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Effective Strategic Planning Part 2: Plan Development

Wed, Apr 13, 2016 at 1pm EDT / 10am PDT

Strategic planning has a dicey reputation for any number of reasons:
1) it often is tedious and time-consuming;
2) the issues it identifies are either obvious or not critical to the mission (or both);
3) the actions it specifies are vague and unmeasurable;
4) it is ignored once the plan is written (or the written... (continued)

$9.99
Webinar

Taggedstrategic planningorganizational developmentmissionstrategic planning organizational development missionvision statement

Are You Ready for a Capital Campaign?

Wed, Mar 23, 2016 at 1pm EDT / 10am PDT

In this session we will look at the organization’s internal and external readiness to conduct a campaign. We will discuss the infrastructure needed to run a successful campaign—board involvement, staffing, technology, and the case for support. Participants will evaluate their... (continued)

$39.00
Webinar

Taggedcapital campaignplanning studyfundraising

Mossack Fonseca & Co.: Connecting communities, clients, and people

In order to maintain its competitive advantage, Mossack Fonseca & Co. ensures that the quality of its client portal will meet the interests of their clients. The firm made the client portal to... (continued)

Taggedmossack fonsecaMossack Fonseca & Co.: Connecting communitiesclientsand people

Nonprofit Accounting Myths Busted

Wed, Mar 02, 2016 at 1pm EDT / 10am PDT

The current season of Discovery’s Mythbusters will be its last. To bid farewell to this iconic television series which has aligned so well with the goal of many nonprofits to encourage Science, Technology, Engineering, and Mathematics (STEM) careers, I brazenly "borrow" their format to clear up common misconceptions about... (continued)

Taggedfinancefinancial managementmanagement & technical assistancefinancial reporting / statements

Mossack Fonseca: China to Stimulate Economy with Supply-side Economics

China will change its business tax (BT) to a value added tax (VAT) this year, which will lead to a reduction in taxation, as per a statement by China’s State Council after a meeting on Jan 22, 2016. The Chinese... (continued)

Taggedmossack fonseca

Excel for Grant Writers

Wed, Feb 03, 2016 at 1pm EDT / 10am PDT

Spreadsheets are valuable and affordable tools that are accessible to any grant proposal writer. Yet, some writers groan at the thought of using Excel or similar programs to work with numbers and other data.

If you are such a grant writer, this webinar will provide a concise introduction (or re-introduction!) to spreadsheets and how to... (continued)

Taggedexceldatabudget4Goodchartstablesnumberstutorialsbudgetsmath

Managing Cash Flow

Wed, Jan 27, 2016 at 1pm EDT / 10am PDT

One of the biggest challenges for nonprofits is managing cash flow, especially when they are reliant on reimbursable grants. This workshop will prepare you to create cash flow statements and projections for your organization using a clear process, while giving practical tools to develop and monitor cash flow.

Take-aways:
-... (continued)

Taggedfinancial managementcash flow

State Your Case — Create Advocacy Messages That Get Results

Wed, Dec 02, 2015 at 1pm EDT / 10am PDT

What will happen the next time you have the opportunity to connect with an elected official or other potential sponsor? Imagine that s/he is standing in front of you, curious and asks: "How can I help?" What will you say?

To create lasting and sustainable change, you need strong advocacy and... (continued)

Taggedadvocacycommunicationspublic relationsfundraisingmarketinglobbyingengagement / community organizingpolitical actionactivismsupporters

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What's a Mission Statement Worth?

Wed, Nov 04, 2015 at 1pm EDT / 10am PDT

Does your mission statement differentiate your nonprofit clearly and concisely? Could it describe any of several other organizations? If you're clear about your value to your community, stakeholders and/or cause, why bother to “wordsmith” your mission statement? The answers to these questions can... (continued)

Taggedmissionmission statementstrategybrand identity

Major Gifts for Beginners

Want to begin a major gift program?Not sure where to begin?Are you a one person Development Department? Do you work in direct mail and want to learn when to move donors "up and on"?
This is the course for you!

We will:
Define a major gift as it relates to your organization
Discuss the content and value of a Case Statement (your case... (continued)

$67.00
Resource

Taggedfund raisingmajor giftnon-profit

Ellen Donohue

Ellen’s 30 plus years of experience in the non-profit community offers you a unique opportunity to have one of the most experienced fundraisers and trainers in the business work for you.
Ellen is a leader in the development, training and implementation of capital and major gift campaigns, board development and retention, strategic planning and the infrastructure... (continued)

Fronteras Unidas Pro Salud, A.C. - Case Statement

Pro Salud is an independent nonprofit health care provider that seeks to address these challenges and has purposefully embodied what it means to be a binational health organization.

Taggedcase statement

To Propose or Not to Propose: That is the Grant Writing Question

Wed, Apr 08, 2015 at 1pm EDT / 10am PDT

Summary: Obtaining grant funding from foundations, corporations, and public agencies is a competitive process. Before beginning a lengthy proposal, applicants must carefully assess their alignment with grantor guidelines, interests, and funding priorities. Otherwise, the endeavor will force an... (continued)

$9.99
Webinar

Taggedgrant writingfundraisingnonprofit webinarcommunication markefficiency

Internal Audit Workbook

Is it time to examine your books and records using staff, board members and volunteers? This 40+ workbook includes a step-by-step process, templates and guides for conducting an internal audit of your organization's financial records.

Designed for small to medium-sized organizations. Topics include:... (continued)

$99.00
Resource

Taggedinternal auditAudit CommitteeFinancial Informationfinancial recordstreasurer

Diocese of San Diego Policies

Completed by: Nada Bakir, Michael Angelo Camacho and Henok Getaneh

As requested, we have evaluated the following existing documents, and have provided suggestions to make them more detailed and specific: conflict of interest, document retention and destruction, and
whistleblower policies. We have also created Emergency Loan and... (continued)

Taggedpolicies

Casa de Milagros – Breaking Good

Completed by: Desiree Del-Zio, David Drazenovich, Suzanne Person, Ashley Rodriguez

Although MAAC has successfully operated Casa, and a similar facility for men, empowering individuals to achieve the goal of long-term sobriety, the organization wants to better understand if Casa fits within the mission of MAAC, and to assess its... (continued)

TaggedResearch DesignProgram Design and Evaluation

HandsOn San Diego Plan-to-Plan Report

Completed by: Sarah Adams, Jessica Green, and Laura Purdom

A USD consultant team worked with HandsOn San Diego to collect preliminary research that would lay the foundation for future strategic planning. HandsOn San Diego’s mission is to strengthen communities through volunteer action and leadership development. The research... (continued)

Taggedstrategic planning

10 Minute Board Exercise - Evaluating the Need for an Internal Audit

Your organization's financial information is critical; you depend on it to make future programming decision. It is essential that your records contain accurate, reliable information and that adequate internal controls are in place. Examining your accounting processes & financial records is the best way to... (continued)

Taggedboard of directorsboard engagementboard leadershiptreasurerinternal auditfinancial recordsAudit Committeefinancial management

Major Gifts Matters FAQs about Offering Donors Choices: Restricted, Unrestricted, Program and Overhead Giving

Why you should get this Cheat Sheet

Donors today want more hands-on involvement than last generation's donors. They want choice. They won't necessarily be content with earmarking their gift "for use where most needed."

If you're still insisting that... (continued)

$9.99
Resource

Taggedmajor giftsfundraisingaskingoverheadrestrictedunrestricteddesignatedundesignatedearmarkeddonor centered

Leadership’s Role in Major Gifts Development

Why you should get this Checklist

If your Board, your CEO and your Executive Management Team are not passionate about your donors then it will be extraordinarily difficult – if not impossible – to succeed with major gifts fundraising.

This is a simple 17-point Checklist that will take you through all the key... (continued)

$9.99
Resource

Taggedmajor giftsfundraisingleadershipdonor loveasking for contributionsboard rolestaff roledonor centeredclaire axelradclairification

How to Qualify Major Donor Prospects to Build a Manageable Caseload

Why you should get this Checklist

Chances are you spend lots of time figuring out how to cultivate your donors to the point where they're ready to be asked. Then you spend even more time figuring out when to ask them, what you'll ask them for and how precisely you'll get it done.

But guess... (continued)

$9.99
Resource

Taggedmajor giftsfundraisingdonorprospectinglarge giftslarge donorsscreeningdonorsProspect identification and researchmajor donors

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What’s a Mission Statement Worth?

Wed, Nov 12, 2014 at 1pm EDT / 10am PDT

Does your mission statement differentiate your nonprofit clearly and concisely? Could it describe any of several other organizations? If you're clear about your value to your community, stakeholders and/or cause, why bother to “wordsmith” your mission statement? The answers to these questions can make the difference between sustainable... (continued)

$9.99
Webinar

Taggedmissionmission statementnonprofit strategybranding

Prediction: The New Paradigm for Philanthropy

Wed, Nov 05, 2014 at 1pm EDT / 10am PDT

Philanthropy has been undergoing a classic paradigm-shift—i.e., a total transformation of its vocabulary, conceptualization, rhetoric, infrastructure and modes of operation—since the late '90s, driven by computers and the Internet, new demographics of wealth, and the globalization of the American high-tech economy. This... (continued)

Taggedphilanthropyparadigm-shiftleadershipmanagementstrategyinnovation.

3 Key ingredients for a Successful Online Campaign

Wed, Nov 05, 2014 at 1pm EDT / 10am PDT

Online campaigns play a great part in an organisation's community engagement, community building and fundraising. With the year-end campaign-planning deadlines closing in, get inspiration from our Webinar to successfully engage your online community to achieve your nonprofit’s... (continued)

$9.99
Webinar

Taggedonline campaignsengagementonline fundraising

From Resistant to Resourceful: A Collaborative Approach to Engaging Your Board in Fundraising

Wed, Oct 15, 2014 at 1pm EDT / 10am PDT

Session Overview:

• Frustrated with board members saying that they’ll help – only to see nothing happen?
• Tired of fundraising being an afterthought at board meetings?
• Waiting for the day when others will be as excited about fundraising as you once... (continued)

Taggedengaging your boardfundraising planningboard developmentfundraising / fund developmentNonprofit Webinars4Goodwebinars

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