2016 REINHOLD FOUNDATION NONPROFIT LEADERSHIP DEVELOPMENT AND CAPACITY BUILDING TRAINING PROGRAMS

Through its Leadership Development and Capacity Building Initiative, the Paul & Klare Reinhold Foundation focuses on strengthening the nonprofit sector by strengthening the leadership and capacity of nonprofit organizations that serve Clay County. Any 501(c)(3) nonprofit organization that provides services to Clay County residents is eligible to apply.

The Paul & Klare Reinhold Foundation is offering three (3) training tracks in 2016 plus a Board Workshop Day (see below). All workshops will be held in Clay County. The program curriculums are designed and taught by faculty from the Edyth Bush Institute for Philanthropy & Nonprofit Leadership at Rollins College. The Reinhold Foundation is underwriting all costs of training; thus, there are no tuition expenses for selected participating organizations.

In addition, the Paul & Klare Reinhold Foundation is offering a special incentive to organizations that participate in a training program. Organizations can earn “participation gifts” of $300 per person for completion of the Fundraising Track, $300 per person for completion of the Donor Stewardship Track, and $200 per person for completion of the Operational Excellence Track. Participation gifts are paid to the organization.

Organizations may request to participate in more than one training track. Click here to download the application. The Deadline for applications is Wednesday, November 18, 2015. Detailed information about the training classes is included below.

2016 Fundraising Track

Workshop Dates: Wednesday and Thursday, January 27-28, 2016, and Wednesday, February 10, 2016 (This is a three-day training track and individuals must be committed to attending all three days of training).

Workshop Curriculums and Instructors:

First and Second Day of Training (January 27-28, 2016)

  • “Ready, Set, Fundraise!”

This workshop covers nonprofit management best practices with a goal of creating a sustainable nonprofit organization ready to fundraise. Funders look for proper accounting procedures, internal controls, a strong and active board of directors, consistent program evaluation and mission-based strategic planning. Participants work through the steps necessary to ensure their organizations have a strong foundation in order to be prepared to fundraise.

Time: Two days of training, 9:00 a.m. – 4:30 p.m.

Instructor: Karen Revels is the Senior Manager of Philanthropy at the Rollins College Edyth Bush Institute for Philanthropy & Nonprofit Leadership overseeing the Annual Philanthropy Conference, symposiums, research projects, and the Donors Forum of Central Florida.  In addition, she oversees the Leadership Certificate and executive transition and advanced fundraising programs and is an instructor for many Institute workshops. Karen has more than 16 years of nonprofit management and fundraising experience.

Third Day of Training (February 10, 2016)

  • “Raising Funds Through Special Events”

Special events . . . are they right for your organization? Special events typically raise a relatively small amount of net proceeds compared to the huge amount of time and energy you dedicate to plan and execute them. Yet, events do have value for nonprofit organizations.

Events offer an opportunity to: 1) increase visibility, 2) engage volunteers, 3) develop leadership, 4) open doors for new donors and “friends,” 5) improve donor relations, and 6) raise unrestricted operating support.

With the amount of time and resources that special events require, you cannot afford for them to fail. Prepare yourself to establish clear goals for the event, implement proven strategies, and evaluate the event’s success.

Planning a special event takes time and skill—ensure you are reaching your full potential with clear timelines, budgets, committee descriptions, revenue enhancers, and more!

Time: 9:00 a.m. – 4:30 p.m.

Instructor: Terri Chastain, CFRE, is an instructor for the Certificate in Fundraising & Development at the Edyth Bush Institute. Currently, Terri is the lead fundraising consultant for the $10 million capital campaign at Harbor House. She has over 25 years of experience working for nonprofit organizations, including serving as development director for the Adult Literacy League and UCP of Central Florida. Her experience includes major gifts; training and management of staff, board, and volunteers; foundation and corporate support; annual fund; special events; and in-kind support, as well as direct program services in the fields of children, family, and disability/special needs services. She is a member and a former board member of the Association for Fundraising Professionals; a member and former board member of the Grant Professionals Network of Central Florida; and was a Certified Fund Raising Executive.

Participation Gift eligibility: $300 per person (Individuals must complete all three days of training for their organization to be eligible for the Reinhold Foundation’s $300 gift. No partial gifts for a single day attendance or half day attendance will be provided).

2016 Donor Stewardship Track

Workshop Dates: Wednesday, February 17, 2016, and Thursday and Friday, April 7-8, 2016 (This track is intended for CEOs, Development Directors, Fundraising Coordinators, and Board Members. It is a three-day training track and individuals must be committed to attending all three days of training.)

Workshop Curriculums and Instructors:

First Day of Training (February 17, 2016)

  • “Engaging Donors to Think Outside the Box”

When organizations learn how to engage donors, they can impact donor retention and increase giving.  In order to engage donors, organizations need to take new and different approaches starting with authentic communication with donors. Donor engagement is about the relationship, not just the organization’s needs. When you increase donor engagement you will have long lasting “friends” that will support your mission for the long run.   Donor engagement is a mind shift that becomes integrated into every step of fundraising from cultivation, to asking, to thanking and lastly to stewardship.

This two hour facilitated workshop will help participants to think outside of the box about the various ways donors can become more engaged in your mission in meaningful ways that capture their hearts and minds.

Includes: Facilitated learning, best practices and peer to peer learning for CEOs, Development Directors, Fundraising Coordinators, and Board Members.

Time: Two-hour workshop, 9:00 a.m. – 11:00 a.m.

“Keeping Donors Coming Back: Great Practices for Donor Stewardship”

For the first hour, Karen Revels will lead you through the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The news in this report can and should be an eye opener for every nonprofit engaged in fundraising.

Learn the root causes of poor retention rates and tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern, two world-renowned authorities on building donor loyalty. Based upon years of research in the sector, Sargeant and Ahern’s principles can be used by any organization, whether you are a one-person shop or a large department.

Through facilitated discussion explore examples of their principles in action and learn how to put them into daily use in your nonprofit.

Includes: Facilitated learning, best practices and peer to peer learning for CEOs, Development Directors, Fundraising Coordinators, and Board Members.

Time: Two-hour workshop, 1:00 p.m. – 3:00 p.m.

Facilitator: Karen Revels is the Senior Manager of Philanthropy at the Rollins College Edyth Bush Institute for Philanthropy & Nonprofit Leadership overseeing the Annual Philanthropy Conference, symposiums, research projects, and the Donors Forum of Central Florida.  In addition, she oversees the Leadership Certificate and executive transition and advanced fundraising programs and is an instructor for many Institute workshops. Karen has more than 16 years of nonprofit management and fundraising experience.

Second and Third Day of Training (April 7-8, 2016)

  • “High Impact Donor Relationships: Developing Prospects to Donors”

In real estate, it’s “location, location, location.” In fundraising, it’s “relationship, relationship, relationship.” No matter what fundraising vehicle you use – major gifts, annual fund, special events, planned giving – success depends on relationship building. This two-day workshop will help you learn to relate to each of your donors in a personal way based on an understanding of their behavioral style as well as your own and enhance your communication and rapport. Participants will complete the DiSC assessment prior to attending the workshop. This workshop addresses intermediate-to-advanced level instruction in donor relationship building.

Time: Two days of training, 9:00 a.m. – 4:30 p.m.

Instructor: Marina Nice, Esq. is part of the SunTrust Bank’s Private Wealth Management team in the Winter Park office. A Senior Vice President, Marina previously served as the Regional Fiduciary Services Manager for SunTrust in the Central Florida banking market. In addition, Marina serves as a director and as treasurer of The Martin Andersen-Gracia Andersen Foundation, Inc and as a board member for several Central Florida charities. A graduate of Rollins College and Duke University School of Law, Marina practiced law in Central Florida before becoming a charitable gift planner and investment officer for several charitable organizations over the last 15 years.

Participation Gift eligibility: $300 per person (Individuals must complete all three days of training for their organization to be eligible for the Reinhold Foundation’s $300 gift. No partial gifts for a single day attendance or half day attendance will be provided).

2016 Operational Excellence Track

Workshop Dates: Thursday, February 11, 2016, and Wednesday, March 30, 2016 (This is a two-day training track and individuals must be committed to attending both days of training.)

Workshop Curriculums and Instructors:

First Day of Training (February 11, 2016)

  • “Social Enterprise 101”

Social enterprise as a strategy for nonprofit organizations is becoming more commonplace, and this workshop provides an introduction for nonprofit leaders with the hands-on learning and tools you need to start earning more revenue, attracting more investors, and delivering better results. Understand what social enterprise is all about and why unrestricted earned income is a “gold standard.”

Participants will learn key questions to help decide if social enterprise is right for your nonprofit, gain useful tools that can be tailored to your organization’s unique needs and work on your organization’s individual objectives and opportunities.

Time: Three-hour workshop, 9:00 a.m. – 12:00 p.m.

  • “Where Ideas Grow: Business Model Canvas”

So, you have a business idea, but do you have anything more than that? Find out by using Business Model Canvas developed at the Harvard School of Business and used by Fortune 500 companies for decades. Participants will brainstorm through the nine building blocks of business and then create a next steps plan for the idea. Participants will leave this workshop with two new tools in hand that can bring the idea to life.  This workshop is for new business ideas or expanding business ideas for existing nonprofits and social enterprise nonprofit startups to determine if it can fly! This workshop includes interactive peer to peer activities that build the first steps of a business plan to launch ideas into action.

Time: Three-hour workshop, 1:30 – 4:30 p.m.

Instructor: Susie Richetti earned her BA in Organizational Behavior, with a concentration in Social Impact from Rollins College. She is a business entrepreneur and freelance consultant, and has been working with Central Florida nonprofits for over twenty years. Susie has an international interest working on social impact with organizations in Mexico, Kenya, Haiti, Dominica Republic, Guatemala, and Paraguay. Currently, she is completing a graduate Certificate in Social Impact Strategy at the University of Pennsylvania, School of Social Policy & Practice, Wharton School of Business.

Second Day of Training (March 30, 2016)

  • “Nonprofit Accounting and Budgeting Basics”

Would you like to become more comfortable with your organization’s accounting system? Whether you are a CEO, COO, financial manager, program director, or board member, learn basic accounting principles and terminology so you can become a better financial manager. Receive an overview of fund-accounting and an understanding of nonprofit financial statements.

Find out how a budget can shape your organization’s direction by funding board priorities and setting targets for evaluation. Learn how budgets can be used as management tools to plan and monitor the use of resources. Learn techniques for developing a budget that can be adapted to your organization.

Time: Three-hour workshop, 9:00 a.m. – 12:00 p.m.

Instructor: Carol Wilson is a CPA who has worked in the nonprofit sector for over ten years. She completed her Master of Business Administration degree from the Roy E. Crummer Graduate School of Business at Rollins College. Over the past eight years, she has taught workshops on nonprofit accounting and budgeting for the Edyth Bush Institute at Rollins College. Carol served as accounting manager in the Finance Department at Rollins College from 2000 – 2008. In that role she enjoyed teaching members of the campus community about budget management. Prior to Rollins, Carol assisted with the startup and was executive director of Florida Bicycle Association, a nonprofit organization. Currently Carol is a partner with Care Accounting Services where she helps small businesses and nonprofit organizations set up and use accounting systems. She is also a QuickBooks Advanced Certified ProAdvisor.

  • “Operational Excellence”

Fiscal responsibility can improve the bottom line and run an organization more efficiently to enhance more time and dollars going toward the mission. This workshop covers operational excellence best practices in accounting and internal controls, IT, program operations to achieve operational efficiencies, cut cost, and make operations more effective. Participants will be given a self-assessment checklist tool for operational efficiency and financial internal controls.

Time: Three-hour workshop, 1:30 – 4:30 p.m.

Instructor: Carrie Schulz is the Rollins College Director of Finance & Strategic Initiatives. She has worked in several aspects of Information Technology since 1995. She has also functioned as a bookkeeper and/or accountant in a multitude of businesses which range from Real Estate Development to Hospitality to Health Services. She takes a special interest in nonprofit organization accounting and technology processes. In 2006, Carrie earned an MBA with honors and in 2014 she earned her CPA. Previously, she held the position of Rollins Director of Instructional Design and Technology. This experience coupled with her accounting experience allows the ability to offer a wide range of services to clients.

Participation Gift eligibility: $200 per person (Individuals must complete both days of training for their organization to be eligible for the Reinhold Foundation’s $200 gift. No partial gifts for a single day attendance or half day attendance will be provided).

Board Workshop Day (1 day of training/offered twice)

Workshop Dates: Friday, January 15, 2016 and Friday, April 1, 2016

Workshop Title and Curriculum:

“Board Members as Excellent Fundraisers Building a Culture of Philanthropy”

In this workshop board members learn the importance they play in the cultivation of new donors and thanking of existing donors. Board members will recognize their responsibility to ensure the organization has sustainable funding and become more comfortable with fundraising. Participants will learn Roles and Responsibilities, fiduciary duties and best practices, Cycle of Involvement process of how board members get engaged in building a Culture of Philanthropy that is sustainable for long-term success, ways board members can engage in the fundraising process in a comfortable way utilizing practical skills and techniques, understanding the leadership role that the board of directors play in the fundraising process, board members as “ambassadors” to others in the community, and develop priorities for a Culture of Philanthropy “action plan” increasing board engagement and commitments. Includes: Group activities, assessments and mini-lectures for teams of 4-6 board members, CEO and Development Director.*

Time: Six-hour workshop, 9:00 a.m. – 4:30 p.m.

Instructor: Terri Chastain, CFRE, is an instructor for the Certificate in Fundraising & Development at the Edyth Bush Institute. Currently, Terri is the lead fundraising consultant for the $10 million capital campaign at Harbor House. She has over 25 years of experience working for nonprofit organizations, including serving as development director for the Adult Literacy League and UCP of Central Florida. Her experience includes major gifts; training and management of staff, board, and volunteers; foundation and corporate support; annual fund; special events; and in-kind support, as well as direct program services in the fields of children, family, and disability/special needs services. She is a member and a former board member of the Association for Fundraising Professionals; a member and former board member of the Grant Professionals Network of Central Florida; and was a Certified Fund Raising Executive.

*Organizations participating in any of the above 2016 training tracks (Donor Stewardship, Fundraising, or Operational Excellence) are also expected to participate in one of the Board Workshop days. It is recommended that organizations send several members to participate as a team. Training includes group work. Organizations will be invited and encouraged to send their executive staff (President, CEO, Executive Director, etc.) and several board members, up to six people per organization. Organizations not attending a 2016 training track are also eligible to apply to attend the Board Workshop but organizations participating in other tracks will be given seating priority. All applying organizations must be a 501c3 charitable organization that serves Clay County residents.

Notice: All above listed workshops and dates are tentative. Based on the demand seen in the completed applications, the Reinhold Foundation may elect to delete one or some of the above workshops and/or provide one or more of the workshops more than once. The Trustees will make final decisions in December based on the status of the completed applications.

Click here for the application. Questions should be directed to Amy Parker at 269-5857 ext. 404 or aparker(at)reinhold.net.

The deadline for applications is Wednesday, November 18, 2015.

This entry was posted in Reinhold Foundation News. Bookmark the permalink.
Bookmark and Share

Comments are closed.