End of year giving is one of the most stressful times for fundraisers and nonprofits – whether you’re seeking to close the year strong, close a gap in support, or stay on track for success, a strong end of year gameplan is essential; especially for small to mid-size organizations.
In this entertaining, informative, and interactive session, you’ll get the support, ideas, and encouragement you need to have success at the year end and beyond.
The focus will be on developing a multi- channel year end gameplan that can be implemented by any size organization. We’ll walk through identifying initiatives; prioritizing prospects; laying out a gameplan from start to finish for your year-end campaign, and how to engage your board in the year end plan.
Participants will have an opportunity to develop a year-end framework that can be implemented after the session. Templates for end of year plans will also be available for participants.
Recorded 8/2/23.
Paul F Morris, Executive Fundraising Coach, Auxilia
A highly-skilled professional comfortable with strategic visioning and “brass-tacks” tactical fundraising. Over a 30-year career in fundraising, Paul’s work has resulted in tens of millions of dollars being raised and thousands of donors being engaged for a wide spectrum of not-for-profit organizations. He has led successful development efforts in direct health services at the state and national levels; regional theatre; architectural preservation; a statewide organization offering chess to low-income students; lead development, communication, and operations for an organization focused on breaking generational cycles of poverty in outer NE Portland through a classroom curriculum and 1:1 mentoring; and most recently lead development efforts for an environmental education organization set on a 100-acre site in the metro area.
In his consulting practice, Paul works with clients nationwide with a focus on planning/systems, annual and major gift support, and grants.
Paul has a commitment to giving back to the community and the profession, including regular speaking and teaching engagements focused on small or emerging not-for-profits navigating success. In his volunteer work, he utilizes his background and expertise to help other not-for-profits develop their own sustainable and scalable fundraising programs.
Paul lives in Beaverton with his family.
Elevation Solutions’ CEO and Account Director will be joined by the Salesforce Administrator of the Denver Metro Chamber of Commerce to discuss how a Customer Relationship Management system like Salesforce can address obstacles that nonprofits of all sizes experience. We’ll review Salesforce’s donated licensing option, what out-of-the-box Salesforce can do for nonprofit teams, and what next steps look like once teams are ready to expand their Salesforce capabilities. We will touch on fundraising, program management, marketing, and more. The Denver Metro Chamber of Commerce will share their experience with Salesforce and address how the platform has helped them accomplish specific goals.
Sarah Ross
Sarah is a seasoned Client Services executive with more than 15 years of experience in consulting and project management. She has a proven track record of delivering successful technology projects and leading high performance teams.
Prior to joining Elevation Solutions, Sarah was an independent consultant in the Salesforce ecosystem and worked in several roles at Frito-Lay in finance and innovation.
Sarah earned an MBA from the University of Texas at Dallas.
Elise Hastings
Elise’s expertise in sourcing, creating and implementing technology solutions, with a focus on social sector organizations, stems from her past roles as a Managing Director of a micro-giving platform, nonprofit leader and strategy consultant.
Elise has a passion for startup ecosystems in the nonprofit and education industries and combines that with her Salesforce technology expertise to curate the best solutions for teams andtheir constituents.
Elise earned her MBA from Washington University in St. Louis.
Christopher LeGrant
Chris works with amazing nonprofits from all over North America to help realize their vision and expand their mission impact through the use of technology.
Chris is a strategic thinker who cares about having a social impact through his work, a passion that comes from 15 years of working in nonprofits and international education institutions.
Chris earned his MA in International Studies from the University of San Francisco.
In this training, learn how to conduct a review of your fiduciary duty as a board member or officer of the organization, the best practices for defining and aligning investments to meet both short-term and long-term objectives and review options for implementing an investment plan.
Darren W. Royal
Darren W. Royal, AIF®, President and owner of Royal Wealth Management, has been helping clients pursue their financial goals for over 25 years. He began his career in financial services as an investment banker and has held financial advisor positions with major broker/dealers. In order to better serve his clients, Darren founded his independent firm, Royal Wealth Management in 2002.
Darren earned 3 degrees from Indiana University in Management, International Business and Marketing. He also studied International Finance at the University of Maastricht in the Netherlands. He currently holds FINRA Series 7, 24, 31, 63 and 65 registrations through LPL Financial as well as life, accident & health, and variable contract insurance licenses.
Darren has served on numerous non-profit board of directors including the Colorado Women’s Chamber of Commerce, the Women’s Leadership Foundation, and the Foundation for Global Scholars. He currently serves on the Colorado Nonprofit Association board of directors. Darren is also a volunteer for Junior Achievement.
He and his wife Jennifer have lived in Castle Pines for over 20 years. They have two daughters, Alexandra and Ava. In addition to Darren’s philanthropic endeavors, he enjoys spending time with family and friends. He also enjoys being outdoors skiing, hiking, biking, and is an avid fly fisherman.
The session will:
● Explain what target audiences are and why they matter
● Explain what it means to “meet audiences where they are”
● Define demographics and psychographics
● Cover what information is important to know about your audience, and how to obtain that information, including what different research methods are available and what are the pros and cons of each
● Explain how to identify which target audiences you should focus on and why it’s important to select your highest priority audiences
Catherine Alonzo, Founding Partner & CEO of Javelina
Catherine Alonzo is the Founding Partner & CEO of Javelina, a purpose-driven branding and marketing agency that develops and tells stories that create social, political, and economic change. Javelina helps nonprofits, political campaigns, and other organizations creating equity in their communities to build strong connections with their audiences and maximize their impact.
Originally from the UK, Catherine moved to Arizona in 2005 to complete her master’s degree in Public Administration at Arizona State University.
For over fifteen years, Catherine has been advancing the marketing and advocacy industries in the Southwest. She has been an integral part of the teams behind significant policy and communications campaigns in sectors ranging from transportation and infrastructure, to health equity and abortion rights.
Catherine’s specialty is developing unique and compelling approaches to messaging and brand development. Her ability to pull together words that connect people’s hearts and minds produces powerful results.
In this training, participants will learn to thoroughly and strategically read grant Requests for Proposals (RFPs) to determine whether there is a good fit between the grant opportunity and your organization or program. We’ll cover how to analyze the key sections of an RFP, including the funder’s priorities and interests, award information, eligibility criteria, application requirements, and evaluation criteria. Participants will learn how to extract crucial details, understand how to interpret application questions by reading “between the lines,” and create a proposal strategy that sets your application up for success.
Morgan Carpenter
Morgan Carpenter (she/her) is a nonprofit consultant and grant writer based in northern Colorado. She works with a variety of nonprofits in the human services sector to improve their grant readiness, engage in strategic planning and program development, and create tools and resources that support their ability to achieve their goals and create a positive impact in our community. Her strategic approach to this work is rooted in her experience with proposal writing and grants management, which enables her to help organizations solve challenges and achieve long-term success through alignment with nonprofit best practices.
Morgan serves as a board member for the Grant Professionals Association’s Colorado Chapter, the Zeta Tau Alpha Fort Collins Alumnae Chapter, and the Junior League of Fort Collins, where she previously served as president. In 2021, she was named one of BizWest’s Northern Colorado 40 Under Forty young professionals and was also recognized by the Junior League with the Elena Lawrence Inspiration Award for her work to advance diversity, equity, and inclusion. When she’s not working with social impact organizations to make the world a better place, Morgan enjoys cooking, reading, and watching true crime documentaries with her husband and their beloved pets. Learn more and get in touch at www.carpenternonprofitconsulting.com.
Board meetings are not “just another meeting.” As Executive Directors and Board Chairs, this is your prime opportunity to bring your governance volunteers together. Your meetings should be intentionally crafted, highly effective, and produced similar to a special event. And, while there are similarities between all board meetings, yours should be designed to meet the unique needs of your organization. This one-hour course, followed by questions, will get you thinking about how to execute high quality meetings that drive the work of your agency and help attract and retain valuable volunteers.
Kim Stewart
Kim Stewart is a business and leadership coach and consultant, dedicated to supporting nonprofit organizations, small businesses, and leaders. Kim has a passion for the nonprofit sector, spending over 30-years as an organizational leader serving agencies of all sizes. In 2020, she decided to expand her reach and shift to supporting the nonprofit sector through consulting and coaching. By switching from staff (with one organization) to serving multiple agencies, Kim has been able to expand the impact she has on her community. With the belief that nonprofit organizations can save the world, she helps those that are struggling to fulfill their mission and purpose.
Additionally, Kim spent 15-years developing wellness coach programming and training coaches. The initiative has helped thousands of people through behavior change and creating healthy lifestyles that are right for them. These skills have translated smoothly to coaching leaders as they run their business, lead their staff and balance their own lives.
Today Kim offers a wide variety of coaching, consulting, and facilitation services. Her ultimate goal is to help leaders get their organization/business to a place where the mission/vision, values, goals, and every single staff and volunteer is aligned and moving in the same direction. By simplifying, aligning, and calming the chaos, leaders find more time to focus on what’s important to them.
Kim and her family are originally from Iowa. They love being active in the outdoors, live music, art, reading and more. Her family includes two delightful teenagers ~ Libby and Callahan.
Resiliency is weird. A lot of people are talking about it, but do you know anyone that’s actually succeeding at it? We don’t. Not even us. Which is why we’re reimagining resiliency–what it looks like, who it applies to, and who’s responsible for it. Through extensive research, we learned that resiliency is about so much more than self-care, breathing exercises, and staff pizza parties. Rather, resiliency is dependent on implementing collective cultural shifts within our organizations. Join Hailey Hawkins for a unique take on staff resiliency, retention, and capacity building and learn how to truly make your organization more effective, innovative, and resilient for years to come.
Hailey Hawkins
After experiencing burnout for the majority of her 10 years in the nonprofit sector, Hailey decided it was time to finally figure out what truly prevents and cures it. Through extensive research and collaboration, she discovered that resiliency, the opposite of burnout, does not lie solely within the individual, but in the collective culture of an organization. With this revolutionary approach, Hailey created the one-of-a-kind Resiliency Audit, a toolkit that guides organizations through the process of measuring and improving their internal resilience.
Hailey began her nonprofit career in 2010 as an organizer working to expand renewable energy development in the Southeast. After establishing an environmental policy at her alma mater, Mississippi State University, she continued working to train and empower hundreds of students to promote a clean energy future. She then attended graduate school at Naropa University in Boulder, CO and in 2016 received her master’s degree in Environmental Leadership. Hailey spent the next 5 years protecting wildlife and endangered species in the Southwest through policy action, community engagement, and coalition building. She was instrumental in passing numerous pieces of statewide legislation, building diverse coalitions, and leading habitat restoration projects. She is now the founder of Sailing Hawks Consulting, which helps nonprofits become more effective, innovative, and enduring while supporting their staff to be the happiest employees possible. Hailey believes that the strength of our movement is in the resilience of our teams.
In the current landscape, nonprofit organizations are working diligently to diversify their board of directors. The focus tends to be on “where to go to find diverse candidates” or “how do we recruit diverse candidates.” Rarely, will the volunteer nonprofit leaders ask “why”? The intent of this workshop is to examine your “why,” which can lead to a meaningful board recruitment process and a culture of belonging to ensure everyone has a rewarding board experience.
Carolyn Love
Carolyn Love, PhD is the founder of Kebaya Coaching & Consulting. The Company focuses on enhancing the leadership talent in organizations, creating equitable and inclusive workplaces, and facilitating meaningful and sustainable change. Carolyn served as the executive director and CEO of three nonprofit organizations in the Denver area. She is an Affiliate Faculty member at Regis University, teaching Governance and Organizational Leadership, Leading from Within and Social Justice and Civil Society. As a consultant, trainer, and leadership coach, she facilitates workshops and training on leadership, equity, diversity, inclusion and creating a culture of belonging.
Internationally, she presented workshops at La Universidad Anãhuac in Mexico City, Mexico and University of Stellenbosch Business School in Bellville, South Africa on non governmental leadership and change. Additionally, Carolyn spent time in Cuba studying their health care system.
Carolyn is a graduate of the Coach Training Institute (CTI) and serves as a leadership coach for the Community Resource Center and Colorado Health Foundation. As a public speaker, Carolyn focuses on discussing the question “what does it really take to create and sustain an inclusive multicultural, multi-racial democracy?”
In 2021, Carolyn launched a nonprofit organization focused on bringing the voices of Black women working in the areas of racial and gender justice into the public domain. The nonprofit, Black Women Solutionaries, hosts webinars to educate, share knowledge and uplift the work of Black women who are solutions oriented.
Carolyn serves on the board of the American Civil Liberties Union (ACLU) of Colorado and the national board of ACLU. Carolyn also serves on the Colorado Supreme Court Advisory Committee. Carolyn earned a PhD in Leadership & Change from Antioch University and a Masters in Nonprofit Management from Regis University.
Volunteers who believe in an organization’s mission are 80% more likely to donate and are more likely to donate 10x more money to charities than those who do not volunteer. Subsequently, donors who participate in at least one volunteer activity increase their donor retention rate by 2.5x. Volunteers and donors go hand-in-hand, and every nonprofit needs both.
In this session, we’ll focus on how you can turn your volunteers into loyal and engaged donors by understanding what motivates your volunteers and donors, tips for segmenting your volunteers, and how to double down on storytelling to connect with your audience.
James Goalder
With almost 20 years of experience working in nonprofit technology and sales and relationship management, James brings the perfect blend of experience for his role as Partnerships Manager at Bloomerang. In addition to his work experience, James volunteers with Project Grows, a community farm in Virginia, serving on the Board and on Volunteer Nights with the organization.
Leverage new reporting requirements to better share your story through fundraising efforts.
New auditing standards require disclosure of contributed nonfinancial assets. While the tax treatment of contributed nonfinancial assets did not change, now is a good time to review the different reporting standards, ensure your organization is adequately capturing gift-in-kind data and efficiently reporting your data in way that adds to the story of your organization.
Stockman Kast Ryan + Co
Doreen Merz, Tax Partner
With over 20 years of public accounting experience, Doreen has worked with syndicated real estate partnerships, multi-fund investment partnerships, multistate corporate entities, small businesses, non-profits, private foundations and individuals. She also has her Not-for-profit certificate from the American Institute of Certified Public Accountants (AICPA).
Jena Fogle, Senior Audit Manager
Jena has been in public accounting since 2009 and spent over two years with a nationally ranked firm in California prior to joining the SKR+CO team. She has experience advising clients on various economic and regulatory risks within their industry and resolving complex accounting issues. Jena specializes in employee benefit plans, financial institutions, small businesses, healthcare organizations, construction and nonprofit audits.