Monthly Archives: May 2013

Why I’m not outraged at the IRS

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Each year, the IRS reviews as many as 60,000 applications from groups that want to be classified as tax-exempt.

501(c)(4) tax-exempt status is a different nonprofit category than organizations like homeless shelters, arts groups, animal groups, etc. The (c)(4) status allows advocacy groups to avoid federal taxes, just like 501(c)(3) orgs, but the status doesn’t render donations to the groups tax deductible. The primary focus of their efforts must be promoting social welfare – and that can include lobbying and advocating for issues and legislation, but not outright political-campaign activity. Also, these groups do not have to disclose the identities of their donors unless they are under investigation.

The U.S. Supreme Court’s January 2010 “Citizens United” ruling lead to a torrent of new 501(c)4 groups: the number of applications sent to the IRS by those seeking 501(c)4 status rose to 3,400 in 2012 from 1,500 in 2010. MOST of these applications were from conservative groups. And many of these organizations flout the law in terms of not being involved in political-campaign activity – if you saw the whole process where Stephen Colbert oh-so-easily formed his own 501(c)(4) organization, you know what I mean.

So what was the “extra scrutiny” by the IRS? Good luck trying to find out specifics beyond the phrase “extra scrutiny” again and again. It took me an hour on Internet searches to find out enough to make this list of what the “extra scrutiny” was:

  • more details on what “social welfare” activities the organizations were undertaking
  • speakers they had hosted in meetings
  • fliers to promote events
  • list of volunteers
  • roles/works of volunteers
  • lists of members
  • list of donors
  • positions on political issues the organization was advocating

Some groups have claimed they were asked who was commenting on the group’s Facebook page, but I can’t find any confirmation of this claim.

Of course, this “extra scrutiny” is a fraction of what many of these same people outraged at the IRS were demanding regarding the now defunct nonprofit group ACORN. It’s the same scrutiny these conservatives were screaming about wanting for arts organizations back in the 1990s, in their attempt to eliminate all government funding for arts organizations. And probably most importantly: no organization was prevented from engaging in the activities it wanted to, not even those with pending status. None. Zilch.

This scrutiny is not only what I have been asked for in every nonprofit and government-related job I have held in the last 15 years (yes, I have been asked by a government agency to provide a list of paid staff and volunteers – they wanted to see if our arts organization was involving “enough” volunteers”); these are details I have long encouraged nonprofits to provide on their web sites, to show transparency and credibility.

So, I’ll be by usual blunt self: any nonprofit organization, no matter what their designation, that can’t easily provide details on its programs – who, what, where, when – as well as information the number and role of volunteers and information on any activities that might be considered political advocacy, shouldn’t be a nonprofit. And if that organization is a political group, it should have to provide a public list of all financial donors. Period.

But, no, I’m not going to provide a list of volunteers. Their roles and accomplishments, yes, but not a list of volunteers.

In fact, let’s get rid of (c)(4) nonprofits status altogether. You want to form an organization that engages in political activities? Form a PAC. 

My sources:

http://www.politico.com/story/2013/05/israel-related-groups-also-pointed-to-irs-scrutiny-91298.html#ixzz2TSsJpVJ1

http://www.reuters.com/article/2013/05/14/us-usa-tax-irs-idUSBRE94B08I20130514

http://www.southcarolinaradionetwork.com/2013/05/15/at-least-2-sc-tea-party-groups-say-they-were-singled-out-by-irs/

http://www.coyotecommunications.com/outreach/scrutiny.html

http://www.salon.com/2013/05/14/when_the_irs_targeted_liberals/singleton/

Say yes to filling out that online profile

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I help manage the TechSoup Community Forum, for employees, volunteers and consultants that work at or with nonprofit organizations, libraries, NGOs and other mission-based organizations. The focus is to discuss challenges, advice and questions regarding their computer, Internet and other network-tech use.

Before I reply to a question or respond to any post, I usually click on the person’s TechSoup community profile (here’s my profile). And most of the time, the person’s profile is blank. That’s frustrating for me, not just on TechSoup’s forum, but on any online forum I’m a part of. Who is this person that’s posted a question or comment? What kind of nonprofit do they represent – what’s its mission or how big is it? Why should I adhere to the person’s advice? All of these are questions that get answered with a profile.

I look at profiles on almost any online discussion group I’m on at some point – that includes YahooGroups, GoogleGroups, Facebook groups, LinkedIn groups, or any other platform. I look at a profile usually because someone has posted a really helpful post, and I want to know who the person is behind that excellent information, particularly what kind of organization they represent. I also always look at a person’s profile before responding to them on any group if I’m about to disagree with them – it’s a way for me to know a bit more about where they are coming from, so I can craft my response carefully and appropriately.

I also have looked at profiles because someone has said something that has made me realize that I might work in a similar field, or be in the same geographic area – and that’s lead to some great off-list conversations, lunch, coffee, even professional collaborations. In fact, my profile has played a role in some of the paid work I’ve gotten (people see some of my responses, click on my profile, read more about me, maybe click on the link to my web site to learn more about my credentials, and, boom, gig offer).

I treat online conversations like face-to-face meetings; I’d never get up in a group of people and espouse all sorts of opinions or professional advice, but not say who I am, what org I represent, etc. Not unless it was a group where all attendees are *supposed* to be anonymous (like many self-help groups). My profile is my name tag, where I can say as much or as little as I want. Imagine going to a panel discussion on a particular topic, and not having any information on the people in front of the room speaking – no organization name, no summary of the person’s background, etc. – that’s what it’s like, to me, when people talk on online groups but don’t fill out their profiles.

For me, a profile with even just a bit of info – a real name, a name of an organization or a link to a web site or LinkedIn profile – equals credibility. I’m going to take that person much more seriously when he or she offers up advice or questions, because I know at least a bit about who that person is.

TechSoup has advice that takes people step-by-step in filling out their TechSoup community profile.

A lot of people want to stay anonymous in online communities, even those groups focused on their professional, public work (IT, human resources management, social work, arts marketing, aid and development work, community garden management, etc.) because:

  • Their employer (or the organization they volunteer for) would frown on such participation, even if it contributes greatly to employees’ professional development, because they see it as a waste of time.
  • Their employer is afraid of a breach of confidentiality or the airing of dirty laundry (but that same employer probably doesn’t blink at an employee going to a conference, even presenting at a conference).
  • They want to ask questions and offer advice freely, without worrying about any on-the-record association with their employer (or where they are volunteering).
  • Even if they wrote in very general terms, if they were discussion a problem in the workplace or with a client, it would be easy to know what organization they worked for just based on the kind of nonprofit they have said they represent and the city in which they are located.
  • They work somewhere that is a highly-desired workplace, and know that if they provide their real name and/or the name of their employer, they will be inundated with inquiries by job seekers.

If any of those apply to you, you should still fill out your online profile, providing enough information so people know you are for real and credible, but not enough information to be identified. It’s NOT difficult! You could just say:

I work at a nonprofit organization based in Kentucky, focused on helping the elderly. I’m in charge of IT.

I volunteer at a Red Cross chapter west of the Mississippi. 

I am a social worker at a very well-known, large nonprofit in the USA.

No name for you or the organization, and not even a specific city name – yet, each of these profile statements give community members a sense of the kind of work you do, and helps us to better understand the advice you offer or questions you ask on an online community.

The discussion about why to fill out an online profile – or not – is happening over on TechSoup. Post there or here in the comments.

Free online courses for relief & development workers

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Last Mile Learning provides free, contextualized learning resources to professionals working in the development and relief sectors. Last Mile Learning is an initiative of LINGOs, a non-profit organization that promotes sustainable global development by building the capacity of the people delivering programs around the world. The Last Mile Learning facilitator resources are free and open source.

Each course in the Last Mile Learning includes a set of curricular materials that can be used by facilitators to lead face-to-face workshops or facilitated on-line training events (in both blended asynchronous or blended synchronous formats).

Courses relate to:

People Management
Project Management
Coaching Projects in the Development Sector
Harassment Prevention Project Identification and Design
Selection Interviewing Project Set Up
Delegation Project Planning
Performance Management Project Implentation
Managing through Meaningful Conversations Project Monitoring, Evaluation and Control
End of Project Transition

I’m quite excited about this initiative and these materials. I haven’t checked the materials out fully, but I’ve worked with LINGOS and know it’s a credible organization.

If you complete a course:

  • blog about it
  • share that you did so on your CV and LinkedIn profile
  • share it on your social networks (Twitter, Facebook, etc.)
  • make sure your employer knows, if you think they would want to know that you are engaged in professional development activities

Spontaneous “online volunteers” after disasters

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When a big news story or disaster strikes, the result can be hundreds, even thousands, of people contacting organizations to offer help, including potential online volunteers. It could be a natural disaster, an act of violence, or a particular issue suddenly becoming the hot item on the news. A nonprofit organization, NGO, school, or other organization could suddenly be swamped with emails and phone calls from people who want to help in some way online.

Of course it’s appropriate for your organization to encourage these spontaneous online volunteering candidates to make an emergency financial donation to the organization — and be explicit about exactly what this money will be used for. But in addition, you should think about ways these spontaneous online volunteering candidates could engage in other activities to benefit your organization in a crisis situation:

  • Put up a page on your web site specifically for these people thanking them for wanting to help in this time of crisis or intense attention. Outline on that page all of the ways they can help your organization both as donors and online volunteers. Direct them to other organizations if there are ways to volunteer at these organizations in some way.
  • Encourage these spontaneous online volunteering candidates to subscribe to your email newsletter, your blog, your FaceBook account and/or your Twitter feed, wherever you are posting photos online, etc., to stay up-to-date on what your organization is doing to address whatever issue or circumstance is occurring.
  • Encourage them to repost your messages to their own blogs, their own status updates on online social networking sites, etc., to educate their friends and colleagues about what is happening. Direct them to where to find information about the online volunteering activities you have available.
  • Encourage them to write you if they see misinformation online about your organization and its work in this crisis situation.
  • Set up a YahooGroup or GoogleGroup only for these potential online volunteers, and tell them online volunteering opportunities will be announced on this group as soon as they become available. You could use the group to brainstorm with these potential online volunteers what activities they could undertake for your organization.

Some things these spontaneous online volunteers could do regarding this crisis or immediate high-profit situation:

  • Translate some of your existing web site material, flyers, blogs, Facebook status updates or new information into another language
  • Translate texts or blog comments coming into your organization from another language into English, so you can read and respond to such.
  • Monitor media reports and bring certain articles or information to your immediate attention.
  • Monitor online communities and blogs and bring certain information, and even misinformation, to your immediate attention (more on how to deal with misinformation).
  • Research what other organizations are doing that your organization might need to urgently know about, such as projects that are mapping eyewitness/on-the-ground reports of critical needs. For instance, following the Haiti Earthquake, OpenStreetMap created a crisis mapping project, mobilizing highly skilled online volunteers to layer up-to-the-minute data, such as the location of new field hospitals and downed bridges, onto post-quake satellite imagery. This data was made freely available by for-profit companies including GeoEye and DigitalGlobe. The digital cartography — informed by everything from Tweets to eyewitness reports — helped aid workers speed food, water and medicine to where it was needed most.
  • Create a smart phone application that is urgently needed. CrisisCamp mobilized hundreds of online and onsite volunteers in Washington, DC; London, England; Mountain View, California; and elsewhere to build and refine a variety of tech tools needed after the Earthquake in Haiti, including a basic Creole-English dictionary for the iPhone to help aid.

These are not just nice things for online volunteers to do in a crisis; they are critical services. Depending on the mission of your organization, you might want to consider including how to deal with spontaneous online volunteering candidates in your crisis communications plans.

The above information is from the revised Virtual Volunteering Guidebook, which will be published later in 2013.

From just a bulletin board to a DISCUSSION

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Too many online discussion groups are really just online bulletin boards: a place to put up some information, but not discuss it. If that’s all you want from your online group – a place to disseminate information one way, from messenger to audience – that’s fine. But if you want more… what does “more” look like? And how do you get to “more”?

bulletin board / announcement board content:

  • announcements about events, policies, reports, new staff appointments, etc.
  • reminders about policies, events, reports, etc.
  • most content generated by 1 – 5 people; most staff & volunteers in the program don’t generate content (and may not even read it)
  • content is available elsewhere/is not unique to the forum
 discussion forum content

  • people responding to comments and reminders
  • people asking questions
  • people inviting discussion or debate about specific topics
  • content generated by a variety of people, including staff members of the programs tied to the discussion forum
  • there is content that is not available anywhere else, meaning the forum is essential, not just a repeat of announcements from newsletters, etc.
  • unique content is essential; forum members need it for their work
bulletin board / announcement board method:

  • ad hoc, as events happen, policies and reports are created/updated, etc.
 discussion forum method:

  • questions are regularly introduced, in a strategic manner, particularly when questions and discussions aren’t happening organically
  • specific people are contacted and asked to respond to a question, announcement, debate, etc.
  • discussion forum is highlighted (not just mentioned) during webinars, onsite workshops, onsite events, and attendees are invited to continue discussion on a specific place on the forum.
  • specific, current threads in the discussion forum are highlighted in meetings, newsletters, reports, etc.

Share your thoughts! And please see the wiki at http://knowledgenetworks.wikispaces.com/ for advice on how to make a transition from an announcement/bulletin board to a discussion forum.

Thank you, Portland metro area

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While updating my web site last week, I realized that I have done FAR more training here in the Portland, Oregon metro area since moving here in Fall 2009 than I did in Austin, Texas while living there from 1996 through 2000 – in fact, it was rare I presented in Austin, or the rest of Texas, when it was my home. It was a shock to realize this – I consider Austin my spiritual home, and get misty eyed at the sweet memories of living there. But, indeed, the greater metropolitan Portland area has been much kinder to me, professionally speaking.

So I want to give credit where credit is due: thank you, PDX! And a long overdue thank you to the people and organizations who have made this happen:

Here’s more information about the training I provide (both onsite and online training!).

I’m been quite hard on Portland since moving here – but the reality is that it’s a community that has believed in me. And I am oh-so-grateful for that support!

Volunteer online ever? I’d love your photo!

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jayne at computer 2002Do you help, or have you ever helped, a nonprofit organization, non-governmental organization (NGO), grassroots organization, school, or other civil society organization (CSO) via a computer or smart phone, as a volunteer (that means unpaid, NOT as a paid employee or paid consultant)?

Maybe you volunteered onsite as well, but at least sometimes, you also volunteered offsite, designing a database or graphic or web site, editing a document, translating text, offering professional advice, moderating an online discussion group, tagging photos or mentoring someone.

Maybe it was called virtual volunteering. Or online mentoring. Or cyber service. Or microvolunteering. Or crowd-sourcing. Or cloud computing volunteering. Or Internet-mediated service.

Or maybe it was just called volunteering, plain and simple.

Whatever it was – or wasn’t – called, I want your photo! Why? I want to feature such photos at this Flickr Group, “Online Volunteers.”

Photos of yourself with a computer or tablet or smart phone would be great, but so would a photo of you with your dog. Or your kids. What’s most important is that you don’t just submit a photo; you also should describe what you do as an online volunteer, including either the name or a description of the organization(s) you support.

ALSO, please tag your photo “online volunteer” (use quotes in the tagging process).

Submit the photos directly to the Flickr group for online volunteers– which means you will need a Yahoo ID. If you don’t already have such, and don’t want one, you can send ONE photo to me, via email, however, please clearly note in your email who you are, why you are sending the photo, etc.; blank emails, or those with sketchy descriptions, will be discarded without viewing (to protect myself from computer viruses). Photos that don’t clearly represent online volunteers will be rejected – that’s why your description is SO important.

Please share this message to volunteers you work with, or anyone you think might be interested.

Goal: to show the diversity of online volunteers out there. The practice of online volunteering is more than 30 years old. I want to show just what a HUGE group of people volunteer online, and have been doing so for a long while now!

Looking forward to your photos!