principals and practices - ky nonprofits

8/3/2019 Principals and Practices - KY Nonprofits

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&PRINCIPLESPRACTICESFor Nonprot Excellence in Kentucky


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2011 Kentucky Nonprofit Network, University of Kentucky.

This work is adapted with permission from Principles & Practices for Nonprofit Excellence 2010 Minnesota Council of Nonprofits

and Principles & Practices for Nonprofit Excellence in Michigan 2008 Michigan Nonprofit Association.

All rights reserved by the respective copyright holders.

.ypf..

&PRINCIPLESPRACTICESFor Nonprot Excellence in Kentucky


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TABLE OF CONTENTSAcknowledgements 5

IntroductIon 6

Abhir 6 Hiy 6 dfii 7 rat&r 7 uiPiip&Pait 7

overvIewotHeguIdIngPrIncIPles 8

tHeguIdIngPrIncIPles&BestPrActIces ornonProItexcellenceInkentuck

ga 10 Pai 13 tapayaAabiiy 14 iaiamaa 15 aii 17 ciai 18 Har 20 vea 21 Iaiathy 23 saiAia 24 PbiPiyaAay 25 rimaa 26 eaair 27

ABouttHekentucknonProItnetwork 28

knonProIts.org4


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ACKNOWLEDGEMENTS

LISA ADKINS

Pi&ceoBgaciyai

BART BALDWINeiviPiBicigp

JOhN ChRISTOPhER BRESLIN,cPA,ce

EILEEN CACKOWSKIeidi,kyciiciyviasi

ALLISON CARTER,cPAdadA

JENNIFER ChANDLERviPiadinspp&ktanaiacinpf

MELISSA COOMBS,cPAdadA

DAyLE DEARDuRFF,Jddi,Iinpfcapaiy,nhkyuiiy

DWIGhT V. DENISON,Ph.d.P,maishPbiPiyaAiiai,uiiyky

WILLIAM FARMER

Pi,uiwayhBa

MARy hEMLEPPPiipa,wi,Hpp&Aia

KAREN KELLyceo,opaiunIte

ROBERT F. LONG,Ph.d.viiidiiihPnpflahip,maysauiiy

LEE ELLEN MARTIN,creaiica

RIChARD MAuRER,Ph.d.P,dpaciyalahipdp,uiiykycAi

LEIGh MCKEE,cPAshah,dadA

JASON MILLERdi,thyci,dadA

JODI MITChELLeidi,kyviHah

MIKE MuLLINSeidi,Hiassh

STACy MuLLINSnpfca

ThEODORE T. MyRE, JR.,Jdwya,taa&cb,llP

FOSTER OCKERMAN, JR.,Jdgac,riHahamaa,llc

REBECCA PhILLIPS,cPA,c,cePa,n--Pfsi,mjychimy

AL RIDERPi&ceo,nhcaeaiai

SANDy RINGER,PHrPi,Bivii

MITzI ROOT,PHr

sica,IiyHr

ThOMAS E. RuTLEDGE,JdskoPllc

RIChARD SECKELdi,kyeqaJic

DAVID SPENARD,JdAiaAyga,cahky

AME SWEETALLPiipa,APsciai

5

A very special thanks to the ollowing individuals or their contribution to

the development o the Principles & Practices or Nonproft Excellence in Kentucky:

Development of the Principles & Practices for Nonprofit Excellence in Kentucky has been made possible with the generous guidance

from other state associations of nonprofits and support from Fifth Third Bank and a grant from the American Recovery and Reinvestmen

Act of 2009. Special thanks to members of the National Council of Nonprofits, especially the Colorado Nonprofit Association

Michigan Nonprofit Association, Minnesota Council of Nonprofits, Montana Nonprofit Association and North Carolina Center fo

Nonprofits for allowing their documents to serve as a model for this program.


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INTRODuCTIONwhPiip&Painpfeiky,aphiihahpiip,aaayqiaaizaiaypaiaappfahipaaa.thiiihpihPiip&Painpfeiky

pa,aaa-hp,paiaabai.thpaiippahaizaiapbyhpipfbi,fiaaab.thpaapaizaiiaa-pi501()(3)hIarc,hhhiaiapappybayaaybhpayppfaizai.

npfpayaaihapiahiii.npfaabaaaiaihaaiy,hihaaabiiyaii,ai,ii

.thiiaiapayiihpfapiaiaiihhaiapiiaaii.

thikypfaizaiqibapbippaf.thiiahPiip&Paipapba,ipfapiipiiaii,hkyiiahaaizaiapihiahaipfa.thpiihaiiapaiiapfhaiappaah.

hISTORythPiip&Painpfeikyibahbyahaaiaipfahy,pifayhcanpfAiai,hmiacinpf,hmihianpfAiai,hmaanpfAiaiahnhcaiacnpf.uihhaaa,kypaaifhqikya.epipibaiahaapfaaaahip.Aiiaiiiapipbi.

ABOuT ThIS RESOuRCEPiip&Painpfeikyhahipp:1.Piiiiaaizaiiiihaky-pifpaiafipai;

2.spphhaqaiyhpf;a3.Iapbiaihaibihpf.

PaiipaiihhPiip&PaipaivoluntAraiiifaiaiai.thpaiaaiiaaipfiaiapa.thPiip&Paipaiiaabihii,aaaiiiiaaizai.nahahiiiabaaaiaiabi

aiihaayhai.sipy,Piip&Paiia-hpbaaaapppiahppfaahiiayihiipa.

thpaiiihiiaahhih,ii,aa.maypfiaahahbpai.npfaaizhaipibpaiiaphaayai,izfaaibiiyaphaiapppiaahiqaizaiiipa.spfayabaabppaihyiaabaaiahaiaiqiafiai,hipibiiya/ahib.

knonProIts.org


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DEFINITIONSthiahhhii:

Aprincipleiabaahafahiaaaiaiiapf.Apracticeiahhpahih

piip.Mustahaaaa/kyaihaqi501()(3)aizaihapai.thaihi,kya:KYaaa:US.Shouldahahpaiiqibya,biaypiha,,p,.hpifpfaizai.Capacityaaizaiabiiyahiiaii.

Accountabilityaaizaiabiiyaqiaiapppiapia/haapaiii.Charitable organizationanonproftorganizationaihaabypfaizaihaaa-pi501()(3)hIarc.

RELATED TOOLS &RESOuRCESgaizaiapaiapiaiyiphhaia-ai.thPiip&Paipaiaaaiahphaiab501()(3)aizaipa,apayaaabiiy.rahppfipbpaiiaiiaai,ppayaia,iiaaiia.

oaizaiaPai&Ipaiwb

wbr

taii/eai

cisi

uSING ThE PRINCIPLES& PRACTICES TOOLSeahpfaizaiiapahhaaipihPiip&Painpfeiky.thiiaaaiizih:

Step One:rihPiip&Painpfeikygiihybaaa.maaaizaiaiapaippiipapaihaaapppiayaizai.

Step Two:Aiaahibaayabhipa.

Step Three:HahahiiaphoaizaiaPai&Ipaiwb1)ayaizaihahia,aqiia2)iiyhaaaiipa.Aphaihiaiipiipaaiaabihpiii,ppibhapppiapaaiipiaii.ayhiay,fiapiiapaaiapyaipa,iiiyhaahaahhaayqiiaia.Iayabhppyaizaiapihpfiyabaiiaihhhahayaihaaaa,aapai.

Step Four:uiizhaiiahPiip&Painpfeikypapyipaipaahyaizaipiiap.thiihaap,aiiaaiappiiaizii.Ippibaiaiyipaipa.

Step Five:kpiihahipaiahii.thpiipapaiibhpiiaa,Iahyaapiaiaa.rbhaahiiiap.Iipibapihyhiai.Piiizpaiipaypfapaaiiiiipai.Ab--izfa!shpaiibhaybapppiayaizai.Byaizaijyaihihaaypfah:,bab,a,aapaiipai.

Step Six: Iphaaip.eabihapaiaaiaiayaizaiiaaah-aaip.

Step Seven:raypahipaipaaphbaiaabihhahabapihahaiaibp/ip,.Abiahaizaiah:ha,,ah,hahyahpihaizaijya!

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http://www.kynonprofits.org/assets/126/KNN_PandP_workbook6_FINAL_webversion.pdfhttp://www.kynonprofits.org/learn/principles-practices/resourceshttp://www.kynonprofits.org/learn/http://www.kynonprofits.org/hire/http://www.kynonprofits.org/hire/http://www.kynonprofits.org/learn/http://www.kynonprofits.org/learn/principles-practices/resourceshttp://www.kynonprofits.org/assets/126/KNN_PandP_workbook6_FINAL_webversion.pdf


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Principles & Practices orNonproft Excellence in KentckGOVERNANCE:

Apfbaiihaizaiaaipibpiaaiaiipbi.Abaiabiifiiaapaiyiaaaaiiapibiiiiabihaia.Apfbaipibfiahihaizaiii,aapiiaahipaaiiihaizai.Apfbaaiypiyahahaizaihaaqahaafaiaayiii.thbapiihaiihii/ceoaipibaai

happa,aaappiapppiapai.Apfbaahaapibiiyaaiiaaibyiphihpbiibyhaizai.

PLANNING:oaizaiapaiiaphafapfaii,aiiiaaifiii.npfhaayaipai,faaiihapiya,bjiaaiiphpa.Paihayipaipahahbiiaai.

TRANSPARENCy ANDACCOuNTABILITy:

Aaizaihahpbi,pfhaabiaihiaiiiiayhaaaabaapahii.npfhaiipyyiaihpbiabhiii,aiiiaii-aip.thiiaihbaiy

aibhpbiahaaiibiiy,pbiaiaihaizai.

FINANCIAL MANAGEMENT:

npfhaabiaiaapibaiaaifaia.npfpyihaaqiafaiaa.oaizaihahaipiiphafapibiiyabipbi.npfhfaiaapihhiiiiai,fiaahabihapiiapaiayiha.

FuNDRAISING:

npfpayaipaiaiiahhihhhihphiahpy.npfaahiiaibabfiaiaabiapphaiayhiii.npfaiihbaihhihhiaaaihaiiai,apa,i,pia.npfhapapiiaiiaiiipibiappap,apaiaiihahi.

COMMuNICATIONS:eibai,aiaiaiaahaaizaiii,aaaiii.Iaiaiiiaia,iapyaaahaaiai.eaiaiiayaaaaii;iapbiaiaihaizai;aaihaizai.

huMAN RESOuRCES:

eiaahaiiaaiaizaia.npfaizaihiaiaqiabhapaihaaaaaiqaifiiia.npfahapyaapiaai.npfaizaihabihpifpiiapaihapapaiaahaizaiiahaapppiaiyaapaiabf.


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VOLuNTEER ENGAGEMENT:

eiaabiiahapf.vahpaaizaiaiiziiaiii.npfaizaihiaiaqiabaapaihaaaaaiqaifiiia.Aiy-aapaabiaaizaifiy,haiyaaiahiyaaiahhaabpabaa,aaa.

INFORMATION AND TEChNOLOGy:Apfhaabiaiaaiaiihaifiaiy,ay,aay,iiy,iabiiy,-iaapia.Apfhipaapppiahyiiipifiy,fayaaayihahiiii.

STRATEGIC ALLIANCES:

thipfp

aihipihhiyaizai.saiaiaaaaypahip,aii,abai,paiiaiahaihipaaaiyppiihai,iipiyaippaiafiy.saiaiaahhapaiyiiiaaizaiahaah.npfaizaihbpaiaiaa,happpia,hpaihhhahiapabiiyahii.npfhppaiaiaiaaaiyiiaipipiaiiaaiizhaaiabhiihy

.

PuBLIC POLICy AND ADVOCACy:

npfpayaaihaipbypiiaapbipaiipaiapih.Aiihahpbi,pfaizaihaipbipiyaaayaiiipi,aizaiaai.npfaaaiiaaiapiyaahpbiaaipbipiyaippiif.

RISK MANAGEMENT:

riiayaiyabahaha

aaizaiabiiyapihiii.Aiaapapiaabaaiaaiiapiaabaahiiaih.Apfhiiyaaaiaaaiahyappyia:pp,ppy,iai.

EVALuATION OF RESuLTS:

Aiihahpbi,pfaizaihaabiaiaahiiaahiahpbi.npfaaihb

apppiahizapphaizaiaaaiaahbiayiphqaiyp,paaaiii.thpbihaaaipfpaaiiiaiai.npfhayapaaaiaaaahhahiaiihi.


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Apfbaiihaizaiaaipibpiaaiaiipbi.Abaiabiifiiaapaiyiaaaaiiapibiiiiabihaia.Apfbaipibfiahihaizaiii,aapiiaahipaaiiihaizai.Apfbaaiypiyahahaizaihaaqahaafaiaayiii.thbapiihaiihii/ceoaipibaaihappa,aaappiapppiapai.Apfbaahaapibiiyaaiiaaibyiphihpbiibyhaizai.

ThE LEGAL DuTIES OF NONPROFITBOARDS OF DIRECTORS:

dipfaizaiahbaiaiaaaaa,aaa

a.Aapfaizaipaibyibai,hihaahaizai.KY US

thfiayii:

1) Dt o CareAiapfaizaihaihahi/hiaai,iihpaaib: iaih; ihhahaaiaiyppi aiiapiiiiia ia;a iaahiaabybi bihbihaizai.KY

thyaaiayaabiqiy.eahiibiaaqiaaiaiahi/hhafiiaiaaiaiih/haabybiaihpfbi.KY

GOVERNANCE2) Dt o Loaltdiabiaiaiiafhyayhaizaihy.diihibiaiapihbihaizaiaihaiabii,ihiiihiah

piy,ihaiabia(iaiamaa).KY

3) Dt o Obediencediabiahhiihaizaihy,baihippaaaaiiyihaaaihaizai.KY

RECOMMENDED BEST PRACTICES:

npfbahbpiiiiaha

ipihbihaizaiaiii.Abahiapaihahaizaii.

Ahhhaqiaiih(3)bab(KY),iihaapfbaihaaafpapppiaibaiaiiybhip.thizhbahbapppiahaaphaizai.

npfbahbpiiiiahaabyb,aiai

pahip,piaia,hihhbyiaappbyhba.shaihipbbabaahabai.

sabhaibhbai.

tbapaiipaiaiiy,babhhaaii.cha3-yah2-ya,ihaiiiya.

npfaizaihhahpiihaiaayhbai,byhba.KYAiiafhbaqyiai-haiaaa,abyhba.thpiiahiihbiihaizaibya.Iihapyhabafpiiahai.

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Ahhkyayqiihbaiaay(KY),baihbhaaqayaihbpaay.

Apfayyaaabiaiaifhpf.KY

Ahhaypaibabiphibibya,babhiaypaihibai,hhaibba-ap.Apiyiiapppiaiiibhbappbyhba.epibhbppbyapppiaai/ipabppayiaiya.

Abaiaajiyhbaiapf,

ayaiaa-hihb,hbip.USthIarsifipiiiaah:

hapabyhaizaiaapyipa;hpaiiibyiiiahapabyhaizai;hi,iyiiy,aiafaiabfhaizaipaabhhaiababyhaizai;ahaa(aap,ibi,pahi)iihayiiiaibab.

npfbabapibaiiiihbihaizai.whiiiiai,pfhhaaiiipiyhaiabiaiahbabiaaiaaaaihipaaiiayahhiaii.Aiihaiiihbiaaybybab(aaaaapppia)apaaiiiahaiiaiihihiihbipa.(siaia

maa.)Apfpaihapapaiaiibaaiafaiaabhipiai.KY

bahapia,ihpbihbiaaihkya.KY

tfhihi,ababayyiaiapifpyaabybibiabap,aapiaai(..,ayaifpbiaa)ahpihaa

aabybibihihppiapp.Ababayayaihbahihh/hiabaaihiipibiiyihbabaabybihiif.KY

thkyofhAygahaiapibiiiaihaiabahaiiiahihaiab.npfhbayabiaipiihofhAygaiaaifaiaiihaa,ippaiiia.npfhpiiyi

hofhAygaayaiiaifaiiaiahaiabayaiihihhahaiabiiaaihpai.KY

Ihpfhab,haiappi,qaifaiaiihhabhihAiIpaibya.Ihab,haahabhihAiIpaibya.KYcahbaiiihbbihiih(baba/f),bihbhipihabhiihhpfi

faiahpp.

Aaaay,hbahihaizaibya,iiaaapiiaaaaizaiahap.

Babpibiiiiaaihii,paaaiii,fa,aiiapaiihaizai.thbaipibiihaizaiii,iipaai,iaqa

faiaahaifhiiapifaiaihaiyaiaaihha.

thbahabihapibabhaiaqaiiiaaiyppihipiiiiay.

Bahaiapqiibhipppibab,iiaapiiipiiipai.

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Ababhbpiihaiaihhaizaiahipibiiiabab.nbiaihiayapaibhip,ahiyh

aizai,faiaiaaipipa.Babhyahiapibiiihaizai.thyhbppaaiahaizaiiiaii;aibipahpbi.oiaibabia.

npfbabhahaizaifaiaaaaaafihaqihaabhahfaiaiihaizaiahifiaypibiii.

thbahihaaafipibiihIarsi.

Aay,hbahiaappabhaizai.saizaiapfibyhpaaapaaiiaiaaii.maiaizaiaipaiaihbhaizaiaihhbai.eahbahihapppiabahiiii.

Babapi,aa

aapafaiaibiaaiyaiaiaahipaaihaizai.

Bahaiziaaaiyayhiapibiiiaiyaiiahhba.thpibiiiahi,haahiyah

iahiqipihbaihbiiii.

thba,byhbahai,hbpiappiyaaiayhha-aiiiabahbaaah.

thbai,aiha,haiypaiipaiapaihaizai.

npfbabayaahay--ayaaihpf,ypiayaihaipaiah.Bab,

h,iaabapihihppaf,aapyhaiyaaiaa.

thbahppaaahii/ceoih-bapaiap-iia,aaaay.thhiipahbaiihaizaiaapihahapaipaa(aay,ai,bahbf)hhi/hpaaaiyaa.

thbaihabihapay

aizaiaaiiipaaiaiaiypaiihihaiibaahip.

GOVERNANCE21

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PLANNINGApaiaaipa,apfhaaaipaipaiiaiii:

thpahhaiaa

haiiaihaa/haaihaizai,aappiiapihaiiahi.thpahiayfaabjiaaiaaab.thpahayfpifaiii,iipiahp()pibipai.thpahbaaaaiaiiiaahbiaib.thpahpiaaappahbia/paay(aaaay).thpahbibhahba

iaaaaphaaaaaaaiipappii.

ciiypai,iapaiabipaiaaaabippaia,iihiiyahipiiiipaahipaii.Aiiay,baapfappaabyhpf,hhbipaiahpapfahiaaiabiiy.

oaizaiapaiiaphafapfaii,aiiiaaifiii.npfhaayaipai,faaiihapiya,bjiaaiiphpa.Paihayipaipahahbiiaai.


Apfhaaayf,iiiahaihaaiaaiiihaizai.thiiahbih

ahaizaiaiiih.

Apaipai,apfiiahbibyhbapiiayiiaaiyha.thiihihhhiiiiaa/hhihbaapaiiaiahiyaa.

Ipaiiaiii,apfhbpiiyahiiipaaiyahhaa,bab,ahi.

oaizaiapaihbiiaai.

Apfhihpaiifihiahbiy.

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TRANSPARENCy AND ACCOuNTABILITyApfiaaahihpaiiappah,aaiiayiiii.

tpaaabiiyihih,apfhpyiaihhpfhaaahiaiaabpai.

npfhabihaiipiyba,aaapppiahai:iaihip,pi,ipayaaiafiaiyi,aapaaiii.thipiyhbiaiaaybyahiiia.

Apfhhapifpipaihpipfaiahi.A

hibpiyipiaihhsaba-oyA2002.US

Apfhhpiiiiiaya,aapppia,fiaiiah.epyababhiaihaizaiipiy(i)hibjahpfhpiaiiba,aah,iappiab.

Apfaiaiaaiabhpbiaqibyaaaa.thIarsiqihaapfaaaiabhh

yayfiai(990,990eZ,990t990na1023)iaaihai.US

Iky,hiapbiahbpaaqibyappiaba:KY

lbbyiifiAaiaiihhkysaysachaiabiaiihhkyofhAyga

Apfhhaaipiyai

iapiiihaiiihaiifaiai,aabapp,ahiiaaipihiabiiyhyhaaiihappiabaaiybpai.ripiiaappiab,aiiaihsaba-oyA2002.US

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Aaizaihahpbi,pfhaabiaihiaiiiiayhaaaabaapahii.npfhaiipyyiaihpbiabhiii,aiiiaii-aip.thiiaihbaiyaibhpbiahaaiibiiy,pbiaiaihaizai.


Apfpyihaaahqipiqi.KY US

Apfhaafaiabiaiipibyhppihpbii.iaiaaia/ipfaiaihbappbyhaizaibaa,hqi,ifbyhii/ceoahhiafaiafhaizai.

Apfhaapibiiyabihayfpaa,ayaipiahiihaahahihhpbi.

Apfhaapibiiyahifabihpiaaa(iappiab).

sahpfhbpiihippiiiaihhbaaaaaihaizaiaiii.Apfhpiipay(ai,ph,ai,a)haiababyhpbiqiaipiip.

Iihpbi,apfhpaaaphaaiiaiaiaiiiapa.thaaphi:

apaaihaizaiii,aiiia;apaaihiiiaaapa/i;afaiaiai,iiiapa,baahaiapaai;aaibab,aaa,ppa.

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FINANCIAL MANAGEMENTApfhaaaaafaiaphaihpaiaabapaiiyapaiayiifaaia.thphbpihba

iaiaii,haqay.

Apfhaaapabaab.Ihhaabfi,hbahbaahipahpaiipayiiiapahbabaaa.

Apfhibq,paiaphiihaabahihaibipapiihiiaaiz.

Apfhiabihaaiaiafaiaqahihpaip.

Apfhpaaifaiaiaayhabaaph,aaiaapi.thiyhbapppiahizhaizaifaiaaha.

Apfhaihhaaba-appipiy,ipibiiaaihaaqi.thipiyhbiapaay.

Apfihaaai$1iihbjifaiapaaaaibyaipifpbiaa.Apfihaaab$250,000a$1iihiaaafaiaiihaipcPA.iaiaaiipihbappbyhaizaiba,hiiahifaiaap/cohaizai.Note: some funders may establish other thresholds for auditsand review.

thbahiiaiaaiihahabihaipyhfai.thaiihhihai,haipaihhaiihai.thaiihifaiapaahaib.thaihihhaizaibapaayaaaahbaaiihapphfaiap.

npfhaabiaiaapibaiaaifaia.npfpyihaaqiafaiaa.oaizaihahaipiiphafapibiiyabipbi.npfhfaiaapihhiiiiai,fiaahabihapiiapaiayiha.


Apfhaihahapppiafaiapii,papihaiipa

apiaihaaafaiaai.

Apfhaaaahiabiaihaaayhbfhaizaiapahai;appiby;aaipaihihaqi.KY US

npfbabhahaizaifaiaaaaaafihaqihaabhahfaiaiihaizaiahifiaypibiii.

thpfbaihabihafaipabbpiaiihhaizaifa.

npfhapifaiapiiiajpiipay,a,i,pa,a,aaa.Piiaphbiapaa,aaaayiiifaha.

Aay,hbahiaappabhaizai.saizaiapfibyhpaaapaaiiaiaaii.maiaizaiaipaiaihbhaizaiaihhbai.eahbahihapppiabahiiii.

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npfhapapiyaiaapa,piiiphpai.thpiyhihiahihqpiibiaqia

hpb,aaiaahaqibaappa.Ia/iabpafi,haiapiaiiaai,aiaibyihbaahbaapphaai.KY

npfaaipihaapppiaaifaiaaaahibaiaiayabababhaizaifaiapiabip.npfhpiaihyfaiaaaai.

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npfphapppiaaafiihhIarsi(990,990-eZ,990-n990-P)iaiya.US

thpfbaihihIrs990bfi.Apfii/ceoahifaiaaphiyaiyhbibiaay.ApfhpyiahaapiiaiaiiiIrs990iahhqhiai.

npfappifphaaiiiapfaiaiihq.Ahibpiyipiaihhsaba-oyA2002.US

Apfbaiyphibifaiaafabhba.KY

Apfbahiyphibifaiaaaizaiap.

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FuNDRAISINGApfpyihaiaha/haiabai.Akyhaiabaiibbaibiayaiaiiy(..a,bi,.). KY US

Apfhaaaahiabiaippibyahaaipaihihaqi.KY US

ApfbaaapibiiyaiifihaizaibbjiAihia,pfbabhafaiaibihpfhyahaiyaiaiiihaaia.

Apfaizaiaiiiai

hia,aa,hiaiabhaizai,iaiiiahibiii.

Apfhhaaipaaapppiapiiaiahip.Apfhayiaihaiiaiiiahahiiaiaaiabhhip.

Apfhppyaahaa,ihp,aiifihiaibaiaiqi.US

Apfhaahiiabaabpbiyizihaiabibiaaiaiifiaiyh.npfhhaaaihhipiibyh.

taiaihpbi,apfhyhiaabyaahiiiiihab.Aaaaiabiiy,aaybabihaahaizaiii.Ayhhbaaaipy.KY

Apfhhapiiipahahip,ipaaaahaiabiaa.Apfhaabiaiii-iaihabiabaiihaizaiaiippihpiii.Aiapapiyhihaizaiiapiiiqiaiappyiiihay.

npfpayaipaiaiiahhihhhihphiahpy.npfaahiiaibabfiaiaabiapphaiayhiii.npfaiihbaihhihhiaaaihaiiai,apa,i,pia.npfhapapiiaiiaiiipibiappap,apaiaiihahi.

RECOMMENDED BEST PRACTICES:Apfpyihaa,aaaaaaiiaiipai.KY US

Apfhaaipaphippaiiziaiaiiaiiibipphiihaizai.

ApfbaaiiahbaiiaihhAiaiaiiPiacehiaPiipasaaPiaPaia

haaaiipiaaibhahaizaiahhpiipaaa.

ApfaizaiiihhkyofhAyga,cPidiiibiayaiiaiiy.KY

Apfpyihahaiabiiaia(iiiaiiappiab)hiiiiha.MULTI-STATE LAW

AypiaaiaiiaibhaapfbiihhkyofhAyga,cPidiii.KY

cpaiaiipiaaahbbaapaaihii-baa.Apfhyiayiiiaaizaiiiiibhaahiaa,hiaaiipai.

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COMMuNICATIONSApfhiiyipp()hi/aahizapbiaabaii.Aiaihbaahiiaahpp().

Apfaiaiaaiabhpbiaqibyaaaa.thIarsiqihaapfaaaiabhhyayfiai(990,990eZ,990t990na1023)iaaihai.US

Iihpbi,apfhpaaaphaaiiaiaiaiiiapa.thaaphi:

apaaihaizaiii,aiiia

;apaaihiiiaaapa/i;afaiaiai,iiiapa,baahaiapaai;aaibab,aaa,ppa.

Apfhaiaiaihaaaippi,iiaapaiipaiaa,iiiziabiaaiaiaaai.maahii

aiy,iayappyhiiai.

Iaiaihbibyapiiapai,ayhaai,aypia/-aiiaiapa,aiapihbaiaii.

eaiaihbibyaaa,iaahaipa.Bai,aiapbiaibifhy

ai,paiaaaaiiii,py,pp,iaahah

18 knonProIts.org

eibai,aiaiaiaahaaizaiii,aaaiii.Iaiaiiiaia,iapyaaahaaiai.eaiaiiayaaaaii;iapbiaiaihaizai;aaihaizai.


Aaizaiaiaihahhhihhiaapiaaa,aaay

iy-pifaahaayiahiapay,aiahy.thaahbayaiiiahbpahiaiapya.

Apfhhaaayf,iiaipaiibhiaaaiaiappihaizaiphiaizaiapa.Ihbaiaaaaizaiapai;ihaaabiiyiahpbi.

Aiaipahia,aai,ya,ai,,iaaaaaiipa.

Aiaipahiaiaayibai,pbiaiaai,aiia-aiiaai.spifaiaayipia,aiiapai,hibippii,iiibiiy,iaia,a,piiiia,.eahayhbaapppiahiihaizaiahaaiab.

Apfiaipahhahaizaiiiaiiaaaiyaihhhqiai.cipfhbpiihippiiiaihhbaaaaaihaizaiaiiiaayhbipappyapypiiapai.

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Apfhpaiaaiayha:

iapaiaaajpap,i,ii,aiai;

biaihipihiiiapabaaia;aiaahia,ihaiaia-ha,bi,iyahy.

Apfhhaaipaiaiihhia,pbiaiaiiiiii.thiiiaipahiiy,pibiiiaayaaaihi:

paaiaa,aaba

b;aiaiaaaia;aiaypi&yaah;apa;piaiaqiaa;aapaiaiabhaizai(ii,ii,a,aabiaphi,hhiyhaizai,yii,.)

Apfhhaaipiyappipbiaapiii,ayiiyihpiayaizaiapp()hiahizapbia.tha

apiihphaihaizaiii.Aiaihbaahaapiipiy.

Apfhpyiaihhpfhaaahiaiaabpai.

Iaipipiya,hiaahapbibaapbi.th,apfhhahiaiiiyaaaahahiaapiiah

iaiiaaiiaiaipaiha.

12

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huMAN RESOuRCESIhpfpya,hbaihiiapai,iiy-bayaaiabf.thbahaabapiipaih

aizaihii.thbahabihpiipybf,hihayi:

hahia;ipa;ia,aiya,aaiahpaii;ahbfaaybapppia.

Apfhapapiiapp.Apyhiapyhpiiapahbiaiah.

Apfhabihpyaipiiaphaaiihappiabaabiypai,aihsaba-oyA2002.US

npfhabihaiipiypyhai:iaihip,pi,ipayaaiafiaiyi,aapaaiii.thipiyhbiaiaaybyapy.

npfappifiap

pihpipiaiaizaiapiyappiaba.Ahibpiyipiaihhsaba-oyA2002.US

Apfhpphaiapiappahpihihppiihaaa.

Apfhaayaahjbpaa,piiia,aiaia,bjiapai;ihapiaaqiab

paiiipiayai.Apfhhaayipahiypy,abyhiiaybaahip.

eiaahaiiaaiaizaia.npfaizaihiaiaqiabhapaihaaaaaiqaifiiia.npfahapyaapiaai.npfaizaihabihpifpiiapaihapapaiaahaizaiiahaapppiaiyaapaiabf.


Apfpyihaa,aaapyaihiiapyip. KYUS

Apfaibaabihaabibyabaapaiqappiypypiy.US

Apfhpyiiiiahaiabhpiihypy(paipai)aiha,aabjihaizai.

Apfhiapyiph

hiiyhiy,aapppiapai.

Apfaizaihpiaaiha,jbipiahhypqaiy.

npfhbahpy,paiayihipiiiiihabppai,pifaiaihaihiia.

npfhhaaaiaipa

py.Ihi,aaii,hhiyaiihaizai,ppiiap,iiaaapaaaaaayaapyaiipa.

Apfhaiaiapfahpy,aaapaafia/iaf.

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VOLuNTEER ENGAGEMENTnpfhipiipabahhayiaiiizpiaiabiiyhaizai,paiayihipiiiiih

abppai,pifaiaihaihiia.

vaihbaihaiaihi,ai.

Apfhaiiayiaiaaiihihayahiihi,aahaihyayhaii-aibhahaizai.eahhayahhi/hiiyaaaihiihaizai.riaiaaiii:

aaapiiaphaiaiba,iiaapii,fiaiypii,iapahyiaiiiiziaaiizi;ayhbyaaiihhpifiaphi;aaiiai/iaipapappihaihihaizaiaahappiii.

thpahbhaahhaaiiaiifpi

aahiaihihhpiiab.thhihhi/hpipifiayiapaiaa.

eiaabiiahapf.vahpaaizaiaiiziiaiii.npfaizaihiaiaqiabaapaihaaaaaiqaifiiia.Aiy-aapaabiaaizaifiy,haiyaaiahiyaaiahhaabpabaa,aaa.


Apfhpaapahaahi:

Ppaiiyhabfhaizaiiihi;abhaizai(iibab)hizhhapayiahiiiii.oaizaiaaahaizaiai.ehaabizhppa;afifiiyppaaaapa;ahaizaiiaaiabiiyaiiaa

ia.Bhaizaihahfaiappapa.rapibiii,pibiiiaaihipbaahbayiaaiaaiiapiahaaiai.

Aipiiipihbaaapiiihihaizai.thipiiipihbhaihpiaihipahbaaibaaaaia

pa.

viaiiihbaapif,ayiiyihb,hhbiahiipahaiiy.

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thpaaahhbaaaayaabfhpa,ipaiiahiaiiiiai.

npfhabihaiipiyapppiapiihaiiaihip,pi,ipayaaiafiaiyi,aapaaiii.thipiyhbiaiaaybyaapppiaiiia.

npfhapphapiihappiyaippaiihaaiaiapiaihaizaiapiyappiaba.

The above recommended practices are adapted fromtraining materials of the Points of Light Institute, promoted andsustained through the work of Volunteer Centers of Michigan.

22 knonProIts.org

thpfaizaihhaayaiaaaabiiyaiipiphaaapaaapiyiai.

thpfaizaihhaahhiiyhihpiiiiaapiiabahipa(aaiiaaiipaa).

vpahbaaay(aaaay)ihhpihhaap(apppiahapihpi).eaaihiiih,aaipaiiipa.Aiiay,iaiiypihi/hi,aphihhaia/

ah.o-i(pii)aybaaihai.

VOLuNTEER ENGAGEMENT11

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INFORMATION AND TEChNOLOGyApfhiphypai,ii:

abapih-ia,pabyiipai,aihaapi

aaibap;ai-iapaiyaaipa;fa;aaizbihapip--a,aaiaihaiipiaihpyih,piayaha;ahaaaiaaafhai;aapiyiyiapyahahiaizaiapaaybi.

Apfhaiaiaipabiiiypa.thpahihaaaaiyiapp.o-iyhiba-ppiaiaai,yaaaiaiahaa/aaiaihay(happiab).

Apfhiiapppiaiaiqip,p--a,paibphaaaaaiiyhaiabiiyahiiii.

Apfiiihyhaafiaiia,baaihapppiaihyy.Aahhaaiihyhaaahi.

npfpaaiiiyhiaiihiphyiaai.Apiyaiiiyhpih:iihiaiyb;ipiaiipaiai;aiap,ihaiybah,iyiaiiiahpaiaiapi.

Apfhiihiaphahahpiaipaiiaiyabiiyfiii.

Apfhaabiaiaaiaiihaifiaiy,ay,aay,iiy,iabiiy,-iaapia.Apfhipaapppiahyiiipifiy,fayaaayihahiiii.


Apfhhaiaiyipahapiiy,aaaaiai.thyhbapppiahizhaizai.

Apfhhaaihypahaiiaiiha-aiapaiapa.thpahiaapiaaifiaiaiaihy,aaapa.Apfhahaippaapp--a.

Apfhiapibiiyaiaiihaizaiiaiyhaab,bab;phbpiayaaahbba-p.

Apfhhahy,iya

piapiihaaaahapibhaaizaiaiaiiaha,haayiaiai,hahaiaiibapahiaiiaaaiab.Piihaafiaiaiapiay,ihapppiapiiaaa.thpiih,aaii:

iiapa;piaaipia-aii;aiaiiaiyibahizppy;iaai;a

ipabihaapp,paiiaaia(pa),ph,.

Apfhhaaipiyaiiapiiihaiiihaiifaiai,aabapp,ahiiaaipihiabiiyhyhaaiihappiabaaiybpai.thpiiaappiab,aiiaihsaba-oyA2002.US

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STRATEGIC ALLIANCEStpaaabiiyihih,apfhpyiaihhpfahahaiaiaabpai.

whapppia,apfhaihipihiiaaizaiaa,iaaaiaaiaippaaiii.

npfhabihaaaiaaaaiihabiahahiy.

whapppia,apfhaiapfhhaiaiaahai.

24 knonProIts.org

thipfpaihipihhiyaizai.saiaiaaaaypahip,aii,abai,paiiaiahaihipaaaiyppiihai,iipiyaippaiafiy.saiaiaahhapaiyiiiaaizaiahaah.npfaizaihbpaiaiaa,happpia,hpaihhhahiapabiiyahii.npfhppaiaiaiaaaiyiiaipipiai

iaaiizhaaiabhiihy.


diiaiaiaiahhahpaiipaiaizaiaipahbaaiahaizaipiiy.

Apfhayihiiaiaiaiaapaii.spia

iaihbiayfaiaaibaaihbihaizai.wiaaaqaaapapahbipa.

Apfhabaahipibyhaizaiiiiya/iaa,ayiiyiaizaipiiiiapayiaaiiaihiphaizai.

npfaaphaizaiihahiaapppiayi.

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PuBLIC POLICy AND ADVOCACyApfaipipbipaiipaiiiaia,aaapiyaihaiiihaizaiapaia.US

npfbaaab,aibhahaizai,aphibiiaiaf. US

npfiiaaaizhiiaihaaaabbyiaiii.US

Apfhiyaiaiaaihpiyiahiqhpbi,hiaizaiahpf.

Apfhhaaipbipiyaaaypafihiiaa,aahpaiiy,i,iaabaaaayapbipiy.

Iaipipiya,hiaahapbibaapbi.th,apfhhahiaiiiyaaaahahiaapiiahiaiiaiaiiaiaipaiha.

npfpayaaihaipbypiiaapbipaiipaiapih.Aiihahpbi,pfaizaihaipbipiyaaayaiiipi,aizaiaai.npfaaaiiaaiapiyaahpbiaaipbipiyaippiif.


Apfhaapbiyaaiaayabbyibhaiiia

aizaiaa,aahaahihaaahaiabpf.lbbyiaaayaiiiaaaaaa(iiiaihibbyipp).

Apfhibhh501(h)iahibaiapaafaiapibbyiihihpihaiiapppiahaizai.US

Apfhaibai,a,,ahiiaaaaaabaahaizaiahpfipbipiy.

npfaajihapiyihhiipapbipiy.

ApfhaaibbyiaiiiibjaaapiqiafaaaiypbbyiaiiiihhIarsiahcahkyliaiaeiBahehicii.KY US

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RISK MANAGEMENT

26 knonProIts.org

riiayaiyabahahaaaizaiabiiyapihiii.Aiaapapiaabaaiaaiiapiaabaahiiaih.Apfhiiyaaaiaaaiahyappyia:pp,ppy,iai.


Apfiaapahiiyiaaaiaaayaiipaaaa.thii/ceo,ijiih

faia/aiiaiaahba,hiiiaaiaapa.

thiaapahaaapiiizii-iiaiaizaiai,piiai,hiqaappahh.Apahbpaay,a.

tpia,apfhbaiapppiaiaa,iiaiabiiyaiafia.

npfhbahpy

ahayiaiiizpiaiabiiyhaizai,paiayihipiiiiihabppai,pifaiaihaihiia.

thaiaabaiapahaizaii,pfhpabiiiypaaaiaaaiy.

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EVALuATION OF RESuLTSeaaihbhaiphpfaizaipaaaiiibyipaiaaifiiaipaip.

Apfhhahiaaiihaiah,iiaaihhpfai.

Apfhaiipiaaihaiphiaiaiizaiiaipaaiaiii.

Aiihahpbi,pfaizaihaabiaiaahiiaahiahpbi.npfaaihbapppiahizapphaizaiaaaiaahbiayiphqaiyp,paaaiii.thpbihaaaipfpaaiiiaiai.npfhayapaaaiaaaahhahiaiihi.


Apfhhaf,iaaiabpipaaaiipa,paiaiiii.

Apfhayiipaihaiaiiah,bahbaaipaaiaaizaiaiaaiaphbipaapai.sahia,ba,,,iyb,paahyi.

Paiaiahhbpfia.

Paahbaii,pif,aabaapppiahizaphaizaiaii.

mahiiaiaiai,aiii,aiyip,aaaapafiyai.Iayaiqaiaiaqaiaiaa.

Apfaizaihiiizia

aaaapppiaaaib.

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The Kentucky Nonprofit Network is an association of nonprofits serving as a statewide resource for board

members, staff and other leaders; an information center on effective nonprofit organizational practices; and an

advocate for the nonprofit sector as a whole. The Network was founded in February 2002 and is an outreach

program of the Department of Community and Leadership Development at the University of Kentucky College ofAgriculture.

The Kentucky Nonprofit Network exists to serve, strengthen and support the Commonwealths nonprofit

organizations through education, networking opportunities, consulting services and information sharing.

Through quality programs and services that encourage nonprofit collaboration, effectiveness, accountability and

innovation, the Network partners with nonprofits across Kentucky to strengthen communities.

Learn more about the Kentucky Nonprofit Network, including membership, by mail at the University of Kentucky,

300 Garrigus Building, Lexington, KY 40546; by phone at (859) 257-2542; by email at emailus@kynonprofits.

org or on the web at www.kynonprofits.org.

ABOuT ThE KENTuCKy NONPROFIT NETWORK

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29/30

SuSAN BARRyceo,ciyailii

WILLIAM FARMER,

ceo,uiwayhBa,li

JOSEPh FINK, IIIP,uiiykycPhaay,li

GARy hANSENchai,dpaciy&lahipdp,uiiykycAi,li

STEVE ISAACSP,uiiykycAi,li

KAREN KELLyceo,opaiunIte,s

KIM MENKEmaaciyrai,tyammaaiky,g

GREG MuLLINSviPi&raihipmaa,PncBa,li

MIKE MuLLINSeidi,Hiassh,Hia

FOSTER OCKERMAN, JR.

gac,riHahamaa,li

KAThy PLOMINciyv,li

AL RIDERceo,nhcaeaiai,eizabh

JOhN ShASKyviPi,Pbi,ihthiBa,li

WENDELL STRODEeidi,naiacm,Big

FRAN TAyLOReidi,kaai,li

NEAL VAuGhANciyv,li

2

KENTuCKy NONPROFIT NETWORK ADVISORy COuNCIL

DANIELLE CLOREdi

ShELLEy SELLWOOD-DAVISciaicia

LyNDA MAE WILSONmbhip&ecia

KENTuCKy NONPROFIT NETWORK STAFF


30/30

Nonprofit Leadership InitiativeUniversity of Kentucky300 Garrigus Building

Lexington, KY 40546-0215

principals and practices - ky nonprofits

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