Meet NPC Member Jeffrey Wilcox
November 8, 2023
Jeffrey Wilcox is President & Chief Mission Advancement Officer with Third Sector Company.
Let’s get to know Jeffrey and Third Sector Company with three quick questions.
What is the main philosophy behind Third Sector Company?
The entrepreneurial energy that drove the founding and opening of Third Sector Company was to send three wake-up calls to the nonprofit sector: (1) lack of succession planning at nonprofit organizations puts their sustainable contributions to community life in jeopardy; (2) interim leadership is a wise choice during executive transitions to prepare for the next chapter of service to the community, and (3) there are excellent nonprofit leaders who should be given different opportunities to continue being of community service as interim leaders, consultants, coaches and trainers.
The “main philosophy” of our company is “fostering leadership continuity” is a fundamental responsibility for sustainable organizations and community quality of life.
How does the Nonprofit Collaborative play into your business?
Third Sector Company is proud to be a member of the Collaborative. Our interim leaders often require the specialized skills and community knowledge that every member of the Collaborative brings to the table. We can give our interims and our customers the assurance that when a Collaborative member is involved in assuring a smooth leadership continuity that some of the very best people in Southern California are on the job. From marketing, fundraising and human resources to strategic planning, finance and law the Collaborative is an unstoppable resource network that can be quickly put into action for any organization.
Can you share something we might not know about you?
Having been in business 22 years, that’s a hard one to answer! Many people don’t know the artist side of me. I started playing piano when I was three and worked my way through college playing piano bar. I still play at least an hour a day, but realize the popular music I played years ago has become less familiar to the newer generations. I was a food critic for a newspaper early in my career; and I taught a cooking class and take cooking classes as a way to escape into my own world in the kitchen. I’m an artist at heart, but a nonprofit guy because of how its heart touches mine.
Celebrating Our Members
November 1, 2023
Please join us in congratulating the following Nonprofit Collaborative members on their recent achievements, awards and accomplishments.
Third Sector Company recently hosted its first annual Interim Leadership Summit, a virtual gathering that brought together aspiring and practicing interims representing a diversity of professionals across age, tenure of service, backgrounds and experience. 100 participants and presenters gathered from throughout the U.S. and Canada for the Summit, held over a three-day period in July.
Crafted during the Summit, Third Sector Company has also published a new 20-page report, The State of the Interim Profession in the Nonprofit Sector 2023. Read highlights from the report here.
Joan McBride, CFRE, FAHP, President and CEO of Greatrake, McBride & Associates, recently chaired AFP Orange County’s Fundamentals of Fundraising course. 36 participants attended the two-day course, which featured presentations from a highly experienced seven-member faculty. Course modules covered a variety of topics, including developing an integrated fundraising program, marketing for ongoing success and securing the gift. According to one participant, “The course is a great way to check your knowledge and organize all that you know into categories. You can also check against your own organization to see what you are already doing well, what areas can be improved, and how the pieces fit together.”
Third Sector Company was also recently named a top 10 Interim Service Firm by ManageHR magazine. ManageHR, along with a panel of human resource advisors, chose Third Sector Company to receive the recognition. The magazine is read by more than 100,000 subscribers comprised of corporate leaders, angel investors, VCs, HR managers, and HR directors. “Third Sector Company’s strict guidelines and service framework have made it a Top 10 Interim Service Provider, recognized as a reliable resource to guide not-for-profit organizations serving all sectors – from arts and cultural groups to educational and social justice organizations,” ManageHR said in naming the company a Top 10 Interim Service Provider. Read the article here.
Have You Received Your Copy?
June 15, 2023
Last year, the Nonprofit Collaborative of Southern California launched its first eBook, What Every Member Needs to Know about Leading a Nonprofit. The eBook is an invaluable resource for board members and nonprofit executives alike, featuring insights from NPC’s members. A variety of topics are covered, including succession planning, fundraising, risk management, finance, human resources, public relations, grantwriting and more. We even know of organizations that are using the eBook as part of their new board member orientation process!
As a subscriber to our mailing list, you can access a copy of the Collaborative’s new eBook. Others who would like to receive the eBook along with future communications from the Nonprofit Collaborative are encouraged to sign up for our mailing list.
Introducing the Nonprofit Collaborative of Southern California’s Sponsorship Program
June 8, 2023
Are you interested in promoting your business or organization while supporting the work of the Nonprofit Collaborative of Southern California?
Then our new Sponsorship Program may be just what you’re looking for!
Three levels are available, each with a variety of benefits designed to showcase your organization to thousands of nonprofit leaders throughout Southern California:
• Premier: $1,000 annual sponsorship
• Advocate: $500 annual sponsorship
• Contributor: $250 annual sponsorship
Click here for sponsorship level details.
Q & A with Nonprofit Collaborative Member Barbara Kimler
June 1, 2023
Barbara Kimler is owner of Barbara Kimler PR, which launched in 2002 to fill a niche for public relations services in the nonprofit sector. Her growing client base and specialized network of professionals now provides multiple marketing-related services for nonprofits, businesses and beyond.
Here are three things you need to know about Barbara:
What is the main philosophy behind Barbara Kimler PR?
I formed my business more than 20 years ago to support nonprofits with public relations, writing and media relations services. Having served as Community Relations Manager of the Orange County Register for many years, I wanted to share my knowledge and passion for helping nonprofits tell their stories to further their community impact.
How does the Nonprofit Collaborative play into your business?
The NPC is vital to me. As a sole proprietor, I value the resources of other trusted nonprofit professionals and the collective wisdom in this important sector.
What is something we might not know about you?
I was once a singer in a rock band and still enjoy singing in my church choir, playing the piano, and my latest musical passion, playing the ukulele!
eBook Virtual Launch Event
September 1, 2022
Thank you for your interest in the Nonprofit Collaborative’s eBook launch on Wednesday, September 28 from 10:00 – 11:30 a.m. Our members have expertise in a wide array of topics related to nonprofits, and we look forward to sharing our new eBook project with you!
Click here to register.
Should We Take This Grant?
July 25, 2022
The CARES Act and other recent government initiatives have made a tremendous amount of grant funds available for non-profits. While this is wonderful news, it is not always the case that a non-profit should agree to a new grant award from the federal government. There are several questions a non-profit should ask itself before taking on a government grant. Read more.
ECofOC and Nonprofit Collaborative: Reaching New Heights
October 14, 2020
Executive Coaches of Orange County (ECofOC) and the Nonprofit Collaborative recently hosted Reaching New Heights: a virtual series to help non-profits thrive in a changing landscape.
The series was made up of three sessions to help you:
– Build your resilience
– Grow & develop your team
– Expand your impact through storytelling
Each 45-minute session can be accessed via the links below
1: Develop Yourself
2: Build Your Team
3: Tell Your Story
Nonprofit Collaborative and Delhi Center Host Summer Mixer
August 28, 2019
The Nonprofit Collaborative (NPC) recently partnered with the Delhi Center to host Shape-Up Your Nonprofit, a Summer Mixer with Nonprofit Experts, on Wednesday, August 14. Nearly 60 guests representing a wide range of nonprofits were in attendance, along with members and friends of the NPC.
During the event, guests had an opportunity to network, connect with the Nonprofit Collaborative’s consultants and service providers, and enjoy light refreshments.
The event also featured a series of door prizes donated by NPC members, including complimentary consulting sessions, gift cards, a cornhole game, and more. The grand prize of two tickets to Orange County’s 2019 National Philanthropy Day was courtesy of Luis Orama from Wells Fargo Advisors. Thanks to everyone who was able to attend, sponsor, or participate in some way! Click here to view the photo gallery from the event.
From the Inside Out: September 27 Workshop at Taco Bell
January 12, 2019
Approximately 60 nonprofit executives and board members from throughout Southern California attended the Nonprofit Collaborative of Southern California’s Sept. 27 workshop, “From the Inside Out: Protect & Promote Your Nonprofit in 2018.” Sponsored by Wells Fargo Advisors and held at Taco Bell’s corporate headquarters in Irvine, the event featured a keynote presentation from Matt Prince, Senior Manager, Public Relations and Brand Experience at Taco Bell.
Topics covered by the Collaborative’s members included presentations on new lease standards, how the salary ban and “ban the box” affect hiring practices, Orange County media in the 21st century, why a culture of metrics matters, and more. Matt Prince’s presentation on Media Strategies for Social Good also featured Q & A, including a discussion about the Taco Bell Foundation.
The Nonprofit Collaborative thanks Taco Bell for its hospitality, and also thanks Luis Arama and Wells Fargo Advisors for its generous sponsorship of the workshop.
Nonprofit Collaborative Celebrates 5th Anniversary
January 12, 2019
Members of the Nonprofit Collaborative recently gathered to celebrate the fifth anniversary of the group’s formation. Front row: Barbara Kimler, Luis Arama from Wells Fargo Advisors, Joan McBride, Leah Ersoylu and Audrianne Adams Lee; back row: Greg Gebhardt, Casey Hale and Janet Fohrman.
Q & A with Nonprofit Collaborative Member Casey Hale
August 15, 2018 | By Joan McBride
Casey Hale, an attorney with Brown & Streza in Irvine, is one of a rare breed: his practice is focused exclusively on representing nonprofit corporations. I recently sat down with Casey to learn a bit about his background and what drew him to nonprofit work.
What did you do before law school came calling?
I earned an undergraduate degree in Cultural Anthropology with a concentration in Archaeology at Vanguard University. After graduation, I served in the U.S. Army as a Russian linguist.
What attracted you to study law in particular?
I always knew I would go to graduate school after serving in the Army, but eventually decided against pursing graduate studies in Archeology. As my time in the Army was winding down, I began speaking to my father-in-law who had a well-established law practice in Orange County about going to law school with the idea of eventually working with him in his firm.
How did you get involved with representing nonprofit organizations?
When I started law school I began working in my father-in-law’s practice. Although he helped his clients in a variety of ways (business transactions, litigation, etc.), a significant part of his practice consisted of representing nonprofit organizations. It was during that time and later working as a legal assistant during law school that I was
exposed to nonprofits.
How did you become part of Brown & Streza?
I began working at Brown & Streza while in law school after my father-in-law became unexpectedly ill and had to retire. My father-in-law was a friend of one of the partners at Brown & Streza. They had a small nonprofit practice at the time and I was able to continue my work as a legal assistant there, working with their nonprofit clients. After I graduated from law school and passed the bar, I eventually joined the firm as an attorney and helped the firm grow its nonprofit practice to what it is today.
What trends do you see in nonprofit law?
Probably the biggest trend I have seen over the last year or two is the growing interest of families, in particular, in establishing their own “family foundations” either in the form of a donor advised fund or a private foundation. I’ve worked with families to form “family foundations” regularly over the years, but there seems to be an uptick in interest in family philanthropic entities.
If you could have dinner with anyone in the world tonight, who would it be?
At the risk of sounding sappy, my wife! She just completed a through-hike of the John Muir trail with her cousin. I haven’t seen her in over two weeks. I was on the trail with them for the first week, but my part of the trek ended at that point so I could go back to work. As you can imagine, cell phone coverage is incredibly spotty in the High Sierras so I’ve hardly been able to talk with her since I left the trail. I’m really looking forward to hearing about the last two weeks of her trip.
Risk Management – Why Cyber Insurance?
August 15, 2018 | By Lillian Romero
Nonprofit administrators are aware of the dependence they have on data, software, systems and technology. With cyber crime on the rise, nonprofit organizations and their board of directors can no longer function without
adequately protecting their data from cyber criminals, disgruntled vendors, and employees. Additionally, there is the risk of cloud computing. Many nonprofit administrators make the mistake in believing that by outsourcing data storage, liability is then transferred to the cloud provider. Generally, most contracts between a nonprofit and technology provider shift the responsibility to the nonprofit.
Implementing strong risk protocols is critical to the nonprofit’s risk management program. Cyber insurance should be considered part of the nonprofit’s risk management program. Most cyber risk insurance is designed to protect the organization from:
• Liability claims involving the unauthorized release of information for which the organization has a legal obligation to keep private or confidential
• Liability claims alleging invasion of privacy and/or copyright/trademark violations in a digital, online or social media environment
• Liability claims alleging failures of computer security that result in the transmission of malicious code or deletion of data
• Defense costs in state or federal regulatory proceedings that involve violations of privacy law
• Cyber extortion and cyber terrorism
• Multimedia liability
• Replacement or restoration of electronic data
• Loss of income due to an e-commerce incident
There is no “standard” cyber risk Insurance policy, as most insurance carriers underwrite their own policy terms and conditions. There are over 70 insurance carriers currently writing cyber risk coverage. Additionally, all policies are written on a claims made form and offer crisis management services. Note that while most general liability insurance polices exclude cyber risk coverage, some insurance carriers offer data loss coverage. Also, various errors & omission (E&O) carriers include limited coverage for cyber risk.
For additional information about cyber risk, please contact Nonprofit Collaborative member Lillian Romero, lillian@bakerromero.com.
How Does Your Nonprofit Measure Up?
October 2, 2017
On Wednesday, September 20, the Nonprofit Collaborative was pleased to conduct its most recent workshop, “How Does Your Nonprofit Measure Up? Tools and Tactics for Staying Relevant” at the Delhi Center in Santa Ana. Approximately 40 nonprofit leaders were in attendance, representing organizations from throughout Southern California. The workshop covered a variety of “front office” topics, including branding, fundraising,
and evaluation. We also experienced a bit of excitement during the session, when we had to vacate the room for a few minutes during a (false) fire alarm!
Nonprofit Collaborative Welcomes Scott Evans
October 2, 2017
Please join the Nonprofit Collaborative in welcoming our newest member, Scott Evans! Scott is a freelance grant writer and administrator for the Orange County Chapter of the Association of Fundraising Professionals. To learn more about Scott, please click here.
Protecting Your Nonprofit’s Precious Assets
June 5, 2017
On Thursday, May 25, the Nonprofit Collaborative was pleased to conduct its “Protecting Your Nonprofit’s Precious Assets” workshop at the Delhi Center in Santa Ana. More than 50 nonprofit leaders, representing a variety of organizations from throughout Southern California, were in attendance. The workshop covered a variety of “back-office” topics, including liability and financial regulations. Participants gave it rave reviews, with the vast majority rating it as “extremely beneficial.
Ersoylu Consulting: Celebrating 10 Years
April 25, 2017
The Nonprofit Collaborative is pleased to recognize our member Ersoylu Consulting on its 10th anniversary of serving the Southern California community. The company’s team is also growing. Joining Leah Ersoylu, Dr. Zahra Ahmed, and Ciara Paige are Elizabeth McGee and Emily Wei Klekman. They have joined our group as Senior Associate and Research Associate, respectively. They bring unique skill sets and experiences to the team’s portfolio, and both have a passion for community work.
While the team is diversifying, it continues to focus on an expertise in planning, evaluation and assessment of policy advocacy and systems change work. Finally, Ersoylu Consulting began its social impact workshop series on Thursday, June 15, 2017, at the Delhi Center in Santa Ana. The first session,”Data-Driven Do-Gooding,” focused on innovations in impact evaluation.
NPC Participates in Cal State Fullerton’s Gianneschi Summer School for Nonprofits
August 25, 2016
The Nonprofit Collaborative of Southern California was honored to partner with Cal State Fullerton during the 2016 Gianneschi Summer School for Nonprofits, held from August 15-18. Topics covered by our members included cyber risk management, web site strategy, maximizing your nonprofit’s story, advocacy, and understanding true overhead.