Larry Alei, Interim Director Center for Nonprofit Excellence Information Session Thank you for taking some time to learn about the Guide. Going forward, it will be at the core of CNPE’s work. The New Mexico Nonprofit Principles & Practices Guide provides guiding principles, legally required practices, and recommended standard practices across 12 areas of nonprofit management. Larry Alei, Interim Director Center for Nonprofit Excellence

Agenda Why we created a Guide What’s in the Guide How to use the Guide & CW Support services Q & A How to get the Guide & CW

Why We Created a Guide To have one comprehensive resource that sets the baseline for New Mexico nonprofit governance and operations

How we Created the Guide CNPE extensively researched other states’ guides. Content from 5 of those guides became the foundation for the NM Guide. A 50 member advisory committee revised content, added content, and made sure that the Guide was NM specific. 50 Advisory Committee Members

What’s in the Guide Content in the Guide Areas of nonprofit management- advocacy, board development, collaboration, communications & marketing, etc. What to consider before starting a nonprofit- mention role of AG and SOS in project How to start/close a nonprofit- a common inquiry that we receive, so we included this Glossary- helpful for anyone who is new to the nonprofit sector

What’s in the Guide Guiding principles Legally required practices Format of each chapter Guiding principles Legally required practices Recommended standard practices Resources Explanation about how it is just the essentials and not a “how-to” Recommended standard practices Resources

Tailored specifically to New Mexico 501(c)(3) organizations While the target audience is 501c3 orgs, much of the information is helpful for nonprofit corporations in general Tool for nonprofit leaders, but this is a helpful resource no matter your role in the nonprofit sector How this Guide is different that others: NM landscapes and nonprofits Spanish version in winter 2019 Diversity, Equity & Inclusion chapter Tailored specifically to New Mexico 501(c)(3) organizations

How to Use the Guide & CW STEP 1 Understand the Guide STEP 2 Use the Companion Workbook to assess and determine priorities STEP 3 Implement new practices STEP 4 Build capacity

How do you plan to use the Guide and Companion Workbook? Hi! How do you plan to use the Guide and Companion Workbook? who what where when why Talk with people around you about how you plan to use the Guide and/or Companion Workbook Who: Board members, staff, both? What: The Guide and/or Companion Workbook Where: During a staff meeting, strategic planning retreat, etc. When: Immediately, in 6 months, etc. Why: What areas of nonprofit management does your organization need to tackle?

Support Services 1 Training 2 Online Resource Library 3 Training, aligned to Guide (show current calendar and click into a specific training) Online Resource Library (show page and click into a specific resource area) Technical Assistance Explain that this includes templates, articles on best practices, and consultant referrals 3 Technical Assistance Referrals to consultants

Q & A

How to Get the Guide Early release in June! Free! Digital download of the Guide CNPENM.org/Guide Interactive digital download of the Companion Workbook $25 online Hard copy of the Guide $25 online or at in-person sessions Hard copy of the Companion Workbook Early release in June! Free electronic download of the Guide from our website Purchase hard copies of the Guide starting in July Purchase hard or electronic copies of the Companion Workbook starting in July

CNPENM.org/Guide