Find Your Comfort Zone: The Board’s Role in Fund Development

You’re fully committed to your mission and the programs that advance it, but none of it comes free!people & $$

One of the key responsibilities of a nonprofit board is to ensure that their organization has enough resources to fulfill its mission. This means developing and raising often much needed financial support.

Are you and the members of your organization taking an organized approach to your fund development efforts?

Do you sit on your hands when it’s time to step up for fund development?

If you are unsure how to fulfill this role for yourself or your organization’s board could use a kick start to their current program or process, then this CNL workshop is for YOU!

There are many roles board members can play in the philanthropic process. We will look at those roles and present a practical solution for engaging your board and others in your nonprofit using Kay Sprinkle Grace’s AAA Fund raising management tool.  The workshop will also spend time engaged in practicing ‘The Ask’.

We are pleased to bring in Jennifer Litton Singer, CFRE as the presenter of this material. Jennifer helped co-found The Friendship Club in 1995. She served in several roles there and became the Executive Director in 2004.  Jennifer has a degree in Communication from the University of Colorado at Boulder and  is currently working toward her  Masters in Nonprofit Management.

Join CNL and find your comfort zone when developing support for your organization; come away viewing fundraising with confidence and a sense of fulfillment.

Friday, December 4th,  8:30am – 12:00pm

Suggested Participants: Board Members, Executive Directors and Development Directors

Thank You to our Generous Sponsors

LEADERS:

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Mill ST

 

 

Doug Summers

Stucki

 

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ADVOCATES:

Offices of P. Scott Browne

Law Offices of Rich Keene

Terry Brown, Commonwealth Financial Network

Kevin Cookson

 

 

 

 

 

Board Essentials: Getting to Great

Are you a new or emerging board member who aspires to be a vital part of your favorite organization?

legs and arrows

Do you want to take your board role to the next level and increase your value?

Then you will want to join us for this CNL Board Development workshop.  It has been designed with an eye to new, emerging and current board members looking to strengthen their effectiveness.

Participants will come away KNOWing the 10 essential functions charged to those serving on nonprofit boards.  You will learn how to BE a role model and adopt the attributes of a strong, effective  director.  And finally, leave prepared to DO the rewarding work of a productive leadership team.

Attendees will:
KNOW: Examine what is behind the 10 roles and responsibilities of a Nonprofit Board member
BE:  Explore the qualities and traits of a great board member
DO:  Get tools and approaches around the 3 areas of responsibility:  Leadership, Fiscal and Fiduciary

Workshop attendees will also receive a Glossary of important nonprofit terms as well as examples and templates.

Invest in yourself and build your governance capabilities…
join CNL and Get to GREAT!

Tuesday, September 29th    5:00pm – 8:00pm

 

Thank You to our Generous Sponsors

Offices of P. Scott Browne

Mimi Simmons

Mimi Simmons

 

 

 

Kevin Cookson

Print

 

Mill ST

 

 

 

Doug Summers

Doug Summers

 

 

 

Stucki

 

 

 

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The Nonprofit Sustainability Clinic

“Sustainability encompasses both financial sustainability (the ability to generate resources to meet the needs of the present without jeopardizing the future) and programmatic sustainability (the ability to develop, mature and cycle out programs to be responsive to constituencies over time).” 1

Is it challenging for your organization to answer any of these three questions:

  • What income streams really work for us?
  • To which ones are we committed?
  • In which streams will we thrive and will we continue to build, sustain staffing and systems for?

If so, then join CNL for a 2-part clinic around strategic decision making aimed at sustainability.
Based on the theories and teachings of “The Sustainability Mindset” by Steve Zimmerman and Jeanne Bell (Jossey-Bass), this highly interactive and practical session offers staff and board leaders an opportunity to define sustainability for their organizations.  Participants will identify the current challenges and opportunities facing their business models, and outline immediate decisions and next steps needed to strengthen their organizations.

This clinic will introduce a tool for assessing the financial return and mission impact of core activities and guide participants in their initial use of the tool during the session.

At the conclusion of this training, organizations will leave with a clear process and tool for making critical programming decisions by maximizing financial and human resources to sustain their mission and its impact.

Need more details? click here for Sustainability Clinic Objectives.

“Greatness is the intersection of what we care deeply about, what we can be best at in the world, and what drives our resource engine” 2


Designed to be most valuable for organizations that participate as a team, we recommend that the team include all executive leadership of the organization.  Example: Executive Director, Board President, Board Leaders, Program Directors, and Fund Development Director (see group pricing below).

In order to provide a completely interactive program, enrollment for this clinic is limited to ten teams.  These teams will be impartially selected through an application process based on the readiness of the organization to participate in this advanced-level training.  Acceptance of qualified teams will be made on a first-come-first-served basis and organizations will be notified immediately when selected.  Payment in-full for the clinic must be made at that time.  There will be a waiting list created for qualified organizations that do not make the initial cut-off.

In addition to the six-hour clinic session on October 23, 2015, organizations are required to attend a planning session on September 14, 2015 from 5 to 6:30 pm. With all or the majority of their team in attendance, this session is designed to enable the group to prepare for, and therefore maximize the value of the training.   (Note:  All organizations who apply, whether selected or not, will be invited to attend this session free of charge).

Part 1 – Monday, September 14
Party 2 – Friday, October 23

Clinic Price: $385 for a maximum of 6 team participants.

1(Nonprofit Sustainability: Making Strategic Decision for Financial Viability)
2(Jim Collins, Good to Great and the Social Sectors (Harper Collins)

Thank You to our Generous Sponsors

LEADERS:

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Mill ST

 

 

Doug Summers

Doug Summers

Stucki

 

telestream-logo

 

ADVOCATES:

Mimi Simmons

Mimi Simmons

       River Valley Bank

 

Demystifying Finances

  • dollar signDo you rely on someone ELSE in your organization to understand the financial statements without fully understanding them yourself?
  • Do you wish you were more clear but don’t know want to derail a meeting by asking a question you think you should already know the answer to?
  • Do you wish you had a better understanding of what you are approving or what you are responsible for?

If you answered YES to even one of these questions then this workshop is for you.

You will:

  • Gain confidence around your organizations finances
  • Have a better sense of what to look for to determine your organization’s fiscal health and/or spot red flags
  • Have FUN while learning

Aimed at Board Members, Executive Directors and other appropriate staff, organizations are encouraged to send multiple people so that all members of your organization are “on the same financial page” and speaking about finances with a shared knowledge.

Presenter, Judy Nichols is a local CPA, here in Nevada County for the past 14 years.  Her background includes; CPA practice in AZ and Chief Financial Officer of an insurance company.

Judy delights in bringing clarity and understanding to those of us whose education and professional background did not include nonprofit finances.

In addition to her professional career and passion, Judy is a Distinguished Toastmaster who brings her enthusiasm, knowledge and humor to her presentations.

Tuesday, June 30th, from 4:00pm – 8:00pm 

Thank You to our Generous Sponsors

cornerstone_logo rev 14             Image result for edward jones  Torrey Bowman, Financial Advisor

 

Print    Law Offices of Minor & Keene    

 

           River Valley Community Bank

Doug Summers

 

James Arbaugh

Info Session: Insurance for Nonprofits

The leadership of a nonprofit organization has many responsibilities beyond overseeing and supporting the organizational mission and vision. One very important duty is to ensure that the organization and its board members are protected from risk and liability.  CNL is holding an Info Session on strategy and approach to managing a nonprofit’s insurance program — the collection of coverages purchased by an organization. If you have questions about what insurance your organization needs and what those coverages do or don’t do for your nonprofit – please join us.  Local insurance broker, Kevin Cookson of Cookson & Bowman Insurance Services, will be addressing the following coverages:

  • General Liability
  • Property
  • Auto
  • Worker’s Compensation
  • Directors & Officers
  • Crime
  • EPLI – Employment Practices Liability insurance – designed to protect from law suits by employees, current, former and potential
  • Cyber
  • Professional Liability
  • Accident Insurance

There will be time for question and answer along with claims examples and scenarios of potential instances wherein directors could face personal liability.

Thursday, May 28th, from 8:00am – 9:30am including a Question & Answer period

 

What’s Your Brand Promise? Building Trust as a Nonprofit

Friday, April 24th -11:00am – 1:30pm

Branding: (a brief definition) The expression of the essential truth or value of an organization, product, or service. The communication of its characteristics, values, and attributes which clarify what the particular brand is and is not.

There can’t be any question of whether “brand” is important for a nonprofit – the only question is whether an organization will build and manage their brand intentionally and strategically, or, by contrast, simply leave it to emerge on its own.

In today’s very ‘loud’ world with Social media input and output and the desire from supporters for transparency, it is imperative that nonprofits create brands that make for organizational cohesion and generate trust. 

This CNL workshop will explore a paradigm shift and brand management mindset offered by the best-selling book “The Brand IDbrand ideaEA.” Instead of thinking of the brand as a logo and tagline, the new paradigm understands brand as the embodiment of an organization’s mission and values.

Presenters Leidhra Johnson and Tina Reynolds of Uptown Studios will delve into the framework of the brand IDEA and the three principles it encompasses: brand Integrity, brand Democracy, and brand Affinity.

They will explore ways to develop and manage organizational brand with a strategic approach centered on mission and based on a participatory process, shared values, and the development of key partnerships. 

A brand strategy built in this way, with integrity, will ultimately garner more support – donors, volunteers – and help to build capacity and strengthen impact for the organization. 

This workshop will offer a clear roadmap for identity alignment that is stakeholder-centered and mission driven. Learn how to put this new “Brand Idea” into action and reap the rewards by building a stronger brand that will enhance your organization’s capacity and strengthen impact.

 

About Our Presenters:

uptown-logo

Uptown Studios has been a creative source in Sacramento since 1992 – a Sacramento-based visual communications firm specializing in website design, graphic design, video production and social media management and training.

Tina Reynolds

Tina Reynolds – Owner/Principal, Uptown Studios
Tina has been running her own design firm since 1976. As the community face of Uptown Studios and holder of the “big picture,” Tina brings her extensive design career and experience to each and every project. Tina leads by example, bringing her fiery enthusiasm and eagerness to each project. Tina is always here to remind you to make it “Easy, Fun and Popular!” 

Leidhra Johnson

Leidhra Johnson, Social Media Director, Uptown Studios
Leidhra is the Director of Social media Uptown Studios. Leidhra manages maintenance, analysis, and training, along with our team of social media account reps, for our clients that need assistance. Leidhra utilizes all of her training to keep our clients in the lead when it comes to influence and engagement on social media channels

 Thank you our sponsor:

cornerstone_logo rev 14

 

 

 

 

Board Essentials: Getting to Great

Wednesday, February 25th -5:30pm – 8pm
Are you a new or emerging board member who aspires to be a vital part of your favorite organization?

legs and arrows

Do you want to take your board role to the next level and increase your value?

Then you will want to join us for this new CNL Board Development workshop.  It has been designed with an eye to new, emerging and current board members looking to strengthen their effectiveness.

Participants will come away KNOWing the 10 essential functions charged to those serving on nonprofit boards.  You will learn how to BE a role model and adopt the attributes of a strong, effective  director.  And finally, leave prepared to DO the rewarding work of a productive leadership team.

Attendees will:
Know: Examine what is behind the 10 roles and responsibilities of a Nonprofit Board member
Be: Explore the qualities and traits of a great board member
Do:  Get tools and approaches around the 3 areas of responsibility:  Leadership, Fiscal and Fiduciary

Workshop attendees will also receive a Glossary of important nonprofit terms as well as examples and templates.

Invest in yourself and build your governance capabilities… join CNL and Get to GREAT!

 

Thank you our sponsor:

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 Torrey Bowman, Edward Jones Financial Advisor