Leveraging Accountability for Revenue Growth
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Transcript of Leveraging Accountability for Revenue Growth
Leveraging Accountability
Jeff Sobers, Product Marketing Manager
Blackbaud, Inc.
@JeffSobers
AGENDA
Why does accountability matter?
Understand, measure and improve
Nine ways to improve accountability
Why does
ACCOUNTABILITY
matter?
1. Fraud and fiscal mismanagement
2. Need growing faster than funding
3. Donors expect more than ever
ACCOUNTABILITY
MATTERS
FRAUD 1
LOSS OF MAJOR DONORS
BOARD MEMBERS
FORCED TO RESIGN
FORCED TO PAY DAMAGES
DEMAND 2
OUTPACING
FUNDING
What do you expect to
happen to demand for your
services in 2013?
INCREASE SIGNIFICANTLY INCREASE SLIGHTLY STAY THE SAME DECREASE
31%
42%
21%
5%
35% 36%
20%
10%
41% 36%
16%
7%
44% 41%
12%
4%
Significantly Increased
Slightly Increased
Stayed the Same
Decreased
DEMAND FOR SERVICES
2008 2009 2010 2011
Source: 2012 Nonprofit Finance Fund
Do you expect to be able to
meet all of the demand for
your services in 2013?
56% 51% 52% 50%
44% 49% 48% 50%
2009 2010 2011 2012
Were Nonprofits Able to Meet Demand for
Services?
Yes
No
3
DONORS
DEMAND
TRANSPARANCY
INFORMATION IS AVAILABLE
LIKE NEVER BEFORE
WHERE DID THE MONEY GO?
Do you think the nonprofit
sector is on the right track
or has seriously gotten off
in the wrong direction?
30%
32%
38%
OVERALL
Right Track
Wrong Direction
Not Sure
Source: 2010 Harris Poll
36% 38%
35% 33%
29%
21%
16% 19%
23%
34% 38% 37%
48%
43% 42%
33% 33%
42%
18 - 24 25 - 29 30 - 39 40 - 49 50 - 64 65+
BY AGE GROUP
Right Track Wrong Direction Not Sure
RECAP:
1. Fraud and fiscal mismanagement
2. Need growing faster than funding
3. Donors expect more than ever
What’s a
nonprofit
to do?
Understand,
measure,
and improve
What is
ACCOUNTABILITY?
WITHOUT
PUBLIC
TRUST
NONPROFITS
WOULDN’T
EXIST
ACCOUNTABILITY
versus
STEWARDSHIP
WHAT IS YOUR
ACCOUNTABILITY IQ?
Does the organization hold
staff and board meetings
on ethics or take other
measures to foster a
culture of accountability
and transparency?
Does the organization have
a code of ethics and
statement of values and
post it on your website?
Does the organization
follow a conflict of interest
policy and post it on the
website?
Does the organization have
board members with
financial expertise?
Does the organization have
its financial statements
independently audited?
Does the organization take
steps to remain current with
the law?
Does the organization have
board members review
financial statements,
including the Form 990?
Does the organization have
the CEO or CFO sign the
Form 990?
Does the organization file
the Form 990
electronically?
Does the organization post
the Form 990 on your
website?
Does the organization post
the policies, financial
information, and
information on programs
results on the website?
Does the organization have
a supported policy on
reporting suspected
misconduct
(a whistleblower policy)?
SCORING
SCORE WHAT IT MEANS
12 Great, keep up the good work and pass along
your success stories and model policies for others
to learn
9 – 11 Good, but there’s room for improvement
6 – 8 You’ve indicated commitment to accountability,
but need to move beyond the basics
0 – 5 Time to get serious about accountability. Engage
your Board, staff and volunteers quickly to help
make the needed changes.
Didn’t get the
score you
expected?
9 WAYS TO
IMPROVE
ACCOUNTABILITY
1 Create a culture of transparency
2 Create a donor Bill of Rights
http://www.afpnet.org/files/ContentDocuments/Donor_Bill_of_Rights.pdf
3 Adopt a conflict of interest policy
4 Ensure the Board of
Directors can fulfill its
fiscal responsibility
5 Conduct independent
financial reviews and audits
6 Ensure the accuracy of the Form 990 and
make it public
7
Be transparent
external stakeholders with
8 Establish and
support a policy of
reporting suspected
misconduct
9 Remain current
with the law
REVIEW:
1. Create a culture of transparency
2. Create a Donor Bill of Rights
3. Adopt a conflict of interest policy
4. Ensure the Board can fulfill its fiscal
responsibility
5. Conduct independent audits
6. Ensure the 990 is accurate and public
7. Be transparent with stakeholders
8. Establish a whistleblower policy
9. Remain current with the law
What
QUESTIONS
do you have?
Twitter: @JeffSobers
http://www.slideshare.net/jsobers1