Charity Therapy

What if you could hang out with experienced nonprofit professionals and ask them your burning questions about the day-to-day life of nonprofits? What if you could take their wisdom and bring it back to your organization, for free? That's what we do on Charity Therapy. Hosted by Jess Birken - owner and lawyer at Birken Law Office. Every episode is an in-depth look at how to run a nonprofit, from fundraising to IRS woes to people problems and more! Our goal is to empower nonprofits to achieve your mission by doing things right.

141: Justice for the 8 Cents! | How to Communicate Nonprofit “Overhead” Expenses 06/26/2025

141: Justice for the 8 Cents! | How to Communicate Nonprofit “Overhead” Expenses Nonprofits - how do YOU communicate about the dreaded “overhead” expenses? You know that pie chart everyone uses to show how much money goes directly to programs? Yeah, I want to toss it out the window. We'll talk about why those “eight cents” on the dollar that cover essential administrative expenses are not wasted but actually crucial for keeping your nonprofit running smoothly. In this episode, we’re tackling a nonprofit pro’s question about updating an employee handbook. Should you hire a pro bono lawyer who DOESN’T do employment law or invest in an HR expert? Spoiler alert: Your uncle Larry, the PI lawyer, might not be the best fit here. It's all about making smart investments in your nonprofit's operations and HR to avoid headaches down the line. Trust me, you'll thank yourself later when you don't end up in a legal pickle. So, grab your headphones and join us for a lively chat about transforming how nonprofits communicate their spending to donors. We promise some laughs, a few rants, and a whole lot of practical advice. And remember, it's okay to spend money on things that keep your nonprofit running well! Let's rethink the way we tell our financial stories and embrace the true costs of running an amazing organization. In this episode, you will hear: Why you need to delete that outdated nonprofit overhead pie chart Whether pro bono is the right way to go with your employment law needs Some of our recommendations for tools to keep up with all the changing HR rules The real relationship between the back-office and your direct mission programming How you can REALLY communicate success to your donors What your fiduciary duties really have to do with all our worries about “overhead” Resources from this Episode Propel Article - A Graphic Re-Visioning of Nonprofit Overhead: The Five Whys: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/37137855

140: Serenity Now | Can the President Seize a Nonprofit’s Assets? 06/12/2025

140: Serenity Now | Can the President Seize a Nonprofit’s Assets? On this episode of Charity Therapy, we’re answering the big question on a LOT of nonprofit leaders’ minds - what can the president really do to a nonprofit? We’re getting to the answer, but first - remember to take a deep breath and take care of yourself before taking any action for your nonprofit! There’s a lot of fear and uncertainty about what kind of measures the Trump administration could take against nonprofit. It’s easy to get lost in the conspiracy theories and “creative” ways to protect your mission. But no longer! Meghan and I break down the legal boundaries and explain why panic-driven decisions aren’t the way to go. We’re here to debunk myths about the government seizing assets. So, if you're feeling lost in today’s nonprofit landscape, join us for a dose of reassurance and a few laughs along the way. In this episode, you will hear: What powers the president has over individual nonprofits What circumstances (if any) that could lead to the government seizing nonprofit assets How nonprofit leaders can take care of themselves during times of stress Why some of the “creative ideas” to protect your nonprofit aren’t a good idea A simple and effective step you CAN take right now Resources from this Episode Listen to our episode about HR 9495: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/36963080

139: Counting On Our Fingers | Understanding The Long Wait Times for IRS Tax Exemption Applications 05/29/2025

139: Counting On Our Fingers | Understanding The Long Wait Times for IRS Tax Exemption Applications Welcome to another episode of Charity Therapy, where we tackle the chaos we're all experiencing at the IRS. In this episode, we're diving into the bewildering world of nonprofit tax exemptions. Imagine the IRS as a maze, and we're here to help you navigate it without losing your mind. We'll unpack why things are moving slower than molasses, from the recent leadership shuffle to the current eight-month wait for tax exemption applications. Dealing with the IRS isn't anyone's idea of a good time, but we're here to make it less painful. We’ll talk about how the revolving door of IRS commissioners is creating an atmosphere of uncertainty for the IRS. But don't worry, we have advice to help you handle these long wait times and the importance of precise tax filings. Remember, you're not alone in this—reach out for professional help if you need it. Finally, let's share some laughs and commiserate over the IRS adventures we’ve all faced. We invite you to share your own IRS stories, because who doesn't love a good tale of bureaucratic woe? . In this episode, you will hear: Why the IRS is taking forever (like eight months!) to process nonprofit tax exemption applications and how this affects you The chaotic leadership changes at the IRS The scoop on how this IRS turmoil impacts nonprofits and why your tax filings need to be spot-on right now Long waits and grumpy calls with the IRS, and why you should get your nonprofit paperwork right the first time Tips and tricks to streamline your nonprofit's tax exemption process and minimize stress during these uncertain times Resources from this Episode Download my 2025 Survival Guide: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/36760990

138: Trump Vs. Harvard | Can the President Revoke a Nonprofit’s Tax-Exempt Status? 05/15/2025

138: Trump Vs. Harvard | Can the President Revoke a Nonprofit’s Tax-Exempt Status? In this episode of Charity Therapy, we’re tackling a big question from the headlines - can the President choose whether you get tax exemption? While President Trump may threaten a university like Harvard, what can he actually do? Meghan and I break down what the President can and cannot do with nonprofits AND what it would like to really lose your tax exemption. Spoiler alert - it’s not a quick process! In this episode, we’ll bust some myths and give you the lowdown on how these things really work and what to do if you ever find yourself in a sticky situation. Worried about the political winds shifting against your nonprofit? You’re not alone! We’re tackling those concerns head-on, especially for organizations whose missions might not sit well with the Trump administration. We’ve got your back with some solid strategies to stay resilient, like focusing on building strong relationships with donors and staying on top of IRS compliance. Remember, it’s not about panicking but being prepared and informed. The main message is this: don’t let fear take the wheel. Whether you’re worried about rule changes or just want to make sure your nonprofit is on solid ground, we’re here to guide you through it all with a smile and a bit of humor. So tune in, get comfy, and let’s navigate these political waters together! In this episode, you will hear: How the IRS goes about revoking an organization’s tax exempt status Whether the president can single-handedly revoke a nonprofit's tax status What powers the president really has in an executive order over nonprofits How nonprofits in hot-button mission areas can prepare to weather the storm of increased scrutiny under this administration The important preventative measures every nonprofit should be taking, no matter the political environment Resources from this Episode Download my 2025 Survival Guide: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/36568600

137: This Is Not Mad Men | Advice for Executive Directors Managing Their Board with David Rhode 05/01/2025

137: This Is Not Mad Men | Advice for Executive Directors Managing Their Board with David Rhode Welcome to this episode of Charity Therapy! I'm Jess Birken, and today we're diving into the wild world of nonprofit leadership. I've got , a super-smart nonprofit coach and author, joining me to give all kinds of advice for nonprofit executive directors. We're tackling a juicy listener question about a micromanaging board member who's causing a bit of a headache. Trust me, we've got some great strategies to share that'll help you balance gratitude with boundary-setting. Transitioning from a working board to a governing board can feel like trying to solve a Rubik's Cube in the dark, especially when leadership roles are changing. With David's guidance, we explore how to keep board members engaged by giving them roles that match their strengths. Don't worry, we've got tips on keeping things fair and professional, ensuring everyone knows their lane. And let's not forget the fun twists of gender dynamics and generational differences. David and I chat about the importance of continuous learning and having a support network. Plus, we've got some motivational pep talks for those days when you're just trying to keep your head above water. Tune in for some personal stories, professional advice, and a few laughs as we empower you to lead with confidence and cultivate a culture of respect in your nonprofit world. In this episode, you will hear: How to navigate the tricky waters of board dynamics and leadership Some no-nonsense tips on how to set boundaries with a board member How to transition from a working board to a governing board How to step into your role as the boss David’s advice for building your own support network How to stand up and claim your turf (respectfully!) What to do when doing the same things over and over again just won’t cut it anymore Resources from this Episode Buy David’s Book, Passion Isn’t Enough: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/36377690

136: Please Sir, Can I Have Some More? | How to Thrive in Nonprofit Fundraising in 2025 04/17/2025

136: Please Sir, Can I Have Some More? | How to Thrive in Nonprofit Fundraising in 2025 Welcome to another episode of Charity Therapy, this time with the incredible Patrick Kirby! Together, we’re taking the fear out of fundraising. Patrick is here to help us shake off those common fundraising myths that might be holding us back. Think donations just happen magically once you get your C3 status? Or that fundraising is too intimidating? Think again! Patrick shows us how to embrace curiosity and see fundraising as a chance to make genuine human connections and grow your network. Plus, we chat about gearing up for the challenges of 2025, but with a positive twist! We celebrate the good vibes in nonprofit fundraising, focusing on stories of kindness that shine brighter than any doom and gloom news. Patrick, author of “Fundraise Like a 5th Grader,” shares how tapping into the enthusiasm and honesty of a fifth grader can transform your fundraising efforts. He also gives tips on effective communication to build stronger relationships with donors. We’re inviting you to join the conversation with your stories and feedback, so we can create a supportive community that uplifts one another. And hey, if you’ve enjoyed the nuggets of wisdom and the shenanigans in this episode, why not share it with a friend? A five-star review would also make our day! Got a question or story? We’d love to hear it! Reach out and let’s keep spreading those good vibes. Thanks for tuning in, and remember, fundraising doesn’t have to be scary—it can be a whole lot of fun when you have the right mindset and approach. See you next time! In this episode, you will hear: The big myths out there around nonprofit fundraising How to shift from fear to curiosity in fundraising How channeling your inner fifth grader is the secret to great fundraising Why your mindset and attitude make all the difference How to build a supportive community Resources from this Episode Buy Patrick’s new book: Do Good Better Consulting: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/36198270

135: One Big Nugget | What Nonprofits Need to Know About DEI & Trump’s Executive Order 04/03/2025

135: One Big Nugget | What Nonprofits Need to Know About DEI & Trump’s Executive Order It's Jess Birken here, and I'm thrilled to have you join me and Meghan for this episode of Charity Therapy. We're diving into the world of DEI (that's diversity, equity, and inclusion), specifically about the Trump administration’s Executive Order 14151, which is causing quite a stir. In this episode, we're tackling the fears and misconceptions head-on. We’ve got a listener question - is it still allowed to start a nonprofit that focuses on BIPOC access in the arts? Short answer? Yes! But we’ll talk about what the executive order IS doing to nonprofits who focus on DEI. Plus, we’ll chat about why it's crucial to get accurate info and not just rely on the latest social media buzz. Remember, it's all about staying informed and confident in your mission, even when things seem a bit uncertain. Feeling a bit overwhelmed? You're definitely not alone. We all need a reminder to pause, breathe, and reach out for support when things get tough. So, let's get comfy and have a real talk about navigating these challenges together. And hey, if you know someone who needs a bit of encouragement, share this episode with them. We're all in this nonprofit journey together, and I'm here to help guide you through it. In this episode, you will hear: What Executive Order 14151 means for DEI in the federal government Whether nonprofits can still support DEI initiatives in 2025 and beyond Common misconceptions about DEI The real effect of Trump’s EO for nonprofits working with marginalized communities Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/35967430

134: Witchcraft Ceremonies & Monster Truck Shows | Dissolving a Nonprofit with an SBA Disaster Loan 03/20/2025

134: Witchcraft Ceremonies & Monster Truck Shows | Dissolving a Nonprofit with an SBA Disaster Loan On today’s episode of Charity Therapy, Meghan and I are diving into nonprofit closures, especially when those COVID-19 EIDL loans are involved. If you’ve ever wondered what to do when your nonprofit has to shut down but you still owe Uncle Sam a bunch of cash, this episode is for you. What’s the deal with EIDL loans, and how do they affect your nonprofit when it’s time to close up shop? Meghan and I break it down, chatting about the steps you need to take and the legal stuff you might not have thought about. We’ll walk you through the ins and outs of handling these federal loans as your organization winds down. And trust me, even if you're not a legal whiz, you'll come away with a clearer understanding and maybe even a chuckle or two. Got questions or a story to share? We’d love to hear from you! Head over to our website and join the conversation. This is your chance to connect with others in the same boat and maybe get some solid advice to help you out. And remember, even when the going gets tough, you're not alone. We’re all figuring this out together, one step at a time. In this episode, you will hear: How to deal with those tricky EIDL loans when you’re considering dissolution The importance of understanding contracts, especially when financial troubles are looming How to responsibly close down your nonprofit, ensuring you've notified all your creditors The lowdown on EIDL loans: a big consideration if you're closing up shop Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/35769080

133: We’re All Pre-Fired | Hiring an Interim Executive Director with Roger Meyer 03/06/2025

133: We’re All Pre-Fired | Hiring an Interim Executive Director with Roger Meyer In this episode of Charity Therapy, let’s talk nonprofit leadership transitions! I'm your host, Jess Birken, and I've teamed up with Roger Meyer from Mighty Consulting to tackle the big questions: What happens when your nonprofit's founder suddenly steps down? How do you keep the ship steady when it feels like the captain just jumped overboard? We'll chat about the crucial role of an interim executive director, who can swoop in like a superhero to keep everything from falling apart. We're also taking a hard look at nonprofit boards. Is YOUR board ready to step up?. We'll explore how boards can be ready for big changes, genuinely understand their organization's financial health, and avoid the chaos of unexpected leadership changes. Plus, Roger has some solid advice on why you shouldn't rush to promote the next person in line without a game plan. Finally, I want you to know you're not alone on this journey. We all need a little help sometimes, and this episode offers some guidance and support. Feel free to join our community by sharing your thoughts and questions, and help us keep this important conversation about nonprofit management going. Thanks for tuning in, and let's tackle these challenges together! In this episode, you will hear: What an interim executive director does, and how they can be the superhero of your next executive transition period Why the board needs to rally and realize their full power to keep things on track The reason board members need to truly care about the mission and not just be seat-fillers How the big question of money will affect leadership decisions Why rushing to fill the executive director role can lead to chaos Cost-effective solutions when you can’t hire an interim ED How to keep your cool and be intentional in the face of big change Resources from this Episode Learn About Roger & Mighty Consulting: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/35533475

132: Bigger and Better | Can the Trump Administration Target Nonprofits? 02/20/2025

132: Bigger and Better | Can the Trump Administration Target Nonprofits? In this episode of Charity Therapy, Meghan and I are answering the big question - can the Trump administration target nonprofits?. We’re getting real about the fears of funding cuts and increased scrutiny, and dive in on the looming threat of the HR 9495 bill, which could label some nonprofits as terrorist organizations. Keeping your nonprofit in good standing feels like a never-ending battle, especially with all this uncertainty swirling around. That's why we're sharing practical tips to help you armor up with preparedness and compliance. From IRS requirements to solid financial controls, we've got your back. Plus, we talk about the power of building a supportive network of like-minded pros who align with your mission. So, what can you do to stay afloat in these tumultuous times? First, keep your affairs in order, and maybe stash away a legal defense fund—just in case. Professionalizing your bookkeeping might sound boring, but trust us, it’s a game-changer. And if you’re feeling overwhelmed, download our survival guide for more detailed advice. We're all in this together, and with a little preparation and a dash of humor, we’ll help you steer your nonprofit through whatever comes next. In this episode, you will hear: Potential threats to nonprofits during the Trump administration, especially on those working in immigration, LGBTQ+ rights, and reproductive rights The concerns surrounding losing funding just because your nonprofit promotes diversity and inclusion Tips for staying compliant with IRS rules, beefing up your financial controls, and making sure your books are squeaky clean All the details on the HR 9495 bill, which could let the government label nonprofits as terrorist organizations without much evidence How to protect your organization, no matter your mission Resources from this Episode Download our 2025 Survival Guide for nonprofits: See OFAC Rules question on IRS 1023: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/35337780

131: Everything Turned Out Fine? | Major Funding Changes with the Trump Administration 02/06/2025

131: Everything Turned Out Fine? | Major Funding Changes with the Trump Administration Hey there, it's Jess, and I'm so glad you're tuning in to this episode of Charity Therapy. We're diving into the choppy waters of nonprofit funding, especially with all the political changes shaking things up. Meghan and I are here to help you navigate these uncertain times. We'll talk about the crucial role federal funding plays in supporting nonprofits, particularly those focused on important causes like racial justice and reproductive rights. Plus, we'll chat about how economic factors like inflation could change how donors think about giving. Feeling a bit panicky about the potential funding shifts? You're not alone! We know it's easy to let fear take the wheel, but we've got some tips to keep you grounded. We'll discuss why separating your emotional reactions from strategic planning is essential. We'll also cover the importance of having a backup plan and knowing when to make tough decisions, like prioritizing staff retention or preparing for the worst-case scenario. We'll even tackle a real-life question from a social services agency board member about adapting funding strategies in these unpredictable times. Grab a cup of coffee (or maybe something stronger), and join us as we explore the world of nonprofit funding. We'll laugh, we'll commiserate, and most importantly, we'll share strategies to help you stay resilient and prepared for whatever comes your way. So, if you're ready to face the funding rollercoaster with a bit of humor and a whole lot of heart, hit play, and let's dive in! In this episode, you will hear: What we know (or don’t know) about upcoming changes to federal nonprofit funding The vital role of federal dollars in supporting nonprofits, especially those focusing on hot topics like racial justice and reproductive rights Keeping calm and planning ahead instead of letting panic steer the ship What is “rage giving” and how it might change with today’s economic challenges, like inflation and corporate decisions like Target's recent DEI pullback A board member's question sparks an honest talk about diversification struggles and how to prepare for the unexpected How to get to know your nonprofit’s financial picture. What’s your backup plan if the money train derails? Resources from this Episode Download our 2025 Survival Guide for nonprofits: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/35166235

130: Pleasantries & Pontificating | Great Nonprofit Board Meetings with Maria Huntley 01/23/2025

130: Pleasantries & Pontificating | Great Nonprofit Board Meetings with Maria Huntley Hey there, it's Jess Birken, your go-to nonprofit law buddy, here to save you from those endless board meetings that make you want to pull your hair out! In this episode of Charity Therapy, I'm chatting with my friend Maria Huntley, the executive director of the . She's got the inside scoop on how to run nonprofit board meetings that are not only more productive but also a whole lot more fun. Say goodbye to those never-ending life stories and hello to meetings that start AND end on time. We dive deep into the world of board meeting magic, exploring tips like how to be a rockstar facilitator and why having some solid ground rules can be a game changer. Maria shares her genius ideas on mixing social time with business, making sure everyone gets a say, and keeping those discussions on point. If you're sick of people using the mic to relive their glory days, we have some hilarious insights on managing that, too. Plus, Maria dishes on how to set the right tone with board orientations and training so everyone’s on the same page from day one. Whether you're a seasoned pro or just starting your nonprofit adventure, this episode is packed with advice to make your board meetings a breeze. And if you're as nerdy as Maria and me, we've even got a handy recipe for facilitating discussions up for grabs. In this episode, you will hear: Managing board meetings effectively to ensure they start and end on time Facilitator skills and employing ground rules to help achieve effective meetings Be mindful of dominating the conversation Leading statements can help ensure everyone has an equitable chance to voice their opinions A consent agenda for streamlining meetings and increasing their overall efficiency Shifting to a positive board culture through training and orientation Respecting board members' time and keeping meetings short and well-structured Having a clear structure in place for successful board discussions Resources from this Episode Recipe for a Generative Discussion: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/34947465

129: Varying Degrees of F’d Up | Giving Up Your IRS Nonprofit Status 01/09/2025

129: Varying Degrees of F’d Up | Giving Up Your IRS Nonprofit Status On today’s episode of Charity Therapy, we’re diving right in with a big question - what REALLY makes a nonprofit a nonprofit? (Spoiler alert - it’s more than just the IRS status!) If you ever wondered if a nonprofit should really just be a regular for-profit business, we’ve got some juicy ideas (and a reality check) for you. We’ll share a listener's story about a farmer’s market that lost its nonprofit status and wants to switch gears to become a for-profit. It’s not as simple as it sounds! We’re here to break down the details, explain what really happens when you lose your IRS tax-exempt status, and help you really understand the differences between nonprofits and for-profits. Trust us, you’ll want to hear this before making any big moves! We’ll unravel common misconceptions and help you navigate these tricky transitions without getting lost. Remember, whether you’re a seasoned pro or just dipping your toes into the nonprofit waters, we’re here to support you every step of the way. Enjoy the episode, and don’t forget to share it with your friends who might be pondering the same questions! In this episode, you will hear: Unpacking the differences between owning a for-profit business and operating a nonprofit Why converting isn't just a walk in the park but more like a complex dance A listener's question about a farmer's market losing its nonprofit status: Can it just become a small business? Why losing tax-exempt status doesn't mean you're suddenly a for-profit. The implications of operating without income tax exemption When you need to seek out some professional advice Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/34776335

128: Don't Let Rich People Boss You Around | Do Grants Make the Nonprofit Worth It? 12/26/2024

128: Don't Let Rich People Boss You Around | Do Grants Make the Nonprofit Worth It? In this episode of Charity Therapy, we’re answering the big question - what even the nonprofit industrial complex? We’re pulling back the curtain on those nonprofits that seem more focused on keeping the lights on than actually solving the problems they set out to tackle. We’re also answering a burning question from a listener thinking about flipping their for-profit mental health service into a nonprofit, all for the sake of snagging some grant money. Should they do it? Spoiler alert: it might be more trouble than it’s worth! Now, let's get real for a second. Turning your business into a nonprofit isn’t just about filing a couple of forms and calling it a day. There are tax IDs, regulations, and more red tape than you can shake a stick at. But don't worry, we've got some alternative ideas up our sleeves, like pass-through grants that might just save the day. Whether you’re knee-deep in the nonprofit world or just curious about it, we promise you’ll leave with a few nuggets of wisdom and maybe a laugh or two. Grab your headphones and settle in—it's time to get our nonprofit nerd on! In this episode, you will hear: Are some nonprofits just keeping themselves alive instead of tackling real issues? Weighing the pros and cons of switching from for-profit to nonprofit for grant money Starting a nonprofit is a whole new ballgame with tax IDs, tax exemptions, and regulations How the pressure to become a nonprofit can be a big ask Alternative funding ideas, like pass-through grants and keeping the mission alive without losing your sanity You can’t just “become” a nonprofit Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/34591700

127: Waiting for the Cat | Nonprofit Audits & Financial Transparency with Peter Farstad 12/12/2024

127: Waiting for the Cat | Nonprofit Audits & Financial Transparency with Peter Farstad Today, we’re diving deep into the world of nonprofit financial audits with my amazing guest, Peter Farstad. Peter is a pro when it comes to nonprofit finance, and he's here to help us unravel the sometimes scary world of audits and financial transparency. We know how daunting those big, scary financial statements can seem, especially if you're a Minnesota nonprofit pulling in over $750,000 a year. In this episode of Charity Therapy, Peter and I chat about why sharing your financial audits with donors isn’t just a good idea—it’s a trust-builder! We totally get why your executive director might be hesitant about posting those reports online, especially if it’s a new practice. But fear not! We’ll give you the lowdown on gently nudging your organization toward more transparency, which is key for building donor trust and credibility. Plus, we throw in some humor and personal stories to keep things light because, let’s face it, finances can be a snooze-fest without a little laughter. Whether you're a new development director or a seasoned pro looking to up your game, this episode is packed with practical tips and a good dose of empathy. Let’s dive in and make financial transparency a fun and achievable goal for your nonprofit! In this episode, you will hear: Peter Farstad, a nonprofit finance whiz, breaks down the complicated world of nonprofit financial audits Audit 101: If you're a nonprofit in Minnesota pulling in over $750k, you're in for a financial audit ride! Resources like the National Council of Nonprofits for audits Why transparency is key and a superpower for building trust with donors How to handle the executive jitters about sharing financial audits Tips on how to smooth over any internal awkwardness about financial transparency Convincing your team that sharing is caring and how it can take your nonprofit to the next level Resources from this Episode Learn more about Peter’s firm: Find out your state’s audit requirements here: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/34400060

126: Unicorns and Rainbows and Care Bears | Giving Tuesday with Ephraim Gopin 11/28/2024

126: Unicorns and Rainbows and Care Bears | Giving Tuesday with Ephraim Gopin Hey there, nonprofit enthusiasts! In this episode of Charity Therapy, Jess is joined by her good friend and nonprofit fundraising guru, Ephraim Gopin, to chat about the highs and lows of Giving Tuesday and year-end fundraising. Spoiler alert: Ephraim isn’t the biggest fan of Giving Tuesday. We dive into listener questions, including one from someone whose Giving Tuesday campaign didn't quite hit the mark. We discuss setting realistic goals and understanding donor moods—especially during the chaos of Thanksgiving when everyone's minds are on turkey and Black Friday deals. Ephraim and I also explore alternative approaches, like Gratitude Tuesday, which is all about appreciating your donors instead of chasing after their wallets. Ephraim shares some fantastic advice on managing board members' expectations, emphasizing the importance of building relationships rather than just focusing on the almighty dollar. Plus, we highlight why sometimes skipping a Giving Tuesday campaign can actually be a strategic move backed by solid data. Thanks for tuning in, and remember: fundraising is about building bonds, not just bucks! In this episode, you will hear: Tearing apart Giving Tuesday. Spoiler: Ephraim Gopin gives it two thumbs down! Setting goals is great, but setting realistic goals is even better Thanksgiving Vibes vs. December Giving Feels: Newsflash! People are more about turkey and travel during Thanksgiving Hitting board members with data and implementing Gratitude Tuesday Keep trying new things and learn from both your wins and your epic fails Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Sign up for the 1832 Communications newsletter: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/34183435

125: True Crime Mukbangs | Understanding Scammy Nonprofits 11/14/2024

125: True Crime Mukbangs | Understanding Scammy Nonprofits In this episode of Charity Therapy, Meghan and I are diving into the wild world where nonprofits and for-profit businesses collide. Ever wondered what happens when one person owns both a nonprofit and a business? Spoiler alert: it can get messy. We'll answer your burning questions about these murky waters, help you spot the red flags, and remind you why transparency is crucial. Plus, we'll chat about how the IRS keeps a close eye on potential scams and insider deals. We won't sugarcoat it—things can get shady when a nonprofit starts buying from its owner's business. We're talking about the nitty-gritty of private inurement and excess benefit transactions. If that sounds like a foreign language, don’t worry—we break it down in plain English. We'll even throw in some hypothetical scenarios to help you see the potential tax perks and pitfalls. Whether you're a nonprofit newbie or a seasoned pro, you'll leave this episode with a better understanding of what to watch out for. Finally, we tackle the tricky topic of scams. They're not just harmful—they're often pointless, too! We encourage you to cut ties with any sketchy schemes and share your stories with us. Got a friend tangled up in a dubious venture? We'd love to hear about it and offer our take. Remember, you're not alone on this nonprofit journey, and we're here to help you navigate it with a bit of humor and a lot of heart. In this episode, you will hear: Spotting sneaky nonprofit tricks: nonprofits linked to for-profit businesses and suspicious money flows between them Why owning both a nonprofit and a for-profit can lead to IRS issues and is usually discouraged How nonprofits purchase from the owner's business, hinting at potential misconduct Scams, avoiding shady dealings, and adhering to nonprofit ethics Nonprofits require effort and aren't a shortcut to riches Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/33903717

124: Oxford Comma Drama | The Role of a Nonprofit Board of Directors 10/31/2024

124: Oxford Comma Drama | The Role of a Nonprofit Board of Directors On this episode of Charity Therapy, Meghan and I are diving headfirst into the tricky world of nonprofit boards. You're not alone if you've ever wondered why your board seems more like a roadblock than a support system. We've got a juicy listener question from someone stuck with a board that feels more like a nagging boss than a helpful partner. Can you just ditch the board entirely? Spoiler alert: it’s not that simple, but we're here to help you navigate these murky waters. Meghan and I unravel the tangled web of board-staff dynamics. We know how frustrating it can be when board members overstep, adding more to your to-do list than you can handle. We’ll chat about the board’s legal duties (in the least boring way possible) and why they can’t just sign them away. Plus, we’ll offer real-world tips on how executive directors can manage these board relations better, ensuring everyone stays in their lane. And yes, we’ll even sprinkle in a bit of Oxford comma drama just to keep things interesting. Whether you’re an ED who feels like you're juggling flaming torches or a staff member wishing for a little more autonomy, this episode is for you. We'll explore practical solutions like board training and third-party mediation to help smooth things out. Tune in, laugh with us, and maybe learn how to gently nudge your board in the right direction. And if all else fails, feel free to share this episode with a board member who could use a hint! In this episode, you will hear: Nonprofit boards: the captain's role, steering missions. Can a weak board be ousted? Drama alert: Board overreach vs. staff independence. Legal duties demand balance. Board-staff tension eases with a playful Oxford comma debate. Spicy grammar wars! Boards that delegate too much. Chasing resume clout, not nonprofit passion. Tips for executive directors: Manage board expectations and set boundaries. No more random tasks! Board-staff tensions? Training and a neutral party can help clear the air. Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/33695832

123: Take Off Those Donor Goggles | What to Do When Your IRS 1023 Application is Pending 10/17/2024

123: Take Off Those Donor Goggles | What to Do When Your IRS 1023 Application is Pending In this episode of Charity Therapy, my co-host Meghan and I are answering one of the top questions we get - what happens while an org’s nonprofit tax exempt status is pending? We know that the IRS application process for 501(c)(3) status can feel like climbing a mountain in flip-flops, so we're here to break it down for you. We'll chat about the differences between the 1023-EZ form and the full 1023, and give you the lowdown on processing times and eligibility requirements. Plus, we'll answer a listener's burning question about whether you should wait for IRS approval before getting your nonprofit up and running. Spoiler alert: you don't have to just twiddle your thumbs! But let's be real, starting a nonprofit isn't just about paperwork. It's about passion, community, and making a difference. We'll share some laughs and maybe a few zany stories as we explore the importance of community support in spreading your nonprofit's mission. We'll also talk about how you can start building those vital connections and getting things moving, even while you're waiting for that IRS letter to show up in your mailbox. Finally, we'd love for you to join our growing community. Share this episode with your friends, hit that subscribe button, and don't forget to rate and review us. It really helps more people find us and get the support they need. And hey, if you've got a story or a question, reach out to us online. We're eager to hear from you and keep this conversation going. Thanks for being part of our journey into the world of nonprofits—you're not alone in this, and we're cheering you on every step of the way! In this episode, you will hear: The real differences between the 1023-EZ and the full 1023 form—quick snack vs. full-course meal for your nonprofit! How long it’ll take for the IRS to review your application What you can and can’t do after you file the application How to stay out of trouble before your letter comes in the mail What to tell donors when you’ve applied but haven’t gotten your status yet Resources from this Episode Check out Next in Nonprofits: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/33491037

122: Legal Mumbo Jumbo | How to Open a Bank Account for a Nonprofit Chapter 10/03/2024

122: Legal Mumbo Jumbo | How to Open a Bank Account for a Nonprofit Chapter Have you ever tried to open a bank account for your 501(c)(3) and felt like you were navigating a never-ending maze? Well, you're not alone! In this episode of Charity Therapy, Meghan and I are here to make that process a whole lot simpler. We’re breaking down the essential steps, from getting all your paperwork in order to avoiding common pitfalls. Whether you’re a pro or just getting your nonprofit boots on, this chat will leave you feeling ready to confidently tackle your nonprofit’s finances. We dive into a listener's tricky situation about starting a new chapter of a 501(c)(3) and the hurdles they’ve faced with getting a bank account. Spoiler alert: sometimes the national organization isn’t being unhelpful—they might just be following the rules! With a mix of legal insights and real-world stories, we’ll explain why proper authorization is crucial and how to ensure you’re not accidentally breaking any rules. By the end of this episode, you’ll know exactly what steps to take to open that nonprofit bank account the right way. In this episode, you will hear: The must-do steps for setting up a nonprofit bank account, from getting incorporated to gathering all the necessary paperwork A listener's struggle with opening a bank account for a new chapter of a 501(c)(3) Why having the proper authorization is crucial The common mistakes people make when setting up nonprofit bank accounts and how to avoid them The lowdown on how different nonprofit structures (like chapters and affiliates) affect your banking options Learn why opening a secret bank account is a terrible idea, even if you have the best intentions Resources from this Episode Learn about nonprofit chapters & affiliates: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/33304327

121: You’re not a (Dill Pickle) Lemonade Stand | Founders’ Rights in Nonprofit Organizations 09/19/2024

121: You’re not a (Dill Pickle) Lemonade Stand | Founders’ Rights in Nonprofit Organizations In this episode of Charity Therapy, Meghan and I are taking you on a wild ride from the wacky world of the Minnesota State Fair to the serious yet often misunderstood role of a nonprofit founder. We dive into the heart of the matter: what does it really means to start a nonprofit? Spoiler alert: unlike for-profits, it probably doesn’t mean any cash in your pocket. Intrigued? Stick around to find out why this is so crucial for keeping charities honest and effective. We tackle a listener's query about founder rights when the board calls it quits. There's a big myth that founders have ownership rights, and we're here to bust that myth wide open. When a nonprofit closes, its assets go to another nonprofit, not into the founder’s pocket. We know this can be a tough pill to swallow, especially if you're super passionate about your mission. We offer some advice on how to keep your cause alive, even if it means starting fresh. We chat about the tough realities of giving up control to a board and offer some fun, light-hearted moments to keep things balanced. So grab your favorite fair food (maybe skip the dill pickle lemonade) and join us for a deep dive into the ups and downs of nonprofit founding. In this episode, you will hear: What a nonprofit founder’s role REALLY is What happens to the assets when a nonprofit closes its doors A listener question on whether founders have any rights after a nonprofit’s board votes to dissolve Busting the myth that founders have ownership rights The emotional and legal aspects of letting go of a nonprofit The sometimes tricky relationship between a founder’s vision and the board’s decisions Starting a nonprofit means giving up control to the board Advice on how to keep your mission alive, even if it means starting a new venture from scratch Resources from this Episode Learn about nonprofit dissolution: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/32980247

120: Reanimating the Zombie | How to Restart a Dissolved Nonprofit Organization 09/05/2024

120: Reanimating the Zombie | How to Restart a Dissolved Nonprofit Organization Today, Meghan and I are diving deep into the early years of running a nonprofit – that tricky “danger zone” between one to three years where everything feels like it's falling apart. On this episode of Charity Therapy, we're chatting about how to tackle burnout, handle fundraising nightmares, and smooth out those internal squabbles that can really put a damper on things. Plus, we’ll be answering a juicy listener question about reviving a nonprofit its president unilaterally dissolved. Spoiler alert: governance drama and IRS headaches ahead! We'll walk you through the maze of bureaucratic steps needed to bring a dissolved nonprofit back to life – or decide if it's better off staying in the grave. We’ll talk about the difference between a fully dissolved nonprofit and one that's just been left to gather dust and why that matters. Reapplying for 501(c)(3) status isn't exactly a walk in the park, but we have some tips to make it less daunting. But it's not all paperwork and processes – we also celebrate the incredible passion and dedication of nonprofit folks like you. Remember, focusing on the human element is key to long-term success and growth. So grab your favorite drink, settle in, and join us for a conversation that's as insightful as it is relatable. And hey, if you enjoy this episode, do us a solid and leave a five-star review. Share it with anyone who might be struggling with their nonprofit journey. We’re all in this together! In this episode, you will hear: Why nonprofits often hit a “danger zone” in their first three years The burnout, fundraising woes, and internal conflicts that spell trouble for a new nonprofit organization A listener’s situation where the president dissolved their nonprofit solo How to potentially revive a nonprofit or start fresh The difference between a fully dissolved nonprofit and one that's just been left hanging, and why it matters The tricky process of reapplying for tax-exempt status with the IRS and understanding the procedural nitty-gritty How to reanimate an abandoned nonprofit and the potential drama it could stir up Why keeping the human side in mind is key to sustained growth and wellness Resources from this Episode Mission Guardian: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/32878666

119: How Do You Say Shower?! | Understanding DBAs and Assumed Names for Nonprofits 08/22/2024

119: How Do You Say Shower?! | Understanding DBAs and Assumed Names for Nonprofits On this episode of Charity Therapy, Meghan and I cover the most important topic - the REAL differences between a Minnesotan and a Wisconsin accent! But don't worry. We quickly shift gears to talk about something really important for nonprofits: DBAs (Doing Business As). We answer a listener's question about juggling legal name changes and DBAs without making things overly complicated. Trust me, you'll walk away with some practical tips to make your nonprofit life a whole lot easier. In the second half of the episode, we get into the nitty-gritty of managing multiple DBAs for nonprofits. Meghan and I break down the annual compliance you need to keep up with and warn against filing unnecessary DBAs that just add to your workload. We even chat about how keeping an old DBA can help make rebranding smoother. Plus, we've got some funny anecdotes and past episodes to reference if you need a deeper dive into nonprofit branding. Whether you're a nonprofit newbie or a seasoned pro, join us for some laughs and loads of actionable advice. We'll help you navigate the maze of DBAs, compliance, and rebranding, all while keeping things light and fun. And don't forget to share your own quirky accent stories with us on social media—we'd love to hear from you! In this episode, you will hear: What a DBA is for nonprofits Keeping things legal and clear for banks and the public A listener's question on filing multiple DBAs after a name change When you should file a DBA (hint - not just for the heck of it!) Strategies for rebranding Keeping an old DBA during a transition The headaches of managing multiple DBAs The need for annual state registration Risks of letting state registrations lapse Avoiding extra work and potential legal messes Avoiding being shady Only file DBAs if they solve real problems Over-filing creates more hassle and paperwork Resources from this Episode Episode about branding & changing the nonprofit’s name: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/32575262

118: Playing Fairy Godmother | Choosing a Successor Organization in a Nonprofit Dissolution 08/08/2024

118: Playing Fairy Godmother | Choosing a Successor Organization in a Nonprofit Dissolution Welcome to another episode of Charity Therapy! This time, Meghan and I dive into the emotional and often tricky process of nonprofit dissolution. It's a rollercoaster. We'll talk about what happens to leftover funds and how to make sure they go to the right places, respect donor wishes, and keep the nonprofit’s mission alive. Plus, we've got some advice for a former executive director wrestling with how to distribute those remaining funds in a meaningful way. Spoiler: sometimes, overthinking can be the real villain. In the second half of the episode, we flip the script and invite you to join our community. We want to hear your stories, questions, and feedback—anonymously, of course. Your ratings and comments, especially those shiny five-star ones on Apple, help us keep bringing valuable content to the nonprofit world. And hey, I even compare our intense discussion to taking a cold shower—refreshing but definitely eye-opening. Lastly, remember, we’re all in this together. The nonprofit world can be tough, but you’re not alone. Grab your headphones, get comfy, and let's dive into this heartfelt and insightful episode. You won’t want to miss it! In this episode, you will hear: The tricky process of dissolving a nonprofit How to handle leftover funds without breaking a sweat IRS guidelines for transferring assets A former executive director’s question about making big donations to a few nonprofits or spreading the money around The emotional struggle of letting go of a nonprofit closing down Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/32353937

117: Free Therapy for Wallabies | Political Activity for c3 Nonprofits & the Heritage Foundation 07/25/2024

117: Free Therapy for Wallabies | Political Activity for c3 Nonprofits & the Heritage Foundation Ever wondered what nonprofits can and can't do when it comes to politics? On today’s episode of Charity Therapy, Meghan and I are diving into the tricky world of political activities for 501c3 nonprofits. We'll chat about the dos and don'ts of voter engagement, why 501c3s can't endorse candidates, and how 501c4s have more wiggle room in the political arena. Plus, we touch on the buzz around the Heritage Foundation and Project 2025. Spoiler: it's more complicated than you think! We also tackle some common misconceptions about how the IRS handles complaints about nonprofits. It's not as simple as just filling out a form and sending it off. We'll talk about the reality of IRS oversight, the importance of detailed documentation, and why state attorney generals might be your best bet if you suspect a nonprofit is up to no good. If you’ve ever wondered how to properly report nonprofit misconduct, this episode is a must-listen. By the end of our chat, you’ll have a clearer understanding of the rules nonprofits need to follow, and you might even find some humor in the chaos of IRS paperwork (yes, really!). Grab a cup of coffee, sit back, and let’s navigate these nonprofit political regulations together. In this episode, you will hear: The political dos and don’ts of 501c3 nonprofits 501c4s have way more freedom in politics than 501c3s Can you really shut down Project 2025 by filing a complaint with the IRS? Why filling out Form 13909 isn’t a magic wand The IRS is like a turtle while, state attorney generals are more like watchdogs How a TikTok-driven complaint tsunami can further slow down the IRS File real evidence against a nonprofit with both the IRS and the state attorney general Resources from this Episode IRS Form 13909: Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/32279627

116: We Don’t Need to Be Cops | Financial Fraud in Nonprofits 07/11/2024

116: We Don’t Need to Be Cops | Financial Fraud in Nonprofits In this episode of Charity Therapy, we’re diving deep into nonprofit finances to help you safeguard your organization from fraud. We’ll walk you through essential internal controls like segregation of duties, setting up a budget, and making sure transactions get a second set of eyes. Trust me, even if your team feels like family, these steps are crucial to keep everything above board. We also share a real-life nail-biter involving a nonprofit treasurer who’s up to no good—think missing funds and some shady behavior. We’ll break down the best ways to handle this sticky situation, from potentially taking legal action to quietly resolving things to protect your nonprofit’s good name. We’re here to help you figure out when to take the high road and when to call in the big guns. Throughout the episode, we sprinkle in a bit of humor and empathy because, let’s face it, dealing with financial fraud can be super stressful. We’ll remind you that you’re not alone and give you practical tips to prevent these issues from cropping up in the first place. Grab a cup of coffee, get comfy, and let’s tackle this together! In this episode, you will hear: The nitty-gritty of nonprofit financial controls Even if your team seems trustworthy, you still need those checks and balances! Why it's crucial to split up financial tasks among different people The dangers of having one person in charge of everything The magic of setting a budget and ensuring everyone’s on the same page about where the money’s going The juicy details of a real case where a nonprofit treasurer is suspected of sneaking $1,500 into their own account The tricky balance between going public and keeping things quiet Practical advice on whether to call the cops or handle fraud cases quietly to protect your nonprofit's reputation The difference between minor slip-ups and massive fraud. How to deal with each situation and the importance of protecting your nonprofit's assets Key tips on internal financial controls, using budgets wisely, and focusing on what’s best for your organization Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/32091632

115: Hell No! | Dissolving a Nonprofit Organization 06/27/2024

115: Hell No! | Dissolving a Nonprofit Organization What really goes into shutting down a nonprofit? In this episode of Charity Therapy, Meghan and I explore the emotional and legal rollercoaster of nonprofit dissolution. We kick things off by exploring the tricky differences between closing a nonprofit versus a for-profit business. Trust us—it’s not as simple as just locking the doors. We even tackle a question from a listener about a struggling local chamber of commerce. If you’ve ever wondered if it’s time to close up shop, this is the episode for you! But wait, there’s more! We delve into the nitty-gritty of what happens to any leftover funds when a nonprofit shuts down. Spoiler alert: it’s not just about cutting a check to another nonprofit. We walk you through settling debts and fees and discuss whether a nonprofit that has achieved its mission should celebrate its accomplishments or set new goals. Plus, we sprinkle in some laughs and moments to remind you that closing a chapter can sometimes be a cause for celebration. Grab a cup of coffee, get comfy, and let’s navigate the complex and emotional world of nonprofit dissolution together. In this episode, you will hear: A listener's heartfelt dilemma about a local chamber of commerce that's stuck in the past and not keeping up with the times Why closing a nonprofit isn't as simple as shutting down a for-profit business The statutory process and why it takes six months, whether you have $2,000 or $2 million in the bank The complications of transferring the remaining funds to another nonprofit Whether a nonprofit that has achieved its mission should celebrate its success and dissolve or re-strategize for new goals The emotional toll of nonprofit dissolution A listener’s question about running leftover nonprofit funds through a personal bank account The importance of following the rules, even if it seems like no one’s watching Closing a nonprofit can be a reason to celebrate Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/31899327

114: A Four Egg Day | Understanding Restricted Gifts for Nonprofits 06/13/2024

114: A Four Egg Day | Understanding Restricted Gifts for Nonprofits Ever find yourself tangled in the mess of restricted donations and wondering how to keep everything legal and ethical? Well, you're in luck! In this episode of Charity Therapy, Meghan and I are here to help you navigate the tricky world of restricted funds with a whole lot of laughter and practical advice. We start with some hilarious stories about my duck-raising adventures—yep, lots of duck eggs—before diving into your questions about handling these special donations. We chat about what restricted gifts really are, using some famous examples like the Red Cross fiasco, and why it's so important to stick to donor wishes to keep trust intact. Meghan and I discuss the tough decisions nonprofits face, like when someone offers a huge donation for something big, like buying a building. Spoiler: It’s not always as awesome as it sounds! We emphasize involving your board and considering all the costs before jumping in. We even suggest alternatives like short-term leases to avoid financial pitfalls. This episode is packed with useful tips on responsible fundraising, managing restricted funds without losing your sanity, and ensuring you don’t accidentally break any rules. Plus, we answer some great listener questions, giving you real-life scenarios and solutions. Whether you're new to the nonprofit world or a seasoned pro, this episode has something for everyone. Grab your headphones, get comfy, and let's dive into the fun and fundamentals of restricted funds! In this episode, you will hear: Jess shares her duck-raising adventures and the overflow of duck eggs The nitty-gritty of restricted donations The Red Cross’s mishap as a cautionary tale on why sticking to donor stipulations is a must to avoid legal trouble The drama of an executive director wanting to shuffle restricted funds around Jess stresses that shuffling restricted funds is a big no-no The legal and ethical importance of using donations as intended Reallocating funds with donor consent, how to properly document this, and ways to get donor approval without causing chaos A nonprofit newbie is offered a huge donation to buy a building but realizes the money won't cover everything Jess advises the newbie on thinking it through, considering ongoing costs, and maybe opting for a short-term lease A reminder that major decisions like accepting large restricted gifts should involve the board Some key takeaways are to respect restrictions, manage funds smartly, and craft fundraising asks carefully to avoid accidental restrictions Resources from this Episode Sign up for the Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/31718102

113: Take a Deep Breath | Grant Writing for Small Nonprofits 05/30/2024

113: Take a Deep Breath | Grant Writing for Small Nonprofits If you've ever felt like a deer in headlights when someone mentions grants, I’m here for you. In fact, I've got the guru of grant-getting, the scribe of success, Dalya Massachi herself, joining me on today’s power-packed episode of Charity Therapy. Nonprofit newbie or not, grant writing is super stressful. It’s a skill that takes practice and time to get used to, and that doesn’t happen overnight. In our chat, Dalya and I get down to the nitty-gritty of what makes a nonprofit ready to take on the grant world. Yeah, you guessed it: there’s more to it than just having your C3 status (although that's pretty important too.) We cover the eight must-haves for grant writing readiness while also diving into the dark side of grant applications and how to avoid that dreaded mission drift. It's all about alignment, communication, and staying true to your org's unique superpowers. But, most importantly, you’ve got to remember that it’s a process. So, if you're feeling the grant blues or just need a little push in the right direction, tune in, soak up Dalya's wisdom (and those free resources!) and let's get those grants rolling in! In this episode, you will hear: Eight must-have components for nonprofit readiness The FIRST framework for crafting grant proposals Why partnering with other community organizations can be a strategic alliance Tips on updating and using boilerplate grant language effectively Resources from this Episode Free Grants Resources: Sign up for Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/31516057

112: Blaspheme It Up | Nonprofit Fundraising with T. Clay Buck 05/16/2024

112: Blaspheme It Up | Nonprofit Fundraising with T. Clay Buck Today we’ve got an episode from the backlist featuring one of our favorite guests, T. Clay Buck from TCB Fundraising! Clay and I dive into the nerdy goodness of data and systems for fundraising success. Clay dropped some serious knowledge bombs about the power of a solid fundraising plan and the need to keep it real with your donors. We tackle a listener's dilemma about getting their board involved in fundraising, and Clay is all about having a real honest convo with your consultant. Plus, he shakes up the idea that you can't raise funds in a resource-limited community. Spoiler alert: It's all about your story and that abundance mindset! We wrapped it up with some golden nuggets on why fundraising isn't just sales and how to diversify your funding eggs (don't put 'em all in one basket, folks!). If you're trying to level up your nonprofit's money game, give this episode a listen. And hey, hit me up with your questions or follow along for more nonprofit nuggets. Catch you next time! In this episode, you will hear: How data and numbers can transform your fundraising plans The real difference between sales and fundraising The role of the board of directors in your fundraising Why hiring a consultant isn’t just a quick fix to your fundraising problems Why we should change up the way we think about our individual donors How a scarcity mindset can sink your fundraising plans Resources from this Episode Sign up for Birken Law Email list: Facebook page: Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you. /episode/index/show/charitytherapy/id/31327987

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