with you. My hope is that you learn a little something, and maybe even get connected with a cause or agency that sparks your passion.

Thank you for reading! Please share with others who you think may be interested. Let’s spread the word about the amazing impact these agencies are providing to our community.

 

Alzheimer’s Association – Colorado Chapter

Did you know that Alzheimer’s is the SIXTH leading cause of death in our country? RoseMary Jaramillo is our region’s director for the Colorado Chapter of the Alzheimer’s Association. She shared that the mission of the Alzheimer’s Association is to live in a world without Alzheimer’s and dementia. The main focus of this nation-wide agency is to find a cure for Alzheimer’s. 

Locally the focus of RoseMary’s work is to support caregivers and families of those afflicted with Alzheimer’s. With her one additional staff and very robust volunteer team, RoseMary serves our 13 county region with education and state level advocacy. 

Helping families to secure an accurate diagnosis is key to providing local support. It helps families to understand heredity issues, appropriate treatment options, and relevant research. Additionally, the Alzheimer’s Association helps loved ones to understand the disease better and learn how to communicate with, and support their family member.

RoseMary shared that their biggest challenge is getting access to those who can benefit from their educational programming. Connecting with doctors, law enforcement, the military community, first responders and others who have the opportunity to interact with those struggling with the disease. Her programming can educate them on what to look for and how to get the individual much needed support. 

If you have connections that could expand the Alzheimer’s Association education, please email RoseMary. She would also love to visit with you if you are interested in volunteering. As you can see here, there are many opportunities to get involved and have an impact.

 

Connect for Health Colorado

Connect for Health Colorado is the state’s official health insurance marketplace. This state appointed nonprofit provides choice and transparency for Coloradans, who can view all their health insurance plan options side-by-side. This is the only place where you can find savings to make health insurance more affordable.

I met with Maria Adams, who serves as the agency’s Community Partnership & Outreach Program Manager for our Southeast region. She shared several stories of people who were paying way too much for their health insurance, or did not have the right coverage for their specific needs. Connect for Health Colorado has been able to help so many people lower their monthly premium costs. With over 700 contracted brokers and assisters in the state they are well equipped to help the uninsured become insured.

I found it interesting that 35% of the people they serve are 55 or older. These are often folks who want to retire, but are continuing to work primarily for their insurance benefits. Connect for Health Colorado gives them options. 

Since I didn’t know that this agency existed, I learned a ton from Maria! The biggest challenge facing Connect for Health Colorado is a basic lack of knowledge and awareness about who they are and how they can help. For anyone interested in seeing if they can lower their monthly health insurance expenses, please go to https://connectforhealthco.com or email Maria and she will help get you connected. 

 

Stable Strides

Before visiting the Stable Strides ranch in Elbert I had a fairly limited understanding of the kind of work they do. In addition to meeting some of their beautiful horses, I learned that Stable Strides is the largest therapeutic equestrian center in the area. They are also the only PATH Accredited center. 

Oftentimes when it comes to equestrian therapy, people (like me) think mostly of Adaptive or Therapeutic Riding. In addition to providing that service, Stable Strides also provides Mental Health Services and Hippotherapy. Hippotherapy is also known as POST which is an acronym for Physical, Occupational, and Speech Therapy. 

The agency has a brand new Executive Director, Jason Frazier. So I met with members of the Development team, Brittany Williams and Arrika Bales. They shared that in 2020 they delivered over 5,000 contact hours of service. 60% of that work was for mental health therapy with members of the military, active duty, and first responders. They serve clients ages 4 to 88 and help with dozens of different diagnoses. 

The biggest challenge facing Stable Strides, and their new Executive, is that there is more need than they have the capacity to provide. Every program they run has a 20+ person waitlist. Equestrian Therapy is often a last resort for people seeking services. That makes their waitlist situation even more of a challenge for individuals looking for help. To get involved and help, go to their website at https://www.stablestrides.org/get-involved. 

Hilltop Ranch

Every parent of a child with special needs worries about what will happen to their child once they are gone. Rich and Becky Caldwell are no different. With limited residential options for special needs adults in Colorado, the Caldwells felt a calling to create a new solution for families with similar needs. 

That’s how the vision for Hilltop Ranch was formed. Designed to provide a permanent, forever home for adults with intellectual disabilities, where they can live their lives to the fullest. The first phase has begun with the purchase of a lodge in Palmer Lake. Eventually the project will include an entire campus with housing, support services, a dining hall, outdoor sports areas, greenhouses, and more! 

Current challenges include funding, building a board, and getting the word out that there is an option for adults with intellectual developmental disabilities. The biggest need they have right now is for staff who can serve as “house parents” or “caregivers”. Ideally they would like to find two couples who can alternate living on campus in shifts. If you are interested, or know someone who is, please reach out to Rich. To learn more or to get involved in other ways, check out their website: https://hilltopranch.org. 

 

Southern Colorado Women’s Chamber of Commerce (SCWCC) Foundation

In full disclosure, I am a member of the SCWCC, and I did not really understand the difference between the Chamber and the Foundation. Thanks to Foundation President, Brandon Eldridge for visiting with me and helping me expand my understanding! The short answer to the difference is that they are two separate organizations that work very closely together. 

The Mission of the SCWCC Foundation is to support women by providing life-changing opportunities through leadership training and scholarships. The Foundation has a long history of providing scholarships for women in our community. Over the past couple of years they have been working to expand and deepen their impact by providing training and mentorship for what they call “nontraditional women” in our community. These are women who have unique challenges to completing a degree or establishing a career. The first round of programming is going to specifically target women who have been job displaced due to the pandemic. 

Brandon has a strong team of volunteers who have worked with him to shift and evolve the organization during the past two years. He’s very proud of the work they are doing to advance their impact on our community. The Foundation is in a very good place now; but like all organizations, they can use more funding and more amazing, engaged volunteers. To learn more or get involved, check out their website at: https://scwccfoundation.com. Something super easy you can do to help is to like and follow them on social media ~ Facebook and LinkedIn. 

Want to learn more about how you can have a lasting impact on your community? Email me at kim@athena-coco.com to connect them for a free 30-minute discovery call or check out this article on how to be a community superhero. In order to save the world, nonprofits need superheroes like you to help them have the kind of impact they exist to deliver. 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com