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New Markets Tax Credit: It’s an investor’s world
Posted on: September 18, 2019 at 3:25 pm

By: Hunter Atherton and Aubrey Parke Lee+ Associates College Interns In 2000, the Community Renewal Tax Relief Act was enacted beginning the New Markets Tax Credit program. This allowed investors to “receive a credit against federal income taxes for making Qualified Equity Investments (QEIs) in qualified Community Development Entities (CDEs)” as defined by the IRS. In turn, those investments would be used to enhance the quality of life for those living and working in low-income

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Does Board size matter?
Posted on: May 21, 2019 at 11:06 am

By Priscilla Guajardo Cortez I recently attended a nonprofit panel discussion titled Better Boards presented by NXTBoard.  An Austin-based company, NXTBoard provides technology-based solutions to help governing boards achieve success.  The first question posed immediately following the presentation was “How big should my nonprofit board be?”     The response of the expert panel:  “Well, it depends.” According to BoardSource’s “Leading with Intent:  2017 National Index of Nonprofit Board Practices,” board size has steadily declined over the past

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Effective co-leadership: Board and Executive Director relationships
Posted on: April 23, 2019 at 9:56 am

By Alexis De Sela Much has been written and discussed about the critical roles of, and relationship between, the Board of Directors and Executive Director of a nonprofit, and I don’t want to fall into redundancy with this article. However, as we’ve worked closely with organizations in their capacity building efforts, we have seen examples of how this critical co-leadership relationship can strengthen or harm a nonprofit. In this article I would like to clarify

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To your credit: How should nonprofits handle credit card fees?
Posted on: March 19, 2019 at 3:13 pm

By Marion Lee, CFRE Donors were generous to local and state nonprofits at the end of 2018.  At least, we think so, because we received quite a few calls and emails from friends and colleagues asking anew a question that has surfaced regularly for us since about 1992. “How do we handle the transaction fee charged by the credit card companies?” In 1992, credit card companies offering frequent flyer miles for airline and other travel

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Giving days continue to achieve new records
Posted on: March 19, 2019 at 3:10 pm

Amplify Austin and the Big Give SA are two of the largest annual crowd funding efforts in our area.  The fund drives continue to achieve record numbers of donors and dollars for agencies throughout South Texas. The 2019 Amplify Austin Day was held February 28 – March 1, giving the city a 24-hour period for the community to help local nonprofits via various social media outlets. The 2019 total of $11,221,087 topped the 2018 total of more

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Realizing the value of the Development professional
Posted on: February 19, 2019 at 2:43 pm

By Karen Kegg I had a business professor in college who would refer to us fun-loving, extremely extroverted marketing majors as “Do you want fries with that?”  Nice! Granted, he was a finance and business policy guy and I respected him very much, but at the time his attitude didn’t help our confidence as business majors.  Who did he think had the right interpersonal skills to successfully build relationships with clients and prospective clients in order

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Fundraising “legend” Mike Davis to retire
Posted on: February 19, 2019 at 2:06 pm

Michael D. “Mike” Davis, veteran fundraiser and nonprofit “legend” in San Antonio, will retire at the end of February after serving 47 years in various development roles for several area nonprofits.  Davis began his career at University of the Incarnate Word when it was still an all-women college, as an admissions counselor and “road runner” representing the school to enrolling high school students.  He then took over development responsibilities and served at UIW for 10

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Before your next campaign consider the “Hidden Phase”
Posted on: January 22, 2019 at 10:23 am

By Marion Lee, CFRE James M. Greenfield is, for me, the father of modern fundraising processes.  In 1991, Greenfield published Fund Raising: Evaluating and Managing the Fund Development Process which is a must read for anyone entering nonprofit work.  Greenfield began his career in 1962 working mostly within university and hospital systems and managed to publish at least four books on nonprofit fundraising. Most of his work is timeless and even after our 30 + years in

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An attitude of gratitude
Posted on: November 13, 2018 at 10:38 am

By Amy Phipps There is no way to spread good feeling faster than by sharing a little gratitude.  I found this out several years ago, when I was asked to chair a small committee at my church called “Attitude of Gratitude.”  I have to admit I thought the name was a little corny, but I found that the work of the group was incredibly meaningful.  It centered on “stealth gratitude.”  Every month, the group would

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Making time for donors…it’s a balancing act
Posted on: September 24, 2018 at 3:58 pm

By Covita Moroney, CFRE and Joyce Penland, CFRE With nearly 59 years between us as development officers, we had a conversation recently about what 20/20 hindsight has afforded us as we look at our efforts to connect with donors, board members, and other significant investors in the organizations we have served.  We hope this conversation encourages development officers, particularly those new to the profession or new to a position, to “make the most important thing

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