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1. News about Zimmerman Lehman
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Nonprofit News
3. Newest ZimNotes Article
4. Workshops by Zimmerman Lehman
5. Te
st Your Nonprofit I.Q.

1. NEWS

Get Your Board to Raise Funds sponsorred by the Foundations Center, held Wednesday, November 30, 2011. Why should your board be actively involved in your fundraising? How do you make that happen? Get answers and practical tips about how you can get your board to give and get money for your organization. Read live chat by Ann Lehman and Darian Rodriguez Heyman, editor of Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals and former E.D. of Craigslist Foundation for a live online discussion about how you can get your board to give and get money for your organization. See ZL's Boards That Love Fundraising PPT

Ann Lehman faciliated a Gender Equality Principles Roundtable (January 6, 2012) on the How To Comply with New Anti-Human Trafficking Law. Effective January 1, 2012, the California Transparency in Supply Chain Act requires companies with $100 million in annual worldwide revenues to publicly address human trafficking risks in their supply chains. See SF Chroncile article about roundtable.

Board and Governance Issues for Startup Organization. One of the most critical tasks in forming a new nonprofit organization is choosing a board of directors to oversee the agency. Who should serve on your initial board? What are the most common traits and qualities that enable boards to lead effectively and creatively? Author and consultant Robert Zimmerman will explain the roles and responsibilities of successful boards and offer practical tips in recruiting, orienting, and working with board members. Robert M. Zimmerman is the author of Boards That Love Fundraising. Watch the Webinar.

Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals by Darian Rodriguez Heyman, former Executive Director of Craigslist Foundation. (Released May 2011.) Bob Zimmerman wrote the chapter in this book on boards and fundraising - there is an excerpt below! A comprehensive handbook for leading a successful nonprofit. This book provides nonprofit professionals with the conceptual frameworks, practical knowledge, and concise guidance needed to succeed in the social sector. Paperback 688 pages (Available for $22-$35) May 2011, Jossey-Bass.

Read "Board Members Rule" On Your iPhone (App)
When you need information quickly, say in the middle of a board meeting, you can now download Board Members Rule: How to Be a Strategic Advocate for Your Nonprofit to your iPhone (or other smartphones) and never worry about where you put that book or form again. You have the information at the touch of your fingertips and can quickly search and access information at a board meeting. Board Members Rule works as an App because its "...a concise, accessible, hands-on, mini-manual on the roles and responsibilities of a nonprofit board of trustees."- Foundation Center. Only $9.99 (1/3 the hard copy cost). Search now on your phones Apps for Board Members Rule, or visit the App link.

2. NONPROFIT NEWS: ZimNotes Has a Twitter Feed On Nonprofit Issues
Zimmerman Lehman has a Twitter feed on nonprofit issues. If you want your ZimNotes wit and wisdom in 140 characters or less, follow us on twitter.com/alehman. Here are a few recent TWEETS:

3. Newest ZimNotes Article

FIVE KEY PRINCIPLES TO SUCCESSFUL BOARD FUNDRAISING
The board’s successful involvement in fundraising depends on the understanding and application of these five key principles.

ZimNotes, subscribe to our free eNewsletter, includes a new article of interest to the nonprofit sector in each issue and our nonprofit quiz. Below is the most recent article or or check our former articles.


4. Workshops by Zimmerman Lehman

Testimonials
From a recent email following a fundraising board training …"I wanted to share with you how much I enjoyed your presentation yesterday to the ...I have been to many such programs in the past, but thought yours was the best. I enjoyed your presentation style which in my view was just the right balance of informational and challenging. I even ordered your book, Boards That Love Fundraising off Amazon when I got home! Your content was interesting, applicable, and very appropriate for the board. There were many good take-aways that have broad application. I'm looking forward to reading your book, and felt this was a good investment of my time." East Bay Regional Foundation

If you are interested in exploring having a workshop for your Board or staff, please call 415.986.8330 or email. See recent and private workshops by Zimmerman Lehman.


5. Test Your Nonprofit IQ

Each month ZimNotes features a nonprofit quiz. The correct answer is below. Regular ZimNotes readers should have no problem answering these questions; for those that get them wrong you may need to review older ZimNotes articles or check our free resources section.

Question: Board minutes should do all of following except:

a) Summarize briefly the high point of discussion items
b) Be very clear about which person said what
c) Record board member votes
d) Record all actions any member agreed to do and when
e) Record attendance

Answer: b Decisions should be summarized and recorded (with votes), as should all the actions that anyone agreed to do with a list of "who said they would do what, and when." This last point is often neglected and encourages a lack of accountability. Ridiculously long, "he said/she said" minutes are a waste of every one's time. There may be an exception for a controversial decision or a very long and strategic discussion, but generally all discussions/decisions should be no more than one to two paragraphs. For more information see How Does the Board Govern and Evaluate Itself?




©
2011 Zimmerman Lehman

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