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.

Workshop Objectives:

  • Determine: What is a Major Gift for your organization
  • Understand the infrastructure for a major gift program
  • Identify, qualify, cultivate, solicit and steward major donors
  • Formulate donor strategies
  • Prepare for donor questions, concerns and objections
  • Identify key aspects of making the appointment
  • Know how to make a successful ASK

This workshop is designed to help executive directors, development directors, board members and volunteers RAISE MORE MONEY for the causes they champion as well as view fundraising with confidence and a sense of fulfillment.

The more the merrier: Getting the most out of the workshop
The more participants from the same nonprofit who attend the workshop together, the more effective this training will be for that organization. For example: A team of two or more board members will find it easier to communicate their newfound fundraising expertise if they present a united front. A development director will get buy-in more quickly if she formulates her campaign strategy in conjunction with a board member.

Suggested Participants: Executive Directors, Board Members, Development Staff and Volunteers
Date and Time: Friday, August 24th, 8:30am –12:30pm
Location: Seventh Day Adventist Church, 12889 Osborne Hill Rd, Grass Valley  (map)
Presenters: Sandra Barrington, Associate Director of Sierra Nevada Memorial Hospital Foundation, CFRE & Jennifer Singer, Executive Director of The Friendship Club, CFRE

 

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.

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!

This workshop is offered twice a year in February and September.  Be sure ALL your board members are on their way to GREAT!

Suggested Participants: Board Members – New, Potential and those currently serving and loo. king to strengthen their effectiveness, Executive Directors & Staff wishing to learn and support their directors.
Date and Time: Monday, September 24th -5:00pm – 8:00pm,
Location: United Methodist Church, Wesley Hall:  236 S. Church Street, Grass Valley

THANK YOU TO OUR SPONSOR:

Info Session: Financial Literacy for Nonprofit Boards & Staff

Board members and staff are told they have fiduciary responsibility and accountability for the nonprofit organization they are serving, but do most really understand what that means? What is financial oversight?

Reducing the mystery of nonprofit budgets, terminology, financial reporting, and audits ensures informed decisions are being made. This info session will focus on fund accounting, what to look for in a financial statement, EBIDA, the importance of cash flow projections when making business decisions, and what to look for in a budget.

You don’t have to be an accounting rock star to sit on a nonprofit board, but you do have a legal responsibility to protect its assets. Familiarizing yourself with its financial activities and supporting the implementation of best practices will help ensure your organization’s health and success.

Join CNL and presenter, Carry Canady, for this important session.  Carry is a consultant and former CFO of Sierra Nevada Memorial Hospital. In her role there, Canady was responsible for administration of the revenue cycle, supply chain, informational technology and finance functions. With more than 25 years in healthcare management, she previously held similar roles at both Sutter Health in Sacramento and Fletcher Health Care in Vermont.

Suggested Participants: All Staff and Board Members who need to understand the finances of their organizations.
Date and Time: Friday, June 15th, 8:30am –10:30am
Location: Conference Room at Owens Estate and Wealth, 426 Sutton Way, Suite 110, Grass Valley  (map)
Presenter: Carry Canady

Thank you to our Generous Session Underwriter:

 

 

 

 

Info Session: Step Up Your Service Game

Every interaction matters. Anyone could become your organization’s next great volunteer, donor, or champion, and excellent customer service can make the difference.

Join CNL for an interactive info session where participants will learn practical, applicable strategies for providing excellent customer service in any situation. Attendees will learn from experienced nonprofit professionals across different levels in their organizations offering various perspectives. This session will also provide attendees the opportunity to practice their own customer service skills.

Make sure you have set the stage in your organization for great customer, client and constituent interactions!

Suggested Participants: All Staff and Board Members who interact with the public on behalf of their organization
Date and Time: Wednesday, April 11th, 8:30am –10:00am
Location: Nevada County Superintendent of Schools – Training Room; 380 Crown Point Circle, Grass Valley (map)
Facilitator: Katie Bishop King, Panelists: Julie Hardin, InConcert Sierra; Jennifer Weir, Sierra Nevada Memorial Hospital Foundation; Nancy Donahue, Music in the Mountains

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.

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!

This workshop is offered twice a year in February and September.  Be sure ALL your board members are on their way to GREAT!

Suggested Participants: Board Members – New, Potential and those currently serving and loo. king to strengthen their effectiveness, Executive Directors & Staff wishing to learn and support their directors.
Date and Time: Thursday, February 8th -5:00pm – 8:00pm

Thank you to our Underwriter

Emily’s Catering & Cakes

Info Session: Take Control of Your Finances

Understanding Nonprofit Financial Leadership

There is an important distinction between financial management and financial leadership. Financial management is the collecting of financial data, production of financial reports, and solutions of near-term financial issues. Financial leadership, on the other hand, is guiding a nonprofit organization to sustainability. To be a successful financial leader, you must be ever mindful of essential nonprofit business concepts and realities.

Whether you are an executive director, staff or board member, this is an opportunity to ensure that you and your organization have the understanding and knowledge to be good financial stewards in today’s world of expected transparency.

Join CNL and presenter, Dave Scinto of local CPA firm, Scinto Group, for this two hour info session focusing on several key areas including:

  • Who are we accountable to?
  • How do I know if my organization is sustainable?
  • When do I need a financial statement audit and what should I know about 990s?
  • Is endowment an option?
  • Do I need gift acceptance policies?
  • Does fraud really happen?

…and more!

Suggested Participants: Executive Directors, Financial staff and Board Members
Date and Time: November 3, 2017 – 8:30am – 10:30am
Location: Conference Room at Owens Estate and Wealth, 426 Sutton Way, Suite 110, Grass Valley

Thank you to our Generous Sponsors & Session Underwriter:

 

 

 

 

 

 

 

Talk Like TED: Creating a Dynamic Presentation

“Ideas are the currency of the 21st Century,” says Carmine Gallo in his bestselling book Talk Like TED.

For nonprofit organizations and small businesses to reach their maximum potential, they must be able to communicate their ideas and tell their stories in ways that capture the attention of partners, donors, volunteers, and the public.

Do you ever wonder what “IT” is that makes a presentation stand out and resonate within you?

There are actual studies that show how the human brain works and assimilates information. There are also defined boundaries in “TED-World”; ones that help deliver a memorable and impactful message.  The concept of the TED Talk addresses this.  Participants in this session will learn many the of the public speaking strategies outlined in the book and practice the skills necessary to deliver memorable, effective, and “jaw-dropping” presentations.

Attendees will:

  • Dissect a real Ted-style talk and gain the understanding of how & why it works.
  • Learn how to identify and define your focused ideas.
  • Create an outline/framework from which to develop your own messaging in TED-style to impact the organization, business or causes you care about.

Join CNL and presenter, Janice Dunn, to find out what a TED talk is and how you can create and deliver one of your own!

Part of this CNL presentation will be given “workshop” style, which means there will be interaction and collaborative work.

Suggested Participants: Anyone who communicates on behalf of an organization or business
Date and Time: October 13, 2017 – 8:30am – 12:30pm
Location: Seventh Day Adventist Church,  2889 Osborne Hill Rd, Grass Valley (off Hwy 174)

Thank you to our Generous Sponsors:

The Lee & Dunn Group
Doug Summers

Info Session: Marketing on a Shoestring Budget

With an ever-growing list of to-do’s, the idea of marketing and promoting your organization can seem overwhelming. Don’t let the busy work get in the way of real results, new customers and clients, and being creative.

In this brief and informative 2-hour session, Jesse Locks will cover 5 simple ways to market your organization for the
biggest bang for your buck! Attendees will examine a variety of case studies of organizations that have applied the 80/20 rule – the assumption that most of the results in any situation are determined by a small number of causes – and had great success.

The session will also evaluate the most effective platforms and modes of communication, and how to maximize each for YOUR organization.

Our Presenter:
Jesse Locks is a communications specialist with seventeen years of experience in publishing, film, radio, and multimedia. Currently, Jesse is the Festival Director of the award-winning Nevada City Film Festival, guide for Folk Trails Hiking Club, and owner of Locks Media Group, a creative marketing, communications and multimedia
firm. She serves on the board of directors for the NEO Youth Center and is an active volunteer with The Friendship Club.

Her writing has been featured in publications such as Thrasher, Heckler, Venus Zine, Alternative Press, Tape Op, Seattle Weekly, Arthur Magazine and ESPN. She was named one of the top 25 “New Creatives” in Northern California by Sacramento News & Review, one of 50 “Emerging Sages” by the Center for Nonprofit Leadership, and is an alumni of the National Alliance for Media Arts & Culture Leadership Institute.

Jesse graduated from UC Santa Cruz with a BA in Literature and Journalism.

When: Friday, June 23rd,  8:30am – 10:30am
Where: Conference Room at Owens Estate and Wealth, 426 Sutton Way, Suite 110, Grass Valley
Suggested Participants: All members of any organization responsible for promoting, communicating or otherwise engaging the community on the organization’s behalf

Thank You to our Session Underwriter

Owens Logo 2015

 

 

 

 

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.

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!

This workshop is offered twice a year in February and September.  Be sure ALL your board members are on their way 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, September 14th -5:00pm – 8:00pm

Thanks to our Generous Sponsors:

 

Emily’s Catering & Cakes

People Power: Crafting a Dynamic & Compliant Human Resources Structure

People power our organizations, and solid structures support them. This session will cover human resources basics: from documentation and record-keeping to management and team building. No matter your organization’s size, you will walk away with essential understanding of how to manage and protect your most important resource: your people (employees, volunteers and board).  Join expert presenters, John Lamb & Renee Mayne as they not only address the ‘must haves’ inside every organization but also answer the many questions that arise when delving into the topic of Human Resources and compliance.

Sampling of topics covered:

  • Legal Compliance by organizational size
  • Recruitment & Hiring, including Job Descriptions and Status(Exempt vs. Non-Exempt/Volunteer-Employee)
  • Policies vs. Practices
  • And MORE!

Our Presenters:

Renée Mayne, M.A., SPHR  – has worked in human resources and labor relations for 30 years. She now works as an Arbitrator and Mediator, and Adjunct Faculty teaching human resources, labor negotiation and conflict resolution.

John Lamb –  has an extensive background in human resources management working with tech companies including AvantGo, Responsys and Oracle. He is co-owner, with his wife Janet, of Lamb’s Victorian Inn and is a member of the Board of Directors at The Center for the Arts.

Suggested Participants:  Executive Directors, Staff and Board Members responsible for Human Resources information, implementation and compliance
May 12, 2017 – 8:30am – 12:30pm

Thank you to our Generous Sponsor:

Valerie M. Logsdon