columbus accounting show power point michelel cramer 102909
DESCRIPTION
Michelle Cramer's presentation to CPAs at the Columbus Accounting Show.TRANSCRIPT
Presented by:
Michelle Cramer, CFREPresident & CEO, CRAMER & ASSOCIATES
Columbus Accounting Show
October 29, 2009
WAKE UP!Why You Need to Pay Attention to the
Nonprofit Sector and Understand the Power of Philanthropy
AGENDA Nonprofit Statistics
United States Ohio
Why You Should Get Involved With A Nonprofit Business / Corporate Benefits Personal Benefits
Choosing The Right Board Opportunity For You Tips For Maximizing Your Board Opportunity
In the Workplace Networking Personal Strategies
Public Chari-ties; 63%945,000
Private Founda-tions; 8%120,000
Others (Chambers of Commerce, Fra-ternal Orgs, Civic
Leagues, etc.); 29%435,000
Over 1.5 Million NonprofitsIn the United States
Source: The Urban Institute
Quick Facts About Nonprofits in the United
States In 2007, Nonprofits reported:
Over $1.4 trillion in total revenue Nearly $1.3 trillion in total expenses Nearly $2.6 trillion in total assets
Source: The Urban Institute
2007: Total Revenue $1.4+ Trillion
Source: The Urban Institute
Contribu-tions; 22%
Gifts & Grants 67%
Other Sources; 11%
Giving USA: The Numbers2008 Contributions: $307.65 billion by source of
contributions($ in billions – All figures are rounded)
Individuals$229.28
75%
Corporations$14.50
5%
Foundations$41.2113%
Bequests$22.66
7%
Source: Giving USA
Sources of Contributions - 2008
Total giving = $307.65 billion
Decrease of 2.0 percent (-5.7 percent adjusted for inflation)
First decline in giving since 1987, and only decline attributed to economic climate. The 1987 drop was related to tax-law changes
Individuals remain the single most important source
Individuals + charitable bequests = 82 percent of total
Foundation grantmaking = 13 percent of the total
Individual + Bequest + Family Foundations = 88 percent
Corporate giving is an estimated 5 percent of the total
Consistent with the trend of the past decade
Source: Giving USA
Changes in giving by sourceCurrent $
Source: Giving USA
Recessions in dark gray: 1969–70; 1973–75; 1980; 1981–82; 1990–91; 2001; 2007–2008
Inflation-adjusted dollarsCurrent dollars
Total giving, 1968–2008$ in billions
Source: Giving USA
Types of recipients of contributions, 2008
Total = $307.65 billion ($ in billions)
*Foundation grants awarded to individuals
Environmentand Animals
$6.582%
Grants toIndividuals*
$3.71 1%
HumanServices$25.88
9%
InternationalAffairs$13.30
4 %Arts, Culture,
and Humanities$12.79
4%Public-Society Benefit$23.88
8%
Unallocatedgiving$19.39
6%
Health $21.64
7 %
Gifts toFoundations
$32.65 11%
Religion $106.89
35%Education$40.94 13%
Source: Giving USA
Types of recipients of contributions, 2008
Religion remains the largest single recipient at 35 percent of total
After religion, next highest categories are:
→ Education 13 percent
→ Foundations 11 percent
→ Human services 9 percent
Unallocated includes gifts to government agencies, public schools (not public school foundations), or new charities; grants to international organizations; and differences in fiscal year
Source: Giving USA
Changes in giving by recipient organization
Current $2007–2008
2006–2007
Source: Giving USA
Ohio Growth of Nonprofit Sector
1998- 2008 501 (c) (3) public charities:
25,762 to 39,481: 54% Increase Largest growth in small nonprofits: 66% increase Religious organizations not registered
Ohio has the 5th largest nonprofit increase per capita in the U.S.
Decrease among other 501 (c) organizations: Fraternities, chambers, labor and agriculture orgs.
Source: National Center for Charitable Statistics
Why You Should Get Involved With A
Nonprofit
Volunteering In The United States
Approximately 26.4% of Americans over the age of 16 volunteer This number has remained relatively constant since
2003 Volunteering is predicted to rise in the next 5 – 10
years due to Millennials and Gen-Xers
Source: 2008Population Survey
Why Get Involved
Business / Corporate Benefits of Nonprofit Involvement
Establishes and reinforces business / corporate identity Builds customer loyalty Increases networking opportunities Helps employee recruitment and retention Provides professional development opportunities Positions the business or corporation as a supporter of
the community
Why Get Involved
Persoanl Benefits of Nonprofit Involvement
Establishes and reinforces personal brand/reputation Increases networking opportunities Employment / career opportunities Provides professional development opportunities Opportunity to learn strategy / “big picture” thinking Personal fulfillment
Choosing The Right Board Opportunity
For You
Choosing The Right Board For You
Passion for the cause Ability to fulfill requirements
Board Meetings Retreats Financially
Skills / expertise the board needs Health of the organization
Choosing The Right Board For You
How to find board opportunities Use internal resources Do your homework
Research organizations – Annual report Board of Directors Major donors
Talk it up . . . .Ask Others Use personal network
Tips For Maximizing Your Board Opportunity
TIPSMaximizing Your Board Opportunity “IN THE WORKPLACE”
Don’t keep your board involvement a secret Create some buzz
Share with marketing department / newsletter Research company giving policies – foundation Circulate information about the board happenings
Events, invitations, successes Recruit volunteers / supporters when appropriate Include in your professional development plan Tell your clients / customers
TIPSMaximizing Your Board Opportunity “NETWORKING”
Networking & Relationship Building Create strong relationships with board & staff Take extra time to get to know fellow board members Use directories provided by nonprofit organizations to
expand your database Use events as opportunities to host colleagues / friends
/ clients Get to know the “champions” of organization
TIPSMaximizing Your Board Opportunity “PERSONAL STRATEGIES”
Dedicate yourself to a ‘primary’ board or cause Serve in various roles Move up to leadership Brand yourself with board Do not over-extend yourself
TIPSMaximizing Your Board Opportunity “PERSONAL STRATEGIES”
Determine best role for you to help the organization Ask executive director / board chairperson
Set personal goals re: your desired efforts / contributions to the organization
Actions speak louder: Perform to the best of your abilities Be Visible, Present & Active
Develop a credible reputation in the world of volunteer nonprofit leadership
TIPSMaximizing Your Board Opportunity “PERSONAL STRATEGIES”
Be the organization’s best PR agent – spokesperson Follow through on things you say you will do Exit gracefully and professionally
Suggested Reading
Giving USA: The Annual Report on Philanthropy – Giving USA Foundation
The Board Member’s Guide to Fundraising – Fisher Howe
Boards the Make A Difference – John Carver
Make a Name for Yourself – Robin Fisher Roffer
Doing Good Better: How to be an Effective Board Member of a Nonprofit Organization – Edgar Stoeszand Chestar Raber
The Power Of Nice – Linda Kaplan Thaler
THANK YOU!
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