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NP Local

By: Jason Cass & Scott Niermann
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  • Summary

  • Are you leading a community-based nonprofit or ministry and feeling a bit alone? Well, you are NOT alone! NPLocal exists to support you in your journey as a nonprofit leader in short, easily digested (approximately 20 minute) conversations. Join renowned podcaster Jason Cass and nonprofit veteran and consultant Scott Niermann for wide-ranging discussions that will encourage, educate, and remind you that we're all in this together. Topics range from managing your board and fundraising to unique insights into the nonprofit sector as a whole, and will include interesting and influential expert guests from time to time.
    2020
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Episodes
  • 8 Blunders in Major Gift Asks

    8 Blunders in Major Gift Asks
    Jul 9 2024
    Having trouble closing major gifts? Unsure how to approach major gifts? Let's think about what NOT to do, and talk about a better way. In this episode, Niermann and Cass talk about experiences in sales and fundraising, both mistakes they have made and successes they have had, and lessons learned through each case. Episode Highlights: Jason Cass explains the importance of managing major gifts in nonprofit fundraising. Scott Niermann emphasizes the importance of visiting donors personally for major gift requests to build relationships. Jason Cass discusses the effectiveness of face-to-face meetings versus virtual meetings for major gift tasks. Scott Niermann explains the significance of having the right people in the room during major gift asks, especially involving board members. Scott Niermann discusses strategies for avoiding backtracking during major gift asks and the importance of not beating around the bush. Scott Niermann shares a personal anecdote about a two-hour lunch meeting where he failed to make the ask and the lessons learned. Scott Niermann discusses the critical role of follow-up and keeping the responsibility to stay in touch. Jason Cass provides practical tips for ensuring follow-up, including planning timelines and understanding donors' preferences for communication. Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Feature article: Top 8 Nonprofit Major Gift Asking Blunders
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    24 mins
  • Getting Real: The Value of Executive/Leadership Coaching

    Getting Real: The Value of Executive/Leadership Coaching
    Jun 25 2024
    After a hiatus of several months, listen as Cass and Niermann get real about future podcast episodes (send in your feedback and tell us what you need!). This episode also emphasizes the importance of executive or leadership coaching, as Scott shares about the value he has seen with an Executive Coach to help level up his game. Episode Highlights: Jason mentions a thought-provoking book “Think Again” by Adam Grant, discussing how the rate of knowledge growth has accelerated from 25 years to as few as 3-6 years since the 1950s. Jason and Scott discuss their goal to rethink the podcast format to better deliver valuable insights to the audience. Scott shares his experience post-pandemic, touching on how basic functions in society seem to struggle and his personal engagement with an executive coach to enhance his leadership skills. Scott explains the 360 assessment process he underwent, which provided him with comprehensive feedback from various perspectives within his professional circle. Scott discusses the complexities of leadership styles and the necessary balance between detail-oriented and results-focused approaches. Discussion on the necessity of leadership adaptability in fast-paced environments and the importance of detail-oriented management. Jason discusses the implications of failing to meet goals and the intrinsic value of the learning derived from those experiences. Scott explains the philosophical aspects of identity, and how our past and decisions shape who we are and who we can become. Jason mentions another influential book, "The Courage to Be Disliked" which further explores the concept of identity and personal growth. Key Quotes: “We're trying to rethink this podcast, right? We want to make sure that we're going to give you the nuggets that we started with all along.” - Jason Cass “We're not trying to be all things to all people, but on the same token, we want to go deeper kind of in a next level that's going to help folks today.” - Scott Niermann “I'm being challenged in my leadership role. And so it's time for me to level up, right? You either rise to the occasion when you're in leadership or you get off the bus.” - Scott Niermann Resources Mentioned: Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast Books mentioned by Jason Cass in this episode: Think Again by Adam Grant The Courage to Be Disliked by Kishimi, Koga & Galvin
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    23 mins
  • Tax Advantages of Charitable Giving

    Tax Advantages of Charitable Giving
    Jul 25 2023
    Do more complex, major gifts confuse you?  Do you wonder how to land stock, IRA, real estate, or other significant gifts for your nonprofit?  If you are just getting started understanding these things, don't miss this episode of the NP Local podcast hosted by Jason Cass and Scott Niermann, so you can begin talking with donors about gifts of appreciated assets, including real estate, personal collections, valuables, and more! Episode Highlights: Scott mentions that the first rule for obtaining a tax advantage when making a charitable gift is to donate it to a 501c3 public charity. (4:39) Scott explains the importance of discussing year-end giving with donors' tax advisors and ensuring timely paperwork. (7:46) Scott discusses the concept of bunching gifts, which is a tax planning strategy where a donor combines multiple years of giving in order to exceed the standard deduction in that tax year. (9:57) Scott mentions the significance of Donor Advised Funds (DAF) for regularly setting aside money for charitable purposes. (11:28) Scott advises fundraisers to consider marketing appreciated assets such as stock, bonds, mutual funds, and real estate to avoid capital gains. (13:27) Scott discusses the concept of Qualified Charitable Distributions (QCDs) from IRA accounts. (18:30) Scott explains the Qualified Charitable Distribution, which allows donors to directly give up to $100,000 per year to a qualified charity. (20:22) Jason mentions that one of the motivating factors behind putting the podcast together was the various changes happening in the organizations covered by NP Local. (22:07) Key Quotes: “If you're a fundraiser out there, and again, you're working towards your year-end strategies, be sure that you're talking with people or marketing appreciated, stock bonds, or mutual funds. Appreciated investments, including real estate, when gifted directly to charity, help the donor avoid the capital gain.” - Scott Niermann  “One of the things that ignited Scott and me to be able to put this podcast together was the different changes that are coming into nonprofits, social services, all of these different organizations that NP local covers.” - Jason Cass Resources Mentioned: Fidelity Charitable: Charitable contributions U.S Chamber of Commerce: How Do Charitable Donations Impact Your Taxes? CNBC: How to maximize your tax deduction for charitable donations Charity Navigator: Tax Benefits of Giving Reach out to Jason Cass Reach out to Scott Niermann - Scott can assist with church, nonprofit, and commercial insurance in Tennessee and Georgia. The Insurance Alliance serves organizations in Illinois, Missouri, Indiana, Kentucky, and Wisconsin. Niermann Coaching and Consulting NP Local Podcast
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    25 mins
Management Career Success Economics
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