Michelle Cramer's presentation to CPAs at the Columbus Accounting Show.

1. WAKE UP! Why You Need to Pay Attention to the Nonprofit Sector and Understand the Power of Philanthropy Presented by: Michelle Cramer, CFRE President & CEO, CRAMER & ASSOCIATES Columbus Accounting Show October 29, 2009

3. United States

4. Ohio

5. Why You Should Get Involved With A Nonprofit

6. Business / Corporate Benefits

7. Personal Benefits

8. Choosing The Right Board Opportunity For You

9. Tips For Maximizing Your Board Opportunity

10. In the Workplace

11. Networking

14. Over $1.4 trillion in total revenue

15. Nearly $1.3 trillion in total expenses

16. Nearly $2.6 trillion in total assetsSource: The Urban Institute

17. 2007: Total Revenue $1.4+ Trillion Source: The Urban Institute

18. Giving USA: The Numbers 2008 Contributions: $307.65 billion by source of contributions ($ in billions – All figures are rounded) Bequests $22.66 7% Foundations $41.21 13% Corporations $14.50 5% Individuals $229.28 75% Source: Giving USA

20. Decrease of 2.0 percent (-5.7 percent adjusted for inflation)

21. First decline in giving since 1987, and only decline attributed toeconomic climate. The 1987 drop was related to tax-law changes

22. Individuals remain the single most important source

23. Individuals + charitable bequests = 82 percent of total

24. Foundation grantmaking = 13 percent of the total

25. Individual + Bequest + Family Foundations = 88 percent

26. Corporate giving is an estimated 5 percent of the total

27. Consistent with the trend of the past decadeSource: Giving USA

28. Changes in giving by sourceCurrent $ Source: Giving USA

29. Total giving, 1968–2008 $ in billions Inflation-adjusted dollars Current dollars Recessions in dark gray: 1969–70; 1973–75; 1980; 1981–82; 1990–91; 2001; 2007–2008 Source: Giving USA

30. Types of recipients of contributions, 2008 Total = $307.65 billion ($ in billions) Environmentand Animals$6.582% InternationalAffairs$13.304 % Grants toIndividuals*$3.71 1% Gifts toFoundations$32.65 11% Arts, Culture, and Humanities$12.794% Unallocatedgiving $19.396% Public-Society Benefit$23.888% Health $21.647 % Religion $106.89 35% Education$40.94 13% HumanServices $25.88 9% *Foundation grants awarded to individuals Source: Giving USA

32. After religion, next highest categories are:

33. Education 13 percent

34. Foundations 11 percent

35. Human services 9 percent

36. Unallocated includes gifts to government agencies, public schools (not public school foundations), or new charities; grants to international organizations; and differences in fiscal yearSource: Giving USA

37. Changes in giving by recipient organizationCurrent $ 2007–2008 2006–2007 Source: Giving USA

39. 25,762 to 39,481: 54% Increase

40. Largest growth in small nonprofits: 66% increase

41. Religious organizations not registered

42. Ohio has the 5th largest nonprofit increase per capita in the U.S.

43. Decrease among other 501 (c) organizations:

44. Fraternities, chambers, labor and agriculture orgs.Source: National Center for Charitable Statistics

45. Why You Should Get Involved With A Nonprofit

47. This number has remained relatively constant since 2003

48. Volunteering is predicted to rise in the next 5 – 10 years due to Millennials and Gen-XersSource: 2008Population Survey

50. Builds customer loyalty

51. Increases networking opportunities

52. Helps employee recruitment and retention

53. Provides professional development opportunities

55. Increases networking opportunities

56. Employment / career opportunities

57. Provides professional development opportunities

58. Opportunity to learn strategy / “big picture” thinking

61. Ability to fulfill requirements

62. Board Meetings

63. Retreats

64. Financially

65. Skills / expertise the board needs

67. Use internal resources

68. Do your homework

69. Research organizations – Annual report

70. Board of Directors

71. Major donors

72. Talk it up . . . .Ask Others

75. Create some buzz

76. Share with marketing department / newsletter

77. Research company giving policies – foundation

78. Circulate information about the board happenings

79. Events, invitations, successes

80. Recruit volunteers / supporters when appropriate

81. Include in your professional development plan

83. Create strong relationships with board & staff

84. Take extra time to get to know fellow board members

85. Use directories provided by nonprofit organizations to expand your database

86. Use events as opportunities to host colleagues / friends / clients

88. Serve in various roles

89. Move up to leadership

90. Brandyourself with board

92. Ask executive director / board chairperson

93. Set personal goals re: your desired efforts / contributions to the organization

94. Actions speak louder: Perform to the best of your abilities

95. Be Visible, Present & Active

97. Follow through on things you say you will do

99. The Board Member’s Guide to Fundraising – Fisher Howe

100. Boards the Make A Difference – John Carver

101. Make a Name for Yourself – Robin Fisher Roffer

102. Doing Good Better: How to be an Effective Board Member of a Nonprofit Organization – Edgar StoeszandChestarRaber