November 2019
June 2020
Bryan Orander, President, Charitable Advisors
Time for the Retirement Conversation?
Since early March, it seems days have passed slowly but the weeks have passed quickly. Sooner than you realize, we will be turning the calendar to 2021.

If your Executive Director or CEO is planning to retire or move on before the end of the year, it is important to begin thinking about the timeline and process. If you are a retiring or departing ED/CEO, your board leaders need time to process your pending departure and get organized. And you need to be equipping your staff team to handle a smooth transition to a new leader. Some key questions to consider:

  • Communications: Who needs to know and when?
  • Timing: When do you start? How long will it take?
  • Staff or board candidates: How do you deal with the politics?
  • Transition/search committee: Who should be involved?
  • Organizational priorities: What needs to be completed or started, before the ED/CEO moves on?
  • Sustainability: What impact will the departure of the ED/CEO have on the organization?

The Charitable Advisors team has supported more than 30 nonprofit ED/CEO searches and leadership transitions in the past two years and almost 80 in the last eight years. We have developed a locally focused, cost efficient alternative to the traditional, expensive executive search process that allows board members to focus on selecting the right candidate while we guide and walk alongside you through the process.

Call or e-mail, in confidence, to talk through:

  • Communication priorities and strategies
  • Assembling your search committee
  • Determining an overall timeline

We provide an affordable alternative to the “do it-yourself” approach or steep traditional executive search fees. Contact Bryan Orander: or 317-752-7153.

Bryan Orander, President                    

Have a specific question about
  • fundraising
  • programming
  • legal
  • finance?
You can now submit questions to local nonprofit experts and IU faculty through the Indy Chamber Rapid Response Hub
Nonprofit Pandemic Resource Page
Every nonprofit leader is dealing with the impacts of the pandemic. Charitable Advisors is continually reviewing available information and adding it to our resource page and sharing it in the Not-for-profit News.

Use Your New Zoom Skills
Fun idea – In early May, I partnered with the board chair of a client organization to do a three-part series via Zoom. We recorded three short video calls that would serve as the foundation for the organization’s new board member orientation (We actually did all three in one 90-minute session). My role was to provide an overview of the key board leadership roles and responsibilities and the board chair applied them to the organization and explained how things worked in their nonprofit. The webinar participants were a small group of both newer and long-term board members.

Consider your newfound comfort with Zoom as a chance to capture a conversation between the ED/CEO and a board member or invite an outsider with broader governance experience to join your conversation.

Let me know how we can help. Bryan Orander at: or 317-752-7153.
Professional Development Opportunities
Lessons learned: Nonprofit leadership resumes  webinar on June 22 from 4 to 5 p.m. Want to know what to highlight and problems to avoid in your resume? Join Charitable Advisors’ President, Bryan Orander, and Recruiting Specialist, Kathleen Poland, for recommendations based on their reviews of thousands of resumes for nonprofit leadership positions. Free Register

Data metrics growth mindset webinar on July 17 from 8:30-10:00 a.m. This session will give you some ideas about how you can organize and analyze your donor information and then present it to board and staff leadership to develop new courses of action. Free. Register
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