Resource Development | Virtual Standards for Excellence Implementation Workshop Series (5 of 6)

01/06/2021 10:00 AM - 12:00 PM ET

Location

Description

Resource Development | Virtual Standards for Excellence Implementation Workshop Series (5 of 6)
Wednesday, January 6 | 10:00 AM – 12:00 PM | Interactive Web Meeting

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Presented by: Standards for Excellence Licensed Consultant Stephanie Cory

Sponsored by: United Way of Southwestern PA

Could you use support in navigating through these turbulent times of COVID 19 and civil unrest? Do you want to move your organization to the next level of effectiveness? Would you like to incorporate the latest practices to strengthen your leadership and management and could use some support? Would you like to have the potential of raising more money because donors and funders are confident about the quality of your programs and you have evidence to prove it? Are you feeling like there is something more you could do to promote excellence in your organization?

If your answer to any of these questions is YES, the Virtual Standards for Excellence® Implementation Workshop Series is for you! This session, the fifth of six, covers the fifth Guiding Principle of the Standards for Excellence: Resource Development. We’ll look at things like the elements of a resource development plan, reporting fundraising expenses on the Form 990, controlling the costs of raising money, acceptance of gifts, charitable solicitation registration, and more. We’ll provides lots of tools and resources for putting the information shared into practice, including:

  • Sample Board Development Calendar
  • Sample Resource Development Plan
  • Sample Budget for a Fundraising Event
  • Sample Event Timeline
  • Template for Policy on Solicitation and Acceptance of Gifts
  • Donor Bill of Rights
  • Cryptocurrency Basics

 

Join us for just this one or attend all six in the series! While all six workshops complement each other, they can each be viewed independently of the others. Don’t worry if you missed a previous session or can’t attend every session – just sign up for the full series and you’ll receive a copy of the recording and supporting materials for all six.

 

Each session will be interactive, offering opportunities to learn from the wisdom in the room through peer-to-peer sharing. We’ll have large group discussions where you’ll discover useful tips and strategies for applying the Standards in your organization as well as small group discussions using breakout rooms, where you can really dig in to how others’ practices can help you improve your operations (and where you can share promising practices of your own!).

 

Six Session Series Agenda:

All sessions take place on Wednesdays from 10:00 AM – 12:00 PM EST, except session four, Finance and Operations, which will take place on Thursday, December 17.

 

November 4, 2020: Mission, Strategy, and Evaluation (presented by Dr. Ivy Buchan and Ashley Suhler Tobin)

  • Mission and Impact
  • Planning Strategically
  • Organizational Evaluation
  • Program Evaluation
  • Strategic Partnerships

 

November 18, 2020: Leadership Part 1: Board (presented by Nancy Dunleavy, Mark Glidden, and Patricia Cook)

  • Leadership and Governance
  • Fiduciary Responsibility
  • Effectiveness
  • Succession Planning
  • Board Member Independence

 

December 2, 2020: Leadership Part 2: Staff, Volunteers, and Legal Compliance and Ethics (presented by Nancy Dunleavy and Tom Tupitza, Esq.)

  • Executive Functions and Supporting the Board
  • Diversity, Equity and Inclusion
  • Maintaining Legal Compliance
  • Required Public Disclosures
  • Whistleblower and Conflicts of Interest
  • Ethics

 

December 17, 2020: Finance and Operations (presented by Cindy Bergvall, CPA, and Stephanie Cory)

  • Financial Budgeting, Reporting and Monitoring
  • Internal controls and Financial Policies
  • Personnel Policies
  • Administrative Policies
  • Risk Management and Insurance

 

January 6, 2021: Resource Development (presented by Stephanie Cory)

  • Resource Plan
  • Sources of Income
  • Fundraising Activities
  • Donor Relationships and Privacy
  • Acceptance of Gifts
  • Fundraising on Behalf of the Organization

 

January 20, 2021: Public Awareness, Engagement, and Advocacy (presented by Ashley Suhler Tobin)

  • Educating and Engaging the Public
  • Advancing the Mission through Public Policy and Advocacy
  • Engaging in Lobbying and Political Activity
  • *Last 30 minutes optional for those who wish to learn about the accreditation and recognition program.

 

Single Login Cost:

Resource Development Web Meeting – $45 for PANO Members | $100 for Not-Yet Members

Full Series (20% Discount) – $216 for PANO Members | $480 for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login; multiple accesses to the Zoom webinar are not permitted. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost:
Resource Development Web Meeting – $150 for PANO Members | $333 for Not-Yet Members

Full Series (20% Discount) – $720 for PANO Members | $1,598 for Not-Yet Members

Terms of Participation
If you have 4 or more individuals interested in viewing the webinar, please have one person register selecting the group screening rate, then send a list of all individuals viewing the webinar (including names and email addresses) to christina@pano.org. This option makes the most sense when you have 4 or more individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All registrants will receive a recording of the webinar following the live session!

What People Say About the Standards for Excellence:
 

“The information provided during these sessions would be so helpful for any board member, new or seasoned!”

 

“This workshop should be mandatory for all Governing Board members in a non-profit. I believe all the information presented to us was important and needs to be communicated to all board members.”

 

“I would highly recommend the accreditation process to any organization in the nonprofit sector looking to maximize their potential. The process is very straightforward, and the staff at PANO are a pleasure to work with!” – Nicolle Schnovel, Co-Executive Director, Berks Connections/Pretrial Services

 

“The Standards for Excellence seminars have certainly helped us all to improve multiple aspects of our organizations. I didn't have any idea how much I would learn from the process. I think the nonprofit sector in our area has moved up a notch because of the program! With the resources provided, I can focus on the actual programming and service delivery to our constituents. Thank you for such a great learning experience!” Mark Moyer, Executive Director, Setebaid Services

About the Facilitators:

Tish Mogan, Standards for Excellence Director, PANO (Series Moderator)

Tish earned an MBA with concentration in Nonprofit Management from Eastern University. This follows an MA in Theology from St. Bonaventure University and a BA in Mathematics with a minor in education from Gwynedd Mercy College.

 

Tish brings tremendous amount of experience in the fields of education, nonprofit administration, and business. Her education experience spans secondary through graduate level with previous experience as an adjunct faculty at Eastern University’s MS in Nonprofit Management program. Tish brings professional administration experience in creating and leading integrated strategies to align organizational objectives with key constituencies (investors, students, staff, and communities). Areas of expertise include program development, fundraising, fiscal and legal accountability, policy development, board management, and strengthening ethical cultures in organizations.

 

Currently, Tish serves on the board of PathStone Corporation. Learn more about Tish here.

 

Stephanie Cory, Principal, Philanthropy & Governance Consulting by Stephanie Cory (Session Presenter)

Stephanie has dedicated her career to the nonprofit sector since 2003, having held various positions, from development and program management to executive director, for a health advocacy organization, organizations serving seniors, and organizations serving people with disabilities. She currently offers consulting, facilitation, speaking, and training services to nonprofits through her consulting firm. Stephanie is also an adjunct faculty member for Villanova University’s College of Professional Studies where she teaches a variety of fundraising topics.

 

Stephanie has been a Certified Fundraising Executive (CFRE) since 2008 and received her designation as a Chartered Advisor in Philanthropy (CAP®) from the American College in 2007. A graduate of the Association of Fundraising Professional’s (AFP) Faculty Training Academy, she has been an AFP Master Trainer since 2010. Stephanie is also a Certified Governance Trainer through BoardSource. She earned bachelor’s and master’s degrees from the University of Southern California. Learn more about Stephanie here.

 

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