If you are interested in any of the following workshops , please reach out. We’re always happy to answer questions and discuss your organization’s specific areas of need. Consultations are always offered at no charge and with no obligation.
Contact UsFundraising is changing due to shifting demographics, uncertain economic times, and advancement in technology and the social media. This training will take an in depth look at current trends and various types of fundraising approaches and techniques for donor research as well as how to create an annual fund development planning calendar. This session will include the advantages and disadvantages of various methods of raising funds for your nonprofit, including face-to-face solicitation, telephone campaigns, special events, web-based strategies and options, and planned giving. Participants will learn how to cultivate donors to begin, continue, and increase their giving as well as define and learn specific how to’s of various fundraising methods. They will study samples; learn how to “not take it personal” and benefit from the “no’s”; reduce common fears of fundraising; develop the skills needed for successful fundraising; and engage in activities that will enhance fundraising skills in order to raise much-needed donations for your organization.
For this topic, we encourage our clients to pick a course that either involves an introduction to grant writing or intermediate or advanced level grant writing. Depending on the topic, your course may include the discussion of various types of grants, grant research, understanding basic terminology and acronyms, how to read a governmental RFP and understand eligibility, current methods of submitting grant applications, how to develop an annual grant planning chart, finding partners to enhance your proposals, typical required components of any grant proposal or application, tips and strategies used by professional grant writers, practice writing grant sections that fit your organization, and dissecting award winning grant proposals.
This course will assist you in making sure your organization has ample resources, knowledge, and skills to be accountable to your funders for utilization of grant dollars. This session will explore various ways to set up grant and program budget reporting (and tracking) tools. You will also explore how to utilize in-house staff for grant activities; how to select a third-party evaluator; the frequency of checking/reporting and lines of authority/streams of information; how to set up a grant and funding expenditure report; how to determine program costs and contributions; cash vs. in-kind matching; direct vs. indirect costs; allowable uses of indirect cost funds; and budget adjustment issues and processes.
This course will improve your staff’s skills and knowledge on the many ways they can promote awareness, positive image, and information about your organization and its programs. All of these activities will help to increase the participation, recognition, and donation levels for your agency. During the session, your trainer will assist you in identifying and expanding your target audiences, as well as explain the various methods and current trends in nonprofit promotion, such as media advertising, speaking engagements, web advertising, direct mail, signage, and participating in trade shows. Numerous types of media advertising will be examined, such as television, radio, newspaper, online, and magazine. Participants will also be given an opportunity to practice writing effective news releases, radio spots, and psa’s and will be given tools to help them create an annual marketing plan. They will additionally learn techniques on how to engage advertising collaborators and ways to market a nonprofit organization on a slim budget.
Volunteers are often the back-bone of an organization. This course will cover the benefits and cost-savings of volunteers, effective recruiting methods, reducing volunteer access barriers, volunteer screening and background checks, potential utilization for various ongoing unpaid staff positions and one-time assistance, training and development of job descriptions, supervision, volunteer performance policies, adaptable forms, and methods of showing appreciation.
This course will explore the many strategies one can use to identify and engage partners in grant and other community initiatives. Forging collaborative relationships with various types of for profit and nonprofit industries, such as colleges, media, and essential services, is the key focus of this workshop. Other topics covered include: how to prevent misunderstandings and develop trust among partners; when and how to develop an MOU; importance of a needs assessment; specific benefits of collaboration if approached correctly; buy-in and participation of leadership; selling your organization to a potential collaborator; communication among partners; utilizing individual and creative talents for the good of the group and initiatives; and looking at collaboration from “other’s” perspective – what is in it for them.
This session will convey knowledge and an understanding about the benefits and common approaches to organizational strategic planning, including basic methods, key terms, and special topics; use of consultants vs. internal facilitation (including skill sets needed); when, why, and how to conduct strategic planning; and the close examination of various models and examples of strategic plans. In addition, the presenter will discuss ways to create a strategic planning committee – who to involve; how to obtain buy-in; how to facilitate the meetings and follow-up; assigning duties and responsibilities; and how to develop an action plan that is implemented, monitored, and adjusted.
This important session explores the concepts of programs vs. projects as well as the justification of when, why, and how to start a new initiative. Topics covered include, but are not limited to: how to conduct a feasibility study for a new program or project, understanding the importance of target population and cultural relevancy in program/project design and implementation, common guidelines and tools for planning and managing new programs and projects, guidelines for designing new initiatives, staffing a new program or project, how to market the initiative, strategies for translating promotional or other materials and delivery mediums into target audience languages, the basics on how to identify grants and other resources for financing new initiatives, defining and tracking performance standards and expectations, when and how to evaluate the effectiveness of the program or project, and strategies for making improvements.
During this session, participants will learn various techniques for managing staff at different responsibility levels. They will learn how to develop and build employee leadership and task management skills as well as how to perform staff evaluations and performance-based assessments. Other topics cover when and how to reprimand employees and how to work towards changing behavior in the workplace, developing job descriptions, inspiring and motivating staff, proper processes for hiring nonprofit employees, and new employee orientation and training processes.
This course offers an overview of the laws governing nonprofit fiscal management, required reporting, and responses/responsibilities to donor giving. It further discusses the importance and ways to develop and utilize an organizational budget in addition to how to ensure the proper reporting of your agency’s financial condition to board members. Additional topics include: checks and balances and separation of duties; teaching board members how to read financial statements; working relationships between accountant, bookkeeper, executive director and board president; advantages and disadvantages of a board finance subcommittee; finding the right CPA, bookkeeper, and board treasurer; understanding different types of financial statements and their use; maintaining accurate in-house donor and other financial records; and preventing fraud and theft.
The purpose of most capital campaigns is to raise funds to build, purchase, or improve a physical asset. There are very specific rules, steps, and strategies that are common to successful campaigning. If you can get it right the first time, there should never be a need to repeat a capital campaign or drag the campaign on for years at a time. During Resource Associates’ Capital Campaign training event, you will be led, step-by-step, through the do’s and don’ts of the capital campaign process. You will learn how to conduct donor prospect research as well as set campaign goals. You will be introduced to the concept of the “large-giver strategy” as well as a plethora of easy-to-implement fundraising secrets that are sure-fire ways to swiftly push your campaign towards meeting its financial goals.
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