May 19, 2012

How The Recession Is Affecting US Volunteering

man holding magnifying glassUnemployed people are spending large amounts of their time volunteering. Recent evidence of this includes:

  • NYC Service had 30% more visitors in February 2009 than in February 2008.
  • The Philadelphia Chapter of Big Brothers Big Sisters had a 25% increase in inquires about mentoring from February 2008.
  • The Taproot Foundation, a San Francisco-based organization that places skilled professionals in volunteer positions, had more people sign up on one day earlier this year than in an entire month a year ago.

Benefits of volunteering:

  • Volunteering gives people something to do while job hunting that allows them to feel good about themselves.
  • Volunteering is a way to stay active and stay in touch.
  • Volunteering fills a gap in one’s job history and answers the questions, “What have you been doing?”
  • Volunteering can lead to new job opportunities.
  • Hard economic times give people a renewed sense of compassion and a better understanding of how others are struggling.
  • Volunteering relieves stress from constantly thinking about economic matters.
  • Because of the current economic climate, teens have become more aware of the needs of others and are volunteering.

The impact of increased number of volunteers on nonprofit organizations

  • Smaller organizations without volunteer coordinators are struggling to absorb the influx of volunteers many of whom are highly skilled.
  • Funding cuts can make nonprofits less able to take advantage of volunteer support.

Courtesy of Northwest Regional Educational Laboratory.

Adapted from:

“From Ranks of Jobless, a Flood of Volunteers,” by Julie Bosman, in the New York Times, March 16, 2009

“Some US jobless find hope and solace as volunteers” by Andrew Stern in RUETERS, February 24, 2009.

Related links:

“How Will the Economic Crisis Affect Volunteering”   by Susan Ellis, energizeinc.com, November 2008.

“Turning Down Volunteers”  by MBA Publishing, volunteertoday.com, May 2009.

 

Older Adult Volunteers Bring New Expertise and New Life to Nonprofits

paper doll people holding hands(ARA) -When Margaret Ross retired from a career in nursing, she had no idea that her new life as a volunteer would lead her right back into healthcare. Neither did Mike Chesnut, whose work building retail partnerships looks a lot like his volunteer service for a group of Denver nonprofits that are fighting homelessness. The same is true for retiree Berlin Hall. Since leaving his accounting executive career, Hall’s desire to help at-risk families led him to volunteer to manage the books for a family services agency.

As they move into roles in service and volunteering, older adults like these are discovering that what they know is just as important as how much time they can give. Their help couldn’t have come at a better time. With demand for nonprofit services skyrocketing, fundraising and revenues are way down. Some experts predict as many as 100,000 nonprofit organizations could run out of money for their programs completely.

The recession has spurred more interest in volunteering among older adults, particularly among boomers, says Jill Friedman Fixler, a nonprofit consultant and co-author of “Boomer Volunteer Engagement.”

“This is a group with abundant skills and profound circles of influence and they believe they can have an impact in their community right now,” she says.

That was the idea for Chesnut. After leaving his job as a retail sales executive with Procter & Gamble, Chesnut, 64, spent several years as a counselor for small business owners. When he moved to Denver a few years ago, he decided to focus on helping nonprofits. As he explored his options, Chesnut was struck by Denver’s homeless problem. Millions of dollars were being spent pulling families out of shelters, but programs that were trying to keep families out of them to begin with were underfunded. After organizing a coalition of local nonprofits, Chesnut began a research project that eventually led to a successful $600,000 grant.

“Coming from the corporate world and working with large retailers, you learn to look for common interest,” he says. “What I did was put numbers to the problem.”

Nancy Benyamin, a volunteer coordinator for Jewish Family Service who worked with Chesnut, says he’s an example of the increasing importance of skilled volunteers to nonprofits that want to expand their capacity in lean times.

“Mike really enabled us to apply for this large grant,” Benyamin says. “Without his assistance, the new funding just wouldn’t be happening.”

For Ross, 72, the serious needs she saw as a volunteer for SeniorsPlus in Lewiston, Maine, made her rethink the decision to step away from healthcare completely. After retiring as director of nursing for a state Medicare program, Ross signed up to help answer a referral phone line for SeniorsPlus, an agency that helps the local aging population get services and support. The organization was so impressed by her knowledge of medicine and healthcare benefits that they asked her to take on a new role as a counselor, and even get additional training. Seeing the healthcare system from the point of view of at-risk seniors has been an eye-opener, Ross says.

“[In my old job], I rarely was aware whether the patient was insured or not,” she says. “Now I’m on the other side of the fence saying, ‘Let’s get this person the coverage they need.’”

For Hall, a Hughes Aircraft retiree, volunteering for Family Assessment, Counseling & Education Services (F.A.C.E.S.) was a way to shield some families from the challenges his own family faced when his father, an alcoholic, left. After reviewing Hall’s background, Mary O’Connor, the executive director at the Southern California nonprofit, asked him to set up a new accounting system for the cash-strapped group. Five months later, the books are on the way to being balanced and Hall has become a strong F.A.C.E.S. supporter. He says his experience getting involved on a skilled basis, while frustrating at times, has been extraordinary.

“If my mother had access to this kind of thing, I can see how much better off we would have been,” he says with emotion. “But I had no idea that the kind of challenges this organization faces even existed.”

To find skilled volunteer opportunities, visit www.VolunteerMatch.org.

Courtesy of ARAcontent

Shifting Course: Why You Should Be Preparing For The New Volunteer

multiple open doorsIf you did a survey of hospital volunteer programs, you would discover the majority of them were formed in the early-to-mid 1950′s.    These programs were organized by GI Generation women, many of whom had worked and volunteered to support the war.  Once their soldiers returned, the women returned home too, raising children and putting their time, organizing skills, and energy into volunteering and raising funds for civic organizations…and community hospitals.

Many in the GI Generation were shaped by two world wars and a great depression, and so were their workplace values.  These are the values that have defined hospital volunteer programs for more than 50 years–serving on a regular-ongoing basis, performing repetitive, lower skilled, highly defined roles. An annual banquet and a pin for their service hours were standard and desirable forms of recognition.  A pink pinafore was a source of pride.  Now the youngest members of the GI Generation are 85 years of age.

What is your healthcare institution doing to create new systems and new opportunities for the next volunteer generation?

Your volunteer pool is dwindling and you are not alone.  But looking to younger volunteers to work in “old” systems won’t succeed.   This next generation says they prefer short-term commitments.  They want meaningful work and opportunities to use their professional skills.  They want autonomy, self-direction and lots of choice when volunteering.  They are time-poor and you are competing for their recreational time and time with friends and loved ones.  What they want in exchange is a valuable experience-reflective of their ideals, their skills, and their values!

By 2010, nearly 64 million Boomers will be poised to retire.  Because of the long-term effects of the current recession, many will have to work, but not all of them full time.  Research tells us almost two-thirds of Boomers plan to volunteer. Serving community becomes more important to them as they age.   They are willing to roll up their sleeves to solve society’s problems, but it may be between jobs or on a project basis.

What can you do to attract this next volunteer generation?   Consider…

  • Hire a professional volunteer director–preferably one who has completed their Certified Administrator of Volunteer Services (CAVS) designation through the American Hospital Association.  Or support your existing director in getting certified.
  • Give your volunteer director time and resources to create new volunteer management systems.
  • Expand volunteer opportunities for highly skilled individuals.   Use words like pro bono consultant, team leader, virtual volunteer and entrepreneur words when marketing.
  • Train employees to work with a more educated and professionally trained volunteer workforce.   Recognize and compensate them for doing so.
  • Create a new range of incentives for a more diverse volunteer team.

Create a win-win for all

An AARP poll found that nearly 54% of volunteers and 48% of non-volunteers would give 15-hours a week if they were provided compensation such as reduced drug costs, gas, and small monthly stipends.   For individuals who have just lost a job and half of their retirement, a stipend (contract labor at below market wages) could create a win-win for all.  The poll also found that the 50+ volunteer workforce could be doubled through small inducements such as learning new things, making friends, and putting career skills to use.

Changing a half century-old volunteer management system requires time and strategic planning.  Current volunteers will need to be brought on board.  And, it will take time to find out what works, change what doesn’t, and make course corrections.

What are the benefits to you?

  • Because they are “private citizens,” volunteers are free to advocate on your behalf.
  • They extend the budget by providing time philanthropy, and, if managed effectively, can have a large impact on your ability to reach your mission.
  • Volunteers have the luxury to concentrate their time and expertise on a particular issue, customer or service area.
  • They are an abundant resource that can compliment your workforce.
  • Volunteers are twice as likely to donate money as non-volunteers.

Healthcare volunteer programs have been making incremental changes for decades.  But shifting demographics and transformational changes now occurring in our country and healthcare institutions, have made it critical that hospitals make fundamental and meaningful changes in how volunteers are recruited, managed and supported.

Volunteers can improve your hospital’s effectiveness and services to both patients and your community.  Are you ready to succeed with this new talent pool?

Wendy Biro-Pollard, President of Training and Consulting Solutions, is a seasoned speaker and facilitator in demand at regional and national conferences in the US and Canada. She serves on the US training team for VISTA Americorp and recently provided contract training services for Temple University’s Center for Intergenerational Learning, boomer volunteer initiative.

Wendy is a Certified Volunteer Administrator with over 25 years in healthcare volunteer management. She served on the board of the Association of Healthcare Volunteer Resource Professionals, an affiliate of the American Hospital Association.

For more information, contact me through this site or by phone at 512-914-8176.

Volunteers Are a Wealth of Fundraising Ideas

Do you have so much to do for your capital campaign, with so little time? Think about including your most zealous volunteers in your fundraising program, according to Michael J. David-Wilson, executive director for the Middlesex County College Foundation in Edison, N.J. Why not use your best supporters to cultivate other organization members?

David-Wilson presented his ideas in a session at the 46th annual Association of Fundraising Professionals (AFP) international fundraising conference in New Orleans. Here’s how to turn your volunteers into development participants:

  • Volunteer participation. Volunteers can be a great addition to your fundraising team. Just make sure if they are asking others for gifts, they make one of their own.
  • Major gift donations. Try to tackle big gifts early. Use your own board’s participation as examples of campaign giving.
  • Volunteer training. Ensure that your volunteer solicitors are properly trained before they ask for gifts. Team your professional fundraisers with volunteers for some role-playing in donation asks.
  • Give information. Compile important donor information for your fundraising team. Set up a gift amount to ask for and what that gift amount would do for the campaign.
  • Set up success. Everyone needs a boost of confidence. Arrange some telephone solicitations for your volunteers with donors most likely to give. That will put your volunteers on the right foot for in-person asks.
  • Provide backup. Volunteers don’t normally ask donors for gifts – so they may lose their confidence at the meeting. Couple volunteers with a professional development staff member who can move in if the volunteer gets too nervous.
  • Celebrate successes. Make volunteer solicitors excited about their hard work. Think about building some friendly competition among volunteers by tracking donor visits or the amount raised.

This Tip of the Week is reprinted with permission from The Nonprofit Times Weekly. Go to http://nptimes.com for more information.

It’s Tax Season For Nonprofits Too

Just because your organization is a nonprofit does not mean that it can sit back and ignore the tax filing season. In particular, it’s very important for small nonprofits to understand that while they may not have had to file anything with the Internal Revenue Service (IRS) in the past, they now may have a new form to file, called the e-Postcard (or Form 990-N).The Pension Protection Act requires small organizations that normally have $25,000 or less in gross receipts to file an annual electronic notice with the IRS. This means that many small organizations — like local sewing leagues, sporting clubs and food pantries — may need to file the e-Postcard to protect their tax-exempt status. There are, however, some exceptions to this filing requirement. For example, an organization that is part of a group return or is a church, its auxiliary or an association of a church is not required to file the e-Postcard.

The first e-Postcard filings were due in 2008. For many organizations that missed this deadline, there are only two years left to start complying with the new rule. It is critical to note that organizations that do not file for three consecutive years will automatically lose their tax-exempt status. If you work with a nonprofit organization — especially a small one that never had to file with the IRS before — check with your leadership team to see if they are aware of this new form. And help spread the word about the e-Postcard to other small nonprofits in your town.

How to File
The e-Postcard can only be filled out and filed online, but you do not need any special software to do so. You just need access to a computer and the Internet. Visit www.irs.gov/charities and click on “Annual Electronic Filing Requirement for Small Exempt Organizations” to learn more about the e-Postcard and to access the form.

It requires a few pieces of identifying information about your organization and should only take a few minutes to fill out. But it is important to take the time to do so in order to protect your organization’s tax-exempt status.

Know Your Deadline
Unlike personal income taxes, the e-Postcard does not have a universal deadline. Instead, it depends on the closing date of each organization’s tax year, so your deadline may be different from another nonprofit in your town.

The rule is that the e-Postcard is due by the 15th day of the fifth month after the close of the organization’s tax year. For example, if your tax year closes on Dec. 31, the form is due by the following May 15.

More Information
For the latest information for tax-exempt organizations, sign up for the EO Update, a regular e-newsletter delivered directly to your inbox, at www.irs.gov/charities. To get more information about maintaining tax-exempt status, go to the IRS Web-based training program, www.stayexempt.org.

Courtesy of ARAcontent

Speed Up the Board Recruitment Process!

Board Recruitment | Wendy Biro-Pollard

Imagine getting excited about volunteering for something, and then waiting six or seven months before you actually get to do it. Can we accelerate the process by “pre-qualifying” candidates?

One of the most frustrating parts of board recruitment is the length of time — often months — between talking with a prospect and then bringing him onto the board . . . months during which the candidate usually becomes less interested. For instance, a person might be tentatively asked in January, discussed by the governance/nominating committee in February, have her name brought to the board for discussion in March, officially interviewed/asked in April, elected by the board in May, and her first board meeting is in July! Some boards invite potential recruits to observe a board meeting before deciding whether to join, which adds even more time.

To accelerate this process, some boards invite candidates to the board meeting at which they will be voted on. The hitch, of course, is that it makes it very difficult for a board NOT to approve someone who is already in attendance (albeit asked to sit in the hall for a few minutes).

Instead, think about “pre-approving” some candidates. Often a few names arise of people who are already known well by several other people on the board: perhaps a community leader, a mayor, a long-term activist, and so forth. In such cases, the board can have a preliminary discussion about the candidate and provisionally approve him or her as a board member. The full board then cedes to the governance committee the power to make a final decision on the candidate based on the outcome of the governance committee’s discussion with him or her. The committee members will interview the candidate, then quickly discuss among themselves how the interview went. If the committee members agree, the person can be immediately notified of his or her acceptance, and can attend the next board meeting.

The accelerated process

1. The governance or nominating committee brings a list of perhaps five prospects to the board. Of the group, there is immediate consensus that one of them would be terrific, and she is pre-approved: elected to the board pending confirmation by the governance committee and the board chair.

2. The governance committee approaches the pre-approved candidate, and if committee members are still positive and she is interested, the committee reports by phone back to the board chair. Assuming there are no other problems, the committee goes back to the candidate and tells her she has been accepted. For the candidate, the gap between agreeing to join and being accepted is only a couple of weeks.

3. The other four prospects are also approached, but the governance committee discusses each of them before deciding which to bring to the board. They may, for example, decide to pass on one of them, and bring the other three nominees to the full board for a vote.

Remember that most board candidates need to be investigated before being invited to join. Even just one bad board member can set back the board and the organization for years. But with life moving at Internet speed, let’s accelerate board recruitment — when we can — to keep pace.

See more board recruitment strategies

Author: Jan Masaoka • February 14, 2009

This article is reprinted with permission from Blue Avocado, a practical, provocative and fun online magazine for nonprofits. Subscribe free by sending an email to editor@blueavocado.org or visit the site atwww.blueavocado.org.