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Presenting: Board Orientation

Presenting: Board Orientation. Your Organization Date of Orientation Location of Orientation. Section 1. Overview of the Nonprofit Sector. Overview o f t he Nonprofit Sector. America’s Three Sectors Private Sector Business and industry Public Sector

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Presenting: Board Orientation

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  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 • America’s 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 nonprofitorganizations 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 Website at www.boardsource.org.

  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 (Sample) • History 1990:Founded by John Jordan. First Literacy Action Centeropened in Mayfield. 1995: Served 200 clients. Employed 4 full-time staff and 5 volunteers. 2000: Juniperville site opened. 2002: Strategic plan adopted for years 2003 - 2007. 2003: 4 sites in operation. 2005: Serves more than 1,200 clients annually. 15 full-time staff, 4 part-time staff, 30 volunteers.

  12. About the Organization (Sample) • 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

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

  15. About the Organization (Sample) • Strategic Plan • GOAL: To increase the organization’s 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.

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

  17. About the Organization (Sample) • 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

  18. Section 3 • About • the Board

  19. About the Board (Sample) • 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)

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

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

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

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

  24. About the Board (Sample) • Reading List • Bylaws • Board policies • Board biographies • Prior year’s annual audit • Budget • Annual report • Strategic plan • Case statement

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

  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 organization’s 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 organization’s welfare Duty of Obedience • Stay faithful to the organization’s 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 personalfinancial contribution • Provide names ofpotential 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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