Leveraging Your Nonprofit’s Funds
Details
About the event
Learn how changing your organization’s approach to managing funds can help maximize resources. This practical workshop shows you how to make your money work harder while maintaining prudent stewardship of your resources.
Learn how changing your organization’s approach to managing funds can help maximize resources. This workshop shows you how to make your money work harder while maintaining prudent stewardship of your resources.
In this two-hour session, you'll learn strategies for effective fund management beyond basic checking accounts. We'll explore:
• Smart options for managing operating reserves
• Working with your bank to ensure cash flow when you are waiting to receive a grant
• Different short and long-term investments, that may help you put your money to work for your organization
Ideal for:
• Board treasurers
• Executive Directors
• Finance committee members
• Development Directors managing endowments
Note: This workshop provides general information about financial management strategies. It does not constitute investment advice. Organizations should consult with qualified financial advisors for specific investment decisions.
Meet the people leading the conversation
Drew Tulchin
Drew Tulchin
Drew Tulchin has over 30 years of professional experience with mission-driven organizations. He has helped raise more than $400 million and counting with nonprofits, for-profits, foundations, and governments in Indian Country, in New Mexico, throughout the US, and internationally. For more information on Drew and Upspring, check out www.upspringassociates.com.
Meet the people leading the conversation
Meet the people leading the conversation
Drew Tulchin
Drew Tulchin
Drew Tulchin has over 30 years of professional experience with mission-driven organizations. He has helped raise more than $400 million and counting with nonprofits, for-profits, foundations, and governments in Indian Country, in New Mexico, throughout the US, and internationally. For more information on Drew and Upspring, check out www.upspringassociates.com.
Beyond the Ask: Crafting Your Fundraising Strategy
This workshop will guide you through the essential elements of creating a basic fundraising plan that works for your organization. In this focused two-hour session led by a Certified Fundraising Executive, you'll learn a straightforward fundraising planning framework and apply it to your nonprofit.
Understanding and Mitigating High Staff Turnover
Address the pressing issue of staff retention through peer-based problem-solving. Participants will share retention success stories, share effective strategies, and collaborate on developing practical solutions for building stronger teams. The session will include breakout discussions on competitive benefits, workplace culture, and professional development opportunities, providing a comprehensive approach to building a more resilient and engaged staff.
Legal and Ethical Obligations for Nonprofit Boards
This program is presented in partnership with the Taos Community Foundation.
Understand your critical responsibilities as a nonprofit board member. This focused workshop facilitated by a retired attorney, clarifies both the legal duties and ethical obligations that come with board service, helping you serve with confidence and reduce organizational risk. This program is presented in partnership with the Taos Community Foundation.
