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Board Recruitment Matrix

Plan for the future of your organization. This tool, taken from The Board Building Cycle can be used by organizations interested in assessing their current make-up or by those preparing to recruit new members. The matrix helps track: areas of expertise and leadership qualities demographic information community connections





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Overcoming Hidden Barriers to Board Diversity and Inclusion

Most nonprofit boards understand the potential benefits of board diversity and inclusion, yet many struggle to fulfill the promise offered. This resource provides two fictional case studies designed to highlight the mistakes boards can make when attempting to diversify. By explaining solutions to the problems illustrated in the case studies, this resource can help nonprofit boards grow more conscious and thoughtful about building an inclusive and diverse body.





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The Source: Twelve Principles of Governance That Power Exceptional Boards

Exceptional boards add significant value to their organizations, making discernible differences in their advance on mission. How does a board rise to this level? Are there standards that describe this height of performance? The Source: Twelve Principles of Governance That Power Exceptional Boards defines governance not as dry, obligatory compliance, but as a creative and collaborative process that supports chief executives, engages board members, and furthers the causes they all serve. The Source enables nonprofit boards to operate at the highest and best use of their collective capacity. Aspirational in nature, these principles offer chief executives a description of an Read more





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Ten Basic Responsibilities of Nonprofit Boards

Our all-time bestseller with over 175,000 copies sold, this book not only explores the board’s 10 core responsibilities, it also puts them into the context of the governance challenges facing nonprofits today. We clarify and distinguish the board’s responsibilities from those of the chief executive and senior staff. In addition, it includes two appendixes, one covering the individual responsibilities of board members and the other providing a sample self-assessment for individual board members.





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Public Charity or Private Foundation

A 501(c)(3) nonprofit organization may be classified by the IRS as either a public charity (also called a public foundation) or a private foundation. Except for those nonprofits which are granted automatic charity status, such as churches, it is the organization’s responsibility to notify the IRS, by filing Form 1023, that it wants to be a public charity. Otherwise, it will automatically be categorized as a private foundation. Ensuring a correct categorization is important, because different regulations apply depending on your organization’s classification. This resource is designed to help you decide whether your organization should apply for public charity or Read more





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Nonprofit Governance Index

Since 1994, BoardSource has been conducting the BoardSource Nonprofit Governance Index, a one-of-a-kind national survey of nonprofit chief executives and board chairs. The Governance Index is the only national survey to gather information from both chief executives and board chairs on their experiences in the boardroom. The Index identifies trends in board composition, policies, and practices as well as provides a detailed view of the challenges nonprofit boards are facing as they conduct their work.





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Grantmakers’ Role in Advancing Good Governance

Grantmakers are in a unique position to strengthen the governance of their grantees and nonprofits in their communities. For grantmakers already engaging around issues of good governance, this report provides new ideas to consider and suggestions for enhancing current activities. For grantmakers that are just beginning to engage nonprofits on governance issues, this report presents the case for investing in governance and shares a variety of ways to advance those efforts.







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Foundation Board Basics 101

In principle, the role of the foundation board does not differ from that of other nonprofit boards, but foundation boards do have specific challenges, which we address here. A grantmaking foundation is a charitable tax-exempt organization whose primary function is to distribute funds for charitable purposes. Private foundations are typically formed by individuals, families, or corporations. Regardless of whose generosity is benefiting worthy causes, a foundation needs a governing board (or a board of trustees as foundation board members usually are called) because it is structured as a tax-exempt organization.





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Customizable Training: Governance as Leadership: Reframing the Work of the Nonprofit Board

BoardSource offers dynamic, highly interactive governance workshops on a variety of topics for your next conference, meeting, retreat, event, or training. Each of our live training programs can be customized to meet the unique needs of your organization, to adhere to time constraints or format preferences, and to appeal to different audience sizes. The Governance as Leadership workshop takes a look at the three modes of governance — fiduciary, strategic and generative — that together enable board members more meaningful, consequential work resulting in better governed organizations. With a focus on generative thinking, the most neglected work of a board Read more





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Conflicts of Interest at Foundations: Avoiding the Bad and Maintaining the Good

Multiple loyalties can create conflicts of interest. In private foundations, conflicts of interest occur when the financial or personal interests of board members or foundation managers are, or may appear to be, inconsistent with the interests of the foundation. This resource guides board members and foundation managers in defining conflicts of interest, identifying which transactions are absolutely prohibited and which are permissible if properly handled, and developing a conflict-of- interest policy that protects foundations, board members, and foundation managers by taking self interest out of the decision-making process. Additionally, we provide a sample conflict-of-interest policy and disclosure questionnaire.





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Board Self-Assessment for Community Foundations

A community foundation board has a particular responsibility to identify emerging issues in its community, set funding goals or priorities accordingly, and determine when or if the foundation should act as a leader and convenor. BoardSource’s board self-assessment tool for community foundations is designed to meet the unique needs of a community foundation board by assisting in strengthening the board’s governance practices as well as its ability to respond appropriately as opportunities and challenges arise within its community. It is based on BoardSource’s standard BSA and includes questions on grantmaking and community leadership, funding and public image, and stewardship and Read more





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Board Recruitment Center

BoardSource members and nonmembers alike can access BoardSource’s Board Recruitment Center to find out how to effectively recruit board members. Building a board is about finding leaders who have skill sets and perspectives that align with an organization’s strategies, goals, and needs. It is also about having the right blend of skill sets, expertise, community connections, diverse perspectives, and spheres of influence across the board as a whole. BoardSource members can take advantage of free board recruitment job postings on LinkedIn’s new Volunteer Marketplace.This new board posting service allows nonprofits to find the highly qualified and enthusiastic people needed to Read more





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The Nonprofit Board Answer Book: A Practical Guide for Board Members and Chief Executives

One of BoardSource’s best-selling books, The Nonprofit Board Answer Book provides answers to the most-commonly asked questions about governance.This book is a hands-on guide for board members, chief executives, and others who are charged with leading their organizations. Board members will learn how to be more effective in dealing with everyday challenges; chief executives will gain insight into how to build a strong partnership with their board. We include information on topics that have recently increased in importance, including the new Form 990, dealing with the financial crisis, risk management, and strategic partnerships. Designed to be user-friendly, it is written in an Read more





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Understanding the Strategic Decision-Making Behavior of Community Foundation Boards

How do community foundation boards employ strategies that allow them to remain responsive to multiple constituencies (grantors, grantees, community representatives and providers of fiduciary oversight) while steering their organizations with accountability and authority? In March 2004, with a grant from the Aspen Institute’s Nonprofit Sector Research Fund and additional support from the Charles Stewart Mott Foundation, BoardSource and Ohio University’s Voinovich Center for Leadership and Public Affairs set out to answer that question.





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The Nonprofit Policy Sampler

For nonprofit organizations, policies are tools for setting priorities, making decisions, and defining and delegating responsibilities. Too often, policies are created to ensure a bad decision made during a crisis is never repeated. But policy-making need not be reactive. Boards that practice proactive policy-making can save themselves a great deal of anguish in a crisis situation that demands an immediate response. The Nonprofit Policy Sampler is designed to help. This exhaustive resource provides key elements and practical tips for 70 policy topic areas, along with more than 300 sample policies, job descriptions, committee charters, codes of ethics, board member agreements, mission and Read more





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The Leadership Certificate for Nonprofit Chief Executives

For chief executives committed to building a constructive partnership with their board. Whether you are new to the chief executive position or a seasoned leader, you will learn practical approaches to some of the most challenging aspects of the job, including: Attending to the overall chief executive/board relationship Building relationships with individual board members, including the board chair Engaging board members without inviting them to micromanage Increasing the effectiveness of your board Sharing the good and bad with your board Working effectively with officers and other small groups of the board, such as committees and task groups





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The Leadership Certificate for Nonprofit Board Chairs

For board chairs seeking practical approaches to some of the most challenging aspects of the job. This training program will help you become an exceptional board leader — one who not only understands his or her roles and responsibilities but who also is a generative and strategic thinker; who asks questions and seeks knowledge to better understand the opportunities, challenges, and threats that affect today’s nonprofits; who empowers the board to move forward and build organizational capacity.





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The Essential Responsibilities of Foundation Chairs

Few, if any, roles are more significant in ensuring a foundation’s success than that of the board chair. This may be why many people find assuming this position a daunting prospect. And yet the successful businessperson who serves as chair of a family foundation dedicated to a cause that was dear to his parents’ hearts or the community leader who serves as chair of an independent foundation that provides deserving youth with life-changing opportunities will tell you that few roles are more rewarding. The accomplishments of a foundation that is wisely and conscientiously led can provide its board chair with Read more





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The Certificate of Nonprofit Board Education

For new and potential board members as well as staff and consultants who are new to working with a board. This program is offered through a series of webinars or through a live course. At the conclusion of this certificate program, you will have gained insights, tools, and materials that further your understanding of nonprofit board governance; developed a network of peers for the exchange of information and mutual support; and examined approaches, assumptions, questions, and practices regarding good governance.