Don’t let paperwork stop your good work: Nonprofits risk losing tax exempt status

Non-profit leaders have been talking for months about forthcoming changes in the Internal Revenue Service’s 990 form and reporting requirements. Organizations with fiscal years ending June 30 were advised by nonprofit watchdogs to check their status with the IRS to assure their nonprofit’s sustainability and security.

This just out: The IRS has posted a state-by-state list of organizations at risk of losing their tax exempt status. If you lose your status, it will be hard to regain, so it may be a good idea to check the list. The IRS is offering an amnesty of sorts for organizations that file by Oct. 15, 2010. 

Book and book talk: Jepson professor tackles thorny matters of money and faith

Leadership studies and religion scholar Douglas a. Hicks will talk about faith and finances Monday, March 1 at 11 a.m. on campus at the Jepson Alumni Center.  The presentation is free and seating is limited.  Please register 

Attendees may also join the author and the University chaplain for a Dutch Treat lunch ($7.25) in the University dining hall immediately after the presentation.

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About the Book:
In "Money Enough: Everyday Practices for Living Faithfully in the Global Economy," the scholar of religion and economics addresses nuances of one of society’s most taboo topics: Money. Citing voices ranging from Aristotle to Bono and Adam Smith to George W. Bush, he writes about greed, sharing, spending, consumerism, fairness, and justice. He writes about money as it relates to religion and values, and politics and public policymaking.

"Money Enough" is part of the Practices of Faith Series from Jossey-Bass, a Wiley imprint, and is expected to become popular with church forums and discussion groups. For people who seek to unite their workday lives with their worship, the book offers thoughtful reflections for connecting Christian faith to economic life in a world of both unbridled consumerism and widespread poverty. Hicks' practical insights go further than simply rejecting the market or accepting its excesses. Readers are encouraged to engage with their daily pressures, questions, and anxieties of economic life and look to the source of their faith for answers.

About the Author:
Douglas Hicks studied religion, ethics and economics at Harvard under noted theologian Ronald Thiemann and Nobel Prize-winning economist Amartya Sen. Hicks' work on religion in the workplace has received national media coverage, in outlets including The Chicago Tribune, The New York Times, Diversity Inc., CBS Evening News, NBC Today, and CNN International. He is the author of the widely praised "With God on All Sides: Leadership in a Devout and Diverse America." Hicks teaches at the Jepson School of Leadership Studies at  the University of Richmond and is a Presbyterian minister.

This event is hosted by The Jepson School of Leadership Studies, the Department of Religion, and Craig Kocher, Chaplain of the University of Richmond.

Organizations of Hope: Businesses run volunteer programs that build social capital and meet community and business needs

BY GILL ROBINSON HICKMAN

I first became interested in what I call "organizations of hope" in the 1970s. Organizations of hope are companies that engage in social action through employee-volunteering and other action-oriented programs. Their involvement in social responsibility differs from monetary contributions alone, though they make monetary contributions, too.  Their employee-volunteering programs and partnerships with nonprofit organizations offer hope for a better society by giving person-to-person and employee-to-community contributions of time, expertise, and commitment.

Still, they must meet their business mission, handle continuous change, and answer to stockholders, corporate boards, and multiple stakeholders.  

But companies are proving that they can accomplish all these missions.

Economists and business experts argue employee volunteer programs, especially on company time, are antithetical to the purpose and well-being of business.   Yet, internationally volunteer programs continue to increase. Why? Because companies see their future as linked with the community's future. And, because today's stakeholders expect companies to demonstrate responsibility and contribute to the collective good of society beyond their traditional role of job creation. Continue reading Organizations of Hope: Businesses run volunteer programs that build social capital and meet community and business needs

The Hand That Wields the Baton: New cultural leader should bring more than musical mastery

BY SANDRA J. PEART AND SUE ROBINSON

Dr. Peart is dean of the Jepson School of Leadership Studies at the University of Richmond. Sue Robinson is director of the school's Community Programs Office, which partners with metro organizations, including the Richmond Symphony.

On Sept. 26, the Richmond Symphony christened the renovated Carpenter Theatre as its permanent home, with the opening night of its Masterworks season featuring guest or Alastair Willis of Seattle. Two more final candidates in the months-long audition for a new artistic leader for the region's symphony will take the stage in October and November.

A new maestro will be named by 2010. While patrons have had the pleasure of seeing each of the nine candidates in performance, the search committee has a harder task before them.

As the figurehead for the orchestra, the conductor often has his or her back to the audience. But where the artistic direction of the symphony goes, so goes the audience and, in many regards, the arts organization's future.

Music directors play three overlapping roles: principal conductor and performing musician; artistic director, who has the artistic vision for the organization; and community arts leader, an advocate, ambassador and teacher working on behalf of the orchestra in its community. This definition is from the American Orchestra League. The complexity of the conductor's role is seen in the league's dauntingly long list of traits that include:

  • Comprehensive knowledge of the history of music and its relationship to Western civilization
  • An understanding of musician governance structure and collective bargaining
  •  Ability to work collaboratively with management, boards, volunteers and members of the orchestra
  • Thorough grounding in professional ethics
  • Language skills to coach singers in French, German, Italian, Latin, Russian and Spanish, and the ability to read source materials in original languages
    Knowledge of the visual arts, particularly of the 18th, 19th and 20th centuries, as well as a fundamental knowledge of works of literature and drama that have had a considerable impact on music.

According to the league, "the conductor’s craft may be described as an art of persuasion by which musicians, audiences and communities come to share a deep connection with the orchestra and its repertoire. Passion, intellect, insight, musical talent and charisma all come into play. A conductor’s authority flows from the respect he or she commands, the power of his or her musical vision and the skill and facility by which musical ideas are communicated through physical movement as well as verbal instructions." The mystique that surrounds the conductor's role can obscure one of the most complicated leadership roles around, particularly these days.

Beyond this mastery of the craft of music and conducting, the conductor needs a vision for the orchestra's engagement with its community and must lead his organization in programming, outreach and education that realizes that potential. The conductor must understand the orchestra's challenges and role in a changing society and serve as an influential community advocate for music and music education. Continue reading The Hand That Wields the Baton: New cultural leader should bring more than musical mastery

Not Many Sip Coffee Alone: Emerging social networks bridge virtual and real civic life

BY SUE ROBINSON

The American Dialect Society names its Word of the Year each January. In the running for 2008 were "shovel-ready," "maverick," "going rogue," "tweet" and "change." No drumroll required: "bailout" won.

For 2009, here's a nomination: "civic engagement."

In academic circles, the term "civic engagement" has been in use at least since scholar Robert Putnam's "Bowling Alone" came out in an essay in 1996 and a book in 2000. He told us that society's civic foundation was crumbling because people were disconnected from each other and ignoring communal life. Group social activities (like bowling leagues) were shrinking.  Television and sprawl were eroding our "social capital" – networks of people who do things with and for each other. We were losing trust in government and in each other. We weren't participating (voting, protesting, meeting, conversing). We were not engaged.

Colleges and universities, responsible for studying these trends and for educating the next generation of citizens, offered and continue to offer classes, projects, scholarships, research, offices, even large centers, tied to understanding how citizens connect with activities and to engaging students in civic life. Students learn firsthand about systemic failures and our deepest social problems through volunteering or researching in community settings. Gown went to town.   

Today, 10-plus-years-post-Putnam, the concept of civic engagement has a meme-like quality. (A "meme" is a catchphrase or concept that spreads quickly from person to person via the Internet.) Beyond campuses, in the broader community, on and offline, the concept is taking on all sorts of characteristics.  

Civic engagement can be defined as a suite of activities –volunteering, advocating, researching, voting, organizing your neighborhood to solve an issue of common concern. Fundamentally it is about relationships to ideas, to causes, to government, to society, to others and how we relate to each other and talk with each other. Social networking is the foundation for successful problem-solving. Leaders can emerge as facilitators from networks of people. The grandest idea of democracy is that citizens together will find solutions to our problems – through political processes or through civic action.  

That citizen today may be sitting alone at Panera. But with free Wi-Fi we're really not sipping coffee alone. We're online, with others.

Communal action is finding new effectiveness with online tools. If you're ever signed up for an action alert on a cause you care about, you know how this works (or irritates). Alerts engage you immediately. You fire off an e-mail to your senator or donate money online. On a smaller scale but just as effective, in March, Connect Richmond ( HYPERLINK “http://www.connectrichmond.org” www.connectrichmond.org) launched a new e-mail group for people opposed to proposed new city fees for nonprofits. In short order, the list had 47 members, all of whom had phone numbers and e-mail addresses for Richmond City Council members.

On a national scale, much has been written about the Obama campaign's deft use of social media. Underline "social." The Web site worked because it spoke to the individual and made it easy for the one to align with others. Join, get access, do your part and hook up with more than 1 million more in an online community. Reportedly, the Obama campaign participated in more than 15 online social networks and gleaned 5 million supporters through these tools. On Twitter, "BarackObama" had 112,000 followers. On Facebook, Obama had 3.3 million friends, 500 groups 33 applications. On YouTube, more than 14 million watched the "Yes I Can" video.

So many Web sites make it easy to join or volunteer. National sites such as servicenation.org, bethechange.org, dosomething.org and connectforgood.org encourage activism and refer to opportunities in your ZIP code.  

Social capital development on the Internet via social networking is one of the things people are doing when they are sipping coffee with the laptop or squinting at the Blackberry at Panera. People are joining interest groups on LinkedIn and finding like-minded friends on Facebook. People are tweeting on Twitter –the free micro-blogging platform. Sure, people are following Brad Pitt but they're also following the GIVE Act.  

Scholars are just beginning to study what Facebook means to civic life. They are a fact of life in the 21st century, and they may well be the next-generation bowling leagues. Today's online interactions for social change will never substitute for face-to-face interactions any more than online dating will replace the real thing. But eHarmony and Match.com do bring love and marriage to some seekers, and e-networking can lead to real-life work for good.     

Twitter became an international sensation in February when an e-roots fund drive started in London grew into meet-ups and events in nearly 200 cities involving thousands of attendees. The Twestival became a group of same-time events in the real world that were streamed online and raised $500,000 for charity.     

What is most exciting is that this escalation in engaging activity appears at work in the real world as well. In March in metro Richmond, messages, meetings and information about civic engagement were pervasive.

Leadership Metro Richmond, the region's 29-year-old, 1,600 member community leadership development program, invited its members to a March 31 "Town Hall" to discuss how LMR members can be stronger community assets and connect more closely with one another.  

Two meetings based on a Seattle-based model, Conversations Café, were also set for March. The mission: "To promote community, democracy and wisdom world-wide through generating millions of open, respectful public conversations." These conversational salons were to focus on eliciting individual and small group perspectives on the possibilities for our region.   

The University of Richmond opened UR Downtown, which in part is envisioned as an open meeting space for civic discourse and as a way to link university resources and the knowledge of the academy to serving community needs.   

Sunshine Week, promoting open government, always falls Sunday through Saturday that includes March 16, the birthday of James Madison. The executive director of the Virginia Coalition of Open Government wrote an essay published statewide. Her point was to urge citizens "to ask questions, look at records, attend meetings, inspect budget reports€¦. Always remind yourselves, each other, your elected officials and government employees [that] democracy demands vigilance. It demands stewardship. It demands that we all stay involved."

The Jepson School of Leadership Studies celebrated the 15th year anniversary of its first graduating class using a social online network and a virtual community service project.  Some participants will gather for face-to-face conversations and reflections, all to be Webcast for those who are unable to attend.

The recent big event on this front was The Richmond Times-Dispatch's 23rd Public Square. This community meeting (an exercise in civic engagement) drew 130 people to discuss "How will you help your community in the next 20 years." The words "engage," "engaged" and "civic engagement" came up more than a few times.

Most attendees appeared to be active volunteers or representatives of organizations that depend on volunteers. The big unasked question was: "Is volunteering enough?" Volunteers reduce suffering to be sure. But how can citizens work together to prevent or alleviate the very problems that volunteers address. The most provocative question that was asked that night was this:  If 27.1 percent of people in metro Richmond do volunteer work, what's the other 72.9 percent doing? Are they home alone watching American Idol? How can we get them to meetings like this one? How can we engage them?

I have an answer in a word: "E-vite."    

 A communications professional and former journalist, Sue Robinson is director of community programs at the Jepson School of Leadership Studies at the University of Richmond. This article was published in Richmond Magazine as part of a series on “Leadership in Action.”  April 2009

Behind the Curtain of Leadership

Vision and the role of the adviser in keeping an administration focused on what matters

BY TERRY L. PRICE

Vision has a central place in leadership. Before we are willing to follow a leader, we want to know where we are going. What will things look like when we get there? The "vision thing," as George H.W. Bush called it, matters for us as citizens, and it matters for those who serve as part of a leader's senior staff.

It is little wonder, then, that people who study and practice leadership have been preoccupied with the notion of vision. Whether leaders achieve the ends to which they aspire has a real effect on our lives and well-being. We want to make our schools better, our businesses more prosperous, our neighborhoods safer and our government more efficient.

For those who work closely with a leader, vision drives their behavior in both a practical sense and in a much deeper way. A leader's vision not only structures what they do in their day-to-day lives but also gives them the sense that what they are doing is meaningful. In fact, good leaders rely on their advisors and confidantes to make sure they keep their eye on the big picture and don't become distracted by things that do not matter in the larger scheme of things.

Factors such as partisanship, which should not matter but often do, can also stand in the way of success. So leaders need advisers who can serve as their "eyes," anticipating roadblocks and negotiating rocky political terrain. Because leaders can hardly see everything and everyone around them, those who work closely with leaders must sometimes play a protective role by openly expressing their loyalty and by "watching the back" of the leader.  

But there is another type of vision that is just as critical to good leadership and to what it means to be a good adviser. The best advisers can be trusted to make sure leaders do not lose sight of the means they are using to achieve their ends. Although there are often many ways to get the job done, only some of these ways will be in keeping with the vision the leader is trying to achieve. We expect our leaders to live their values, providing us with a model of their vision. Couple this expectation with the legitimate demand that they comply with rules that apply more generally to others, regardless of how compliance promotes or impedes goal achievement.

The problem, however, is that a leader's sight is normally outward-looking and future-oriented. One result of this outward gaze and preoccupation with outcomes is that they can come to think less about their own actions. This perceptual bias should not be attributed to the weaknesses of particular leaders. As psychologists point out, all of us tend to understand our own behavior as a response to the demands of the situation. But normal biases get accentuated by the realities of leadership in complex environments. Thinking about how the parts fit together in service of goal accomplishment can leave little time for reflection and introspection.

In the worst cases, leaders become so fixated on the value of the goals they are trying to accomplish that they come to believe they are the exception to the rules. Success is so important €” not only to them but also to us €” that they conclude that they are justified in doing what the rest of us would not be justified in doing. Focusing too intently and too persistently on one thing, they miss other things that matter morally. In short, they are blinded by their own vision.

Leadership can also make it difficult for us to see what means our leaders are using to achieve their ends. We have a right to a certain level of transparency from our democratically elected leaders, and the media plays an important role in making sure we get it. But there will always be things that we do not €” and probably should not €” see. Although leadership makes people more accessible and visible in some respects, it can also promote a kind of isolation and invisibility. People do not say it is lonely at the top for nothing.

Fortunately, good leaders are not really alone or completely out of sight. They can rely on the vision of trusted counselors. The advisor sees what citizens often cannot see and what the leader himself sometimes does not see. When leaders show sign of what ethicist Kenneth Goodpaster calls "teleopathy," a kind of goal-induced illness, it is the job of those who work closely with leaders to make a quick diagnosis and to give them an honest assessment of their behavior.

Carrying out this job is not easy. First, it requires that advisers not become blinded by either the leader or the leader's vision. They must have a strong sense of self and the ability to see themselves as separate from the goals of an organization or administration. Second, it demands that advisers take advantage of their privileged access and pay attention not only to the leader's values but also to the leader's actions. To the watchful eye, process matters as much as production. Third, it means that advisers cannot be afraid to tell the leader that he is wrong. We are all wrong at times, and leaders have more opportunities than most for error. Giving this kind of correction may indeed be the most difficult requirement of the three.

The best advisers, however, are up to the challenge.

Terry L. Price is associate dean for academic affairs and associate professor at the Jepson School of Leadership Studies at the University of Richmond. His most recent book is Leadership Ethics: An Introduction, published by Cambridge University Press. This essay appeared in Richmond Magazine as part of the series “Leadership in Action.”

Want to volunteer together on MLK Day?

Happy New Year, everyone! As you probably know, President-elect Obama has called for a national day of service on Monday, January 19, Martin Luther King day. Is anyone interested in volunteering together? Please email me at mark.p.hickman@gmail.com if you’re interested or have other ideas. I know it’s short notice, but maybe we can coordinate something that day.

A Story of Hope

Autumn in New York€¦ there's nothing like it. There's also nothing quite like trying to get from Midtown Manhattan to JFK Airport on a Friday afternoon. Standing on the sidewalk outside my hotel near Grand Central Station, I mentioned to the gentleman behind me in line at the taxi stand that we could be in for a wait. "I'm going to JFK, too," he replied. "Want to share a cab?"

A few minutes into the ride to the airport, I learned that my traveling companion was David Williams, the president and chief executive officer of the Make-A-Wish Foundation of America. I asked at least a dozen questions about his role, the foundation, and the scores of children with serious illnesses who had their special wish granted. The one question I was dying to ask him: "What is the most remarkable wish that Make-A-Wish has ever granted?"

It was a hard question to answer. Make-A-Wish has fulfilled the wishes of scores of children facing long odds since 1980, when a group of volunteers banded together to help a young boy realize his dream of becoming a (honorary) police officer. After thinking about it for a few moments, Mr. Williams chose to tell me about the wish of Hope Stout, a girl from Charlotte, North Carolina, who transformed her terminal battle with cancer into one of the most incredible examples of servant leadership of our time. You see, Hope managed to turn her one wish into 155 wishes.

I was back in my office in Charlotte a week later when a package arrived from Mr. Williams. Inside I found a gracious note and a copy of Hope's Wish, a book that was written by Hope Stout's parents, Stuart and Shelby, and featured a foreword by Mr. Williams.

Hope's Wish chronicles how young Hope, battling a life-threatening illness, turned the tables on despair and managed to leave an indelible mark on hundreds, and then thousands, of lives. What had begun as pain in Hope's leg was soon revealed to be the one word every person – and especially every parent – fears most: cancer. X-rays, needles, body scans, blood samples, pokes, prods and more tests followed. Then chemotherapy and hair loss. Near the end of her all-too-short life, Hope was paid a visit by volunteer wish-granters from one of North Carolina’s chapters of the Make-A-Wish Foundation.

At first, Hope wanted to be famous. A walk-on role on a television sitcom like Lizzie McGuire, or maybe a modeling shoot in New York City. Her parents suggested an appearance on Oprah. Then she asked a question that surprised everyone: How many other kids with life-threatening illnesses are waiting to have their wish fulfilled right now? One hundred and fifty-five in central and western North Carolina, the foundation representatives answered.

"Then my wish is to grant all of the wishes of the 155 kids on the waiting list – every single one of them!" Hope answered.

It costs Make-A-Wish, on average, $5,500 to grant a child's wish. This particular chapter's budget was roughly $800,000 – for the entire year. Hope's unprecedented proposal meant that nearly $1 million would have to raised in 30 days to make her dream come true.

In just one month, hundreds of volunteers were mobilized and virtually all of Charlotte heard about Hope Stout's amazing wish through newspaper, radio and television stories. A Carolina Panthers rally in Hope's honor drew a crowd of more than 15,000 to Uptown Charlotte and netted over $50,000 in three hours.

Hope's wish culminated in a Hollywood-style gala on January 16, 2004 called the "Celebration of Hope." Nearly 1,000 guests attended the fundraiser. One notable exception: Hope, who lost her fight with cancer mere days before the event. Her wish was realized, however. Make-A-Wish officials announced that over $1.1 million in donations had been collected on Hope's behalf. The annual event continues to raise money to fulfill the wishes of children with life-threatening illnesses.

When I think about Hope's wish, I'm reminded that we all have an opportunity to do more with our many gifts and blessings. One of the primary objectives of the Jepson School's 150 Days in a Lifetime of Service campaign is to remind us that we can all devote time from our busy schedules to put the needs of others before ourselves. After all, thanks to one miraculous gesture, Hope Stout was able to use the final weeks of her life to make the wildest dreams of 155 other children come true.

****************

The Make-A-Wish Foundation grants a child's wish every forty-one minutes. In all, the foundation has fulfilled the wishes of more than 153,000 children. If you are looking for an amazing volunteer opportunity as part of the 150 Days in a Lifetime of Service campaign or simply want to donate, please visit the Make-A-Wish Foundation on the Web at www.wish.org.

Please enter your October service hours

Thanks to those of you who have taken a minute and entered your service hours for October. I know lots of you are doing lots of things that count as civic engagement/service€”such as when someone volunteers to lead a workshop session for a civic leadership group, helps with a school fundraiser, participates in a church activity, plays an instrument in a volunteer orchestra, tutors a child who lives in an at-risk neighborhood. The list goes on. Shoot me an email at jepson@richmond.edu or enter service hours in the Jepson service project database. http://jepson.richmond.edu/anniversary/150days.html