Charter Member Roundup

365 Nonprofit Leadership Truths

Fulcrum has initiated a daily post on LinkedIn called "365 Nonprofit Leadership Truths. We are 10 days in and looking forward to reaching 365 posts about the interesting realities of nonprofit leadership. The 10 truths we've posted thus far are:

#1 Nonprofit organizations are led and managed as effectively as for-profit businesses.

#2 Nonprofit leaders are mission-driven individuals that sacrifice their own enrichment for the benefit of the communities they serve.

#3 Extraordinary nonprofit leaders often come from humble beginnings. It’s a point of pride that so many nonprofit leaders that rise to the top remain the most humble, ethical, servant leaders you’ll ever meet. 

#4 Nonprofit leadership is servant leadership.

#5 Nonprofit leaders know so well how to do more with less.

#6 Nonprofit leaders manage more than just the bottom line. Nonprofit leaders also manage programs, impact, teams, culture, community, and so much more.

#7 People give to people and people are especially attracted and generous to strong nonprofit leaders.

#8 The nonprofit sector, while not perfect, carries itself to a higher standard of ethical behavior and integrity, and these organizations deserve our trust.

#9 Nonprofits are perpetually caught in a tidal wave of negative associations, born from so many bad actors in the for-profit and government sectors. Nonprofit leaders help restore, preserve, and elevate the trust Americans have in OUR nonprofit organizations.

#10 The best nonprofit leaders are agents of positive change and game changers.

We could use your help. First, if you have any truths you'd like for us to include on the list, please send them to me at chris@fulcrumleader.com. If we choose to include it, we'll quote you and give you credit. Second, please follow Fulcrum on LinkedIn, like the posts, forward them to colleagues and friends, and repost them.

Robert Santana and Endowment-Building

Charter Member Robert Santana was recently featured in a Forbes article highlighting some strategies for building and growing an endowment. Robert was kind enough to address Charter Members last Friday to share some of the key elements, which include the following points:

1. Build Endowments Through Planned Giving

2. Develop A Strong Case For Support

3. Bring On The Right Support Team

4. Establish An Investment Policy

5. Develop The Right Relationships

6. Have A Strategy To Grow The Endowment

7. Share Your Vision

8. Set Guidelines

9. Understand The Limitations And Expectations

If you'd like to access the full article, please click the following link:

https://www.forbes.com/sites/forbesnonprofitcouncil/2024/07/30/nine-strategies-for-building-a-successful-nonprofit-endowment/

Next Charter Member Virtual "Mixer" - Friday September 13 at 10AM PT

Please join our next Fulcrum Charter Member "mixer" next Friday, September 13 at 10AM PT.

This is a 30-minute virtual gathering to hear remarks from Fulcrum Founder and CEO Chris Looney, provide time for Charter Members to network, and explore key topics connected to nonprofit leadership.

A calendar invite will be sent out on or around September 1 but please put a hold now so protect the time if possible.

Additionally, there is an online calendar that you can access through the Fulcrum member site at www.fulcrumleader.com that allows you to subscribe and always be in the know of upcoming events.

Below is the Zoom link if you want to save the date.

https://us06web.zoom.us/j/81135908771?pwd=XyfFRA7tEGj2aMFUTz9RPzfB9dFgtq.1

Charter Member Next Steps

There are just a few administrative items that require your attention. The good news is that they do not require a lot of your time. Here are the five essential steps.

1. Register and Apply. Visit www.fulcrumleader.com/register to complete this first important step. Don't spend too much time. Just get through the process quickly so you are officially in the system. Not sure if you've registered/applied, email Mansi at mansi@fulcrumleader.com.
2. Create Your Personal Profile Page. This is very similar to setting up your Instagram or Facebook page with a few pictures and a few details. This allows other members to find you and will allow you to find other members when you are on the members page.
3. Follow Fulcrum on LinkedIn. Takes very little time and helps us to expand our reach. Thanks for helping us reach more people with the Fulcrum message.
4. Review and Initial the Charter Member Award Plan Document. This comes to you from DocuSign. It should take 10 minutes to review and initial.
5. Review and Sign the Charter Member Agreement Document. This is the last step for most to formalize their membership in Fulcrum. It should take 10 minutes to review and sign.

If you would like help with any of these items, please don't hesitate to contact Mansi Chokshi at mansi@fulcrumleader.com. Mansi will be happy to walk you through any of these steps.

Reach Out to Us

Is there something good you'd like to share with Fulcrum and the Fulcrum membership? Please use this form to share good news: https://forms.gle/6YZY1jyYmRUXtk6V9

Please share any referrals with nonprofit executives by clicking this referral/nomination form: https://forms.gle/TKGHYwoF8geJ1HvY8

Do you have questions or suggestions? Please use this form to send us your questions or suggestions: https://forms.gle/VF8GDnogRMkNZwrB6