Thursday, December 13, 2012

Idealware: Helping Nonprofits Make Smart Software Decisions

Nonprofit Technology Survey

How much do nonprofits budget for technology annually? How effectively do nonprofits feel they are applying technology to fundraising for their cause? To find out the answers to these and other key questions about nonprofit technology practices, we're helping to distribute a  survey created by NTEN, a membership organization of nonprofit technology professionals. 
Please participate in the survey here.
The survey will take about 10-15 minutes to complete.
Everyone who takes the survey before December 21st will be invited to enter a drawing for a $500 Amazon Gift Card.
This survey is intended for the person at your nonprofit organization most likely to manage technology and/or staffing decisions. Not you? Please forward the survey to the person who is.
If you are a consultant or provider who works with nonprofits, please forward this invitation on to your nonprofit clients.
Please take the survey online here.
NTEN is a 501(c)(3) nonprofit that provides education and resources regarding effective technology management in the nonprofit sector. All responses will remain anonymous and only be reported in aggregate. A report based on the findings from this survey will be made available in the first half of 2013, as a free resource for the nonprofit sector.

Nonprofits and the ‘Fiscal Cliff’: What Lies Ahead?

Nonprofits are scrambling to persuade Congress to avoid making spending cuts and tax changes that would hurt donors and the people charities serve.
But how can your organization make its voice heard during the debate surrounding the fiscal cliff? 
View this live discussion that explains what might happen over the next few weeks and months and show you step by step how to influence budget debates on Capitol Hill and in state capitols across the country.
The Guests:
Tim Delaney, is chief executive of the National Council of Nonprofits.
Patrick Lester is director of federal fiscal policy for OMB Watch. Read Mr. Lester's analysis,Mitigating the Impact of a Temporary Sequester.

New York AG Eric Schneiderman to nonprofits: Show us your campaign money

New York AG Eric Schneiderman to nonprofits: Show us your campaign money

By Teri Weaver, The Post-Standard 

Syracuse, N.Y. -- Attorney General Eric Schneiderman has proposed regulations that would make certain nonprofit groups report their political spending, a change that could reveal the source of millions of dollars in campaign money currently hidden from public view.
The proposal could make most nonprofits -- including 501(c)(4)s -- registered with New York report the breakdown of spending that goes toward federal, state and local elections. If that spending topped $10,000, the group would be required to disclose money donated to the group and spending toward political candidates or issue advocacy in state and local races.
Schneiderman, the state's top law enforcement officer, has the authority to regulate nonprofits. He must hold public hearings on the proposal, but he ultimately has the ability to impose the new rules, The New York Times reported.
The changes are a way around the hidden campaign spending that has flourished since
U.S. Supreme Court’s 2010 Citizens United decision -- especially in 501(c)(4) groups.
Those organizations "have become vehicles for political activity, including funding sham 'issue ads' that attack candidates for public office," according to a news release from Schneiderman. The "501(c)(4)s have become attractive conduits for this sort of activity because they can raise and spend unlimited funds, conceal their funding sources, and avoid paying corporate taxes on donations. In the last two election cycles, election spending through 501(c)(4)s exceeded spending through traditional political action committees."
Under the new rules, nonprofits that spend $10,000 or more a year that way would have to list each expenditure and each contribution of $100 or more, including the contributor’s name, address and employer.
The information would be public, with an exception for donors who specify that their funds can’t be used for electioneering.

As the Times points out, the change could affect lawmaking in New York involving such high-profile issues as hydrofracking, gaming and redistricting.
"The rules would also affect any tax-exempt groups that join expected battles over a proposed constitutional amendment that would expand casino gambling, a top priority of Gov. Andrew M. Cuomo; another constitutional amendment that would alter the state’s redistricting process; and any local ballot measures regarding hydraulic fracturing," Nicholas Confessore wrote in the Times story.
The new rules would not apply to 501(c)(3) organizations, which are already strictly prohibited from intervention in political campaigns, according to Schneiderman.

For online article click here

Major Renter to Students to Pay Millions for Civil Fraud

Major Renter to Students to Pay Millions for Civil Fraud

The founder of a nonprofit group that has rented affordable apartments to a generation of New York City college students siphoned millions of dollars from the agency through a shell company, using the group’s money to fly back and forth to a second home in Aspen, Colo., and to pay for a luxury penthouse in Brooklyn, an investigation by the state attorney general’s office has found.
George Scott, the founder of Educational Housing Services, along with his wife, Yun Suk Scott, and the group’s board of directors, agreed to a $5.5 million settlement to resolve the inquiry, the attorney general’s office said on Sunday. Investigators found that the group’s board had acted with what the attorney general called “stunning” negligence in allowing a shell company, which Mr. Scott created, to charge Educational Housing millions of dollars for unnecessary services. The board was also faulted for approving Mr. Scott’s salary: $718,032 in 2010 and as much as $1.4 million in 2007, amounts the attorney general called excessive.
Most of the settlement, which included no admission of wrongdoing, will go toward reducing the students’ rents and improving conditions of their rooms, the attorney general’s office said.
“Siphoning millions of dollars at the expense of college students is deplorable,” Attorney General Eric T. Schneiderman said in a statement. “We have no tolerance for officers and directors who treat a nonprofit organization as a vehicle for personal enrichment.”
Criminal charges were not expected because the attorney general’s office considered Mr. Scott’s actions a case of civil fraud that was approved by the board of directors.
Mr. Scott founded Educational Housing in 1987 and turned it into the city’s largest provider of student housing other than the colleges themselves, the attorney general’s office said. The group operates several residences in Brooklyn and Manhattan.
Mr. Scott resigned as president last month. His lawyer, Robert S. Wolf, denied any wrongdoing and said Mr. Scott had done much to improve student life in the city.
“No monies were siphoned from E.H.S. and in fact all relevant decisions were ratified by E.H.S.’s board of directors,” Mr. Wolf said in a statement.  
In 2002, Mr. Scott created a separate company, Student Services Inc., to provide cable, phone and Internet services to Educational Housing’s dorm rooms.
But investigators found that Student Services was only a middleman between the nonprofit agency and real cable companies, and that it charged Educational Housing millions of dollars over the years for no meaningful work.
The attorney general’s office depicted the board of directors as a willfully negligent group that allowed Mr. Scott to carry out his ruse over many years. In 2008, the board approved a contract for Student Services, the shell company, to provide services to Educational Housing at “unreasonably high rates” for the next five years, Mr. Schneiderman said.
“The breakdown in corporate governance at Educational Housing Services was stunning,” Mr. Schneiderman said.
The board members were found to have received exorbitant salaries, and some had inflated consulting contracts from the company as well, the attorney general’s office said.
As part of the settlement, the five-member board agreed to resign and pay $1 million from their personal funds. They were barred from ever serving on the board of a New York charity.
Educational Housing has two months to propose new board candidates to the attorney general’s office for approval.
For the online article click here

Wednesday, December 12, 2012

Fiscal Cliff Campaign Update

Countdown to Tax Hikes: 22 Days
Countdown to Arbitrary Spending Cuts (sequestration): 24 Days

Need to Know: (action items in this message)
In this message we’re sharing several media ideas and tools that have been developed and utilized within the network. Please take a look, take action today, and tell us what you’re doing (so that everyone will benefit).

I. Big Picture
The media are reporting that momentum is building for Republicans to agree to a tax-rate increase of some level for upper-income taxpayers, which is President Obama’s top priority. There is also growing speculation that Democratic opposition is lessening on some entitlement reforms, such as raising the age for Medicare eligibility from 65 to 67, and changing the index used for calculating inflation for Social Security payments. The oft-quoted mantra for congressional negotiations is that “nothing is agreed to until everything is agreed to,” so no details are close to being final.

Yesterday, Senators Schumer (D-NY) and Menendez (D-NJ) introduced the “Hurricane Sandy and National Disaster Tax Relief Act” that, among other things, lifts the current cap on charitable giving (50 percent of Adjusted Gross Income) for qualified disaster contributions. Once again, policymakers are relying on incentives for giving to alleviate suffering and expedite recovery in their communities.

Tomorrow (Wednesday, 12/12 @ 3:30 – 4:30 Eastern), BoardSource is hosting a webinar on “The Fiscal Cliff’s Twin Threats Against the Work of Charities,” during which we will be sharing our message about how two parts of the fiscal cliff threaten to create massive new burdens on nonprofits and even more work for board leaders. By making funding cuts without reducing the underlying human needs, the demand on nonprofits will increase whilethe resources for providing needed services will decrease. Capping or limiting the value of charitable deductions will further reduce the ability of charitable organizations to meet the increasing need for services. You can share this with your board members and others so they join more than 350 already signed up to learn why they should raise voices. 
Register now to learn more about these potentially devastating threats and what each of us can do NOW to voice our views.  
Also tomorrow (Wednesday, 12/12 @ 1:00-2:00 pm Eastern), several national nonprofits are hosting a conference call on the charitable giving incentive. Speakers include Fr. Larry Snyder of Catholic Charities USA, Diana Aviv of Independent Sector, and Rand Wentworth of the Land Trust Alliance, among others. The call-in number is  712-432-7300: access code 57668#.

II. Network Status Update (Let Tammie Smith know what you’ve done lately)
  • Letter to Congressional Delegations: 16 (of 42 State Associations/Nonprofit Allies)
  • Action Alerts: 34 (of 42 State Associations/Nonprofit Allies)
    • Number of Alerts: 44 (10 State Associations/Nonprofit Allies have sent 2 action alerts)
    • NOTE: If you want us to send an Action Alert for you, we can. Just let us know.
  • Media Outreach: 7 State Associations/Nonprofit Allies (13 contacts)
    • Social Media: 17 Facebook postings
III. Good Ideas
As powerful as our individual stories are, letters and phone calls to policymakers alone will not carry the day. We need the help, engagement, and attention of the news media in the home towns of the elected officials. We offer the following ideas from around the network with the goal of getting rank-and-file Senators and Representatives to tell their leaders: “I’m taking a lot of heat back home; you’ve got to prevent these arbitrary cuts and refuse to cap or limit the charitable deduction””
  • Targeted Joint Statements: Last week, leaders of 11 Catholic human service agencies in the Cincinnati area issued a joint statement calling on federal leaders to protect the poor and vulnerable there and abroad in fiscal cliff negotiations. The Cincinnati Enquirer picked up the story and informed all of Speaker John Boehner’s constituents of the potential local impact of the automatic cuts if he doesn’t reach a deal to avert the fiscal cliff.
    • Footnote to this story: Our colleague Beth Bowsky, who lives in Cincinnati, had previously shared with the Enquirer the network’s media statement and other materials, perhaps helping to lay the groundwork for the reporter’s interest prior to his receiving the local story from the Archdiocese.
  • Media Statements: Several State Association leaders have issued comments to the press or talked with reporters as they prepare stories. The National Council of Nonprofits issued a Media Statementlast week – intentionally designed as a background piece rather than the usual news release. The Statement provides a summary of the broader context, all designed to garner the attention of editors for the issues presented.
  • Editorial Board Meetings: Jim White, the new Executive Director for the Nonprofit Association of Oregon, participated in an editorial board meeting at the largest newspaper in the state along with two other nonprofit leaders. They addressed the questions raised, and, through excellent pre-meeting planning, covered all of the key points they wanted to make – using facts, stories, and obvious passion for the community.
  • Divvying Up the State: Yes, we want every State Association to be seen as the leader on this issue in the state; but we all know that the local angle is usually the first interest for editorial boards. TheNorth Carolina Center for Nonprofits solved this problem by preparing and sharing materials for their geographically diverse board members to submit to their local news outlets. This week, the Center is following up with any uncovered media markets to ensure that the whole state is covered.
  • Tools You Can Use: By all means, take the materials we’ve prepared and modify them for maximum impact in your state: InfographicMedia StatementMyths vs. Realitiesother resources.
  • Share: Help us develop the best array of ideas and tools for getting the news media across the country to focus on the impact in communities of the arbitrary cuts and proposals to cap or limit charitable deductions. Share with us and your colleagues the press statements, op-eds, talking points, quotes, etc., that you have developed for media contacts in your states.
IV. Why We’re Fighting
We have received powerful comments from nonprofits throughout the country who have gone to the website. Here is a sampling (permission given for naming organizations):
  • “We are a nonprofit organization who helps those with cancer at no cost to them or their families.  We rely on fundraisers and donations to stay open with an all-volunteer staff. We are the only organization offering the programs and services in the Tri-State area we live in. We rely on the current charitable giving incentives so we may continue to help those who are newly diagnosed or going through treatments.” We Care Cancer Support Inc., Bullhead, Arizona
  • “Soroptimist International of the Central Jersey Coast services the hardest hit area of Storm Sandy. Many of our members have lost homes. Our neighbors are suffering devastating loss of homes, income, and emotional and physical needs. We must have our contributions so we can carry on our work to help women and girls in our community. We help the local women's shelter, girl scout's camp, sexual abuse rape victims, and the local children's hospital. We also give gifts for girl's who volunteer in our community and give scholarships to women rejoining the work force. Without the incentive to donate, our work will be overSoroptimist International of the Central Jersey Coast, Lakewood, New Jersey

Thursday, December 6, 2012

Grantsmanship Training Program

Save the Dates!

in Oriskany (Utica area),
New York
March 11-15, 2013

hosted by
Cornell Cooperative Extension
Oneida County

To learn more about this training, click here.

Tuition for this comprehensive five-day training is $895.

To reserve a place in this training program, click here. Or call the Grantsmanship Center's registrar at (800) 421-9512.

Insurance Solutions for Today's Nonprofits

ObamaCare: It’s the Law!
Written by: Fred Scaglione

There is a lot of detail we still don’t fully understand about the Affordable Care Act. One thing, however, is finally certain. After a lengthy struggle in Congress; a legal battle that went all the way to the Supreme Court; and a national election which revolved in large part around Republican threats to repeal the legislation on “day one” of a new administration, “ObamaCare” is now the law of the land. And, any reluctance or hesitation to begin moving towards compliance with its provisions is, or at least should be, a thing of the past.

The Affordable Care Act will have implications for almost every individual and all employers in the nation, both for-profit and not-for-profit. Up until now, these impacts have been relatively limited. But, over the coming six to nine months, New York State will begin taking important steps towards the next major set of deadlines that take effect on January 1, 2014. On that date, the law will begin to require certain employers to provide specified healthcare coverage to their employees, or face a series of penalties. And, all individuals will be required to have coverage, either through employer sponsored policies or through insurance that they purchase on their own. To guarantee that all individuals and small employers can purchase reasonably-priced health insurance, New York State will be establishing a “health insurance exchange” where coverage will be available to everyone, regardless of their medical histories. In addition, federal premium subsidies will be available to help cover the cost of health care for low- and moderate-income individuals and families. There are even “small business” tax credits that are available to help smaller employers meet the costs of complying with the law’s new mandates.

So, what will the Affordable Care Act mean for your nonprofit and its employees? That depends on a number of factors.

First and foremost is the determination as to whether you are a “small” or “large” employer – since “large” employers are subject to the employer mandate to provide health insurance coverage or face penalties.
The Affordable Care Act defines “large” employers as those who have 50 or more full-time – or full-time equivalent – employees. It is important to note that the ACA defines “full-time” employees as those working 30 hours per week or more. Consequently, it also calculates both full-time (FT) and full-time equivalents (FTEs) by taking the total number of hours worked by your employees and dividing by 30 (or 120 hours per month). As a result, your agency could have only 40 “full-time” employees who work 40 hours per week, another 20 employees who work 20 hours per week and still be considered a “large employer” because that translates into 66.7 FTEs.

As of January 1st, 2014, “large employers” are required to provide “full-time” employees with health insurance coverage that complies with the ACA guidelines. If they do not provide coverage – and have at least one full-time employee who receives a premium tax credit, through the newly formed Insurance Exchange, to help purchase coverage as an individual -- they will face penalties of $2,000 per full-time employee. (For reasons that seem unclear, an employer’s first 30 employees are excluded when calculating the penalty amount.) For those large employers who do provide coverage – but still have at least one full-time employee who receives a premium tax credit to help cover the costs of insurance purchased individually, the penalty is the lesser of $3,000 for each FT employee receiving a premium credit or $2,000 per full-time employee, again excluding the first 30 employees.

What does the ACA require in terms of employer-provided coverage? There are three key required components of care defined in the law that will affect nonprofits and other “large employers”.
First, generally speaking, these employers must offer coverage to eligible full-time employees that begins within 90 days of being hired. Those “very large” employers with 200 or more FTEs, must automatically enroll employees into health insurance plans – rather than ask employees if they wish to be enrolled – and then allow those who wish to opt-out an opportunity to do so.

Second, the employee share of health insurance premiums that an employer can require is being substantially limited. The maximum employee share of premium coverage for employer-sponsored individual coverage cannot exceed 9.5% of the employee’s gross income. In light of the historic trend towards increasing requirements for employee contributions, the relatively low salary levels which many nonprofits pay for direct care and other employees, and the rising cost of health insurance premiums in recent years, this mandate has the potential to significantly impact a broad range of nonprofit service providers. For example, under this provision, a “full-time” direct care staff member who works 35 hours per week at $10 per hour would have annual income of $18,200 per year or $1,516 per month. Based on this requirement, that staff member’s maximum contribution towards his health insurance premium would be approximately $144 per month. As a result, it is not inconceivable that an agency which had required employees to pay half the cost of their health insurance coverage would no longer be able to do so in these cases.

Third, the law mandates that all health insurance policies – including those provided by employers – meet certain coverage standards in terms of what costs of services are paid by the insurance and what the consumer’s out-of-pocket costs might be. Under the ACA, policies are required to have an actuarial value of 60%, meaning that a consumer’s out-of-pocket costs of healthcare would not exceed 40% of total medical expenses. Since New York State has traditionally required policies sold in the state to meet relatively high quality standards, it seems unlikely that this would have a significant impact on coverage currently being offered by nonprofit employers. However, recent trends towards low-cost but high-deductible policies might well run up against these limitations.

Many of New York State’s nonprofits are likely to fall below the ACA’s “large employer” threshold and, therefore, face no new mandate to provide health insurance coverage to their employees. However, the law still may offer a series of opportunities – and some interesting questions -- both for these “small employer” nonprofits and their employees.

New York State’s Health Insurance Exchange which is expected to be developed as early as October 1st, 2013 – and must by law be in place by January 1, 2014 – is designed to allow individuals without access to small group plans to purchase coverage at a cost which is considerably lower than current individual premium levels. In fact, it is estimated that individual coverage available through the exchanges may reduce premiums by between 60 and 70%.

Moreover, individuals purchasing insurance through these exchanges may be eligible for income-based premium tax credits that would limit their cost of coverage to as low as 2% of income for those with household incomes between 100% and 133% of the Federal Poverty Levels (FPL), and just 9.5% of income for those earning up to 400% of (FPL), or $92,201 for a family of four. For example, a single mother with two children who earns $25,390, or 133% of the current FPL for a family three, would receive premium credits covering health insurance costs above $42.32 per month.

Based on these lower costs and premium supports, many staff at nonprofits may feel that better insurance options are available through the exchanges. However, employees who are offered an employer sponsored plan that meets the maximum contribution criteria of 9.5% of gross income and provides the 60% coverage value outlined above are not eligible for exchanges or premium credits. As a result, it will be interesting to see whether some smaller nonprofits decide to terminate coverage benefits and urge their employees to seek insurance through the exchange/premium credit option.

New York State’s Health Insurance Exchange will also offer “small employers” with 50 or fewer full-time employees an opportunity to purchase insurance. However, due to New York’s current community-rating system, it is not anticipated that policies sold through the Exchange will be considerably less expensive than those currently available to small employers on the open market.

Another feature of the ACA, however, may help smaller employers – those with fewer than 25 full-time equivalent employees – to obtain tax credits to help offset the cost of health insurance benefits for their employers. The credits are available based on a sliding scale to nonprofits whose average salary level is less than $35,000, with the maximum benefit going to those whose average salary is $25,000 or less. While this sounds like it may be a significant benefit for many small nonprofits, it appears that relatively few organizations actually meet these average salary guidelines. Once again, this is driven in part by the calculations used to determine both your number of FTEs – in this case using 2,080 hours per year or 40 hours per week – and your total salary expenses. Based on these formulas, many organizations with staff who work a 35-hour week will see their number of FTEs fall below their actual number of full-time employees – and as a result, their calculated average salary rise above the levels which staff actually receive.

During the course of 2013, we will learn many additional details about how the Affordable Care Act will be implemented and how the State health insurance exchanges will operate. Nonprofits and the individuals who work in them need to begin thinking about what compliance with the law’s requirements will mean and how emerging details affect their plans.
Peter Andrew is President and CEO of Council Services Plus, the insurance brokerage subsidiary of the New York Council of Nonprofits

Oppose Cap on Deductions for Charitable Donations

Help Nonprofits Across the Country Oppose the Proposed Cap on Charitable Deductions
Learn More and Add Your Voice Today!
As New York's statewide association of charitable nonprofits with over 3,000 members, the New York Council of Nonprofits, Inc. (NYCON) is strongly urging our Representatives and Senators to oppose efforts to include charitable deductions in an overall cap on itemized deductions and to oppose any other efforts to reduce current levels of charitable deductions.
Already Doing More With Less...
Community nonprofits, including those considered faith-based, are at the front lines of protecting and strengthening individuals, families and their communities and simply do not have the capacity to bear more burdens associated with ill-advised and sometimes arbitrary withdrawal of federal, state and local governments from domestic programs.

During this recession, the workload of many of the state's nonprofits has increased as poverty levels have risen. Research has shown that nationally the demands on the nonprofit sector have soared since at least 2008, increasing 73% in 2008; 77 % in 2009; 77% in 2010; and 85% in 2011.

Regarding the proposal of including charitable deductions in the pot of an overall cap of itemized deductions, this will not only be harmful to the good work of charities but is unfair.

How Will This Affect Nonprofits?
Consider that charitable deductions are different from the other itemized deductions in that the public, not the individual taxpayer, benefits from the expenditure (unlike with mortgage interest, gambling losses, etc.)

A cap on itemized deductions would be consumed by fixed-cost deductions being the "first-dollar in" such as mortgage interest and state/local taxes, leaving little or no room under the cap for discretionary charitable gifts. Charities in high tax states, such as New York State, are particularly at risk.

In these times, we urge Congress to consider policies that encourage charitable giving, not discourage donations.
We ask you to urge our elected officials to oppose legislation that threatens the capacity community nonprofits to acquire the charitable resources needed to better the lives of people and the communities they live in.

Tuesday, December 4, 2012

Grantsmanship Center is offering free mini-webcasts

Grantsmanship Center is offering free mini-webcasts
The Grantsmanship Center is producing a series of free mini-webcasts. Most are under 3 minutes long and all address a critical aspect of planning or writing grant proposals. Their focus is on planning, developing logical arguments for funding, and developing projects that produce results.

The latest mini-webcast, How to Use Concept Papers, has been released and can be accessed by clicking here, or cutting and pasting the following URL into your web browser (

Additional mini-webcasts on The Center’s YouTube channel include 
  • How to Write a Mission Statement 
  • How to Get a Grant 
  • What’s Most Important 
  • How to Apply for Federal Grants – Understanding Federal Grant Application Guidelines
  • 8 Reasons You’ll Get the Grant
A number of libraries, colleges, and nonprofits are sharing the mini-webcasts as a service to their constituents. Please feel free to do the same.

Now Available: New NYCON Fiscal Tools

New NYCON Fiscal Tools
Now Available: Budget and Cashflow Toolkits

Just in time for next year’s budget and cash flow planning, NYCON has developed a new benefit for our member that will truly be the “best friend” of every fiscal person who uses it. Designed with the needs and resources of the smaller to medium sized nonprofit in mind, NYCON’s Chief Fiscal Officer and staff have designed a “fool proof” tool for developing a streamlined, compliant and easy to understand budget.

The features of the Budget Toolkit include:
  1. Built in instructions on “Getting Started” and “How to Develop Your Budget” 
  1. Built in formulas and linked spreadsheets
  1. Definitions & Glossary on types of budgets, frequently used budgeting terms & more
  1. Templates that your organization can utilize to customize for your own organization’s budget and salary and fringe expenditures.
  1. And more!

Budget & Cash Flow Toolkit Combo

Members:                    $299.00
Non-Members:              $399.00
*Any nonprofit attending this webinar (our first for this very important tool!) will receive a 25% discount off of the prices above.

Cash Flow Toolkit
Members:                     $29.99
Non-Members:              $59.99
*Any nonprofit attending this webinar (our first for this very important tool!) will receive a 25% discount off of the prices above

Interested in learning more?
Here's a Link to a recording of a recent webinar on these fiscal tools

Feedback Requested: Director of Operations

Feedback Requested: Director of Operations
A request from a local Utica-based nonprofit Executive Director

This organization is seeking information about the position of "Director of Operations", otherwise known as "Chief Operations Officer". The questions about this position are:
  • When is the position useful?   
  • What key responsibilities does it involve?
  • What kind of person has been successful in the position?   
  • Do you have a position description you would be willing to share?  
Please send any feedback or information you are willing to share.

We will be sure to post any results or feedback we receive and if any other Executive Director has questions of this sort please feel free to email us.  

Wednesday, November 28, 2012

RESCHEDULED: State Information Sessions on Master Contract

RESCHEDULED: State Information Sessions on Master Contract

We are pleased to announce that the State Grants Reform information sessions previously set for November have been re-scheduled.  Please see below for dates, and see the bottom of this email for more information on the sessions.  If you wish to attend, please RSVP to . If you had previously registered, you need to RSVP for the new date, and we encourage you to register soon as space is limited.

December 18, 2012
10:30 AM – 12:30 PM
Meeting Room 5
Empire State Plaza – Concourse
Albany, NY 12220
December 19, 2012
10:30 AM – 12:30 PM
Mustard Building Conference Center
1 Mustard St.
Rochester, New York 14609
New York City
December 20, 2012
1:30 PM – 3:30 PM
Room 706-708
UJA – Federation Building
130 East 59th Street
New York, NY 10022

As part of the grants reform effort, the State has set up a new website to serve as an information portal throughout the reform  process and we encourage you to visit the site and share with the appropriate staff.

Thank you.

Michelle Jackson | General Counsel
Human Services Council
130 East 59th Street, NY, NY  10022

Call to Action: Confronting Severe Challenge to Charitable Deductions, Spending Programs

National Council of Nonprofits 

Call to Action: Confronting Severe Challenge to Charitable Deductions, Spending Programs

Charitable nonprofits are truly at risk of losing the charitable giving incentive in the Lame Duck session of Congress. Now is the time to call on our 25,000+ nonprofit members – and their board members, staff members, volunteers, donors, and others you know with email addresses – to raise their collective voices in telling Congress to protect the charitable deduction and stop the arbitrary spending cuts known as sequestration set to go into effect on January 2, 2013.

Congress and the President are negotiating how to avert the $600 billion in spending cuts and tax hikes that take effect at year’s end if they fail to take action. One proposal rapidly gaining support (particularly - but not only - among Republican Senators) is capping itemized deductions, including for charitable donations, at $15,000, $17,000, or $25,000 for individual taxpayers. Such a cap would eliminate any tax incentive for donations to charities. The big fixed-cost deductions, such as for mortgage interest (national average of $10,640 in 2010) and state/local taxes (national average of $11,593 in 2010), that combined total $22,233, would eat away the entire deduction at the levels being discussed, leaving no room for discretionary gifts to the work of charities. Even if they increase the cap to $30,000 or $40,000, that leaves very little incentive for giving. Larger institutional nonprofits with dedicated development staff will then have an advantage to squeeze out smaller charitable nonprofits for the limited dollars then available.

DO SOMETHING TODAY! Click on the link below to learn more and to see what actions you can do. 

Call to Action Link 

Thursday, November 15, 2012

Local Workshop December 7: How to Become a Powerful Presenter

Workshop:      How to Become a Powerful Presenter
Date:               Friday, December 7, 2012
Time:              9:00 am – 12:00 noon
Location:        10 Main Street, Whitesboro, NY  (Schafer Development Group)
Investment:    $99.00

Presenter: Fred Ashforth is the president of Ashforth Associates, a consulting firm established in 1991. He is an experienced salesman, speaker, trainer, writer and consultant. Over 15,000 people
have attended and participated in his programs. His audiences describe his programs as
educational, memorable and valuable.

All attendees will:
-           Actively participate throughout the workshop.
-           Have the opportunity to ask specific questions related to their needs.
-           Receive feedback that will help them improve.
-           Take home valuable ideas and information (including handouts).

This workshop will focus on:
-           Reducing and Controlling Nervousness
-           Organizing Ideas to Write Powerful Speeches and Presentations
-           Audience Interaction to Connect with your Audience
-           Using Visual Aids (including PowerPoint) Effectively
-           How to Handle Questions and Answers Like a Pro
-           And more!

Bring a colleague.
-           $99.00 for 1st person from your company/organization. $79 each additional. 

Call: 315-269-4412

Space is limited- Last program of the year. Call or email to hold your places today!

Friday, November 9, 2012

Mohawk Valley Leaders Nov. 7th Program RECAP

Mohawk Valley Leaders Nov. 7th Program: Organizational Disaster Preparedness 
Presented by: Tim Riecker, Chair, HOOAD (Herkimer Oneida Organizations Active in Disasters)    

The two main topics of this presentation were emergency planning (which addresses immediate life safety issues in the event of disaster) and Continuity of Operations Planning (or COOP - which addresses sustainability of the organization post-disaster).  The program covered the reasons why we plan, what our hazards are, planning steps, considerations, and resources. 

For a better recap below are links to documents from the program.
 Preparing your Organization for Disaster Power Point 
Resources Flyer
Emergency Preparedness Solutions Busniess Flyer

Thursday, November 8, 2012

Foundation Center's IssueLab Provides Comprehensive Access to Third Sector Research

Foundation Center's IssueLab Provides Comprehensive Access to Third Sector Research

Knowledge Sharing Platform Now Contains 11,000 Resources

New York, NY — November 8, 2012. The Foundation Center has launched the next generation of IssueLab, a web site that provides free and open access to resources that analyze the world's most pressing social, economic, and environmental challenges and their potential solutions. The platform contains more than 11,000 documents and represents one of the largest collections of social sector knowledge, spanning 40 issues areas, from agriculture to immigration to welfare.
Earlier this year, the Foundation Center acquired IssueLab, then an independent online publishing forum. Since then, it has worked to integrate IssueLab with PubHub, the Center's catalog of more than 7,000 annotated links to foundation-sponsored reports. The result is a unified platform that retains the name IssueLab and contains a wide range of case studies, white papers, evaluations, fact sheets, issue briefs, annual reports, and toolkits from the social sector.
"IssueLab's integration into the Foundation Center is a critical first step in our ongoing commitment to the spirit and practice of data sharing," said Gabriela Fitz, director of knowledge management initiatives at the Foundation Center. "This resource makes it easy for anyone to find, access, and share the collective intelligence of the social sector."
IssueLab's features include:
  • Efficient searching and browsing by social issue area, author, publishing organization, or geography;
  • A one-of-a-kind searchable database of more than 9,000 authors and researchers in the social sector; and
  • The ability for any organization to add research to the collection as a way to share valuable resources with a broader audience.
In addition, IssueLab offers customizable "Knowledge Centers," which organizations, coalitions, and networks can use to create and maintain their own online libraries in a proficient and sustainable way, while allowing automatic and easy sharing of their knowledge with new audiences through IssueLab.
As a centralized collection and knowledge sharing platform, IssueLab keeps users current on social sector research, and it also provides long-term access to important documents that may otherwise be lost. For example, when the organization Public/Private Ventures recently ceased operations after 35 years, its large body of groundbreaking research was transferred to the Foundation Center under a Creative Commons license. These reports — many that evaluate programs that help young people from high-poverty communities — are now part of IssueLab's permanent collection and continue to be freely available to others working to help children, youth, and families.
The re-launch of IssueLab aligns with the Center's Foundation Center 2020 strategic plan and reflects its commitment to building the global data platform for philanthropy, providing nonprofits with the resources they need to succeed, and empowering donors with knowledge tools for strategic decision making.
IssueLab can be found at Issue Lab.

Tuesday, October 30, 2012

City of Utica Hurricane Sandy Follow-Up

News Release
Hurricane Sandy Follow-Up

City of Utica Hurricane Sandy Follow-Up
As Hurricane Sandy approached yesterday, the City of Utica implemented an Emergency Preparedness plan using the National Incident Management System.  At the direction of Mayor Robert Palmieri, the command staff from the Utica Police Department, Utica Fire Department, the Department of Public Works, and Engineering Department established a unified command post at City Hall, to prepare and execute an emergency response related to Hurricane Sandy.

The Command included upper level management from all departments, including Police Chief Mark Williams, Fire Chief Russell Brooks, DPW Commissioner David Short, City Engineer, Goran Smiljic, and Mayor Robert Palmieri.  The City of Utica’s command post for Hurricane Sandy was demobilized at 8:00am today and all departments have resumed regular functions.

During the storm, the Utica Police Department responded to 13 calls for, alarms, wires down, malfunctioning traffic lights, disabled vehicles, and a structure fire.  The Utica Fire Department responded to 24 calls for service including calls for EMS, wires down, a transformer fire, and a structure fire.  The Department of Public Works responded to 14 incidents of downed trees, limbs and a utility pole.

Throughout the night all department heads as well as the Mayor were mobile checking in on various incidents.  There were no reported injuries due to the storm.

The most significant incident was a fire that broke out at the former Catskill Spring Water Co. building in East Utica. Embers blowing from a smoldering portion of the building's roof were a concern, with the potential for them to catch elsewhere.

Mayor, Robert Palmieri was on the scene and said the fire department did a remarkable job in keeping the blaze under control in storm conditions.  At one point he had to move his car, parked a block away, to avoid burning embers.  The cause of the fire is under investigation.

Palmieri said, “We thank all the citizens of Utica for their cooperation during this potentially dangerous situation.”

“The measure of a community is not how it performs under normal circumstances, but how it reacts to times of challenge.  Our community can be depended upon to meet any crisis,” Palmieri concluded.

Mayor                                                                                                                                                                             Fax  315-734-9250

Contact                Police   Sgt. Hauck           534-1229
                                Fire        Lt. Wusik              534-1226

Helpful Resources for Dealing with Sandy

To our NYC Members and all Members across New York State dealing with the aftermath of Sandy... Our thoughts are with you, your staff, and the community in this very difficult time. If there is anything we can do to assist, by posting notices, helping you connect with other nonprofit resources, etc. please let us know. ~NYCON staff and Board.

Some Helpful Resources:
Governor Cuomo Holds Storm Briefing 
CNN Impact
Disaster Distress Helpline
American Red Cross Greater NY Region

Tuesday, October 23, 2012

New Reports Shed Light on Payout Practices and Expense Patterns of U.S. Foundations

New York, NY — October 23, 2012. The Foundation Center, the nation's leading authority on philanthropy, has released new reports that examine the payout practices and spending patterns of more than 1,000 larger U.S. independent foundations. These reports provide an authoritative, unbiased source of knowledge to help the public and policymakers better understand foundation practice and to help foundations benchmark their own activities.

Understanding and Benchmarking Foundation Payout explains the concept of payout, which refers to the total amount that a foundation reports as its charitable distribution. (The law requires the vast majority of private U.S. grantmaking foundations to distribute at least 5 percent of their net investment assets for charitable purposes each year.) The report is the first of its kind to track payout practices of the largest U.S. foundations. It finds that during the period 2007-2009, the largest share of endowed foundations (46 percent) reported payout rates in the range of 5 to 5.9 percent, on average. Nearly one-in-five foundations had payout rates at or above 10 percent. The Foundation Center does not take sides on whether the minimum payout rate should be higher or lower — whether foundation assets should be spent down quickly or preserved long-term — rather it provides data and research to inform the debate.

"While the very top grantmakers tend to pay out close to the 5 percent minimum, there is surprising variation in payout levels of larger foundations overall, and annual rates are affected by drastic changes in the stock market," said Loren Renz, the author of the report and vice president emeritus for research at the Foundation Center. "Only by averaging these rates across multiple years can a balanced view of payout practices be realized."

The amount a foundation spends on staff, overhead, and other program-related administrative expenses is included in the calculation of its qualifying distributions each year. Benchmarking Foundation Administrative Expenses: Update on How Operating Characteristics Affect Spending considers how differences in foundations’ infrastructure, operations, and programmatic activities influence their spending patterns.

The report finds that whether a foundation employs paid staff is the single most important factor affecting its expense levels, followed by staff size. In addition, foundations that regularly engage in international grantmaking, foundation-administered programs, or making grants directly to individuals have expenses-to-qualifying distribution ratios that are roughly twice as high as those that do not.

Understanding and Benchmarking Foundation Payout and Benchmarking Foundation Administrative Expenses can be downloaded at no charge from the Gain Knowledge area of the Foundation Center's web site. To receive future updates on Foundation Center news, sign up here.

This research was made possible through support from the Charles Stewart Mott Foundation.

About the Foundation Center
Established in 1956, the Foundation Center is the leading source of information about philanthropy worldwide. Through data, analysis, and training, it connects people who want to change the world to the resources they need to succeed. The Center maintains the most comprehensive database on U.S. and, increasingly, global grantmakers and their grants — a robust, accessible knowledge bank for the sector. It also operates research, education, and training programs designed to advance knowledge of philanthropy at every level. Thousands of people visit the Center's web site each day and are served in its five regional library/learning centers and its network of more than 470 funding information centers located in public libraries, community foundations, and educational institutions nationwide and around the world. For more information, please visit or call (212) 620-4230.

**To read more press releases CLICK HERE

Mohawk Valley Leaders Oct 10th Program: Keys to a Successful Organization RECAP

The presentation's focus was mainly on Executive Directors and Organizational leaders.  The presenter, Keith Fenstemacher, talked about ideas ranging from good to great, hedging, Shacklton's lessons, and getting to great (which focused on team work and finding your true North). For a recap click below to see the videos taken from the session. Also, there is a link below to Keith's power-point slides.

Video Part One

Video Part Two

Power-Point Slides

Tuesday, October 16, 2012

Nominate Someone for the 2013 Early Childhood Recognition Awards

The nomination period for the 2013 Early Childhood Recognition Awards has begun.
Complete a nomination NOW for a 2013 award!

Is there someone you know who makes a difference in the lives of our children?  Nominate your favorite "Friend of Children" for one of our awards and show your appreciation.  Just click below to make a nomination.


End-of-Year Giving

This blog post discusses Year-End Giving ideas in an interview with Mark Brewer, President/CEO of the Community Foundation of Central Florida.  Mr. Brewer provides some great suggestions on making a gift before the end of 2012 while making a difference in one's community.  His suggestion of a life income gift is particularly beneficial to both the donor and the nonprofit organization. Click below to read blog post.


Thursday, October 11, 2012

10 GIFTS OF $10,000 OR MORE BY DECEMBER 31, 2012

Jim Donovan, President of Donovan Management Inc., gives tips on how you can get 10 gifts of $10,000 or more before next year.

His tips include:
-Manage your time
-Get out there face-to-face with prospects
-Take a donor who knows the prospect
-Be passionate when telling the prospect your organization is a leader in...
-Complete your request by saying "Can you think of any reason why we would not hear back from you about our request for a tax deductible gift before the end of this year?”

For more details on these tips click below 
Click here

Tuesday, October 2, 2012

Fall Conference Speaker presenting on Bullying Prevention

On Oct 20, the Child Care Council will be hosting a keynote presentation and follow up workshop by Betsy Evans, author of “You Can’t Come to my Birthday Party”. She will address the very real issue of identifying and dealing with early behavior that may lead into Bullying Behavior. If you have more questions, please feel free to contact Lorraine Kinney-Kitchen ( or Mariann Joslin ( The target audience is people who work with children and parents. Please share freely within your networks!

UPMC Among Nonprofits Eager to Avoid Paying Property Taxes

An interesting article about a major nonprofit (UPMC) who is making a rare move in order to avoid paying property taxes. Click on the link below to read this article and learn more about what types of deals other nonprofits are making. 

2011 Member Mapping Report from National Council of Nonprofits

2011 Member Mapping Report from National Council of Nonprofits
A unique report that gives your State Association data and analyses that are relevant to every State Association board and staff member in the National Council of Nonprofits' network. 

The 2011 report addresses many frequently asked questions, including:

  • How are State Associations weathering the economy?
  • How do State Associations earn revenue other than through member dues?
  • Why are the numbers of people trained through our network trending down?
  • Why are there lots of new members in State Associations every year, but not a corresponding growth in the network? 

Tuesday, September 25, 2012

Sept. 21st Steering Committee Meeting Mintues

Below are the meeting minutes from the planning meeting on Friday, Sept. 21st:

Steering Committee meeting
September 21, 2012
Community Foundation

Attended by:
Cassandra Sheets, Center for Family Life and Recovery
Lorraine Kinney-Kitchen, Child Care Council of Cooperative Extension
Lucia Bliss, Herkimer County Community College Foundation
Andrew Marietta, NYCON

  • Spoke about political forum- plan for next year, most likely fall
  • Association of Fundraising Professionals- national audio webinars (1.5 hours)- would be hosted at Herkimer County Community College- AFP CNY Chapter- if AFP member, free.  For non-members it is $10.  
  • Discussed leadership and recent survey on training needs.
  • Discussed relationship between the ED and Board President.  Develop a panel featuring various nonprofits with their board president and executive director speaking about their partnerships.  Topic for 2013.
  • Oct 10th Program- confirmed.  Introduce Keith.  Have evaluation and ask about future direction- question about fund development webinars.
  • Disaster Planning Program- November- possible dates: Nov 7, 8 and 9. 9am start time. Cassandra host.  The two main topics of this presentation would be emergency planning (which addresses immediate life safety issues in the event of disaster) and Continuity of Operations Planning (or COOP – which addresses sustainability of the organization post-disaster).  Will cover the reasons why we plan, what our hazards are, planning steps, considerations, and resources.  An hour is a comfortable time frame.   Technology- ask Tim- will he address recovery of technology or electronic records  To make more relevant- involve some people that speak about disaster impact to set tone- query ED Committee about possible suggestions.  Ask Tim is he has connection to Homeownership. Possible location?