Date and Time: April 26, 2001, 7:15 a.m. - 4:30 p.m.

Location:
Spice of Life Event Center
5706 Arapahoe Road
Boulder, Colorado

The Community Foundation has hosted Community Ventures for the past five years as a way to give back to the nonprofit community in Boulder County. The Community Foundation exists to encourage and strengthen philanthropy, to provide opportunities to improve the quality of life in Boulder County and to benefit future generations.

We hope you will join us!

Event Sponsors:
Gay and Lesbian Fund for Colorado
US Bank

Board and Staff Breakfast Sponsor:
Northern Trust Bank of Colorado

Contributing Sponsors:
Ben & Jerry's
Community Resource Center
Kingsbury Communication Design

Media Sponsors:
Daily Camera
KWAB, Radio for Change

Registration Form      Presenter Biographies

7:15 a.m. -7:30 a.m. REGISTRATION AND BREAKFAST BUFFET

7:30 - 9:00 a.m. BOARD & STAFF BREAKFAST
Fundraising for the future: Great Board mistakes and how not to make them
Kim Klein

From the Embezzling Executive Director to the Imbibing Treasurer, the Paranoid Founder to the Demanding Donor, a look at great and minor mistakes other board members, including Kim Klein, have made and some practical tips on how not to make them.

What you will learn:

• Effectively meeting your Board commitments
  
• Identifying what Board members should and shouldn't do
  
• Ensuring your organization is sustainable

9:00 a.m. -9:30 a.m. REGISTRATION FOR NONPROFIT WORKSHOPS

9:30 a.m. -11:30 a.m.
LOOKING FORWARD TO FUNDRAISING I: Assistance for overwhelmed staff, Board member and Volunteer
Kim Klein

Fundraising is an integral part of sustaining a nonprofit, but can be difficult to fit into an already full schedule. Designed for the smaller organization, this workshop will introduce the basic principles of fundraising that will help to ensure that your organization's sustainability.

What you will learn:

• Maximizing your time spent fundraising
  
• Increasing the diversity of your funding sources
  
• Planning for the long term

OR

PLANNED GIVING - Charitable Lead Trusts & Charitable Remainder Trust Options
Laura Hundley
John Neville

Planned giving can be a very effective way for nonprofits to receive long term support from their current donors. Two innovative planned giving options are the Charitable Lead Trusts & Charitable Remainder Trust. Designed for the development professional, this session will highlight the legal requirements and tax benefits involved in implementing these options with your donors.

The session will include an opportunity for Q & A about specific scenarios.

What you will learn:

• Understanding the difference between a Charitable Lead Trust and a Charitable Remainder Trust
  
• Using the benefits of these options for nonprofits and donors
  
• Comprehending the tax and legal implications for nonprofits and their donors

OR

The Basics of Nonprofit Finance
Steve Graham

Nonprofit staff and board members must have a working knowledge of the budgeting process in order to manage effectively. In addition, this session will also include a discussion of financials for Board meetings, proper use of key financial terms and when and how to conduct and audit.

What you will learn:

• Building and using budgets effectively
  
• Speaking the financial lingo
  
• Reporting accurately and clearly to your Board, donors and the IRS

11:30 - 1:00    Lunch

12:00    NEW LEADERS FOR THE NEW MILLENNIUM
Colleen Conant

1:00 - 2:30 p.m.
LOOKING FORWARD TO FUNDRAISING II: Professionalization: Blessing or Curse?
Kim Klein

With more than one million nonprofits in existence today, and the numbers growing constantly, the demand for development professional often outstrips the supply. But what is the role of a professional? Is professionalism undermining volunteerism? Kim Klein believes professionalism is important, but we cannot ignore its shadow side.

What you will learn:

• Keeping current on trends in the development field
  
• Staying mission driven
  
• Bring out the best in your volunteers

OR

DIVING INTO DEVELOPMENT PLANNING:
Russell Roybal

Designed to help you and your Board expand your nonprofit's universe of donors and increase current donations, this session will walk you through creating a development plan, building a budget for that plan and running the numbers to keep it realistic.

What you will learn:

• Defining goals and objectives to help you stay on track
  
• Devising a diversified fundraising plan
  
• Targeting a specific donor audience

OR

EARNED INCOME STREAMS
Allen Sparkman

As the search for new donors, government funding and grants becomes increasingly more competitive many nonprofits are looking for alternative methods of stabilizing their funding for operations. One method that is growing in popularity is earned income strategies. However, with earned income strategies come the complication of Unrelated Business Taxable Income (UBTI). This session will explain UBTI and its importance to your nonprofit.

What you will learn:

• Defining and understanding UBTI
  
• Figuring out why it matters to your nonprofit
  
• Discerning how UBTI can be avoided

2:30 - 3:00 p.m.    Ben & Jerry's Ice Cream Social

3:00 - 4:30 p.m.    FUTURE OF THE NONPROFIT SECTOR: TRENDS, OPPORTUNITIES & IDEAS
Moderator: Kim Klein

Panelists:
Rich Rainaldi, Partner, CivicCore.com will speak to the latest on line and technology trends that are affecting nonprofits and provide tips to help nonprofits keep up.
Ross Shell, President, Tesser & Founding Partner, Social Venture Partners Boulder County will provide his views on what piques the interest of ¸tech donors” and what impact the growing trend of venture philanthropy may have on the nonprofit sector.
Brooks Preston, President, Clearwater Strategic Community Investing will speak to the work his company in doing to build community partnerships and create innovative private/nonprofit collaboration opportunities.
Teedee Keister, Executive Director, Tiny Tim Preschool, will share the work that her nonprofit has done in creating collaboration around development with two other Longmont nonprofits.

Participation from Community Ventures attendees will be encouraged throughout the discussion.

Registration Form      Presenter Biographies