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Presenting: Board Orientation Your Organization Date of Orientation Location of Orientation.

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Presentation on theme: "Presenting: Board Orientation Your Organization Date of Orientation Location of Orientation."— Presentation transcript:

1 Presenting: Board Orientation Your Organization Date of Orientation Location of Orientation

2 Section 1 Overview of the Nonprofit Sector

3 Overview of the Nonprofit Sector Americas Three Sectors Private Sector Business and industry Public Sector Government and public educational systems Nonprofit Sector Charitable organizations, membership associations, professional societies

4 Overview of the Nonprofit Sector Who Is the Nonprofit Sector? Homeless shelters and soup kitchens Colleges and universities Support and counseling services Hospitals and community health centers Advocacy and public education groups Membership associations Environmental and conservation groups

5 Overview of the Nonprofit Sector Who Is the Nonprofit Sector? (cont.) Performing arts and fine arts organizations Churches, temples, and mosques Credit unions Veterans and service clubs Sororities and fraternities

6 Overview of the Nonprofit Sector Types of Nonprofits Charities (Section 501(c)(3) of IRS tax code) Special Olympics, YMCA, Metropolitan Museum of Art Professional and Trade Associations (501(c)(6)) American Dental Association, AARP, National PTA National Social Welfare Organizations (501(c)(4)) NAACP, National Organization for Women, Sierra Club Social Organizations (501(c)(7)) Swimming clubs, garden clubs, alumni associations

7 Overview of the Nonprofit Sector What Is the Nonprofit Sector? Approximately 1.6 million nonprofit organizations in the U.S. In 2003, the total assets in charities totaled more than $1.76 trillion One in 12 Americans works for a nonprofit About 30 percent of Americans volunteer for nonprofits Combined contributions of $260 billion in 2005 For more information on the nonprofit sector, visit the BoardSource Web site at

8 Section 2 About the Organization

9 About the Organization Mission Your mission statement here.

10 About the Organization Vision Your vision statement here.

11 About the Organization History 1990:Founded by John Jordan. First Literacy Action Center opened in Mayfield. 1995:Served 200 clients. Employed 4 full-time staff and 5 volunteers. 2000:Juniperville site opened. 2002:Strategic plan adopted for years :4 sites in operation. 2005:Serves more than 1,200 clients annually. 15 full-time staff, 4 part-time staff, 30 volunteers. (Sample)

12 About the Organization Programs and Services Teen Literacy Now Initiative Goal: To Improve the Reading Comprehension Skills of 14 – 18 Year-Olds In 200X: 5,000 brochures distributed 200 teens received free counseling 12 teen literacy workshops conducted in 5 area high schools to more than 900 students (Sample)

13 About the Organization (Sample) Finances Sources of Income, 200X: 50% state and county grants 25% foundation grants 25% individual contributions Major Funders Include: XYZ Community Foundation The ABC Fund Current Budget: $4.5 Million

14 About the Organization Fundraising Three-Year, $4 Million Endowment Campaign Launched in 200X 60% has been raised to meet goal Fundraising Goals for 200Y Are $XX Board Members Are Required to: Purchase tickets to annual fundraising dinner each March Make a personal annual contribution Provide names of potential contributors (Sample)

15 About the Organization Strategic Plan GOAL: To increase the organizations visibility in the business community. STRATEGY: Promote literacy volunteerism among corporate employees through a targeted public education program. GOAL: To increase reading skills and comprehension levels in students ages 8 – 12. STRATEGY: Work with school districts to develop after-school reading programs for students K – 8. (Sample)

16 About the Organization Structure Literacy Action Center Senior Staff (Sample)

17 About the Organization Relationships Sites for After School Programs South View Junior High School Perrysburg Middle School Corporate Volunteer Sponsors The Daily Gazette Spring Valley Bank Main Street Booksellers (Sample)

18 Section 3 About the Board

19 About the Board Board Structure Board Officers Frank Navaro, board chair (Class of 2008) Stella Jarvis, vice chair (Class of 2006) Gretta Smith, treasurer (Class of 2006) Jeffrey Marx, secretary (Class of 2007) (Sample)

20 About the Board Board Structure Committees Executive committee, Stella Jarvis, chair Governance committee, Jan Johnson, chair Finance committee, Charlie Preston, chair (Sample)

21 About the Board Board Structure Task Forces Annual fundraising dinner, Jeffrey Marx, chair CEO selection, Gretta Smith, chair (Sample)

22 About the Board Board Operations Board Composition and Recruitment 15 board members Three-year terms Two consecutive term maximum service Governance committee leads recruitment and nominating process (Sample)

23 About the Board Board Consultants Legal counsel, Peter Nunez, Esq. Auditor, Valerie Lourdes, CPA Fundraising consultant, Jane Sofas, CFRE Investment manager, Sylvia Grant (Sample)

24 About the Board Reading List Bylaws Board policies Board biographies Prior years annual audit Budget Annual report Strategic plan Case statement (Sample)

25 About the Board Board Calendar Board meetings / dates Fundraising events / dates Chief executive performance evaluation / date Annual retreat / date Annual audit / date (Sample)

26 Section 4 Board Roles and Responsibilities

27 Board Roles and Responsibilities Board Function Organizational Governance Authority Accountability

28 Board Roles and Responsibilities Key Roles of the Board Set Organizational Direction Provide Oversight Ensure Necessary Resources

29 Board Roles and Responsibilities Board Role Set Organizational Direction Responsibilities: Participate in regular strategic planning (every three years) Determine organizations mission Set the vision for the future Establish organizational values Set major goals and develop strategies Approve operational or annual plans

30 Board Roles and Responsibilities Board Role Ensure Necessary Resources Responsibilities: Hire capable executive leadership Ensure adequate financial resources Promote positive public image Ensure the presence of a capable and responsible board

31 Board Roles and Responsibilities Board Role Provide Oversight Responsibilities: Oversee financial management Minimize exposure to risk Measure progress on strategic plan Monitor and evaluate programs and services Provide legal and moral oversight Evaluate the chief executive (annually) Evaluate itself (every two to three years)

32 Board Roles and Responsibilities Individual Board Member Responsibilities Act in Accordance With Legal Standards Duty of Care Stay informed and ask questions Duty of Loyalty Show undivided allegiance to organizations welfare Duty of Obedience Stay faithful to the organizations mission

33 Board Roles and Responsibilities Individual Board Member Responsibilities Participate in the governance of the organization Work on committees and task forces Volunteer services to the organization outside of their board work Serve as ambassadors to the community

34 Board Roles and Responsibilities Individual Board Member Responsibilities Participate in Fundraising Activities Make a personal financial contribution Provide names of potential donors Visit funders Write thank-you notes Attend fundraising events Act as a resource to director of development and chief executive


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