Below is a sample job description for a Development Director.
Contributed by: Portfolio Design Services
Learn the differences between S.E.P., S.I.M.P.L.E. IRA, and 401(k) and 403(b) retirement plans.
Members, you can join Colorado Nonprofit Association’s Retirement Solutions for 401(k) plans through our partner, Royal Wealth Management.
Not a member or interested in 403(b) plans, contact our business members, including Portfolio Design Services.
We are an independent Registered Investment Advisory firm that improves 403(b) retirement plans for nonprofits by meeting with each employee and by reducing risk for the organization’s officers and board members. We enjoy serving this sector because we value the work nonprofits provide and the gaps they close for society. Our personal backgrounds makes us familiar with the joy of working with people to help others. Other 403(b)/401(k) plan services provided by PDS are investment selection, portfolio building, financial planing, committee meeting facilitation, plan bench-marking, investment monitoring, plan consulting, cost control, plan origination and meeting minute management.
About Ty Boggs
Ty has worked with investments and retirement plans since 1989 has volunteered at various levels for literacy tutors, home builder, Urban Peak, Bridge to Justice and the Littleton Lion Lacrosse Club. He lives with his wife and 2 teenage daughters and they enjoy soccer, skiing, camping and staying out of trouble!
Contact Ty Boggs at Portfolio Design Services for more information.
Contributed by: Portfolio Design Services
Have you been thinking about additional benefits for your employees? Maybe considering offering a retirement plan? Ty Boggs with Portfolio Design Services shares his quick thoughts to help nonprofits that are considering starting a retirement plan.
Watch. Learn. Practice.
We are an independent Registered Investment Advisory firm that improves 403(b) retirement plans for nonprofits by meeting with each employee and by reducing risk for the organization’s officers and board members. We enjoy serving this sector because we value the work nonprofits provide and the gaps they close for society. Our personal backgrounds makes us familiar with the joy of working with people to help others. Other 403(b)/401(k) plan services provided by PDS are investment selection, portfolio building, financial planing, committee meeting facilitation, plan bench-marking, investment monitoring, plan consulting, cost control, plan origination and meeting minute management.
About Ty Boggs
Ty has worked with investments and retirement plans since 1989 has volunteered at various levels for literacy tutors, home builder, Urban Peak, Bridge to Justice and the Littleton Lion Lacrosse Club. He lives with his wife and 2 teenage daughters and they enjoy soccer, skiing, camping and staying out of trouble!
Contact Ty Boggs at Portfolio Design Services for more information.
Below is a sample Employee Exit Form and Interview Questions. Nonprofits should seek input from exiting employees on their experience at the organization.
Below you’ll find several checklists for new employees. These checklists are for both the new employee and the human resources administrator. Additional information and checklists may be used for job specific orientation.
Below is Colorado Nonprofit Association’s Employee Performance Evaluation. The evaluation should be completed by the employee prior to meeting with his or her supervisor. The Performance Objectives from the previous year’s evaluation should also be reviewed.
You’ve learned how to create a positive work environment by focusing on three areas. Now, put the third focus area, monitoring and promoting a healthy work environment, to practice. Ask yourself these eight questions to ensure the health of your workplace culture.
Our nonprofits are in a unique position to offer the work experience where we capture employees’ hearts and unleash their joy through the purpose driven work we engage in every day. This article touches on the three areas nonprofit can focus on to create health work environments.
Coaching is used to inspire and empower people and organizations. When volunteer managers utilize coaching skills, they maximize their team’s potential. Learn and practice several skills that can be put into use immediately.
9 minutes | Learn what has to be true of your relationship in order to effectively coach somebody. Amy shows you how to find what drives a person to volunteer.
Below is Colorado Nonprofit Association’s corporate credit card policy and agreement. The policy and agreement includes procedures for determining maximums, submitting receipts, lost cards, and more. We suggest having a legal professional review your credit card policy and agreement prior to adopting it.