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NP Local

By: Jason Cass & Scott Niermann
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  • Summary

  • Are you leading a community-based nonprofit or ministry and feeling a bit alone? Well, you are NOT alone! NPLocal exists to support you in your journey as a nonprofit leader in short, easily digested (approximately 20 minute) conversations. Join renowned podcaster Jason Cass and nonprofit veteran and consultant Scott Niermann for wide-ranging discussions that will encourage, educate, and remind you that we're all in this together. Topics range from managing your board and fundraising to unique insights into the nonprofit sector as a whole, and will include interesting and influential expert guests from time to time.
    2020
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Episodes
  • Tax Advantages of Charitable Giving

    Tax Advantages of Charitable Giving
    Jul 25 2023
    Do more complex, major gifts confuse you?  Do you wonder how to land stock, IRA, real estate, or other significant gifts for your nonprofit?  If you are just getting started understanding these things, don't miss this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, so you can begin talking with donors about gifts of appreciated assets, including real estate, personal collections, valuables, and more! Episode Highlights: Scott mentions that the first rule for obtaining a tax advantage when making a charitable gift is to donate it to a 501c3 public charity. (4:39) Scott explains the importance of discussing year-end giving with donors' tax advisors and ensuring timely paperwork. (7:46) Scott discusses the concept of bunching gifts, which is a tax planning strategy where a donor combines multiple years of giving in order to exceed the standard deduction in that tax year. (9:57) Scott mentions the significance of Donor Advised Funds (DAF) for regularly setting aside money for charitable purposes. (11:28) Scott advises fundraisers to consider marketing appreciated assets such as stock, bonds, mutual funds, and real estate to avoid capital gains. (13:27) Scott discusses the concept of Qualified Charitable Distributions (QCDs) from IRA accounts. (18:30) Scott explains the Qualified Charitable Distribution, which allows donors to directly give up to $100,000 per year to a qualified charity. (20:22) Jason mentions that one of the motivating factors behind putting the podcast together was the various changes happening in the organizations covered by NP Local. (22:07) Key Quotes: “If you're a fundraiser out there, and again, you're working towards your year-end strategies, be sure that you're talking with people or marketing appreciated, stock bonds, or mutual funds. Appreciated investments, including real estate, when gifted directly to charity, help the donor avoid the capital gain.” - Scott Niermann  “One of the things that ignited Scott and me to be able to put this podcast together was the different changes that are coming into nonprofits, social services, all of these different organizations that NP local covers.” - Jason Cass Resources Mentioned: Fidelity Charitable: Charitable contributions U.S Chamber of Commerce: How Do Charitable Donations Impact Your Taxes? CNBC: How to maximize your tax deduction for charitable donations Charity Navigator: Tax Benefits of Giving Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast
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    25 mins
  • The Fundraising Cycle: Tips for Managing the Process

    The Fundraising Cycle: Tips for Managing the Process
    Jul 11 2023
    In this episode of the NP Local podcast, Jason Cass and Scott Niermann discuss the well-known "Fundraising Cycle" - six steps to facilitate donor engagement.  Variations of this model exist, but the principles remain the same. Join us as we explore the stages of donor engagement in the fund development process. Episode Highlights: Scott discusses the first two stages of the fundraising cycle which are identifying a prospect, and qualifying potential donors. (3:58) Scott mentions that the third stage is cultivating relationships with potential donors, including inviting them to events and sending them mail to prepare them for solicitation. (7:17) Scott discusses the solicitation stage of fundraising, and how research and outreach can help with major gifts. (12:19) Jason discusses the importance of having multiple marketing tactics to reach different types of clients, and how outsourcing and technology can help with e-newsletters and online donations. (14:05) Scott explains how to segment donor bases based on their giving levels and how to steward them differently. (18:55) Scott discusses the importance of stewardship in fundraising, including spending the money ethically and meeting the donors' expectations. (20:17) Jason mentions the Directors and Officers' coverage in protecting nonprofit organizations from lawsuits due to wrongful acts. (22:18) Scott advises prioritizing time and doing things properly, particularly with top donors, to cultivate, recognize, and steward them, as it can result in bigger and more frequent gifts. (23:36) Key Quotes: “Routines though, are one of the keys to success because routines create consistency and consistency creates success.” - Jason Cass “Prioritize your time and do things properly, particularly with your top donors. You've always got special events and mailings that you can do for those lower down the levels. But, try to do it properly with your top-tier supporters and you will be amazed at the results.” - Scott Niermann Resources Mentioned: NonProfitPRO: What Is the Fundraising Cycle? Freewill: What nonprofits need to know about the 6 stages of the fundraising cycle Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast
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    26 mins
  • Institutional Readiness for Fundraising

    Institutional Readiness for Fundraising
    Jun 27 2023
    This episode features a dynamic discussion between Cass and Niermann about organizational readiness for fundraising. The discussion also dips into some principles for major gift conversations and the capital campaign Niermann is currently engaged in. Episode Highlights: Jason discusses the challenges faced in the advertising and insurance fields, which include the effects of budget trimming and staff layoffs. (1:30) Scott shares his experience with the administrative hurdles while managing a nonprofit fundraising department, emphasizing the importance of professionalism and ethical conduct in fundraising activities. (4:26) Scott outlines nine key factors to evaluate when considering fundraising readiness, these include crafting a clear case, setting specific goals, and defining a vision for the organization. (7:54) Scott discusses the obstacles they encountered when fundraising for a 130,000-square-foot facility, highlighting the necessity for patience, professionalism, and involvement from leadership volunteers. (15:09) Scott shares a story about an unexpected $100,000 donation, underlining the importance of preparedness for such surprise gifts. (16:35) Jason believes in the approach of letting the donor make the first decision, without making assumptions about their thinking. (17:12) Scott mentions the nine elements required to effectively manage fundraising. (18:41) Key Quotes: “I've been fortunate where I'm at now that so many people love and know about the organization. And we serve a pretty large geographic area of 10 counties that people know about us and call us pretty regularly. ” - Scott Niermann “One of the things I do is I like to make the offer first, and I've had to learn over the last three or four years. Let them make the decision. Number one, it's their decision anyways, but you never know what they're really thinking versus what you're thinking.” - Jason Cass “Institutional readiness, and what you need in order to do fundraising and to manage fundraising. There are nine things: the case, the need, the goals, prospects, leadership, volunteers, public relations, time, staff, and budget.” - Scott Niermann Resources Mentioned: The Fund Raising School at Indiana University: Principles and Techniques of Fundraising Checklists: Check Out Your Organization’s Fund-Raising Readiness and Learn the Secret Of Fund-Raising Success Organizational Readiness Checklist CFRE: International Statement of Ethical Principles in Fundraising The Chronicle of Philanthropy: Working With Vulnerable Elderly Donors: Tips for Fundraisers The Non-Profit Times: Sensitive Stewardship And Donors with Dementia Bloomerang: 7 Limiting Beliefs in Fundraising You Need to Remove Today So You Can Raise More Book: The Millionaire Next Door: The Surprising Secrets of America's Wealthy Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast
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    21 mins
Management Career Success Economics
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