Is your organization's paperwork in order? Governing documents such as articles of incorporation, bylaws, and policies should accurately reflect your organization's goals and practices, while being in compliance with the law. Barbara A. Graham, senior member of Peacock Keller's School Law Group and a WCCF Trustee, will discuss the best practices for conducting a thorough review of your organization's governing documents.
It's all in the name! Discover the elements of a strong grant application from seasoned local funders whose organizations annually support the Washington County community with millions of dollars.
Learn about the importance of ensuring that your non-profit's administrative reserve is properly invested. You'll also learn how to select an investment manager and measure their performance, how to craft an investment policy statement, how to mitigate your investment risk, and other useful tips on effectively managing your administrative reserve investment.
In addition to hearing from Foundation personnel, you'll also hear from Joe Piszczor, CERTIFIED FINANCIAL PLANNER™ with Stein Wealth Advisors.
Does your charity have a "rainy day" fund? Are you challenged by the timelines associated with reimbursable grants? Are you drawing from your charity's investments when you're in need of a temporary infusion of cash?
Sometimes a little planning can go a long way.
This session focuses on a few financial strategies that can help your charity best utilize its resources.
It’s been proven that organizations with written annual fundraising plans raise more money.
Veteran fundraiser and nonprofit consultant Rob DeOrio of DeOrio Strategies Group discusses the importance of an annual fundraising plan. Rob provides an overview of the planning process and practical advice to help create an annual fundraising plan for nonprofit organizations.
Our thanks to everyone who participated in our survey on donor software! We are excited to share our results with you.
This open forum on July 15, 2021, reviewed our findings and we heard first-hand from local charity representatives what software programs are working for them and why.
Whether your charity uses a donor software program or not, this is a great opportunity for you to learn more from your peers in our community.
Major and planned gift fundraising is not as intimidating as you might think, and Scott Koskoski is ready to show you why.
A veteran fundraiser and consultant, Scott has a knack of cutting through the clutter to get the "major and planned gift fundraising straight talk." He has designed a session devoid of "best practices" lingo and promises to plant some real-time, actionable seeds you can start to water and see growth from immediately after the session.
Let's save fundraising philosophy class for another day and get down to business in ways your budget report will notice!
"Nonprofits: Ban These Phrases from Your Vocabulary"
By Suzanne E. Coffman, GuideStar's editorial director and newsletter editor
"Questions I'm Most Often Asked about Winning Foundation Grants"
By Martin Teitel, author of The Ultimate Insider's Guide to Winning Foundation Grants: A Foundation CEO Reveals the Secrets You Need to Know
"Compliance Guide for 501(c)(3)"
A resource to help 501(c)(3) charities maintain their tax-exempt status with the IRS.
"IRS Publication 1771, Charitable Contributions–Substantiation and Disclosure Requirements"
Explains the federal tax law for organizations such as charities and churches that receive tax-deductible charitable contributions and for taxpayers who make contributions