Blog

The pandemic has made strategic planning a challenging prospect for organizations across the country.   Many teams have had to revisit their mission, vision, or even their values.  Pre-Covid plans no longer fit the times and leaders have had to take a fresh look at community needs.  Given the current landscape, how do we "fall forward" with purpose and planning?    

In part two of the Fall Forward DBD Podcast series, Jon Simons interviews executive coach and fellow DBD Group partner Kellie Wardman about strategic thinking and planning for the modern era.

In this seventeen minute episode, Kellie shares insights about how leaders and teams can get unstuck and take new, energized approaches to thinking and planning for the future.

By DBD Financial Management Team

Much has been made of support like the Paycheck Protection Plan and Employee Retention Tax Credits that arose from Congressional efforts to address the economic impact of the COVID pandemic.

However, from a tax standpoint, there are some less known provisions that can affect how your donors treat their contributions.

As we head into year-end giving,  you'll be engaging with donors and asking for their continued support.  Being aware of the tax provisions below could come in clutch during these crucial conversations.

Covid-19 disrupted plans and services for non-profit organizations across the country.  Many programs had to be re-conceived and significant changes were made under pressure.  With these unprecedented circumstances, some significant lessons were learned and in some cases, opportunities occurred.  What creative problem solving arose for leaders and teams and what new community partnerships emerged?  

In the Fall Forward DBD Podcast series, Jon Simons interviews leaders about how they were able to innovate and serve their community in challenging times.

In part one, DBD Group's Jon Simons interviews Justin Ihne, CEO of YMCA Plattsburgh in New York.

Justin shares insights into how he and his team were able to choose "creation" over "crisis", pivot, and deliver exceptional service to their community.

Autumn has arrived and the end of the year is much closer than the beginning.  The fourth quarter can make or break your financial results and there are a number of things your organization should be talking about right now to help ensure the greatest possible success.

2022 is right around the corner! As we enter the fourth quarter and begin to wrap up a challenging year, it’s an opportune time to look forward. Following are five things to consider as you think about strategic thinking and planning in this new era.

As we enter Fall 2021, all of us had hoped the pandemic would have been in the rearview mirror. Instead, COVID-19 continues to have an impact on our organizations, staff and donors. As you gear up for another season of service and fundraising, here are some things to consider adjusting in your fundraising plan.

If you’re anything like me you may have become used to – or perhaps dependent on – directional apps, like Google Maps. I even put on directions to pick up my son from daycare, just so I know exactly the best way to get there and when I will arrive. Evidently, I like having certainty and a plan.

These apps are written with algorithms that assess available routes (plus traffic or accidents) to produce the most efficient directions.  What if we could apply something similar for fundraising professionals?

Organizations with a strong endowment fund generally have a story about how they got there. It's a story of two parties.

The last 18 months have both challenged some of our long-held beliefs about fundraising and reinforced many of the lessons we know to be true. 

By Brian Keel and Robyn Furness-Fallin

You probably see cryptocurrencies like Bitcoin, Ethereum and Dogecoin popping up on social media trends and news headlines every day.  Some are more established and widely marketable than others, but people are increasingly buying and holding cryptocurrencies for fun, for investment purposes or as a hedge against inflation.  But what is it anyway?  A recent Journal of Accountancy article defined it as “a digital medium of exchange that can be used for purchasing, selling and storing value, but it is not backed by a sovereign government.” 

The good news is nonprofit organizations do not have to understand all the theory and technology behind cryptocurrency to gain the potential benefits of accepting this form of appreciated property as a donation.