November 2019
May 2022
Bryan Orander, President, Charitable Advisors
Time to talk about year-end retirements 
During the past few months, we have seen a rush of retirement and resignation announcements from local nonprofit leaders. Now that the world seems to have gotten through the worst of the pandemic, many nonprofit leaders seem to be ready for new challenges, a change of scenery, or, in some cases, both.
Perhaps, you are a staff leader who also is contemplating retirement or a departure. Or you’re the board leader of an organization anticipating a leadership change this fall or winter. If so, it’s time to get those conversations moving forward. Over the past eight to nine years, Charitable Advisors has supported more than 90 area nonprofit organizations in preparing for a leadership transition and recruiting a new leader — far more than any other succession planning and recruiting firm in the area. 
Here are the top four questions we receive about ED/CEO retirement plans, which I can further discuss with you during a free consultation. In general, there is not a single correct answer to these questions since relationships and culture will have an impact on your organization’s plans.
1. When and with whom should I start the conversation? The first official conversation should be with the board chair, sometimes with the executive committee. Informally, some leaders also will have a conversation with select senior staff members.
2. How far in advance should the ED/CEO inform the board? We suggest two important timeframes for consideration: The “Get Ready” timeframe and the “It’s Time to Move Forward” timeframe.
“Get Ready” is the discussion you should have when a staff leader is beginning to think about their retirement timeframe. In this case, we suggest that succession planning be included in the next cycle of your strategic plan or included as a portion of an upcoming board retreat. No rush … just beginning to think. This can be 12 to 24 months out, or more.

“Time to Move” is the conversation a team should have when the leader has a specific target date for when they want to step back. In this case, we suggest seven to nine months’ advanced notice to the board.
3. What should communications look like to our stakeholders and community? It is a big deal when a nonprofit ED/CEO moves on, especially if they have been in the role a long time and have many established relationships inside and outside the organization. Stakeholders need assurance that your organization will continue to serve.
Your communications plan should begin with the board and staff, then moving quickly to major donors, clients, and partners before expanding to all donors and other stakeholders. The last step is a public press release, after you have told everyone connected to you directly.
4. How long does a search and leadership transition take? We suggest seven to nine months’ notice to board leadership but the search process itself generally takes three to four months. Your organization should allow time at the beginning to develop and execute a communications plan, and for the board to get organized and pull together a transition/search committee. At the end of the process, you also should allow time for the handoff and a learning period with the retiring ED/CEO.
Since these are sensitive conversations, we are offering private 30-minute calls to assist staff leaders in assembling their plan of action, or a meeting with board leaders about what it takes to successfully navigate an ED/CEO transition.

Schedule a time for a conversation within the next few weeks or contact me at to connect later in the summer.
Charitable Advisors podcast is live! 
Hear the latest about our Central Indiana nonprofit community while driving, exercising, or getting ready for work. Subscribe and make sure to tune into our new podcast each week.

Shari Finnell, our newsletter editor, and I are looking forward to getting to know our local nonprofit leaders better and sharing those conversations with you.
Please contact Bryan Orander at or (317) 752-7153 with questions and comments.
New Charitable Advisors Nonprofit Job Board

We are officially migrating from our old job board to the new with April 25 as the big transition date. All jobs can be viewed on the new job board but jobs placed before 11am on April 25 will link back to the old job board for applications until the job postings expire.

Employers - If you are placing a job ad, our new job board platform allows you to upload your ads directly, ads will immediately go live, and you can pay by credit card.   
If you haven’t set up your employer account yet, here’s a short video to walk you through set up and placing your first ad. Use “75Off” to save $75 on ALL ads placed by May 30, 2022.
Job Seekers – You will still apply through the old job board to job ads placed through April 25. For jobs placed after midday on April 25, job seekers will set up a new account and apply on the new job board.  

We want to recognize board leaders
For most board members, board leadership roles come with a commitment and investment of time and resources to support a cause they care about. However, for the individual who steps up to serve as board president or chair, the role comes with the assumption of overall responsibility for the nonprofit and guiding the organization’s path forward.  

As we continue to share news of board leaders who have taken the helm, we encourage you to recognize and thank these individuals for tackling the role, because as a community member you recognize the value of his or her investment to help keep the sector strong.  

If you want to announce your organization’s new board leader, please send name, position and a head shot HERE.

We are open to other ways we can support and recognize board leaders. Send us your thoughts or tell us a story about a board leader who has made a difference in your organization. Share your ideas with Bryan Orander, president.
Shelly Gattlieb
Adjunct Professor of Psychology,
Ivy Tech Community College"

Rafael Sanchez
President of private banking,
Old National Bank
Looking for a new ED/CEO leadership role?                      

Charitable Advisors has supported 81 nonprofit leadership searches since early 2019.
With more transitions on the horizon, we are building a leadership talent database of experienced nonprofit leaders to make the process more efficient and effective for both candidates and employers.
If you are thinking about or planning to change roles in the next year or sooner, please consider submitting your resume and answering a few questions, in confidence.
Who else needs to know this information?
Tell your staff, board of directors and colleagues about Frontline Perspectives by forwarding this email.