Nonprofit Counsel Podcast

Welcome to the Nonprofit Counsel Podcast, your go-to source for expert insights and practical advice on all things related to starting and leading a nonprofit organization. If you're looking to start your own nonprofit organization, gain tax-exempt status, manage your board, communicate your purpose or fundraise for your cause, this podcast is the perfect resource for you. Hosted by May Harris, Esq., MA, founder of FPLG and an experienced nonprofit professional, each episode of the Nonprofit Counsel Podcast offers valuable tips, tools, and strategies to help you navigate the complex world of nonprofit management. May's deep knowledge and expertise in nonprofit law, financial management, and consulting make her the ideal guide for anyone looking to be involved with a successful nonprofit organization. So, whether you're a seasoned nonprofit leader or just starting out, join us on the Nonprofit Counsel Podcast and discover how to shortcut the learning curve and achieve your nonprofit goals. We've got you covered. Subscribe now and start making a difference in your community today! “The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.’ These words frame my work, and they define my actions." -Ralph Waldo Emerson About the Host: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients missions, visions, and values. She specializes in nonprofit & tax exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah, before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization, and then found herself serving as director of its board. With her legal expertise and newfound knowledge on nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Masters of Nonprofit Leadership and Management from the University of San Diego. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States. LinkedIn- https://www.linkedin.com/company/nonprofit-counsel/ Instagram -https://www.instagram.com/nonprofitcounsel/ https://www.nonprofitcounsel.com https://www.fplglaw.com

Ep 26 - Asking the Tough Questions 09/17/2024

Ep 26 - Asking the Tough Questions In this episode, we’re joined by Ryan Ponsford, co-founder of Gateway for Good and founder of Main Street Philanthropy. Ryan shares his journey from board member to philanthropy advocate, discussing the importance of asking tough questions and bringing various skills to the table as a board member. He dives into the origins of Main Street Philanthropy, which aims to prevent family disputes over wealth by teaching the next generation the value of giving. Through compelling stories, including his work with competing gang members and wealthy families, Ryan highlights the transformative power of philanthropy to foster vision, trust, and communication. He believes in the profound impact of giving and urges us all to start small, as kindness and empathy will follow. IN THIS EPISODE: [1:38] Ryan shares how he became a board member and why he began asking unpopular questions [6:11] Discussion of the role of a board member and how different boards want a variety of skills brought to the table [10:58] Ryan describes the genesis of Main Street Philanthropy to keep families together and not fighting each other when wealth was passed from generation to generation and his friend who was working with troubled teens [14:47] How an unexpected conversation can change everything, and Ryan describes his “oh crap” moment and how putting together competing gang members could work together for the good of others [17:42 Ryan talks about the incredible power of giving and breaks down the word philanthropy and how it spread around the country [25:14] Ryan’s day job is owning a wealth management firm to help families, and he gives an example of working with a wealthy family [31:23] Discussion around the critical question of what matters to you and how we can connect on that goes beyond money and how feelings follow actions KEY TAKEAWAYS: Board members should be engaged and ask questions. If something doesn’t feel right or sound right, it should be challenged. Main Street Philanthropy’s goal is to keep kids from fighting when wealth is transferred from one generation to the next. Main Street teaches giving and investing in something bigger than yourself. The philanthropic process can teach vision, financial literacy, trust and communication, and the world would be better. RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients' missions, visions, and values. She specializes in nonprofit and tax-exempt organizations, social enterprise and business law, estate planning and charitable giving. GUEST BIOGRAPHY: Ryan Ponsford My experience and credentials come from 20 years in the financial industry, both at an institutional and private level. Individuals, advisors, and families bring me into their lives to bring clarity and simplicity to complex challenges, often involving their businesses, wealth transition, giving greater impact, or providing a unique perspective on reducing risk. I've worked with families worth several hundred million dollars and those just starting their earning years. I engage business leaders to create giving programs for their companies and employees to experience the joys of giving purposefully. I've designed and launched multiple companies, some that have worked, many that have failed miserably. In each endeavor, I learn, grow, and better understand the power of giving and service. And what have I learned? We're all just people trying to do the right things for the right reasons. We all wake up with fears and insecurities, opportunities and challenges. We're all trying to find a tribe to connect with to enjoy this experience called life more fully. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/33017052

Ep 25 - Program Development in Social Service Nonprofits 08/27/2024

Ep 25 - Program Development in Social Service Nonprofits Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq.. In today's episode, we are honored to feature Tania Marino, a dedicated leader at Gather, a food pantry serving over 10,000 people in Portsmouth, New Hampshire. Tania spearheads Gather's innovative culinary programs, which address the pressing issue of food shortages and the challenge of providing nutritious meals to those who cannot afford them. Gather's impact extends beyond the traditional pantry, with a mobile unit, innovative programs, and market reaching even more people in need. Tania shares her journey in this inspiring conversation, the incredible work done through the Seacoast Waste Not coalition, and the powerful relationships that have fueled their success. From feeding children to supporting older adults, Gather's story is a testament to the power of community and perseverance. IN THIS EPISODE: [0:49] May describes how she and Tania know each other and their mutual connection to the USA rugby program [2:00] Tania shares how she became involved with the women’s rugby team, and she points out they had the only female coach at the Paris Olympic games [5:40] Gather was founded over 200 years ago in New Hampshire. Tania describes the food shortage problem and how they aim to meet the needs [13:36] It takes three kitchens where food is repurposed, which are run by staff, but volunteers are a necessity, and she explains how the Seacoast Waste Not coalition works [16:47] Tania reflects that much of their success is through relationship building, and she states when there are naysayers, you should never give up [21:56] Tania shares her journey in becoming involved with Gather KEY TAKEAWAYS: Through the Seacoast Waste Not coalition, food is gathered from a number of sources that will throw out food at the end of the day. Now Gather distributes food that would have otherwise been wasted. Gather serves 7,500 meals daily, and 93% of those meals are donated food. Gather is supported by volunteers who give their time and energy to feed the hungry nutritious meals. RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients' missions, visions, and values. She specializes in nonprofit and tax-exempt organizations, social enterprise and business law, estate planning and charitable giving. GUEST BIOGRAPHY: Tania leads Gather’s culinary programs: Cooking 4 Community (C4C), the Gather Café at Great Bay Community College, Gather Café catering, and the UNH Project. She joined the Gather team in 2019 after volunteering in the cooking program for two years. She studied economics at the University of Auckland and worked globally in international finance as a financial analyst and currency trader before transitioning to the nonprofit sector as a board member and direct service volunteer. Growing up on a farm in New Zealand, food has always been central to Tania’s life. She has always been interested in food sustainability around the world, and her passion for entertaining fuels her desire to create delicious and nutritious meals that support the environment and reduce food insecurity. Outside of work, Tania enjoys playing and coaching tennis, scuba diving, having fun with family and friends, and following the sunshine to faraway spots! /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/32737277

Ep 24 - Nonprofits, Podcasts, and Partnership 08/13/2024

Ep 24 - Nonprofits, Podcasts, and Partnership Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq.. In today's episode, we are honored to feature Traci DeForge, the founder of Produce Your Podcast and Co-Founder of The Podcast Professionals Association. Traci shares the mission of Produce Your Podcast, the producer of The Nonprofit Counsel podcast, and discusses the inspiration behind co-founding The Podcast Professionals Association. The conversation delves into the importance of hiring a professional to guide you through the steps of starting a nonprofit correctly, explores the differences between a 501(c)(3) and a 501(c)(6), and provides insights on compensating founders. This episode is packed with valuable information for anyone looking to start a nonprofit or those working in the nonprofit sector with questions. IN THIS EPISODE: [1:16] Traci discusses the goals of Produce Your Podcast, starting the nonprofit Podcast Professionals Association and discussion of the launch of May’s book last August, How To Start A Nonprofit That Will Change The World [8:41] Discussion of the differences between 501C3 and 501C6 [15:40] Traci shares her business journeys and being intimidated by the various regulations of starting a nonprofit, and May shares that respect for the rules is required [21:04] Traci discusses how May assisted her in setting up the Podcast Professionals Association nonprofit and discussion the compensation founders [30:04] Details of determining compensation for co-founders [36:36] Discussion of who will benefit from May’s book and the audio version coming out in August, and Traci highly recommends listeners purchase May’s book from Amazon and download the audio version KEY TAKEAWAYS: If you want to start a non-profit, contact a professional who can help you navigate the steps to avoid future penalties. Most people are only aware of the designation of a 501C3. However, there are other designations a nonprofit can take. A professional can help you make those decisions. To begin a nonprofit, one must have a healthy respect for the regulations and the IRS. This isn’t a fear; it’s learning and respecting the rules. RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Traci is recognized as an international podcast expert, sought-after speaker, and media contributor featured on ABC, CBS, NBC, CNN, CTV, Fortune.com, and American Express Open. She co-hosts Ask Brien Radio Show on KHTS AM & FM, Los Angeles, CA. Produce Your Podcast was named by Media & Entertainment Business Review as a Top 10 Podcasting Services Provider 2024. Her 30-year professional career reflects a unique combination of Award Winning Mixed Media Production, Business Consulting, and Broadcast Radio Expertise. This powerful combination led to the founding of Produce Your Podcast, a premier podcast consulting & production agency providing a comprehensive, full-service, high-quality solution to incorporating podcasting into B2B and B2C clients' overall digital marketing strategy. She is the creator of PodHive, an online community for business growth-focused podcasters, The Podcast Management Academy, the industry's only certification program for Podcast Managers & Co-Founder of The Podcast Professionals Association. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/32384207

Ep 23 - Chief Marketing Officers (CMOs) and Nonprofits 07/30/2024

Ep 23 - Chief Marketing Officers (CMOs) and Nonprofits Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq. In today's episode, we're honored to feature Jules Taggart, the visionary founder and CEO of Wayward Kind. This creative agency specializes in empowering nonprofits through impactful storytelling and strategic branding, assisting their clients on the path to strategic success. They offer various services, including brand development, digital marketing, content creation, and consulting, all geared toward helping clients connect authentically with their audience. Wayward Kind's approach combines creativity with data-driven insights, ensuring that their clients stand out in the market and build meaningful relationships with their donors and clients. Their commitment to innovation and collaboration makes them a trusted partner for those looking to elevate their presence and make a lasting impact. IN THIS EPISODE: [1:17] Jules describes her path to serving the nonprofit sector in developing market strategies [3:28] Many nonprofits don’t know how or where to market, and a discussion of meeting donors where they are [8:26] Jules suggests how to market strategically and the importance of storytelling [14:01] Discussion of different marketing strategies for various audiences and Jules shares advice on how to start a marketing campaign [19:12] Strategies to engage board members and the importance of involving your stakeholders KEY TAKEAWAYS: [4:09] Social media is a source nonprofits should be using to reach more donors and clients [4:51] Nonprofits who are not having success marketing their mission may falter, not knowing which way to go, and in the meantime, they waste time and resources [10:19] Good copywriting is necessary to tell a good story. RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Jules Taggart is the founder and CEO of Wayward Kind, a digital marketing collective certified by B Corp. She and her team of senior-level marketing experts work to bring greater visibility to purpose-driven organizations addressing complex social, environmental and community justice issues. Jules is a human-centered marketing strategist and fractional CMO. She believes intelligent business growth is fueled by forging deeper connections and creating more meaningful experiences online. Jules has an undergraduate degree in Communications from the University of Missouri—Columbia and a Master's Degree in Business Administration from the University of Missouri—Kansas City. She is an active member of We The Change, Entrepreneurs Organization and Rotary International member. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/32331327

Ep 22 - Building an Individual Giving Program from Scratch 05/21/2024

Ep 22 - Building an Individual Giving Program from Scratch Welcome to The Nonprofit Counsel podcast, hosted by May Harris, Esq.. In today's episode, we're delighted to visit with the remarkable Kelly McLaughlin. Kelly has consistently made waves in the nonprofit world, from fundraising with bake sales when she was just five years old to becoming a seasoned professional fundraiser. As the visionary behind “From Scratch Fundraising,” Kelly possesses a unique expertise in guiding nonprofits of all sizes toward sustainable success. Her knack for crafting, building, and scaling individual giving systems alleviates burnout and empowers organizations to maximize their impact. Join May and Kelly as they delve into the keys to nonprofit fundraising success. Kelly shares invaluable tips and tricks from her extensive experience, providing listeners with actionable insights to propel their organizations forward. IN THIS EPISODE: [1:22] Kelly shares her background of fundraising since the age of five [5:58] No fear in asking for money is the key to success [8:24] Kelly’s advice for new organizations regarding fundraising [14:19] Everyone is not your ideal donor, and every social media outlet is not for you [17:30] Discussion about the longevity of a fundraiser and the expectations required of them [26:59] Kelly discusses keeping everything mission centered KEY TAKEAWAYS: [7:09] Inviting donors to give invites them to participate in something extraordinary. If they say no, it’s their loss because they don’t get to be a part of an incredible impact. [9:41] Nonprofit fundraising needs to be specific to your goals. Don’t give away tote bags or do events just because another nonprofit does that. [19:12] Executive Directors must treat their fundraiser as a partner to have a successful team. RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Kelly McLaughlin is a dynamic creator, engaging speaker, systems architect, and passionate nonprofit advocate. With a love for crafting the perfect recipe for success, she excels in assembling the essential ingredients to make your individual giving program not just efficient but downright delightful. Kelly started fundraising as a five-year-old, changing the world one bake sale at a time, and has been a professional fundraiser since 2009. Creator of the Framework for Fundraising Sustainability, Kelly excels in guiding nonprofits through crafting, building, and scaling individual giving systems that not only banish burnout but also empower clients to create a more substantial impact. Kelly has a B.A. in Spanish (Literature) and International Studies (Political Communications) and an M.A. in Social Justice and Human Rights, with a concentration in Nonprofit Management. She's scaled an individual giving program from $300k to $1m in annual revenue in just four years and she ran a capital campaign for a brand-new nonprofit that raised $250k in six months. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/31386437

Ep. 21 - How Nonprofits are Using AI 05/07/2024

Ep. 21 - How Nonprofits are Using AI In this episode of the Nonprofit Podcast, May Harris, Esq. visits with Kate Azar from PNC Institutional Management. Kate emphasizes the importance of nonprofits’ investment strategy, particularly when managing endowments. She stresses that seeking professional advice is crucial in this regard. While endowments can benefit nonprofits, Kate highlights that they may not suit every organization. The discussion delves into the advantages and disadvantages of nonprofits integrating AI into their operations. It explores how AI can enhance efficiency, streamline processes, and improve nonprofit decision-making. However, it also addresses concerns such as data privacy, inaccurate data, and ethical implications of AI implementation. May and Kate touch upon the aging of nonprofit board members and the necessity of succession planning. They underscore the importance of grooming future leaders within the organization to ensure continuity and effective governance. This discussion offers insights and practical advice for nonprofits navigating challenges and opportunities in the nonprofit sector. IN THIS EPISODE: [1:07] Kate shares her responsibilities at PNC Institutional Assessment Management [2:21] Kate explains what she recommends to nonprofits starting an investment strategy [4:23] Should your nonprofit do an endowment, and should investments align with the values of the nonprofit [7:13] Kate states what a board should keep in mind regarding funding, investment accounts and endowments and reviewing policies [13:16] Kate and May discuss AI and its impact on nonprofits and policies regulating AI [23:44] Kate discusses the future of nonprofits, how board members are aging out and the need for succession planning KEY TAKEAWAYS: Endowments can be powerful tools for a nonprofit, but they are only suitable for some organizations. Nonprofits should stand ready with an answer if they have endowments as to why they should be fundraising. Knowing where the donations are coming from is essential. Donors may have intentions and restrictions tied to the donation, and the IRS may also restrict how funds are invested and spent. RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Kate Azar is a director of a nonprofit strategy for the west region of PNC Institutional Asset Management and a member of its Endowment and Foundation National Practice Group. Using her knowledge of the nonprofit sector, she works with clients in various areas, including investments, governance and operational best practices, distribution strategies and philanthropic planning. For 17 years, Kate has worked with nonprofits, companies, governments and universities on board governance, finance, fundraising, advocacy, communications, board and staff training, and strategic planning. She has worked with The California Endowment, Disney, ESPN, Maria Shriver, and the British Royal Family. Kate served as CEO of the Long Beach Public Library Foundation, Director of Community Investment at the Boys & Girls Club of Laguna Beach, and Chief of Staff at an early-stage social enterprise. As a Chartered Sustainable Responsible Investment Counselor, Kate is trained to consider environmental, social, and governance factors in various investment strategies. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/31064438

Ep. 20 - Public Policy & Nonprofits 04/23/2024

Ep. 20 - Public Policy & Nonprofits May Harris, Esq. is honored to have Geoff Green, CEO of the California Association of Nonprofits, join us for the 20th episode of The Nonprofit Counsel Podcast! Geoff shares his insightful predictions for the future of nonprofits in California, shedding light on the opportunities and challenges ahead. He delves into the intricacies of Assembly Bill 590 and the crucial task of removing barriers that hinder the sector's growth and impact. Geoff points out that the collective voice of their extensive email list, comprising 60,000 passionate individuals, can drive legislative change. He provides valuable insights into the Johnson Amendment, elucidating its significance for nonprofits and the broader landscape of advocacy and activism. IN THIS EPISODE: [1:19 May introduces Geoff Green, the newly appointed CEO of the California Association of Nonprofits [3:23] Geoff’s background offers a 360-degree view of the nonprofit sector from various perspectives [7:03] May points out that the entire sector’s name is counterintuitive [10:03] Geoff predicts what he sees in the future for nonprofits in California. A discussion of assembly Bill 590 and removing other barriers [16:04] Geoff talks about minimum wages in California, and he discusses how their email list of 60,000 people can move legislation [21:30] Geoff explains the Johnson Amendment [25:27] Geoff leaves the listening audience with a final message and invites anyone to become a member of the California Association of Nonprofits KEY TAKEAWAYS: [2:31] The California Association of Nonprofits was created 40 years ago because nonprofits faced challenges obtaining insurance coverage. It currently advocates for the sector, primarily at the state and occasionally at the federal level. [3:36] Geoff is uniquely qualified to serve as CEO of the California Association of Nonprofits because of his diversified background in the sector. [10:14] For the last 18 months, the focus has been improving the relationship between public agencies and governments to make the state a better partner to the nonprofit sector. RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Geoff Green has been the CEO of the California Association of Nonprofits (CalNonprofits) since January 1, 2024. He previously volunteered on the organization’s Policy Committee and Board of Directors. For the prior nine years, Geoff led California’s largest community college foundation (the SBCC Foundation), where he created the SBCC Promise, one of the nation’s leading college promise initiatives. The SBCC Promise uses exclusively privately raised funds to cover two years of college expenses for all recent local high school graduates. Growing up in the San Francisco Bay Area, Geoff came to Santa Barbara in 1990 to attend UCSB. In 1997, he joined the Fund for Santa Barbara, serving as Executive Director from 2003 to 2015. As an activist-led community foundation, the Fund was a resource, convener, and funder for various innovative community organizations. It launched the Social Justice Award for Documentary Film and the Youth Making Change program. Geoff’s previous experience includes ten years of public affairs radio programming, electoral campaign organizing, and as a National Park Ranger. He also consults professionally. As a volunteer auctioneer, he has raised over $6 million for more than 60 nonprofit organizations and frequently emcees events, moderates panels, and facilitates discussions on community issues. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/30896848

Ep. 19 - Mission Matters 04/09/2024

Ep. 19 - Mission Matters Dr. Crystal Trull, the head of CT Consulting, a company that offers expert guidance to nonprofit entities for their long-term viability, meets with May Harris, Esq. to discuss crucial topics relevant to anyone engaged with nonprofits. Crystal delves into the array of resources accessible to nonprofits and explores the intricate dynamics of board membership, emphasizing the crucial interplay between board members and the CEO. Additionally, they delve into the often underutilized roles within nonprofits, addressing duties and responsibilities. This episode is packed with valuable insights nonprofit leaders would find indispensable. IN THIS EPISODE: [0:47] May introduces Crystal [4:42] Crystal shares why she pursued her Ph.D [7:12] Discussion of different resources coming from academia [7:53] Crystal expands on why nonprofits come to her firm [11:29] Crystal shares some tips she gives nonprofits [14:10] Crystal talks about bringing on new board members and bringing different identities to the board that meet your mission [20:34] Discussion regarding a high-functioning board and a positive relationship with their CEO [24:14] Discussion regarding the underutilized position of a vice-chair and final advice is for board members to take themselves out of the equation and focus on the mission. KEY TAKEAWAYS: A person in leadership doesn’t need to have a Ph.D.,but that knowledge gave Crystal more tools as she worked with various nonprofits. Nonprofits seek agencies’ help because they realize they need it. Running a nonprofit isn’t as easy as one would think. Knowing your mission is vital to staying on track while operating a nonprofit RESOURCES: BIOGRAPHIES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Dr. Crystal Trull is the Principal of CT Consulting, a consulting firm that provides leadership and expertise while engaging nonprofit organizations to ensure sustainability. With more than 20 years of experience as a nonprofit professional with experience in all aspects of leading, managing, and development, Crystal combines her academic and practitioner skills to provide solutions for small and large nonprofit organizations. Her clients range from all-volunteer run to large organizations in the fields of arts and culture, social services, community development, academia, faith-based, and civic engagement. Dr. Trull is also a lecturer in the Master of Nonprofit Leadership and Management program and the Master of Global Position and Strategy Graduate program at the University of California, San Diego. She teaches courses on nonprofit management, leadership, and governance. Trull received her Ph.D. in Leadership Studies at the University of San Diego. Her research focuses on nonprofit organizations and philanthropy, specifically nonprofit governance, regulation, and social enterprise earned income programs. Crystal is active in her community, having served on numerous nonprofit boards as Board Chair, Vice Chair, Parliamentarian, Member, and Committee Chair and Member. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/30696088

Ep. 18 - Social Enterprise 03/26/2024

Ep. 18 - Social Enterprise Calling all changemakers! Are you looking for inspiration to tackle the world's toughest challenges? That’s precisely what Paula Cordeiro, EdD. has exemplified throughout her professional journey. Join Paula and May Harris, Esq., as they delve into the exciting world of social entrepreneurship and global philanthropy. Gain insights on how your nonprofit can collaborate with similar-minded businesses, focusing on instigating social transformation within your local sphere. Discover how everyday people are making a real difference and learn about a Global Seminar scheduled in 2025 designed to bring entrepreneurs and co-ops together to make a difference in their communities! IN THIS EPISODE: [1:21] Paula shares her professional background and explains social entrepreneurship and how different sectors are coming together to create a social enterprise [6:38] Discussion of global entrepreneurship and the commitment to prioritize social good or profits [7:26] Discussion of philanthropic endeavors and how they can make an even larger social impact [16;12] Nonprofits are becoming more collaborative and working with corporations that are already invested in the community [18:36] Paula gives examples of people who will only work for businesses that are socially conscience and discussion of purchasing fair trade items [22:3] The Global Seminar in 2025 will be held in three different locations to inform attendees about the opportunities that exist that will create wealth for local co-ops in impoverished countries KEY TAKEAWAYS: [3:02] Social entrepreneurship can best be illustrated by the Girl Scouts, who sell cookies and earn income while making a social impact. [6:33] Organizations like Ashoka, Skoll Foundation, Newman's Own, and Ben & Jerry's exemplify global social entrepreneurship. Their structure prioritizes social good over maximizing profits. [11:14] Philanthropic endeavors create social and community good; board and staff members need even more exposure to the foundation world to invest better. RESOURCES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Paula Cordeiro is the Dammeyer Distinguished Professor of Global Leadership and Education in the Kroc School of Peace Studies at the University of San Diego (USD). From 1998-2015 she served as dean of USD’s School of Leadership and Education Sciences. Afterward, she spent nearly five years working internationally as the VP of Education for Edify, an international micro-finance social enterprise. Paula has served on various civic and philanthropic boards, including the James Irvine Foundation, the USS Midway Museum, the New Bedford Whaling Museum (MA), and the Community Technical Assistance Center (MA). She chaired the boards of the San Diego Council on Literacy the University Council for Educational Administration, and currently sits on the boards of the Conrad Prebys Foundation and Building Engineering and Science Talent (Washington DC). Paula was appointed by Governor Schwarzenegger to serve on the Board of the California Commission on Teacher Credentialing. Before becoming a professor, Paula was a teacher, principal, and director of international schools in Venezuela and Spain. She is the author of three books and numerous articles. Paula teaches social entrepreneurship and impact evaluation. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/30438653

Ep. 17 - Making Strategic Plans Work for Nonprofits 03/12/2024

Ep. 17 - Making Strategic Plans Work for Nonprofits Andrea Ortega, the Founder and CEO of Palante Nonprofits, has structured her company to aid nonprofit organizations with strategic planning, offering implementation guidance and customized training programs in English and Spanish. In a conversation with May Harris, Esq., MA, Andrea will explore various topics, including transitioning grassroots nonprofits into scalable entities. Maintaining a strategic plan that is both visionary and realistic is of utmost importance. The efficacy of your nonprofit's strategy can be assessed by the data collected to support it, indicating whether your goals have been achieved. With advancements in technology, there are now tools available to assist nonprofits. AI can even aid in crafting strategic plans, while Google provides tools to keep your team updated in real time. Stay tuned for this timely and crucial information pertinent to your nonprofit endeavors. IN THIS EPISODE: [1:23] Andrea shares how she came to the nonprofit space and who her clients are [4:49] Discussion of how to scale a grassroots nonprofit [7:26] Andrea discussed how she begins to work with clients [11:27] Discussion of using AI to assist in writing a strategic plan but also knowing how to collect and use data [13:32] Obstacles that Andrea sees as she advises Boards and discussion of the timelines for strategic plans [20:49] Using Google tools is a way for a team to view the dashboard and decide what data to collect [24:51] Training should be a part of your organizational culture, and sharing documents and ideas with other nonprofits is beneficial [31:39] Andrea stresses that you should make space on your meeting agenda to cover your strategic plan, and she reminds nonprofits to have a realistic vision KEY TAKEAWAYS: [2:12] Professionals working in the nonprofit space generally exist because of a personal connection or passion. [12:22] You can create a beautiful plan to present to funders, but you also need a way, by collecting data, to measure success. [13:18] Staying on a mission is critical for a nonprofit to meet its goals and objectives. Nonprofits make a mistake when they stray away from its strategic plan. RESOURCES: https://www.linkedin.com/company/palante-nonprofits-llc/ May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Andrea Ortega, MNM, CNP, is the Founder and CEO of Palante Nonprofits, LLC, a nonprofit consulting practice specializing in strategic planning, implementation guidance, and tailored training programs in English and Spanish. With a Master's degree in Nonprofit Management from the University of Central Florida, Andrea is also pursuing her Ph.D. in Public Affairs. Previously, she was the Senior Curriculum Development Manager at Resilia, designing and curating over 200 courses and building a diverse team. Andrea has extensive experience developing curriculums and teaching in the nonprofit sector, covering public and nonprofit accounting and finance, strategic alliances, and urban affairs. Committed to the nonprofit community, she enjoys volunteering and spending time with her family. She can speak on various topics, including compliance and tech for nonprofits. Andrea is a proud #Gator, #Knight, and Colombian-American. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/30255593

Ep. 16 - Finding Your People 02/27/2024

Ep. 16 - Finding Your People Trevor Blair, the founder of Blair Search Partners, joins May L. Harris, Esq., MA today on the Nonprofit Counsel podcast to discuss how to find the right people to help your nonprofit grow. Are all your preparations in order before commencing the hiring process? Where do you source your candidates from? How is your hiring process structured? Do candidates feel appreciated throughout the process, even if they're not selected? What organizational culture are you asking potential hires to leave their current positions for? Trevor answers these questions and others on today's episode. IN THIS EPISODE: [1:17] Trevor does executive searches, recruiting and workforce development for nonprofits [4:48] Trevor explains why nonprofits should consider hiring a search firm and what the costs are if they hire the wrong person [9:07] Trevor discusses the first 90 days of a new employee’s tenure and what to do if an employee doesn’t work out [13:50] Discussion of the legal steps that should take place before recruitment takes place and the difference between running ads and recruiting [17:57] Discussion of office culture and the intangibles that are important to employees and the issues of having some employees work in the office and some who work remotely [31:04] Trevor explains the human-centered design principles of hiring and managing a team KEY TAKEAWAYS: [4:37] In the past, nonprofit organizations thought they couldn't justify the expense of hiring a recruitment firm. However, they now understand the importance of doing so to secure the skilled employees necessary for their operations. [14:51] Recruiting employees differs from simply advertising a job position. [17:24] The most beneficial environment for new hires involves the opportunity for mentorship through regular face-to-face interactions with their manager. Additionally, having autonomy over their schedule is also crucial. RESOURCES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: A native of San Diego, Trevor Blair has over 20 years of experience in executive search, recruiting and workforce development. He began his career with Manpower, a global provider of recruiting and HR solutions, and was initially based in Sydney. After five years with the Australian operation, he transferred back to the US for graduate school and then rejoined Manpower in San Diego. After serving several years as a Business Development Manager, he shifted focus to building the company’s workforce development and executive search practices. During this time, Trevor worked closely with nonprofit organizations to develop training and job placement programs for underserved communities. He also helped secure public and private funding to back those programs, in addition to providing support in the areas of executive search and recruiting. In 2016, he leveraged this experience to launch a new firm, Blair Search Partners, specializing in search engagements for nonprofit and public-sector clients. Today, the firm manages 30-40 search engagements annually for clients across California and on the East Coast as well. BSP’s work spans almost every area of the sector, including philanthropy, human services, education, professional associations and the arts. Trevor’s community engagement has included numerous organizations, including his current board and committee positions with LEAD San Diego (immediate past chair), Zero8hundred (immediate past chair), and Catalyst of San Diego & Imperial Counties. Outside of career, Trevor is an avid endurance athlete, having competed in over 200 triathlons worldwide. He is a 10-time Ironman finisher and 3-time Boston Marathon finisher. He holds a BA from the University of Pennsylvania (summa cum laude) and an MBA from the University of Southern California. Trevor and his wife Megan live in the Point Loma neighborhood of San Diego with their daughter Eleanor (5) and son Julian (3). /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/30052743

Ep. 15 - Nonprofit Leadership 02/13/2024

Ep. 15 - Nonprofit Leadership Mike Gellman, the founder of High Five Career Coaching, specializes in collaborating with nonprofit executives and leaders for them to reach their full potential. In this conversation, Mike and May Harris, Esq., MA, explore the essential qualities needed for effective nonprofit leadership and discuss the available resources to support these executives. They also weigh the merits and drawbacks of transitioning from the corporate sector to nonprofit work, delving into the intriguing idea of how nonprofits, often considered competitors, can form beneficial alliances. IN THIS EPISODE: [1:19] Mike explains how he became involved in the nonprofit sector and why he founded High Five Career Coaching, which serves nonprofits [5:10] Mike reflects that nonprofits have the same types of problems to deal with as corporate entities. It is just a matter of scale. [9:50] Discussion regarding the nonprofit mastermind and advisory boards [15:55] What should an executive working in a corporate job consider before moving to a nonprofit, and what are the advantages of taking a nonprofit position [24:00] Mike discusses nonprofits dovetailing with each other and sharing resources, deciding they are not in competition but can help each other KEY TAKEAWAYS: [5:00] Nonprofits face significant challenges in determining their desired direction, employee motivation, and securing funding streams. [11:53] Having an advisory group is advantageous for a director as it provides a secure space to discuss matters they might be hesitant to share with their board. [15:42] Transitioning from a corporate role to a nonprofit position requires acknowledging that nonprofit salaries are generally lower than those in the corporate sector, and the resources available may differ from those found in the corporate world. In such a move, executives might take on a more hands-on role in various tasks. However, the upside is there is less bureaucracy, and it can be a great career accelerator with less oversight and the ability to accomplish much. RESOURCES: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: For over 20 years, Mike Gellman, Founder & CEO of High Five Career Coaching, has successfully facilitated numerous talent management and organizational development initiatives, including succession planning, high-potential leader development programs, employee engagement, team development, and organizational change efforts. With a Master’s in Industrial/Organizational Psychology, he’s also an ACC credentialed coach via the International Coach Federation and author of Pipe Dreams: 7 Pipelines of Career Success. He launched his nonprofit career in organizational development at the world-famous San Diego Zoo (now San Diego Zoo Wildlife Alliance). During that time, Mike also volunteered his efforts to create an award-winning mentorship program for the Association for Talent Development-San Diego (formerly ASTD), which recently celebrated its 21st year of successfully preparing future leaders. He subsequently served in capacity-building roles for Father Joe’s Villages and South Bay Community Services. Mike launched and managed a highly regarded Career Coaching & Development Center for SoCalGas in the corporate sector while also serving on the board of the Sempra Employee Giving Network, an employee-run nonprofit foundation. He’s currently serving as the Mentorship Program Chair for the North County Philanthropy Council. In addition to being a proud dad of a bright college junior, Jonas, Mike enjoys running, hiking, nature photography, and volunteering within his community. You often find him pulling weeds at Coastal Roots Farm and leading free Nonprofit NetWalks about town. Born and raised in Cleveland, he currently resides in Oceanside. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/29842558

Ep. 14 - Differences Between Charities and Private Foundations 01/30/2024

Ep. 14 - Differences Between Charities and Private Foundations Are you familiar with the distinctions between a public charity and a private foundation? Is fundraising permissible in states where you lack registration? When is the appropriate time to utilize a 1023 EZ Form? Danika Mendrygal, CEO and founder of Mendrygal Law firm in Dallas, Texas, joins May Harris, Esq., MA in this episode of the Nonprofit Counsel Podcast, to explore these and other critical questions that often elude nonprofit organizations and may lead them into complications. Grab a pen and paper to absorb valuable insights – don’t miss this episode. IN THIS EPISODE: [1:28] Danika explains how she started her firm and began advising nonprofits [6:27] Discussion surrounding nonprofits moving from one state to another and the ramifications of fundraising in states other than where registered [15:00] Danika outlines the differences between private foundations and public charities and the use of the 1023 EZ Form [20:45] Discussion of the IRS, completing forms properly and audits [23:00] Danika advises new foundations that are less than three years old [31:15] Danika leaves the listener with a suggestion of getting a CPA first and foremost and getting an education from the IRS website KEY TAKEAWAYS: [9:32] All states have different laws governing non-profits. When a nonprofit operates nationwide, the law firm you engage must have experts navigating those laws. [10:18] Nonprofits should analyze where they are fundraising and transacting business because they are subjecting themselves to jurisdiction in that state. [15:18] There is a big difference between a public charity and a private foundation, and 501c3 needs to be aware of those differences as they begin to organize. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Danika Mendrygall Danika Mendrygall founded Mendrygal Law to build a law firm devoted exclusively to serving nonprofit and tax-exempt clients. Danika guides clients through the many complexities of establishing, growing and managing a tax-exempt organization. She provides counsel, advice and representation in taxation, corporate governance and compliance issues. Before launching Mendrygal Law in 2015, Danika spent 12 years at a nationally recognized firm. This big firm background elevates her practice, allowing Danika to handle the most sophisticated matters for clients. Nonprofit organizations are subject to a highly complex series of regulations and requirements that impact all areas of operation. Danika has the detailed knowledge needed to put all the pieces together and meet the full range of legal, tax and compliance needs of her clients. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/29653558

Ep. 13 - The Form 990 01/16/2024

Ep. 13 - The Form 990 Genevra Williams, an attorney practicing at Mendrygal Law in Dallas, Texas, specializing solely in representing tax-exempt organizations, joins May Harris to explore the Form 990 and its different iterations. May underscores the distinction that while all tax-exempt organizations are nonprofit, not all nonprofits enjoy tax-exempt status. The conversation will delve into the consequences of nonprofit organizations using an incorrect reporting tool. This episode aims to guide listeners in determining whether they can manage these forms independently or if seeking legal assistance is necessary. IN THIS EPISODE: [1:14] Genevra discusses how she came to practice nonprofit law and why she is an advocate of the Form 990 [6:53] Genevra explains what she can learn from the Form 990 [12:26] Genevra and May discuss Schedule 0 [15:37] Genevra discusses two other policies she loves [18:53] The 990N and how to avoid issues in the future and other forms necessary to the IRS [25:53] Genevra mentions churches and other religious organizations' filings KEY TAKEAWAYS: [5:39] The Form 990 provides substantial information about a client or potential client. [8:11] There are dead giveaways on Form 990 that Genevra uses to make recommendations to her clients on whether they should donate to a particular nonprofit. [15:18] You should have a conflict of interest policy everyone understands, particularly regarding gift acceptance. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Genevra Williams Genevra brings an insider’s perspective to her client’s issues. Prior to entering private practice, she was the sole in-house attorney for a prominent community foundation in Dallas, Texas, where she managed all issues related to legal compliance, board governance, and risk management. While in this role, she trained in-house staff, worked with ultra-high-net-worth donors, and consulted internal stakeholders on development and planned giving topics. Genevra’s law practice focuses exclusively on the representation of tax-exempt organizations on a wide range of matters, including governance, tax compliance, endowments, executive compensation, complex gifts, fiscal sponsorship structures, intellectual property issues, and employment matters. She has counseled private foundations, public charities, supporting organizations, community foundations, churches, and other religious organizations on a wide range of issues. Genevra has been selected to the Texas Super Lawyers list (2022) and The Best Lawyers in America® for Non-profit / Charities Law (2024). /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/29463128

Ep. 12 - Serving as a Nonprofit Board Member 01/02/2024

Ep. 12 - Serving as a Nonprofit Board Member Is your nonprofit progressing toward achieving its mission? Is it ensuring long-term sustainability? Our host May Harris discusses these crucial matters with David J. O’Brien and Matthew D. Craig, coauthors of "Building Smart Nonprofits, a Roadmap to Mission Success." The conversation delves into key insights about potential challenges in nonprofit operations and highlights success stories. One contentious topic explored is whether it is beneficial or detrimental for a budding nonprofit to host a Gala. Tune into this episode of Nonprofit Counsel to get the answers to your questions about serving as a nonprofit board member. IN THIS EPISODE: [1:37] David tells why he wrote the book Building Smart Nonprofits, a Roadmap for Mission Success. [7:21] What is Sustainability? Longevity and the impact together comprise sustainability. [18:13] Using universities as an example of monetizing intellectual property plus other samples of doing nonprofits correctly, and what is the key to sustainability [33:22] The importance of telling the story with data to back it up and matching money to mission [37:42] A mistake of a marketing campaign and spending on overhead [42:25] Advice from David and Matt to listeners KEY TAKEAWAYS: [8:55] Nonprofits should not be run by MBAs who don’t understand that nonprofits operate differently than the corporate world. [9:38] You should not run an organization on which people’s lives depend by having a short-term funding model. [16:47] Nonprofits should put operating and overhead line items in their proposals RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: David - David J. O’Brien enjoyed a career in the for-profit sector over a span of 45 years, with broad-based experience in multi-industry corporate development, finance, and management of organizations ranging from Fortune 500 conglomerates to startups. David has served as Board Chair, Committee Chair, and Director/Trustee of numerous nonprofits in diverse fields, including education, international health NGOs, social services, and the arts. He resides in rural San Diego County with his wife, Dr. Paula Cordeiro, and when not active in the nonprofit community, enjoys sailing Colibi, his 60-year sloop, cooking, oil painting, and accompanying Paula on her travels working with NGOs in Africa, & Central/South America. Matthew - Matthew D. Craig is vice president and senior relationship manager with JPMorgan Chase, specializing in providing a broad range of services to governments and nonprofit organizations. With over twenty years of experience in the financial sector, he has held positions in credit underwriting, commercial and small business banking, and private wealth management. Throughout his academic and professional careers, Matt has been an active volunteer and advocate for myriad social organizations. He is a philomath, teacher, traveler, and mediocre beach volleyball player. Matt currently lives in Escondido, California, with his wife Courtney and their twins, Kerrigan and Landry. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/29263438

Ep. 11 - Nonprofit Finances 12/19/2023

Ep. 11 - Nonprofit Finances Rick Dahlseid, who serves on the Executive Management Team of PBO Advisory Group leading the Nonprofit Division, presents an interesting acronym to our host May Harris that he shares when teaching nonprofit financial management courses at UCSD. He refers to an acronym called M.A.R.L.I.N. The idea is that it is beneficial for nonprofit boards to have specific individuals on their board, starting with “M,” a Marketing Professional. Rick takes us through the initials, touching on all the pieces that make a board successful. May and Rick also share their thoughts on volunteering in the community and assisting nonprofit organizations. IN THIS EPISODE: [1:11] Rick shares his background in the nonprofit sector [2:24] Rick explains that he teaches classes at the University of San Diego and the University of California at San Diego [4:28] Rick discusses when a nonprofit should engage a fractional CFO [5:52] Rick tells how a PBO serves nonprofits and other entities [7:28] Rick shares some details of the boards he has served on and describes the acronym he uses to cover board membership [11:55] Rick encourages listeners to volunteer in ways to give back to the community and nonprofits KEY TAKEAWAYS: [2:24] The University of San Diego offers a certificate program in their nonprofit institute. [3:33] There can be a fractional CFO in a nonprofit organization. [4:28] When a nonprofit in California exceeds 2 million dollars, it must have an audit. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: A Certified Public Accountant with a master's degree in Taxation, Rick is a financial expert by training and trade. His lead-servant perspective and warm personality give him an advantage in perfecting corporate vision and financial operations to ensure operational efficiencies. Rick enjoys sharing his ideation strength to plan and introduce enhanced operational and cost control initiatives to drive greater social awareness and mission impact. Rick has served as a leader, mentor, trusted advisor, and proponent of positive, productive organizational change in many types and sizes of organizations. Rick has unique expertise in the nonprofit area and has served in the Chief Financial Officer position for the past 18 years in healthcare, human services, arts and culture, environment, children’s initiatives, higher education, and affordable housing. He is employed by and serves on the Executive Management Team of PBO Advisory Group, leading the Nonprofit Division. Rick was honored to be named 2021 San Diego Man of Influence and a finalist in the respected 2020 San Diego Business Journal’s CFO of the Year awards. Rick is a Financial Executives International board member affiliated with the Financial Executive Networking Group and the CFO Roundtable. He is active in his church and enjoys exploring San Diego along with his wife, Denise, who is 42 years old. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/29128218

Ep. 10 - Managing a Nonprofit in California 11/28/2023

Ep. 10 - Managing a Nonprofit in California May is excited to visit with Gene Takagi, the founder of NEO Law Group in San Francisco and a prolific writer for the Nonprofit Law Blog. During their conversation, they delve into the nuances of California nonprofits, exploring the differences between adhering to state laws versus federal regulations. The discussion extends to the general lack of oversight for nonprofits and the underlying reasons behind it. They also touch upon the potential pitfalls nonprofits face, whether through social media or whistleblowers notifying the attorney general about non-compliance with the law. Gene concludes the episode by sharing two crucial tips every budding nonprofit should implement. IN THIS EPISODE: [1:40] Gene explains how he became involved in working with tax-exempt organizations [10:27] Governing documents for nonprofits in the state of California [14:50] Gene shares that there is a difference between meeting a state requirement and a federal requirement and why there is a lack of oversight [19:11] Discussion of ways the Attorney General’s office finds out that nonprofits are not operating under the law [27:11] Gene says you cannot overstate the importance of a mission statement [34:08] Gene explains why the selection of your board members is critical KEY TAKEAWAYS: [9:47] He emphasizes the critical role of governing documents and highlights the significance of adhering to the nuanced guidelines that nonprofits must navigate [14:50] If you meet the state requirements for the 501c3, you still need to meet the Federal requirement. [24:59] It is essential to spend money on administration to stay compliant. RESOURCES: Non-Profit ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Principal of NEO Law Group, Contributing Publisher of the Nonprofit Law Blog, and P/T Lecturer at Columbia University. I've been published by The New York Times, The Nonprofit Quarterly, The Chronicle of Philanthropy, and The Nonprofit Times and spoken at conferences for Independent Sector, BoardSource, the National Association of State Charity Officials, and the American Bar Association. In the past, I've served as a corporate attorney for an AmLaw 100 firm, professor of nonprofit law at USF and SMU-MN, director of the medical and behavior divisions of the San Francisco SPCA, and management consultant for a billion dollar privately held company. I'm an alum of UCLA School of Law honored to have received several awards for doing the work I love including the 2016 Outstanding Nonprofit Lawyer from the American Bar Association's Nonprofit Organizations Committee. I also serve on the boards of BoardSource and The Nonprofit Quarterly, the board of advisors of the National Center on Philanthropy and the Law (NYU), and the planning committee of the Western Conference on Tax Exempt Organizations. I previously served on the public policy committee and John W. Gardner Leadership Award committee of Independent Sector and the boards of CompassPoint, Net Impact, JCYC, Barrister Club (BASF), and Community Initiatives. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/28809138

Ep. 9 - Working with a Nonprofit Attorney 11/07/2023

Ep. 9 - Working with a Nonprofit Attorney Today, on the Nonprofit Counsel Podcast, May is joined by Jacob Zerkle, a dedicated attorney in the nonprofit sector employed at Michael Best and Friedrich. He is also the brains behind Nonprofit Office Wisdom, a noteworthy feature on his LinkedIn profile. May and Jacob discuss the evolving landscape of nonprofit funding in the aftermath of the COVID-19 pandemic. They delve into the crucial topic of how nonprofit boards should navigate the process of selecting and hiring an attorney. Tune in today to gain insights into the potential drawbacks of choosing an attorney without nonprofit expertise. IN THIS EPISODE: [1:17] Jacob explains what led him to represent nonprofit organizations [4:07] Jacob describes his role at Michael Best and Friedrich [7:23] The changes in the nonprofit atmosphere post-Covid 11:07] Advise regarding what a nonprofit should look for in legal counsel and how to obtain those services [13:38] Jacob explains how the Nonprofit Office Wisdom series on LinkedIn came to be [16:46] Jacob describes the differences between a nonprofit and a regular attorney KEY TAKEAWAYS: The regular attorney on your nonprofit board is different from the person who should be advising your board on issues. You need the advice of a nonprofit attorney. Nonprofits have been struggling since COVID-19 because they have lost some government funding. You need a nonprofit attorney to advise you on compensation for founders or directors. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients' missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Jacob Zerkle Jacob's practice is devoted to meeting the legal and tax needs of charities, private foundations, community foundations, and churches so that these organizations can focus on serving the city of Chicago and beyond. He enjoys advising organizations during the start-up process and throughout their life cycle, as well as individuals and for-profit entities collaborating with these organizations. Besides spending time with his wife and three crazy kids, he also loves diners and diner food, The Office with Steve Carell, and CrossFit (which is necessary to balance out the diner food). /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/28508207

Ep. 8 - Is Serving on a Nonprofit Board a Good Fit for You? 10/24/2023

Ep. 8 - Is Serving on a Nonprofit Board a Good Fit for You? May is excited to welcome Nicole Miller-Coleman, a professional fundraiser and consultant to nonprofits. Together, they extensively explore the realm of nonprofit board membership. When presented with the opportunity to join a nonprofit's board, what actions should you consider to protect yourself? Furthermore, what potential breaches of the bylaws could a board member commit, and to what extent does promoting diversity hold significance within the board? May and Nicole will answer these thought-provoking questions today on The Nonprofit Counsel Podcast. IN THIS EPISODE: [01:16] Nicole shares her background working in many areas of the nonprofit sector [03:36] Nicole explains the distinction between a Certified Nonprofit Professional and a Certified Fundraising Executive [07:52] How do you know if you are suited to sit on the board of a nonprofit [12:57] Nicole discusses the importance of bylaws and minutes and transparency around finances [18:17] Nicole talks about one of her favorite boards and bringing on a diversified board [22:09] What constitutes a conflict of interest for a board member KEY TAKEAWAYS: One should only join a nonprofit board after reading the bylaws and reviewing the financials. If you're going to sit on a nonprofit board, you want to make a difference; otherwise, it feels like you're just wasting your time. Make sure the nonprofit appeals to you personally. There are many governmental forms that a nonprofit should be filling out. If they don’t file them, the nonprofit status could be in jeopardy. As a prospective member, do your research into if these forms have been completed correctly. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Nicole Miller-Coleman is a skilled, insightful and ethical nonprofit professional with expertise in capacity building, fund development and nonprofit business operations who brings 20 years of experience working with organizations ranging from design studios to universities to aircraft carrier museums. Early career included extensive experience in arts administration and art exhibit production. CORO Southern California/San Diego Commission for Arts and Culture Arts Leadership Program Fellow. Certified in nonprofit management and leadership (CNP) by the Nonprofit Leadership Alliance in 2012. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/28302473

Ep. 7 - Nonprofit Accounting, Bookkeeping & Tax Reporting 10/10/2023

Ep. 7 - Nonprofit Accounting, Bookkeeping & Tax Reporting On this episode of Nonprofit Counsel, May visits with Terrell Turner, a bookkeeper and financial advisor who specializes in working with nonprofits. He brings valuable bookkeeping and tax reporting insights to startup nonprofits and those operating for some time. Terrell’s expertise as an accountant specializing in nonprofits and his podcast and website dedicated to the nonprofit sector speak to his wealth of knowledge to share. His recommendations can help organizations avoid common mistakes and navigate the unique challenges of managing a nonprofit's finances and reporting obligations. IN THIS EPISODE: [01:04] Terrell explains what his position entails and reveals the most asked questions from clients have regarding nonprofits [05:48] Terrell recommends you must have an accounting system to operate your non-profit, and there is a discussion of other forms needed [10:02] Are cash-flow statements and budgets necessary for a nonprofit [14:08] Terrell's recommendations on a chart of accounts and how the source of funding may affect your accounts [19:30] Terrell discusses his podcast and website and how he and his wife answer questions and supply information [28:57] Terrell specifies that you should hire a nonprofit accountant to advise the board regarding financial decisions KEY TAKEAWAYS: Have a regular audit of your books. Even if it’s quarterly, there needs to be accountability. Listening to this podcast gives you great information about running your nonprofit and allows you to turn your passion into a thriving nonprofit organization. A budget will reveal if your targeted numbers are valid, and spending should correlate with your projections. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Terrell Turner Hi, I’m Terrell. I’m the guy who’s concerned about how businesses are going to survive and grow in this new business world. I host a show called Business Talk Library, which examines a wide range of problems and solutions affecting business today. I use my experience with Fortune 500 companies to consult with start-up businesses and mid-size companies. It’s my job to start the conversation on what your goals are. Together, we’ll design a course of action to achieve them. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/28164116

Ep. 6 - Nonprofit Fundraising: Events 09/26/2023

Ep. 6 - Nonprofit Fundraising: Events May is excited to welcome A.J. Steinberg, an expert in nonprofit event coordination and engagement strategies, to discuss the intricate details of orchestrating an event for your nonprofit entity. A.J. shares her wisdom about the three tiers of donors and the importance of cherishing them. She will dissect the factors leading to event failures and the ingredients contributing to their triumphs. A.J.'s dedication to her craft shines through as she deliberately redirected her lucrative expertise to empower nonprofits in attaining their fundraising aspirations. Brace yourself for a standout episode that you'll find yourself revisiting often. IN THIS EPISODE: [01:08] A.J explains how she began specializing in nonprofit fundraising in 1999 and the differences between then and now [05:36] A.J. discusses the three levels of fundraisers and how language makes a difference [10:10] A.J. provides an example of how not to start fundraising and describes how complex event planning can be [18:12] What is A.J.’s strategy to engage board members to meet her expectations, and what is the intention of your event? [29:17] An example of a gala that went from unsuccessful to very successful and should you hire a professional fundraiser or get training [35:49] Some tips about getting volunteers and A.J.’s final recommendations for engaging community KEY TAKEAWAYS: Don’t just do high-end fundraisers. Be sure to include your mid-level donors so they feel appreciated, and even do free events to market to new segments. Teach your board that they are not just asking for money when they invite their friends to a gala. They are offering an opportunity. If your event was not fun and engaging, no one will want to attend another one of your events. Planning of the event is important, but planning the structure and delivery of your “ask” is imperative to success. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: A. J. Steinberg With over 20 years of experience as a nonprofit event planner and engagement strategist, A.J. Steinberg has produced over 100 successful events and raised millions of dollars for organizations with her Los Angeles-based production company. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/28072650

Ep. 5 - Nonprofit Advocacy 09/12/2023

Ep. 5 - Nonprofit Advocacy In this week’s episode, May is excited to host Pat Libby, a management consultant specializing in nonprofits and philanthropies. Pat delineates the array of services offered by her company while delving into the rationale behind nonprofits advocating for their causes. She illustrates instances where impactful legislation has been enacted in California due to grassroots lobbying efforts. Additionally, Pat and May discuss the significance of bylaws and governance in the nonprofit sector, emphasizing that these foundational components constitute the bedrock of any nonprofit organization and necessitate thorough understanding by its board members. IN THIS EPISODE: [00:57] May introduces Pat Libby, and Pat shares her background and answers the question regarding information found on the internet as it relates to bylaws [07:16] Pat outlines the services she provides for clients and the benefits of lobbying [12:44] Pat highlights her book Empowered Citizens Guide, 10 Steps to Passing a Law That Matters to You and also discusses examples of laws that her students passed [22:51] What nonprofits should engage in advocacy, and does it cost to lobby [26:27] Pat shares her thoughts on governance and strategic planning and gives examples of a strategic plan [33:11] Pat discusses working with other nonprofits to combine efforts to maximize an impact KEY TAKEAWAYS: The term lobbying needs to be understood. It is engaging in the legislative process rather than in the campaign process. Lobbying is critical because someone needs to be a voice for the underserved communities to educate the legislature. Nonprofits should work with other nonprofits that are working toward the same goals. They should work cohesively and not view each other as competition. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: Pat Libby is a change management consultant to nonprofits and philanthropies. She has served as a CEO, academic, board member, and consultant to innumerable nonprofit organizations and foundations. Her firm helps organizations hone their strategy and structure, advance their position, find the right leaders, and better connect to the communities they serve. Never incremental in approach, Pat seeks to bring about transformational change in organizations and systems. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/27999825

Ep. 4 - Nonprofit Strategic Planning 08/29/2023

Ep. 4 - Nonprofit Strategic Planning Today, May speaks with Dr. Lyn Corbett, the visionary behind the Pivotal Group. Dr. Corbett boasts almost three decades of work experience in the nonprofit domain, and he brings a wealth of invaluable insights to the forefront. One key to a nonprofit's success lies in the underlying motivation of its board members who serve. We shall delve into board membership and explore the opportune moment for a board to consider engaging a consultant. This episode brims with essential information tailored to empower your nonprofit endeavors. IN THIS EPISODE: [01:30] Dr. Corbett discusses the Pivotal Group, how it evolved, and the secrets to an engaged board [06:30] Dr. Corbett talks about his childhood and how that has formed his love for non-profit work [10:52] Dr. Corbett discusses the importance of a qualified, committed board member [15:18] Being a committee member before being a board member has value, and he talks about his favorite non-profits [23:24] Dr. Corbett discusses non-profits who compete and those who work collaboratively [27:33] What should a non-profit look for in a consultant KEY TAKEAWAYS: Nonprofits should look for board members who are truly passionate about the organization rather than just friends of members or someone willing to donate their money but not their time. The pivotal question to ask a person who wants to become a board member is “why?” You may need to ask the question several times until you reach a meaningful reason. A great recipe for getting to know your community is to join a church, join a gym and mentor a youth. RESOURCES: GUEST BIOGRAPHY: As a senior executive with over 20 years of leadership experience, Dr. Lyn Corbett has developed innovative strategies to strengthen business, non-profit, and government organizations. Dr. Corbett approaches each opportunity with the understanding that individuals and organizations often already possess the tools and assets they need to succeed. He takes a strengths-based approach, allowing individuals and organizations to achieve better results, maximize resources, and increase the impact on the communities they serve. In addition to being the president of The Pivotal Group, Dr. Corbett is an adjunct professor at the University of San Diego, School of Leadership and Education Sciences, and Point Loma Nazarene University, School of Business. Dr. Corbett has taught graduate-level courses on governance, leadership, and strategy. In 2020, California State Assembly member Shirley Weber awarded Dr. Corbett the Volunteer of the Year award for his leadership and volunteerism in the community. Dr. Corbett holds a doctoral degree in Leadership Studies from the University of San Diego and a Master of Arts in Public Administration from New York University. He is a Gallup-Certified Strengths Coach and an ACC Certified Coach with the International Coaching Federation. ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/27782187

Ep. 3 - Nonprofit Leadership 07/18/2023

Ep. 3 - Nonprofit Leadership May is joined by Dr. Laura Dietrick, an expert from the Nonprofit Institute at the University of San Diego, to delve into leadership within the nonprofit sector. Together, they explore two impactful initiatives offered by the university that equip students with comprehensive knowledge about managing a nonprofit organization. By shedding light on common misconceptions associated with nonprofits, students receive valuable training opportunities at the Nonprofit Institute and the Nonprofit Leadership and Management graduate program. IN THIS EPISODE: [00:00] Dr. Laura shares an overview of her responsibilities at the University of San Diego and discusses the Nonprofit Institute [04:43] Explanation of how nonprofits operate [07:02] The misnomer that nonprofits exist only to be altruistic and why it’s important to talk about the impact of the organization [16:00] Dr. Laura shares details of the Nonprofit Leadership and Management graduate program [22:16] Students are learning many aspects of nonprofits and are working on real-time projects [28:26] Dr. Laura explains what type of personality would thrive working for a nonprofit and also why it can be a difficult space KEY TAKEAWAYS: Those who criticize the compensation of a nonprofit should recognize the importance of adequately paying nonprofit leaders, just as you would a manager in a for-profit business. Nonprofits should promote the impact their programs have. That would be more effective than talking about how the donations are spent. Individuals who are problem solvers and can mediate between groups and boards would enjoy and do well working at a nonprofit. RESOURCES: GUEST BIOGRAPHY: Dr. Laura Deitrick serves as the Director of the Nonprofit Leadership and Management graduate program and as the Associate Director of The Nonprofit Institute at the University of San Diego. She has been a nonprofit executive director, board member, management consultant, and researcher on major nonprofit trends. Her research has led to critical reports on nonprofit ethics, nonprofits and public education, nonprofit human resource practices, executive transition, the economics of San Diego and California’s nonprofit sector, nonprofit public confidence, and regional grantmaking. She served as the principal investigator for Nonprofit Academy, an award-winning capacity-building project co-created by the Nonprofit Institute and The City of San Diego. Dr. Deitrick is a faculty member in the Department of Leadership Studies, where she teaches nonprofit management, organizational theory, program design, and evaluation. In 2021, she was recognized as the department’s outstanding faculty member. Since 2019, Dr. Deitrick has served on the board of directors for Barrio Logan College Institute (BLCI). She is also the co-author of Cases in Nonprofit Management: AHands-onn Approach to Problem Solving, published by Sage Publications. ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization and then found herself serving as director of its board. With her legal expertise and newfound knowledge of nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Master of Nonprofit Leadership and Management from the University of San Diego in. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/27467829

Ep. 2 - Nonprofits and Insurance 07/18/2023

Ep. 2 - Nonprofits and Insurance May Harris hosts Bill Brennan, Principal, CRO of CMR Risk & Insurance Services, to discuss the often overlooked necessity of insurance for a nonprofit. Often a start-up is unaware or doesn’t believe insurance coverage for a nonprofit is necessary. The simple fact is board members can be liable; employment litigation is common, and not having the proper risk management tools in place can put a nonprofit out of business. Don’t miss this informative discussion. IN THIS EPISODE: [00:44] Bill discusses his role at CMR Risk & Insurance Services {03:49] The pitfalls that can plague a nonprofit and the type of insurance they may need [07:00] The timeline for procuring insurance [09:28] Two insurance coverages that nonprofits and board member liability [18:52] Employment risks for nonprofits are significant [26:29] Bill explains the resources provided by CMR [28:22] Bill reinforces the need for risk management in a nonprofit KEY TAKEAWAYS: Strong emotions tied to a nonprofit's mission can intensify legal disputes among its members. The importance of risk management is frequently disregarded during the establishment of a nonprofit organization. A nonprofit organization lacks the authority to determine the classification of its employees for compensation. RESOURCES: GUEST BIOGRAPHY: Bill Brennan Bill Brennan possesses over 24 years of industry experience as a Principal, Broker, and Manager at Marsh & McLennan Agency and Barney & Barney Insurance Brokers. Bill holds the Certified Insurance Counselor (CIC), Accredited Advisor in Insurance (AAI), Construction Risk and Insurance Specialist (CRIS), and Property Risk and Insurance Specialist (PRIS) insurance designations. Bill is a graduate of the University of San Diego and is actively involved in many philanthropic organizations, including Big Brothers Big Sisters of San Diego, various University of San Diego initiatives and co-founder of the Daisy Miracle Foundation at UCSD. ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization and then found herself serving as director of its board. With her legal expertise and newfound knowledge of nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Master of Nonprofit Leadership and Management from the University of San Diego in [year]. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/27467745

Ep. 1 - Introduction to the Nonprofit Counsel Podcast hosted by May Harris 07/18/2023

Ep. 1 - Introduction to the Nonprofit Counsel Podcast hosted by May Harris Welcome to the inaugural episode of Nonprofit Counsel, where our passion is to provide the tools for you to start and lead a nonprofit that will change the world. Hosted by May Harris, the founder of For-Purpose Law Group, this podcast will feature guests sharing their knowledge that will help you avoid the pitfalls of starting a nonprofit. If you have a passion for a nonprofit, this podcast is for you! IN THIS EPISODE: [00:51] Introduction to Nonprofit Counsel podcast [01:46] May’s backstory with nonprofits [02:21] Who Nonprofit Counsel podcast will benefit KEY TAKEAWAYS: May and her guests have the experience to benefit anyone seeking to start or lead a nonprofit. Listening to this podcast will help you avoid costly mistakes while starting your nonprofit. Networking with May and her partners and guests will be a valuable resource for anyone starting, leading or participating in a nonprofit. RESOURCES: ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization and then found herself serving as director of its board. With her legal expertise and newfound knowledge of nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Master of Nonprofit Leadership and Management from the University of San Diego. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/27467709

Nonprofit Counsel Podcast Trailer 07/11/2023

Nonprofit Counsel Podcast Trailer Welcome to the Nonprofit Counsel Podcast, your go-to source for expert insights and practical advice on all things related to starting and leading a nonprofit organization. If you're looking to start your own nonprofit organization, gain tax-exempt status, manage your board, communicate your purpose or fundraise for your cause, this podcast is the perfect resource for you. Hosted by May Harris, Esq., MA, founder of and an experienced nonprofit professional, each episode of the Nonprofit Counsel Podcast offers valuable tips, tools, and strategies to help you navigate the complex world of nonprofit management. May's deep knowledge and expertise in nonprofit law, financial management, and consulting make her the ideal guide for anyone looking to be involved with a successful nonprofit organization. So, whether you're a seasoned nonprofit leader or just starting out, join us on the Nonprofit Counsel Podcast and discover how to shortcut the learning curve and achieve your nonprofit goals. We've got you covered. Subscribe now and start making a difference in your community today! “The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.’ These words frame my work, and they define my actions." -Ralph Waldo Emerson About the Host: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her clients missions, visions, and values. She specializes in nonprofit & tax exempt organizations, social enterprise & business law, and estate planning & charitable giving. May received her undergraduate degree from the University of Utah, before pursuing and obtaining her Juris Doctor from the University of San Diego in 2000. She practiced intellectual property law for a large biotech company for several years before a fateful flyer came home in her son's lunchbox. His school was looking for parents who were licensed attorneys and could form a nonprofit on their behalf. May agreed to form the organization, and then found herself serving as director of its board. With her legal expertise and newfound knowledge on nonprofit law, she realized the nonprofit sector was severely underserved in legal representation. She decided to fix this. She returned to school, earning her Masters of Nonprofit Leadership and Management from the University of San Diego. With this education, she, along with some of her fellow graduates, founded For Purpose Law Group (FPLG). In the subsequent decade, May has molded FPLG into the “go-to” law firm for nonprofits in Southern California. The firm is constantly expanding its locations and service areas, with the ability to assist organizations across the United States. /episode/index/show/5847c585-5e21-4a88-afaf-9b0ab56ae744/id/27426342

Nonprofit Counsel Podcast

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