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This session will discuss the selection of QuickBooks software and the features included; illustrate how to navigate the software and perform common tasks; and offer a basic understanding of how to use QuickBooks accounting software in a nonprofit environment. Attendees will learn how to navigate the software (with a focus on the desktop versions) and perform common types of transactions such as: • Process basic accounts receivable and accounts payable transactions • Reconcile a bank statement • Prepare common reports…Find out more »
Nonprofit organizations are no less likely to be the target of a cyber attack than for-profit companies. However, the consequences for a nonprofit can be much worse because our ability to achieve our mission depends on the goodwill of our stakeholders, and if we lose our reputation, we risk losing everything. So what should we be doing? This course will offer a framework for assessing and managing cyber risks and will offer guidance for responding to a crisis. Participants will…Find out more »
Learn the intricacies of the legal and accounting risks with special events. Gain an understanding of how special events (marathons, walks, galas, etc) impact your nonprofit organization. Learn the nuances between the GAAP and tax reporting of special events. Learning Objective: Participants will understand the impacts of the legal and accounting risk for their nonprofit organization. Course Outline: New events Volunteer considerations Legal risk Insurance as a mitigation strategy Sponsorships (Tax and GAAP) Financial reporting Tax compliance Program Level: Basic…Find out more »
Message creation is all about finding the perfect words cultivating a distinctive tone that feels like you, your brand, or your organization. It’s about staying true to yourself and your story while ensuring that your voice is heard by the people who need to hear it. This seminar discusses harnessing your unique voice, understanding your ideal audience, and creating messages that captivate, educate, and move them. Then, we translate that voice into writing articles, blog posts, website copy, speeches, podcasts,…Find out more »
Often, the quietest part of a staff or board meeting is the financial portion of the agenda. Financials can be overwhelming and confusing if you don’t understand what you are looking at or aren’t comfortable asking questions. However, it is important for nonprofit professionals and board members alike to be able to understand financial reports as they are vital to the organization’s operations and sustainability. During this workshop, you will learn how to read your organization’s financial story by reviewing…Find out more »
Navigating Uncharted Territory: Current Trends in Philanthropy, Fundraising and the Nonprofit Sector
Following nonprofit sector news these days can leave fundraising professionals feeling alarmed. Stories about the new tax law, growth of donor advised funds and increasing wealth inequality mostly abound with dire predictions, leaving some of us wondering whether the sky is truly falling. This session will provide 2018 Giving USA data showing the effects of the new tax law on philanthropy and offer insights about the current environment to distinguish the sensational headlines from real emerging concerns. Practitioners will leave…Find out more »
Why are so many volunteers and staff members reluctant to participate in approaching prospects and donors? How can board chairs, development committee members, nonprofit CEOs and professional fundraising staff lead their board and volunteer teams to own - and even enjoy - the essential and ultimately rewarding work of major gifts fundraising? This workshop provides practical concepts, tools, and activities for: Understanding prospect and donor needs, and Increasing the comfort level and confidence of staff and volunteers in approaching prospects…Find out more »
Is your organization positioned for fundraising success? Even an effective fundraising program will be limited in what it can achieve if it is operating in isolation. A truly successful fundraising program with unlimited potential requires that other organizational systems operate successfully and synergistically with fundraising. This session explores nine organizational elements successful fundraising depends on and practical tools and strategies for enhancing each one. As a result, you will understand how these elements enhance or erode fundraising success and will…Find out more »
Learn the basics of EEO that all supervisors should know, but often don't. You will learn how illegal workplace discrimination is proven, and you will hear practical tips for staying in compliance with the law when hiring, promoting, disciplining or discharging an employee. The session will cover workplace harassment and the responsibilities all managers have to protect their employees. The session will also cover illegal retaliation and offer tips for how to effectively manage an employee who has made a…Find out more »
Leadership is the number one success factor in any fundraising endeavor. In this session, participants explore: Board and staff leadership in fundraising Ethical practice in fundraising How diversity and inclusion impact fundraising The issues of “overhead” and “full costs” Measuring Fundraising Effectiveness Discussions will draw on pre-reads and participants’ experiences in fundraising to clarify roles and challenges leaders must be prepared to address to ensure their organizations are positioned for fundraising success. Learning objectives: Understand the role of the development…Find out more »
The process of planning or developing new programs is complex for many nonprofit organizations, as they need to negotiate with limited resources, challenging field realities, and expectations from stakeholders. Needs and Resource Assessment is a useful approach that can help organizations make better decisions about their interventions and justify their programs based on hard evidence. It involves determining target groups, level of needs, and resources available to address the gaps. The process and the findings of such assessments can help…Find out more »