Association Executive - January/February 2008 - (Page 5) JANUARY/FEBRUARY 2008 NYSAE BOARD OF DIRECTORS Chair Joseph E. Spinnato, CAE Hotel Association of New York City Chair-Elect Michael P. Kercheval International Council of Shopping Centers Vice-Chair Edward T. Reilly American Management Association Treasurer Ross Alfieri Arthritis Foundation, New York Chapter Immediate Past Chair Joseph P. Benincasa The Actors’ Fund of America President & CEO Joel A. Dolci, CAE New York Society of Association Executives William D. Badger Guiding Eyes for the Blind Peter Bonell Ginn Resorts Andrew Darmohraj, CAE American Pet Products Manufacturers Association William Forrester Goodwill Industries of Greater New York & Northern New Jersey Christine Hamblin American Property Hospitality Barry Melancon, CPA American Institute of CPAs Marshall Murdaugh Marshall Murdaugh Marketing William Murray Public Relations Society of America Christopher R. Perry Mohegan Sun Claire Rosenzweig, CAE Better Business Bureau of Metropolitan New York Lester N. Shafran, LLB, JD Independent Payphone Association of New York Jeffrey S. Vasser Atlantic City Convention & Visitors Authority Melissa Wahl, CAE Women President’s Organization Beth Wohlgelernter, CAE American Heart Association contents FEATURES 8 10 Good Governance Practices for 501(c)(3) Organizations A New Model: Helping Smaller Not-for-Profits with Their Endowment Management Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact 7 Myths about Financial Planners An Executive’s Guide to Responding to Third-Party Subpoenas SEE PAGE 10 20 25 27 Association Executive is published bimonthly by the New York Society of Association Executives, 322 Eighth Avenue, Suite 501, New York, NY 10001; phone: 212-206-8230; fax: 212-645-1147; www.nysaenet.org. Articles address issues, programs, news and trends important to the New York association and not-for-profit community. NYSAE welcomes contributions but reserves the right to edit for style, clarity, length, or to meet Association Executive’s editorial guidelines. The views expressed in the magazine are those of the authors, unless set in policy by the NYSAE Board of Directors. ©2008 by NYSAE. All rights reserved. Publisher and Editor: Joel A. Dolci, CAE 212-206-8230 Managing Editor: Nicole Millman-Falk 201-652-1687 Naylor Editor: Shani Kohler 800-369-6220, ext. 3429 Naylor Advertising Manager: Rick Jablonski 800-369-6220 Naylor Publication Manager: Charles Popper 800-369-6220, ext. 224 Naylor Research Associate: Danielle Joeckel 800-369-6220, ext. 3496 Naylor Book Manager: Michael McMahon 800-369-6220 Advertising Sales: Pam Blasetti, Janet Corbe, Krys D’Antonio, Kathy Getz, Kathryn Hillgardner, Diane Markey, Scott Marsh, Scott Pauquette, Beth Sheahan, Sabrina Turton, Keith White, Jamie Williams, Cherie Worleyn Layout and Design: Deb Churchill Basso Advertising Art: Reanne Dawson Production Company: 31 Relationship Selling: Maximize Your Talk, Time & Tech to Keep Your Connection Strong SEE PAGE 25 DEPARTMENTS 7 14 18 33 34 From the CEO Inside NYSAE Book Beat Save the Dates Index of Advertisers SEE PAGE 27 Naylor, LLC 5950 NW 1st Place Gainesville, FL 32607 Tel: 800-369-6220 Fax: 352-331-3525 www.naylor.com PUBLISHED DECEMBER 2007/NYS-S0108/6477 a en o bp u S JANUARY/FEBRUARY 2008 ASS OC I A TI ON E X E C U TI V E 5 http://www.nysaenet.org http://www.naylor.com http://www.naylor.com
Table of Contents Feed for the Digital Edition of Association Executive - January/February 2008 Association Executive - January/February 2008 Contents From the CEO Good Governance Practices for 501(c)(3) Organizations A New Model: Helping Smaller Not-For-Profits with Their Endowment Management Inside NYSAE Book Beat Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact 7 Myths about Financial Planners An Executive's Guide to Responding to Third-Party Subpoenas Relationship Selling: Maximize Your Talk, Time & Tech to Keep Your Connection Strong Save the Dates Index of Advertisers Association Executive - January/February 2008 Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page Cover1) Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page Cover2) Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page 3) Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page 4) Association Executive - January/February 2008 - Contents (Page 5) Association Executive - January/February 2008 - Contents (Page 6) Association Executive - January/February 2008 - From the CEO (Page 7) Association Executive - January/February 2008 - Good Governance Practices for 501(c)(3) Organizations (Page 8) Association Executive - January/February 2008 - Good Governance Practices for 501(c)(3) Organizations (Page 9) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 10) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 11) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 12) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 13) Association Executive - January/February 2008 - Inside NYSAE (Page 14) Association Executive - January/February 2008 - Inside NYSAE (Page 15) Association Executive - January/February 2008 - Inside NYSAE (Page 16) Association Executive - January/February 2008 - Inside NYSAE (Page 17) Association Executive - January/February 2008 - Book Beat (Page 18) Association Executive - January/February 2008 - Book Beat (Page 19) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 20) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 21) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 22) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 23) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 24) Association Executive - January/February 2008 - 7 Myths about Financial Planners (Page 25) Association Executive - January/February 2008 - 7 Myths about Financial Planners (Page 26) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 27) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 28) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 29) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 30) Association Executive - January/February 2008 - Relationship Selling: Maximize Your Talk, Time & Tech to Keep Your Connection Strong (Page 31) Association Executive - January/February 2008 - Relationship Selling: Maximize Your Talk, Time & Tech to Keep Your Connection Strong (Page 32) Association Executive - January/February 2008 - Save the Dates (Page 33) Association Executive - January/February 2008 - Index of Advertisers (Page 34) Association Executive - January/February 2008 - Index of Advertisers (Page Cover3) Association Executive - January/February 2008 - Index of Advertisers (Page Cover4)
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