Expanding the Pie – Planned Giving Strategies You Can Apply Today

Planned giving seems to be the unicorn of fundraising- mythical in its benefits and unattainable in its mysticism.  This program will demystify planned giving in four steps- an introduction to planned gifts, tips for talking about money, practical application of planned giving techniques, and effective administration- so that you can leave at the end of the day confident in your ability to reach out to your donors in support of your organization’s long-term needs.

In this four-hour program, you will:

  1. Learn the major types and characteristics of planned gifts;
  2. learn which planned giving tools your organization can implement today to start creating a reliable pipeline of current and deferred planned gifts;
  3. develop the skills to talk to donors about opportunities to give; and
  4. learn best practices to maximize planned gifts through effective administration.

Join our expert presenters Kevin T. Crilly, Executive Director of Gift Planning, University of California, Berkeley and Dylan Hendricks, Esq., Hendricks McFarlane, Attorneys at Law. Kevin has spent 23 years working in the field of gift planning, including more than 11 years as team lead at UC Berkeley. Local attorney Dylan maintains a practice focused on estate planning, trust and probate administration, conservatorships, and charitable advising.  Click HERE for their full bios.

You will leave this session with practical tools to immediately start or expand your planned giving efforts and to build planned giving into your long-term fundraising strategies.

Suggested Participants: Executive Directors, Development Directors/administrators, Board members, Book keepers & Professional Advisors
Date and Time: Friday, March 17th – 8:30am – 12:30pm
Location: 7th Day Adventist Church, 12889 Osborne Hill Rd, Grass Valley – off of Hwy 174

Thank You to our Generous Sponsors:

Terry Brown

 

 


Hendricks McFarlane, Attorneys at Law

Rich Keene, Law Offices of Minor & Keene

Board Essentials: Getting to Great

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

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 current and  emerging or new 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!

Suggested Participants: Board Members – New, Potential and those currently serving and looking to strengthen their effectiveness, Executive Directors & Staff wishing to learn and support their directors.
Date and Time: Thursday, February 16th -5:00pm – 8:00pm
Location: United Methodist Church, Wesley Hall, 236 S. Church St. Grass Valley

Thank You to our Generous Sponsor:

 

 

 

 

 

No-Stress Strategic Planning

Timagesoo often, organizations’ strategic plans become the most expensive or exhausting paperweight on the desk. But we can bring life, learning, and utility back to this process – minus the stress. In this interactive and hands-on workshop, anyone can learn to effectively plan for their organization or a project.

To enhance the utility of this session, participants are encouraged to attend with colleagues as a group.

In this session, participants will:

  • Rethink when, why and how to engage in strategic planning
  • Learn the 6 S’s of strategic planning (scope, scan, see, select, set, share), including tools and processes that they can use with their organizations
  • Begin a draft of a strategic plan for their organizations or a plan and practice

Join CNL and presenter, Katie King to get a good grasp of your organizations future.

Katie is a  nonprofit consultant whose current clients include The San Diego Foundation, KnowledgeWorks, and Teach the Future.king-headshot Previously, she taught middle school English and worked as a Program Manager at The California Endowment. Her Master’s degree in Foresight from the University of Houston gives her the perfect skill set to help organizations understand and influence social change so they can effectively pursue their missions in the future.

Suggested Participants: Executive Directors, Project and Program Managers, and Board Members
Date and Time: Friday, January 20, 2017, 8:30a – 12:30p
Location: United Methodist Church, Wesley Hall, 236 S. Church St. Grass Valley

Getting it Done – Achieving More with Less Stress

to-doDo you find yourself overwhelmed by the number and complexity of projects that need to be completed each day?  As the day flies by, do you often feel as if you haven’t paid enough attention to each task because other tasks keep landing on your desk? Do you find yourself thinking ‘If I could only get organized I could finally be in control of my life?’ The truth is that you actually have more control than you might think – managing stress is all about taking charge of your thoughts, emotions, priorities and the way you deal with problems.

In this workshop you will learn to:

  • Evaluate the use of your time and priorities and develop tools to accomplish your organizational goals with less streststmnl
  • Maximize productivity while increasing personal satisfaction.
  • Operate at a higher performance level and increase the positive impact of your work on your organization’s mission.
  • Reduce the negative effects of “everything is urgent” on yourself and your organization.
  • Increase your ability to identify and accomplish important organizational goals.

Our presenters, Chris and Keith,  a father – daughter team, are co-founders of WorkVantage, a Bay Area-based workplace training and development firm. WorkVantage provides organizational development consulting, training and facilitation that deliver remarkable results with a human touch.

stress-meterWhatever your role, Board member, Executive Director, Committee Member, Staff or Volunteer, everyone has unique responses to stress. This workshop will guide you to put together your own personalized tool kit to help you and your organization gain control and accomplish what’s really important.

Presenters: Keith Porter and Chris Bennett – click HERE for their full bio
Date: Friday, November 4th,  8:30am – 12:00pm,

Thank You to our Generous Sponsors:

Doug Summers
Doug Summers
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Info Session: #GivingTuesday: Use It Well

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Celebrated on the Tuesday following Thanksgiving (in the U.S.) and the widely recognized shopping events Black Friday and Cyber Monday, #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. Since its inaugural year in 2012, #GivingTuesday has become a movement that celebrates and supports giving and philanthropy with events throughout the year and a growing catalog of resources.

How can YOU use this global day and spot light on giving to enhance what you already have planned or create something new for your organization.

Make the 5th #Giving Tuesday work for you. Join us and learn how to promote #GivingTuesday to your donors and stakeholders leading up to the day.  You will receive tips and resources to help make #GivingTuesday successful for your organization.  You will also learn about CNL’s plan to highlight our local nonprofit sector.

Thursday, September 29th,  8:30am – 10am

Thank You to our Session Underwriter

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Board Essentials: Getting to Great

Are you a current 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 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!

Suggested Participants: Board Members – New, Potential and those currently serving and looking to strengthen their effectiveness
Date and Time: Tuesday, September 13th -5:00pm – 8:00pm,

Thank You to our Generous Sponsors

Doug Summers
Doug Summers
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Marketing in the Palm of Your Hand

You need to spread the word about your organization, the work it does, and why it’s so important. You want to get people behind your cause, raise awareness, engage volunteers, stimulate giving, access donors and even connect with your beneficiaries.

THIS is Marketing, and in today’s digital age, marketing can and should include video testimonials.  You may be asking yourself, “but how – we don’t have a video camera?”  You don’t need one…

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Join CNL and learn how to capture compelling video testimonials with your smart phone!

 

 

Check out this video by morning news anchor, Ron Jones, who will be facilitating the workshop.  You can also check out HIS video testimonial about the workshop HERE!web-headshot-ron-jones

To learn more about facilitator, Ron Jones, check out his full bio HERE

When: Friday, June 17th,  9:00am – 12pm (check-in begins at 8:30am)
Where: Emmanuel Episcopal Church, Buck Hall; 235 S. Church Street, Grass Valley
Suggested Participants: Anyone in your organization that wants to promote your cause

Thank You to our Workshop Sponsors

Terry Brown, Commonwealth Financial Network

Torrey Bowman
Torrey Bowman

 

 

Info Session: Job Descriptions – How and Why They Matter

Job-DescriptionsToday, well managed organizations and businesses use written job descriptions to facilitate communication and work accountability. This session will address how to develop effective, accurate job descriptions for your organization or business as well their use to mitigate legal risks. Bring your current documents to the session so you can review them as we cover the various elements that should be in a comprehensive and effective job description. This will include how often they should be reviewed and/or updated.

Well-developed job descriptions provide organizations and businesses with various capabilities and desired outcomes such as:

  • Filling vacant or newly created positions by clearly and accurately communicating the duties of the job as well as the organization/business’s expectations to each job candidate thereby improving the quality of the Hiring decision and reducing costly new hire turnover.
  • With well written, current job descriptions, employees will better understand what their responsibilities are and the organization or business will better understand whether there may be a need for some employee training.
  • Job descriptions provide documentation that helps establish proof that various exempt/salaried jobs are in compliance with Federal and state overtime exemption regulations.
  • Job descriptions which identify  the minimal qualifications for performing  the  job, provide documentation in assessing any applicant or employee’s request for a reasonable accommodation based upon a disability
  • Job descriptions for current employees provides a clear communication mechanism  for conveying  job expectations which in turn generally raises employees’ engagement levels, as well as personal  and organizational commitment.
  • Job descriptions help protect the organizationbusiness against legal claims of inequality or discrimination by clearly and consistently articulating job requirements. This can not only establish “no cause” for the claim and also mitigate or even eliminate claimed damages.
  • Job descriptions create a solid foundation for performance management (employee evaluations) decisions; compensation improvements as well as promotions and/or growth assignments.

When: Wednesday, May 4th,  8:30am – 10am (check-in begins at 8am)
Where: Conference Room at Owens Estate and Wealth, 426 Sutton Way, Suite 110, Grass Valley
Suggested Participants: Executive Directors, Staff and Board Members  who work on hiring and/or HR issues

Thank You to our Session Underwriter

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Preparing Your Organization to Excel at Volunteer Engagement

The Union newspaper is sponsoring a community wide volunteer fair in September 2016.  One element of this “Volapalooza” event is the opportunity for Nonprofit Organizations to recruit new volunteers.

CNL is hosting a volunteer engagement workshop in April to help Nonprofits prepare to best use the “Volapalooza” event.

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Volunteers can be a critical resource for any nonprofit. In addition to typical hands-on work, successfully engaged volunteers naturally transition into some of your strongest supporters and advocates. For many potential volunteers, the traditional approach to structuring volunteer jobs has limited appeal.  Today’s volunteer wants to share his/her skill-set(s) to better serve your organization and further its mission. However, in order ensure success, you may need to re-tool your volunteer program using researched success strategies for volunteer engagement in the current environment.

Carla Lehn, our April 22nd presenter, is a former AmeriCorp VISTA Carlavolunteer with a Master’s degree in Community Development.  In addition to working with the United Way, she developed and led a volunteer-based adult literacy program. Join this important workshop and learn how to:

  • Shift from volunteer “management” to volunteer “engagement”
  • Reach out to skilled volunteers
  • Ensure the right “fit” for each volunteer and each volunteer job
  • Gain staff buy-in for effective use of volunteers
  • Ensure volunteer program sustainability
  • Access resources for help

Volunteers, who have a good understanding of the issues inherent in your mission and how you address them, are more likely to promote your cause in the community.  They can even help recruit both financial and human resources for your organization.

Special clinic to follow workshop: “Dear Carla”
An additional, optional one-hour ‘clinic’ will follow the workshop. We will extend the conversation during lunch to explore specific volunteer issues organizational attendees may be experiencing. Submit your specific questions or sticky scenarios ahead of time and Carla, along with other practitioners, will work through them with the group.  Bring a bag lunch and stay for what is sure to be a lively problem solving conversation.

When: Friday, April 22nd, Workshop from 8:30am – 12pm, ‘Dear Carla’ from 12pm – 1pm
Suggested Participants: Executive Directors, Volunteer Coordinators, Staff and/or Board Members working with volunteers

Thank You to our Workshop Underwriter

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Workshops & Info Sessions Upcoming

Please check back regularly for information and topics on upcoming trainings as they become part of our schedule. If a title is hyperlinked, you can click through to a full description and registration form.

BUILDING A MAJOR GIFT PROGRAM AND GETTING TO THE ASK

It is said that success in fundraising relies on the Five R’S of Asking for a Gift: The Right person asking the Right person at the Right time for the Right amount for the Right project.

To accomplish that task requires planning and preparation.  This workshop will discuss the key elements that need to be in place and implemented for a successful ASK of a Major Gift.

Join us for this important topic on Friday, August 24th.

 

BOARD ESSENTIALS: GETTING TO GREAT

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

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 current and emerging or new board members looking to strengthen their effectiveness.

Our twice annual Board Training is next offered on Wednesday, Sept. 19th. Sign up today and Get to GREAT!

Below is a listing of the topics and timing of more upcoming trainings.

October 11th – Full Day Workshop: Topic –  Human Centered Design in Nonprofits with Kay Sprinkel Grace

November 2 – Workshop:  Topic – Volunteers – Recruit Them and Keep Them