Leveraging Accountability for Revenue Growth
description
Transcript of Leveraging Accountability for Revenue Growth
![Page 1: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/1.jpg)
Leveraging Accountability
Jeff Sobers, Product Marketing Manager
Blackbaud, Inc.
@JeffSobers
![Page 2: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/2.jpg)
AGENDA
Why does accountability matter?
Understand, measure and improve
Nine ways to improve accountability
![Page 3: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/3.jpg)
Why does
ACCOUNTABILITY
matter?
![Page 4: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/4.jpg)
1. Fraud and fiscal mismanagement
2. Need growing faster than funding
3. Donors expect more than ever
ACCOUNTABILITY
MATTERS
![Page 5: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/5.jpg)
FRAUD 1
![Page 6: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/6.jpg)
LOSS OF MAJOR DONORS
![Page 7: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/7.jpg)
BOARD MEMBERS
FORCED TO RESIGN
![Page 8: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/8.jpg)
FORCED TO PAY DAMAGES
![Page 9: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/9.jpg)
DEMAND 2
OUTPACING
FUNDING
![Page 10: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/10.jpg)
![Page 11: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/11.jpg)
What do you expect to
happen to demand for your
services in 2013?
INCREASE SIGNIFICANTLY INCREASE SLIGHTLY STAY THE SAME DECREASE
![Page 12: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/12.jpg)
31%
42%
21%
5%
35% 36%
20%
10%
41% 36%
16%
7%
44% 41%
12%
4%
Significantly Increased
Slightly Increased
Stayed the Same
Decreased
DEMAND FOR SERVICES
2008 2009 2010 2011
Source: 2012 Nonprofit Finance Fund
![Page 13: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/13.jpg)
Do you expect to be able to
meet all of the demand for
your services in 2013?
![Page 14: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/14.jpg)
56% 51% 52% 50%
44% 49% 48% 50%
2009 2010 2011 2012
Were Nonprofits Able to Meet Demand for
Services?
Yes
No
![Page 15: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/15.jpg)
3
DONORS
DEMAND
TRANSPARANCY
![Page 16: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/16.jpg)
INFORMATION IS AVAILABLE
LIKE NEVER BEFORE
![Page 17: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/17.jpg)
WHERE DID THE MONEY GO?
![Page 18: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/18.jpg)
Do you think the nonprofit
sector is on the right track
or has seriously gotten off
in the wrong direction?
![Page 19: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/19.jpg)
30%
32%
38%
OVERALL
Right Track
Wrong Direction
Not Sure
Source: 2010 Harris Poll
![Page 20: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/20.jpg)
36% 38%
35% 33%
29%
21%
16% 19%
23%
34% 38% 37%
48%
43% 42%
33% 33%
42%
18 - 24 25 - 29 30 - 39 40 - 49 50 - 64 65+
BY AGE GROUP
Right Track Wrong Direction Not Sure
![Page 21: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/21.jpg)
![Page 22: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/22.jpg)
RECAP:
1. Fraud and fiscal mismanagement
2. Need growing faster than funding
3. Donors expect more than ever
![Page 23: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/23.jpg)
What’s a
nonprofit
to do?
![Page 24: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/24.jpg)
Understand,
measure,
and improve
![Page 25: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/25.jpg)
What is
ACCOUNTABILITY?
![Page 26: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/26.jpg)
WITHOUT
PUBLIC
TRUST
NONPROFITS
WOULDN’T
EXIST
![Page 27: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/27.jpg)
ACCOUNTABILITY
versus
STEWARDSHIP
![Page 28: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/28.jpg)
WHAT IS YOUR
ACCOUNTABILITY IQ?
![Page 29: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/29.jpg)
Does the organization hold
staff and board meetings
on ethics or take other
measures to foster a
culture of accountability
and transparency?
![Page 30: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/30.jpg)
Does the organization have
a code of ethics and
statement of values and
post it on your website?
![Page 31: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/31.jpg)
Does the organization
follow a conflict of interest
policy and post it on the
website?
![Page 32: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/32.jpg)
Does the organization have
board members with
financial expertise?
![Page 33: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/33.jpg)
Does the organization have
its financial statements
independently audited?
![Page 34: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/34.jpg)
Does the organization take
steps to remain current with
the law?
![Page 35: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/35.jpg)
Does the organization have
board members review
financial statements,
including the Form 990?
![Page 36: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/36.jpg)
Does the organization have
the CEO or CFO sign the
Form 990?
![Page 37: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/37.jpg)
Does the organization file
the Form 990
electronically?
![Page 38: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/38.jpg)
Does the organization post
the Form 990 on your
website?
![Page 39: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/39.jpg)
Does the organization post
the policies, financial
information, and
information on programs
results on the website?
![Page 40: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/40.jpg)
Does the organization have
a supported policy on
reporting suspected
misconduct
(a whistleblower policy)?
![Page 41: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/41.jpg)
SCORING
SCORE WHAT IT MEANS
12 Great, keep up the good work and pass along
your success stories and model policies for others
to learn
9 – 11 Good, but there’s room for improvement
6 – 8 You’ve indicated commitment to accountability,
but need to move beyond the basics
0 – 5 Time to get serious about accountability. Engage
your Board, staff and volunteers quickly to help
make the needed changes.
![Page 42: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/42.jpg)
Didn’t get the
score you
expected?
![Page 43: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/43.jpg)
9 WAYS TO
IMPROVE
ACCOUNTABILITY
![Page 44: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/44.jpg)
1 Create a culture of transparency
![Page 45: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/45.jpg)
2 Create a donor Bill of Rights
http://www.afpnet.org/files/ContentDocuments/Donor_Bill_of_Rights.pdf
![Page 46: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/46.jpg)
3 Adopt a conflict of interest policy
![Page 47: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/47.jpg)
4 Ensure the Board of
Directors can fulfill its
fiscal responsibility
![Page 48: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/48.jpg)
5 Conduct independent
financial reviews and audits
![Page 49: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/49.jpg)
6 Ensure the accuracy of the Form 990 and
make it public
![Page 50: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/50.jpg)
7
Be transparent
external stakeholders with
![Page 51: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/51.jpg)
8 Establish and
support a policy of
reporting suspected
misconduct
![Page 52: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/52.jpg)
9 Remain current
with the law
![Page 53: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/53.jpg)
REVIEW:
1. Create a culture of transparency
2. Create a Donor Bill of Rights
3. Adopt a conflict of interest policy
4. Ensure the Board can fulfill its fiscal
responsibility
5. Conduct independent audits
6. Ensure the 990 is accurate and public
7. Be transparent with stakeholders
8. Establish a whistleblower policy
9. Remain current with the law
![Page 54: Leveraging Accountability for Revenue Growth](https://reader033.fdocuments.in/reader033/viewer/2022051819/54c527c14a79598d058b4602/html5/thumbnails/54.jpg)
What
QUESTIONS
do you have?
Twitter: @JeffSobers
http://www.slideshare.net/jsobers1