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In many cases, employee burnout leads to "quiet quitting" and the Great Resignation. What is "quiet quitting" and how can leaders combat this threat to your organization's mission through better engagement? Episode Highlights: Scott explains what “quiet quitting" is and how to prevent it in your organization. (2:35) Scott provides an example of leader engagement and shares that over the last ten years he has discovered how aspects of his identity or personality might impact his leadership. (6:21) Scott explains that people are more engaged when they believe their job is important and when they can relate their everyday activities to the organization's goals and accomplishments. (7:45) Jason mentions that one of the things he does in his business is reminding his employees that they are building an empire, specifically an insurance empire. (8:15) Scott explains that entering information into a database can make employees feel like a cog in the wheel, and it’s helpful if employees understand just how critical the database is to the organization’s mission. (9:57) Jason shares his mission for his virtual employees this year, as well as how Tango.io helps to make the processes and procedures easier to share with the virtual employees. (18:09) Jason mentions that he is thinking about writing a book about how to delegate, and he is even going to delegate the writing of his book. (13:14) Scott talks about the importance of building trust within your team. (15:32) Key Quotes: “If employees are properly engaged, that is the biggest thing an organization can do to avoid quiet quitting, especially in the nonprofit sector. You know, we're about mission.  As our lead into this podcast says, we're about mission and changing communities.” - Scott Niermann “If I can create the fence and let them know where they're allowed to not go, then they know where they can go. And I don't need to micromanage them.” - Jason Cass “What I always try to focus on with new employees is the fact that this database is the brain of the organization when none of us are there anymore. So that's how critical it is to the mission. So, you've got to take those things that feel like a hamster wheel and connect them to the mission.” - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Center for Creative Leadership Articles: 3 Tips to Banish Productivity Burnout Focused on Improving Employee Engagement & Retention? Pay Attention to These 4 Factors

Are you too stressed, exhausted and overwhelmed? "Busy" is the new normal. Dr. Garland Vance says busyness is an overcommitment to too many good things - and that it will kill you! If you aren't meeting the goals you set in your personal and professional life, check out this episode with Dr. Vance, to learn more about living with purpose, productivity, and peace. Episode Highlights: Dr. Vance discusses how he became interested in the issue of busyness. (2:01) Dr. Vance explains the three phases of burnout: emotional exhaustion, depersonalization, and loss of any sense of personal accomplishment. (5:46) Dr. Vance discusses the impact of busyness on productivity. (9:39) Dr. Vance believes that people can be so preoccupied with doing good things that they are unable to achieve the great things that they want. (11:41) According to Dr. Vance, the simplest approach to protect your people is to give them permission to push back, which sometimes involves saying no. (13:04) Dr. Vance discusses the steps he recommends for being unbusy: Decide, Deconstruct, Design, Develop, and Draw Others In, which took him three years to figure out and apply but will now only take others 30 days to accomplish. (16:41) Dr. Vance explains that busy individuals tend to attempt to cram relationships, recreation, rest, and reflection into the nooks and crannies of life, and there are no nooks and crannies when our lives are so busy. (22:18) Dr. Vance shares how making "busy" a bad word in your family can help you worry less and achieve more. (22:45) Key Quotes: “Burnout has been closely connected to busyness and over-commitment.” - Dr. Garland Vance “We're so busy doing so many good things that we can't actually do the great things that we want to do.” - Dr. Garland Vance “Don't say, “I'm busy”. Don't allow yourself to get caught up in believing that and instead, make it a bad word…As I said earlier, you're going to stress a whole lot less and accomplish a whole lot more.” - Dr. Garland Vance Resources Mentioned: Dr. Garland Vance LinkedIn Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast AdVanceLeadership.live GettinUnBusyBook.com Books:  The Four Disciplines of Execution Book: 48 Days to the Work and Life You Love

If you are a nonprofit employee, board member, or volunteer feeling worn down or even a sense of burnout, listen to Part II of this series of the NP Local podcast hosted by Jason Cass and Scott Niermann, for a discussion on the current nonprofit environment and some ways to address your burnout, and the challenges it creates for your organization. Episode Highlights: Scott believes that there are effective techniques for dealing with burnout. (2:50) Jason discusses some of the signs of burnout and encourages individuals who are experiencing them to listen to this episode. (3:48) Scott discusses some of the burnout he experienced in the past, as well as how he manages his stress level. (4:53) Jason explains that having clear expectations and defining roles will help prevent burnout. (8:57) Jason discusses the significance of connecting with your employees, a lesson learned during COVID. (12:53) Scott believes that many individuals fail to focus on their own personal growth, professional development, and skill set because they are so concerned about others or stuck in their heads with decision-making. (14:26) Jason believes that everyone needs a coach, and he is looking forward to getting one soon. (16:58) Scott mentions several resources for listeners to look into that provide guidance on goal setting and resolutions. (18:13) Key Quotes: “Let's be sure that in a stressed or hurried environment, or just something where everyone is overloaded, that we're communicating clearly, and that one-on-one time as a leader with your team is so important.” - Scott Niermann “When people were stuck at home all the time, we realized that to a lot of people, their safe haven is the job.” - Jason Cass “Everybody needs a coach. And what's amazing is, the only people that I do not hear say that, are unsuccessful people.” - Jason Cass Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Articles: 3 Tips to Banish Productivity Burnout Nonprofit Burnout Statistics A Nonprofit Employee Says He Quit His Job After Having Anxiety and Heart Palpitations From Burnout Check this out for the "Wheel of Your Life" exercise: https://www.scottkniermann.com/pageblogarticles/2021/1/3/goals-and-resolutions-a-journey-in-change

Are you a nonprofit employee, board member, or volunteer feeling worn down or even a sense of burnout? Do you understand how critical it is to your organization that you recognize the symptoms and signs of burnout, and address them accordingly?  Listen to this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, for a discussion on the current nonprofit environment and some ways to address your own burnout. Episode Highlights: Scott mentions that employee burnout is real and common in the nonprofit sector, especially post-pandemic. (1:42) Jason explains that dealing with other people's money that has been entrusted to you as a nonprofit, and as a leader in the organization, is stressful, no matter who you are. (3:26) Scott discusses a Givebutter blog article from May 2022 about nonprofit burnout statistics that he can relate to. (4:14) Scott mentions that he has recovered from burnout four or five times in his 5-10 year career. (9:25) Jason mentions that he is currently reading the 5 Love Languages, a book that is so relatable that it works for people and would also work in business. (12:11) Jason explains that today's jobs are more demanding, and burnout may develop as a result of unfulfilled expectations. (14:20) Jason discusses how one of his team members' lives was changed after 20 years of being burnt out in the insurance business, and how Virtual Employees helped to ease some of the burnouts. (16:16) Scott explains that he had trouble accepting the fact that half of his staff would be out of the workplace due to their hybrid work arrangement but we are all adapting to a new reality. (18:48) Key Quotes: “We have become in the last 10 to 15 years, a very intellectual, emotionally talented, driven society, especially when it comes to work.” - Jason Cass “Not just the managerial level and the cultural level, but the individual, we all have to adapt to this new reality.” - Scott Niermann “The job is demanding more today. And sometimes, that burnout is because they're being unfulfilled.” - Jason Cass Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Articles: 3 Tips to Banish Productivity Burnout Nonprofit Burnout Statistics A Nonprofit Employee Says He Quit His Job After Having Anxiety and Heart Palpitations From Burnout Check this out for the "Wheel of Your Life" exercise: https://www.scottkniermann.com/pageblogarticles/2021/1/3/goals-and-resolutions-a-journey-in-change

As a leader, you want and need to have influence - but how do you begin? It's really all about others and how you treat them, and not so much about you! In this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, listen to a short episode based on John Maxwell's book by the same title. Episode Highlights: Scott discusses the first key point from John Maxwell's book, Becoming a Person of Influence, which is that everybody has an influence on somebody. (2:18) Jason shares how the word influence is very significant to him and how this has become the name of one of his podcasts. (3:00) Scott explains that nothing is more important than integrity and how it relates to being an influencer. (6:07) Scott shares that in order to be able to influence other people, one should be able to know how to nurture people. (7:56) Jason and Scott explain that it is very important to listen to what your team has to say. (10:42) Scott shares that the next point in Maxwell’s book is about helping people realize their own skill set. (13:05) Jason shares a saying from one of his mentors that that has had a tremendous impact on him. (16:06) Scott shares the importance of delegation and that empowering a person is similar to enlarging them. (18:02) Scott explains that insecure leaders feel threatened by the very individuals that they're supposed to be mentoring. (19:00) Jason shares that one of the most important things about being an influencer is that you are able to produce other influencers. (19:33) Key Quotes: "We as leaders, navigate for other people, if you're going to influence them, you are helping them navigate." - Scott Niermann "When you're the leader, there are certain things that you will decide and your team will not agree on, and you have got to make the call. That's why you're in that role, but you can still listen to their ideas." - Scott Niermann "There's a lot of things that can be done, and there are others that will help you with that, but you've got to be a leader and a person of influence that passes that baton." - Jason Cass Resources Mentioned: Book: Becoming a Person of Influence Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast

In this episode of the NP Local podcast Jason Cass and Scott Niermann discuss how a leader takes care of their team. Whether you supervise nonprofit, for-profit, or volunteer staff, check out this brief discussion for some ideas about leading your team well. Episode Highlights: Jason shares that different types of relationships all have similarities in what they require, and this starts with appreciation. (3:00) Scott shares the concept of giving your team acceptance, inspiration, and recognition (AIR) which he heard about in a podcast. (6:13) Jason explains the importance of getting to know what your employee values so that you can support them and show them appreciation in a way that is tailored to them. (9:12) Jason shares how they support their team in his office. (13:11) Jason explains that it is good to get to know each other outside of your business lives. (15:56) Scott shares about recognition and how this can be used to help lead your team well. (17:18) Scott explains that showing appreciation doesn’t have to be a big gesture and can go a long way. (21:13) Key Quotes: "It's our time to reconnect. And so, not only does the next generation expect this, maybe not on that big scale, but show your appreciation. It doesn't have to feel like an obligatory thing. You know, do something a little bit creative. And, really, let's just say thank you" - Scott Niermann “In a relationship, first it's acceptance, right? Accepting that person for who they are because we've all got quirks. We all got certain gifts and knowledge, and we've all got the desire to be part of a team or part of a relationship." - Scott Niermann "My really, really good friends are just as important to me as my co workers. They’re building the empire that is helping serve the community and what we're doing." - Jason Cass Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Three Ways Great Leaders Show They Care About Their Team 12 Tips for Taking Care of Your Employees The Art of Caring About Your Employees

In this episode of the NP Local podcast, Join Jason Cass and Scott Niermann as they discuss the most important forms of nonprofit insurance, and the latest tips and tricks to be sure your agent gets you the best coverage. You don't want to miss this episode if you are shopping for insurance policies, wondering if your agent is doing the best work for your nonprofit organization, or if you want to be sure to protect your agency from cyber crimes! Episode Highlights: Scott explains that if you have a high net worth, you should be aware of the organization's D&O limit so that it can function in combination with other policies you may have. (2:26) Jason discusses what Directors and Officers' "D&O" liability is. (3:03) Jason explains that having an insurance person on the board gives great guidance, but you must also ensure that they understand that social services, directors and officers, nonprofits, are unlike other sectors. (6:14) Scott discusses that having board education sessions or having an insurance agent attend a board meeting and talk about fiduciary duty and other decision-making liability is beneficial. (8:01) Jason explains Employment Practices Liability as any practice for which you may be held accountable as an employer. (8:49) Jason discusses the third-party Employment Practices Liability coverages. (11:39) Jason explains why having a policy that includes coverage for volunteers is important for nonprofits and social services. (13:58) Jason explains what cyber liability is and why it is important in a local organization. (14:53) Jason defines the different types of coverage in a Cyber Liability policy. (16:47) Scott shares his experience as a cyber attack victim. (17:56) Jason explains how cyber attackers generate money. (18:58) Jason explains how "blocking the markets" exists and what should be done when this happens. (22:11) Key Quotes: “Having an insurance person on the board gives great guidance, it really does. But, you also have to make sure that they understand that social services, directors and officers, nonprofits are completely different than any other sector out there.” - Jason Cass “Somebody asked me not long ago also what the limit was on the organization's D&O. Because, I think when you have a high net worth, you need to know that so that it works in conjunction with other policies you may have.” - Scott Niermann “Just know that the insurance markets are changing every year. And this is where you can get the latest and encourage you to keep in contact with your agents so that you can know what's going on and know what to expect when you come up for renewal.” - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast

Join NP Local co-host Scott Niermann and special guest Paul Bowman, President of The Holston Foundation (Alcoa, TN), a 25-year veteran of fundraising, as they discuss planned giving vehicles and some tips about starting, enhancing, or growing your donor gift planning program. Episode Highlights: Scott introduces Paul Bowman, President of The Holston Foundation. (1:03) Paul discusses planned giving programs and mentions that a robust planned giving program is a natural maturity of a non-profit, especially a development office for a nonprofit. (3:49) Paul explains that a planned gift is any strategic gift that benefits an organization and often leads to the sustainability of the organization. (5:49) Paul shares that it is important for nonprofits to express their vision of the nonprofit to potential donors. (7:50) Scott and Paul talk about wills, bequests, and the majority of planned gifts come from a simple bequest. (10:31) Paul shares that he often does a workshop called Provide and Protect that talks about beneficiary options for planned giving, which many people are unaware of. (14:14) Scott shares that in their organization, they have what is called a charitable gift annuity or CGA program. (20:32) Paul shares the benefits of gifting stocks, bonds, or even mutual funds. (25:42) Paul discusses which components in a legacy society are most important. (30:33)  Key Quotes: "I just encourage those that perhaps are dipping their toe into planned giving, as a professional or as a nonprofit, don't be scared of the process. Get to know a foundation, or a bank, or an organization that can assist you in the more sophisticated gifts." -Paul Bowman "You may not be under the shade of the tree of the seeds that you're planting in your nonprofit work, but someone will benefit from your efforts." -Paul Bowman "I love CGAs. They're such an easy instrument to use, you don't even need to involve an attorney. In the process, it's simply a contract between the nonprofit and a donor that has to be notarized and you receive the gift." -Paul Bowman Resources Mentioned: Paul Bowman LinkedIn Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast The Holston Foundation Planned Giving Today newsletter Crescendo Interactive software Charitable Estate Planning Institute The FundRaising School at Indiana University

In this episode of the NP Local podcast Join co-host Scott Niermann and special guest Amanda Squibb, Executive Director of Friends of the Children - Klamath Basin (Klamath Falls, OR) as they discuss lessons learned through the years of organizing special events, and even hybrid events! Consider the purposes of hosting special events and the expected or likely ROI for this fundraising/friend-raising strategy. Episode Highlights: Scott introduces his guest, Amanda Squibb, Executive Director of Friends of the Children - Klamath Basin. (0:39) Amanda shares about their recent "Friendraiser", their primary fundraising event of the year which has the goal of both raising funds but also to raising friends and awareness for the Friends of the Children organization. (4:02) Amanda discusses the challenges they have faced during the global pandemic which required them to pivot to holding virtual events in 2020 & 2021 and a hybrid event in 2022. (6:44) Amanda explains that a lot of lessons were learned from their most recent “Friendraiser” but that she is very proud of their team for pivoting and being creative and finding solutions. (08:10) Amanda explains that micro-fundraising events and events to raise awareness about the organization were a crucial component for them during the pandemic. (13:40) Amanda discusses how they ensure a good return on investment, both in terms of fundraising and raising friends and awareness. (17:25) Amanda mentions that they used their auction to focus on helping small businesses that had suffered during the pandemic. (20:40) Amanda shares that she loves that nonprofit organizations can share ideas and creativity in a positive way. (25:08) Amanda sees Friends of the Children - Klamath Basin as an excellent example of doing a lot with limited resources. (28:43) Key Quotes: “Friends of the Children is the name of the organization, and the ‘Friendraiser’ is the name coined for the event because while we are raising funds, we're also trying to raise friends and awareness about the organization of Friends of the Children.” - Amanda Squibb “We have an incredible committee, a board development committee, that we start planning for this event, six, seven months out, and so many of them have been doing it for so long. And like I said, we continue to innovate, and we want to bring something new and fresh every year. That's really important to this event.” - Amanda Squibb “I think we're a great example of doing a lot with so little, you know, small community rural, we have a lot of poverty in our community and recognizing the barriers, but don't let those defeat you, that you can do it just keep pushing.” - Amanda Squibb Resources Mentioned: Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Friends of the Children - Klamath Basin Resources re: Special Events, etc.: Fundraising Principles and Practice text:  Special Events 101 for Nonprofit Fundraising SNPO: Special Events - Pros and Cons Blog: The 2 Types of special Fundraising Events and Why They Matter Eventbrite - How to Create a Winning Event Plan TeamGantt - Event Planning Template & Checklist Harvard Business Review - Addressing the Biggest Challenges of Hosting Hybrid Events

Why should a nonprofit organization partner or collaborate with a corporation? How do you find the right business partnership and open the door to great opportunities? In this episode of the NP Local podcast, join host Scott Niermann and special guest Cheryle N. Yallen of CNY Nonprofit Strategies to discuss a "good fit" partnership and essential components of that corporate-nonprofit relationship. Episode Highlights: Cheryle explains that when nonprofits and corporations come together with a mutual goal, they can accomplish a lot. (4:10) Cheryle talks about how local nonprofits could benefit from a partnership with a corporation. (7:28) Cheryle advises nonprofits to think outside the box and not to focus on the money, as it will naturally come. (10:55) Cheryle provides an example of how she was able to build credibility and recognition for a nonprofit. (12:56) Cheryle explains that advocacy is pushing for and pulling for a particular issue. (15:40) Cheryle shares that the first step to building trust with a corporation is to figure out who at the corporation you should contact. (17:38) Cheryle talks about how the key to a great negotiation is thinking through in advance what you can bring to the table. (23:01) Cheryle elaborates on the importance of roles and responsibilities for both parties in a corporate-nonprofit relationship. (24:37) Cheryle advises listeners to look at what is exciting and fun in a partnership, and suddenly new ideas will come up and the rest will follow. (27:53) Key Quotes: "Both the nonprofit and the corporation come together with a mutual goal, and together they can accomplish a lot." - Cheryle Yallen "I would say, as a nonprofit, think bigger and think outside the box. Don't automatically go for the money, the money will come. But appeal to them for a different reason." - Cheryle Yallen "I would say in partnership, overall, think outside the box. Don't look at what is necessarily easy. Look at what is exciting and fun. And then all of a sudden, you'll come up with some new ideas." - Cheryle Yallen Resources Mentioned: Cheryle N. Yallen LinkedIn CNY Enterprises Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Nonprofit Insured The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting Additional information on corporate-nonprofit partnerships: Volgistics Blog Nonprofit Pro Classy The Modern Nonprofit

In this episode of NP Local podcast, concluding the series on "the missing middle," a few examples are discussed from organizations who addressed the problem of retaining mid-range donors. Important strategies are discussed including knowing your middle donor data, using your volunteer network, creating middle donor processes, creating giving "clubs," donor motivations, personalization and more! Episode Highlights: Jason explains that Scott is great at discussing the innerworking of nonporfits and that is one of the reasons for creating this podcast. (2:30) Scott recaps some takeaways from the previous episode. (3:14) Scott talks about the two organizations that had significant improvement in their missing middle. (7:13) Jason asks which comes first, growth or process? (8:49) Scott shares that, in his foundation, rapid growth has made them realize they do not have the processes in place to be as efficient and effective as they could be. (9:51)  Jason explains why it is important to learn from those who are bigger in the industry. (9:28) Scott explains that when setting up a giving club, it really is a combination of direct marketing, direct mail, and online. (10:46) Jason talks about how the Rainforest Alliance is putting on their event. (13:11) Scott advises the listeners to have specific issues bubble up in a staff meeting. (16:04) Jason explains that it's important to have an open meeting, and bringing up an idea does not mean you will get stuck doing it. (17:13) Key Quotes: "What I'm experiencing right now in our foundation is we are growing so quickly in the last few years that we realize we don't have all the processes that we need in place in order to be as efficient and effective as we can be." - Scott Niermann "I think the header sums it: ‘revamping your middle donor program will take time and money, but you can make progress in the next 30 days.’" - Scott Niermann "Sometimes it's important to have an open meeting, you have to get that gorilla out of the room." - Jason Cass Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Sea Change Strategies - The Missing Middle Report Other articles on similar topics or on these reports: The Missing Middle THE MIGHTY MIDDLE: HOW MIDDLE DONORS CAN PROVIDE A BIG RETURN FOR YOUR ORGANIZATION Mid-Level Donations and Their Importance in Fundraising

In this episode of the NP Local podcast, Jason Cass and Scott Niermann, continue discussing the "missing middle"—an issue for almost all nonprofits. This 2008 research informs nonprofit managers on the issue and proposes several concepts and strategies to address this problem. Episode Highlights: Scott explains that the “missing middle” was the money that has been missing in the nonprofit industry. (2:16) Scott mentions that the basis of the good middle donor strategy is that is that if you are going to get someone to write a bigger check to your organization, they are going to need to know a little more about the organization. (6:21) Scott shares that if you are doing person-to-person marketing, you've got to get your message out, and you can never get it out too much. (9:48) Scott explains that your board is a steward of your organization, and you want them to understand that because there is legal liability involved in board service. (13:23) Scott explains that patience and listening are the highest levels of the pyramid, but having them takes time and does not happen overnight. (15:00) Scott talks more about listening to your donors to make an impact. (17:51) Scott explains that the internet, while important for giving a level of legitimacy to an organization, is not the answer to everything. (19:47) Key Quotes: "When there's not a computer at your fingertips, you want to get your message in people's hands. And folks prefer, I mean, I believe in multi-channel marketing of all types and strands." - Scott Niermann "I think some folks will understand, you know, however you view your responsibility in fundraising and life. We're all stewards of something. And so your board is a steward of your organization." - Scott Niermann "The internet is not the answer to everything. Yes, I believe, as a level of legitimacy as an organization, you need to have those bells and whistles available. But it's not, don't use that as a cop-out that we're going to blast out this E-newsletter with a giving button." - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Sea Change Strategies - The Missing Middle Report Other articles on similar topics or on these reports: The Missing Middle THE MIGHTY MIDDLE: HOW MIDDLE DONORS CAN PROVIDE A BIG RETURN FOR YOUR ORGANIZATION Mid-Level Donations and Their Importance in Fundraising

In this episode of the NP Local podcast, Jason Cass and Scott Niermann, discuss the "missing middle" which is an issue for almost all nonprofits, in that 40-60% of annual/event donors are not retained a second year after their first gift. This 2008 research informs nonprofit managers on the issue and proposes several concepts and strategies to address it. Episode Highlights: Scott discusses the "Sea Change Strategies - The Missing Middle Report", which looks at the issue of retaining annual donors after the first year and offers strategies for nonprofit organizations to address the issue. (1:10)  Scott talks about donor motivation, where studies show that donors would still want some kind of recognition, which is not being applied in the “missing middle". (5:12) Scott shares what the fund development strategy is about and how the “missing middle” can benefit from it. (10:27) Scott explains that leadership is important because they are the ones that are setting budgets to implement strategies. (13:37) Scott mentions the importance of having the right content and being able to focus on subgroups with a personal touch. (16:54) Scott shares how he started his first hospital foundation as the first director of the foundation. (20:35) Key Quotes: "Why is leadership important? Because those folks set the budgets, and you've got to have people and you've got to have the budget to implement the strategies." - Scott Niermann "What I think is the true limitation, though, is when folks believe that, as I said earlier, these special events equals fundraising, or that direct mail equals fundraising. Unfortunately, that is a pervasive mindset in small nonprofits." - Scott Niermann "I think there are some more important strategies, maybe some higher level thinking that needs to happen if you're going to fix the problem of the millions of dollars that were missing out on in that missing middle." - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Sea Change Strategies - The Missing Middle Report Other articles on similar topics or on these reports: The Missing Middle

In this episode of the NP Local podcast, Jason Cass and Scott Niermann talk about the Donor Bill of Rights, which was created in 1993 by the Association of Fundraising Professionals (AFP), the Association for Healthcare Philanthropy (AHP), the Council for Advancement and Support of Education (CASE) and The Giving Institute: Leading Consultants to Nonprofits.  Learn how to check your organization against these donor rights and expectations as NP Local discusses each point and how it is relevant to any organization today. Episode Highlights: Scott shares that the Donor Bill of Rights was adopted in 1993 by leading professional organizations in the field of fundraising. (3:30) Scott explains that the Donor Bill of Rights states that the organization's mission, the way it intends to use its donated resources, and its capacity to use the donations effectively for their intended purpose have to be disclosed. (6:00) Scott shares that another point of the Donor Bill of Rights is to inform donors of the identity of those serving on the organization's governing board and to expect the board to exercise prudent judgment and fulfill its stewardship responsibilities. (8:28) Scott shares that the donors' rights include having access to the organization's most recent financial statements. (12:04) Scott explains that the Donor Bill of Rights also requires that donors receive appropriate acknowledgment and recognition. (15:01) Scott discusses confidentiality and a professional relationship, two additional points in the Donor Bill of Rights. (16:39) Scott explains that being informed whether those seeking donations are volunteers, employees of the organization or hired solicitors is also included in the Donor Bill of Rights. (18:00) Scott shares that the last point of the Donor Bill of Rights is to feel free to ask questions when making a donation and receive prompt, truthful, and forthright answers. (19:39) Key Quotes: "The social world that we live in, social partnerships, being partners in relationships, that's what I'm trying to say, the relationship is what's driving everything today." - Jason Cass "Confidentiality, I think, is not something that is a big problem in the sector. But it needs to be our guard on confidentiality. And that means enforcing it among board and staff." - Scott Niermann "It's important that questions are answered, donors are responded to and they get the information they need. As you never know, that question may not be negative towards you or your staff or your organization, it may simply be to help a donor connect dots in their mind." - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Donor Bill of Rights AFP AHP CASE  The Giving Institute Niermann Coaching & Consulting The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. NP Local Podcast

In this episode of the NP Local podcast, host Jason Cass and Scott Niermann are joined by Scott McFarland, Executive Director at Missouri Community Service Commission. Volunteers are an important part of a nonprofit: they are donors of time, similar to donors of money. Therefore, good program management for the volunteer corps and appropriate time allocation and training for staff in these roles is critical to maximizing the value of volunteers. Listen to this episode for some key practices that will protect and provide for your nonprofit. Episode Highlights: Does Scott McFarland think that according to the independent sector, the value of volunteer time nationally is over $28.50 per hour? (2:30) Scott McFarland gives an example of volunteer time being very beneficial. (4:12) Scott McFarland shares on how to get a full value out of volunteers. (5:12) Scott McFarland mentions the significance of the three Rs. (6:02) Scott Niermann mentions an article entitled, 10 Best Practices in Volunteer Management. (6:58) Scott Niermann recommends the book entitled Volunteer Management, by Steve McCurley. (9:33) Scott McFarland shares what nonprofit directors do to recruit the right volunteers. (11:07) Scott McFarland gives his thoughts about retention. (17:49) Scott McFarland shares the value of re-enforcing volunteers with the impact that they're having. (20:11) Scott McFarland mentions what he would always say to AmeriCorps members. (25:23) Key Quotes: “It's really beneficial to kind of take a step back and figure out exactly what volunteers are doing for your organization and community. Having that number in hand is a good one to use.” - Scott McFarland “Whenever they volunteer, make sure they see the impact. They're going to be more likely to stay and be better volunteers for you because they're going to be bought into your mission, whatever that mission is.” - Scott McFarland “The last thing you want somebody to say is, I gave an hour of my time and I couldn't have done it better somewhere else. You want them to feel like they had meaning and were worthwhile and worth their time and your time.” - Scott McFarland Resources Mentioned: Scott McFarland LinkedIn Missouri Community Service Commission Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Nonprofit Insured Niermann Coaching and Consulting Value of Volunteer Time in America Volunteer Management Best Practices Article The Urban Institute - Volunteer Management Capacity Study (2003) Updated Volunteer Management Capacity Study (2021) Council for Certification in Volunteer Administration Association of Leaders in Volunteer Engagement (AL!VE) Community Development Institute A Brief History of National Service Points of Light Global Network ("volunteer centers") State Service Commissions Volunteer Management: Mobilizing All the Resources of the Community Volunteer Management by Steve McCurley

This episode of the NP Local podcast is hosted by Jason Cass and Scott Niermann. For those not in the nonprofit world, why does volunteerism matter? For those in nonprofits, small and large, do you know why people volunteer and how they think? Another form of giving is volunteering one's time. This is incredibly important to not only that individual but to nonprofit organizations far and wide. Listen for more wisdom from the hosts of NP Local related to volunteers and volunteering. Episode Highlights: Scott shares what he has seen in his foundation coming out of the pandemic. (2:32) Did Scott have any problems trying to get employees? (3:17) Jason shares why transforming their organizations could be beneficial. (5:30) Scott mentions a report from Volunteering in America. (7:40) Scott shares that Utah has a particular religious denomination that requires and expects young adults to go out and volunteer. (8:33) Scott explains the difference between hard matches and soft matches in the grants business. (12:23) Scott shares a couple of things about volunteering. (14:58) Scott mentions why he believes in snatching folks up. (17:20) Key Quotes: “Nobody's being paid to necessarily volunteer. You look at the tasks that they do and the skills that they bring. Whether they're a retiree, an eager young person, or maybe looking to volunteer their way into a paid job, that's the value they bring to these organizations.” - Scott Niermann “I think if there's anybody that doubts the value of these volunteers, go to one of the smallest nonprofits and ask if they would even exist if they didn't have volunteers.” - Scott Niermann “The volunteer spirit of this country is strong and it is unique. It's part of what makes America great.” - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Nonprofit Insured The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting Volunteering in America report Value of Volunteer Time in America Mayo Clinic - Health Benefits of Volunteering

In this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, they learn about the newly released report on American philanthropy and some key takeaways for nonprofit professionals and fundraisers. A public service of the Giving USA Foundation and Indiana University Lilly Family School of Philanthropy, the Giving USA report is published annually and is the longest-standing report of its kind. Episode Highlights: Scott shares the report called the Giving USA Report. (2:18) Scott mentions how much charitable giving grew according to the report. (3:07) Jason mentions why the report is proof that rich people give. (4:09) Scott shares what nonprofits are saying and what he has experienced. (4:50) Scott explains where the wealthier households give. (5:37) Scott shares one of the interesting things about the infographic. (8:24) Scott shares a key takeaway from Stelter group. (14:39) Scott mentions the leaky bucket syndrome. (16:24) Scott mentions a book called Donor-Centered Fundraising, by Penelope Burke. (16:46) Key Quotes: “Foundations were more generous with their grant funds, they had less strings attached. Most in the nonprofit world know this but, I just want to reiterate that growth because that is substantial and it's a very positive thing for the future.” - Scott Niermann “Every organization has an online presence. There are certain things that legitimize you as an organization and having a website. These days, if you're a nonprofit, having a giving portal on that website is absolutely essential.” - Scott Niermann “There's something more personal about a phone call than just a transactional letter. It takes human resources, time and volunteers to get those things done if you're a small shop. Planning for that and developing those processes to do so really can pay off.” - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Nonprofit Insured The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting Giving USA Giving USA 2021 infographic Candid article re: Giving USA 2021 The Stelter Group article re: Giving USA 2021 Guidestar Directory of Charities (and categories of nonprofits) Donor-Centered Fundraising book by Penelope Burk

In this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, they’re completely on target for today's fundraising environment. Enjoy a short conversation with veteran fundraiser Sandi Byrd, ACFRE. From the early years of Loudon County Habitat for Humanity with its Founder to working at a small affiliate today, Sandi brings wisdom from over 45 years of nonprofit experience. Sandi and Scott share excellent points on the strategies of showing impact, accountability, and on partnering in your community. Don't miss it! Episode Highlights: Scott introduces Sandi Byrd. (1:15) Sandi shares her background. (3:28) What drives Sandi to being in fundraising for 45 years? (6:05) Sandi shares her previous experiences that made an impact. (7:55) Sandi gives her philosophy on collaborating or partnerships. (12:01) Scott mentions one of the things that some organizations are scared of when it comes to partnership. (12:56) What other expectations does Sandi think that donors have along the lines? (16:42) Key Quotes: “My favorite is working one on one with people to help them. One thing I think I learned the most from habitat was that the people that give are as much a beneficiary as the people who they help with their gifts.” - Sandi Byrd, ACFRE “I think people are understanding the fact that if they do a partnership, all the good things about each one can really develop by being together and by collaborating.” - Sandi Byrd, ACFRE “The stories are really what people turn to if you get a real life experience. Something that happened to somebody in their life because of what they've done means everything.” - Sandi Byrd, ACFRE Resources Mentioned: Sandi Byrd LinkedIn Loudon County Habitat for Humanity Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Nonprofit Insured The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting

In this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, Jason and Scott discuss how the Charting Impact framework will help your organization articulate long-term goals, programmatic strategies, capabilities, and impact your constituents, funders, and even new staff and board members as you onboard. But, how do you go about writing this? How is it similar to, but different from strategic planning or marketing? Keep it simple with your NP Local hosts and take time to research, reflect, and then get this done for your organization! Episode Highlights: Scott mentions the first step in preparing a report. (7:31) How does Scott feel about utilizing your board when you only have 1-2 people in the organization? (9:19) Scott shares why it’s important to have someone manage the writing process. (11:02) Scott mentions the GuideStar Charting Impact. (11:55) How does Scott go about changing his community? (16:26) Jason shares how to draw people into your organization. (19:23) Key Quotes: “Anybody that's that motivated to work in a nonprofit, which may or may not be the largest pay they'll ever make in their life... They're motivated. And, they're going to do the kind of work it takes. You don't have to have degrees. You don't have to have all of this, necessarily, to make an impact in your community.” - Scott Niermann “When you can find the individual that is particularly good at a specific task, you’ve got to keep your eyes and ears open as you network. It is absolutely worth the expenditure as you can afford it, to get something done quickly, with the person that's going to do it best.” - Scott Niermann “You change communities by motivating donors. You change communities by serving. That servant leadership mindset, and by having programs that truly meet a need that doesn’t so much duplicate other things in your area but, are filling a niche.” - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Nonprofit Insured The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting Charting Impact Guide Guide Star

In this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, using the Charting Impact framework crafted by leading, nationwide nonprofit advocacy and transparency organizations, NP Local hosts walk through five strategic questions every organization should consider in order to communicate their story. Specifically, the Charting Impact framework will help your organization articulate long-term goals, programmatic strategies, capabilities, and impact to your constituents, funders, and even new staff and board members as you onboard. Check it out today, and stand out above the crowd, as a worthy and valuable nonprofit! Episode Highlights: Scott mentions some organizations from his files. (2:35) Scott shares what a Charting Impact does. (4:04) Jason shares a story about his conversations with a women’s abuse shelter and an executive director of a nonprofit. (4:54) Scott mentions the first question in the Charting Impact. (8:02) Scott gives us the second question in the Charting Impact. (11:11) Scott shares the significance of the program areas. (12:25) Scott explores the third question in the Charting Impact. (13:49) Scott explains why your capabilities have to be aligned with those goals. (15:57) Scott shares the fourth question in the Charting Impact. (17:16) Scott gives us the final question in the Charting Impact. (20:45) Key Quotes: “There's so many nonprofits being created every day. You've got to stand out, you've got to show what I think most donors are looking for... impact in the nonprofit world.” - Scott Niermann “Knowing what the impact is, is the story you're not only going to tell to your people you serve, but, also to those who are serving those people... your employees, which are our greatest asset.” - Jason Cass “This whole exercise is an opportunity for the organization to reflect something that we don't take enough time for...Something that we have to do. It's a way to improve morale and get in that positive mindset for planning.” - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. Nonprofit Insured The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting Charting Impact Guide Guide Star