About

Community Ventures 2003 Program

Doing More with Less

Agenda for the Day

7:00 a.m. - 7:30 a.m.
Registration and Breakfast Buffet

7:30 a.m. - 9:00 a.m.
Board & Staff Breakfast

Fundraising in Times of Crisis
Kim Klein

As everyone involved with any nonprofit knows, in our current environment of high unemployment, federal, state and local government cutbacks and an uncertain economy fundraising is more important than ever, and more challenging. Fundraising expert Kim Klein will spend time talking about ideas and strategies for Board Members to help them fundraise in these challenging times.

9:00 a.m. - 9:30 a.m.
Registration for Nonprofit Workshops

9:15 a.m.
Welcome and Overview of the Day

9:30 a.m. - 11:30 a.m.

Creative Development Strategies: Focusing on mid-range donors
Kim Klein

Often in our quest for large donors we forget to pay attention to those generous mid range givers, a consistent source of operating dollars. Grassroots fundraising expert Kim Klein will talk about the importance of recognizing and working with these donors.

What you will learn:

  • Using creative ideas to work with these donors
  • Increasing the diversity of your funding sources
  • Planning for the long term sustainability of your organization

OR


Planned Giving Strategies
Ami Sadler, Director of Planned Giving, The Community Foundation Serving Boulder County

With fund-raising so tough these days, can you afford to think long-term? Or can you afford not to? Based on her years of expertise in the field, Ami Sadler will provide some planned giving basics that can help. (Session content can be adapted to suit the needs of the participants.)

What you will learn:

  • Explaining ways to give: outright gifts, life income gifts, bequests
  • Understanding the life cycle concept of giving
  • Doing planned giving in a small organization

OR

Earned Income Strategies – Is it right for you? Creating a business plan
Sean Maher, Director, Small Business Development Center

Establishing an earned income stream for a nonprofit has many parallels to starting a new business. For both, the number one reason for failure is a lack of planning. This workshop will take you through the basics of writing a successful business plan that will maximize your chance of success and the success of your new venture.

What you will learn:

  • Writing a successful business plan
  • Researching and Marketing your idea
  • Interpreting financial projections and to build responsive strategies

11:30 a.m. - 1:00 p.m.
Lunch
The State of the Sector: A Look at Colorado Nonprofits
Barbara Shaw, Executive Director, Colorado Association of Nonprofit Organizations

1:00 p.m. - 2:30 p.m.
Diving into Development Planning
Russell Roybal, National Training Officer, Gill Foundation

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

How to Work with Boards when Boards Don't Work
Kim Klein

While having a Board of Directors is a legal requirement, and board members are meant to play an important role in running a nonprofit, things don’t always run smoothly. Kim Klein will provide insightful techniques for making board/staff/volunteer relationships as productive as possible.

What you will learn:

  • Working with a challenging Board
  • Devising creative strategies for a more productive Board
  • Seeing your Board as an asset

OR

Working with Consultants, Lessons form the Field
Steve Graham, Executive Director, Community Resource Center

As operating dollars become more scarce many nonprofits as turning to consultants to help with things from marketing to organizational development to fundraising. However, for many nonprofits this is their first experience with a consultant. Steve Graham will spend time talking about the most effective method of hiring and using a consultant to ensure that your hard earned dollars are spent effectively.

What you will learn:

  • Things to think about when considering hiring a consultant
  • Questioning consultants during the interview process
  • Making the most of having a consultant on board


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

3:00 p.m. - 4:30 p.m.
Tight times, stretching your resources: Exploring partnerships, collaboration and mergers

Moderator:
Josie Heath, President, The Community Foundation Serving Boulder County

Panelists:

Rollie Heath, Co-Founder, Ponderosa Industries; Former President, Johns Manville International; Co-Founder, Rocky Mountain World Trade Center; Trustee, Public Education Business Coalition.
Herb Morreale, Managing Partner, Kalos Strategy Group specializing in mission critical projects including mergers and acquisitions; Founder, XOR, Inc., one of Colorado’s 50 fastest growing private companies; Member, Social Venture Partners.
Catherine Underhill, Director, Colorado Music Festival; Former Director, The Dairy Center for the Arts; Member, The Art alliance.
John Talbot, President, Colorado Care Management; "Business Coalition for Children"Participation from Community Ventures attendees will be encouraged throughout the discussion.

Community Ventures 2003 Program

Doing More with Less

Agenda for the Day

7:00 a.m. - 7:30 a.m.
Registration and Breakfast Buffet

7:30 a.m. - 9:00 a.m.
Board & Staff Breakfast

Fundraising in Times of Crisis
Kim Klein

As everyone involved with any nonprofit knows, in our current environment of high unemployment, federal, state and local government cutbacks and an uncertain economy fundraising is more important than ever, and more challenging. Fundraising expert Kim Klein will spend time talking about ideas and strategies for Board Members to help them fundraise in these challenging times.

9:00 a.m. - 9:30 a.m.
Registration for Nonprofit Workshops

9:15 a.m.
Welcome and Overview of the Day

9:30 a.m. - 11:30 a.m.

Creative Development Strategies: Focusing on mid-range donors
Kim Klein

Often in our quest for large donors we forget to pay attention to those generous mid range givers, a consistent source of operating dollars. Grassroots fundraising expert Kim Klein will talk about the importance of recognizing and working with these donors.

What you will learn:

  • Using creative ideas to work with these donors
  • Increasing the diversity of your funding sources
  • Planning for the long term sustainability of your organization

OR


Planned Giving Strategies
Ami Sadler, Director of Planned Giving, The Community Foundation Serving Boulder County

With fund-raising so tough these days, can you afford to think long-term? Or can you afford not to? Based on her years of expertise in the field, Ami Sadler will provide some planned giving basics that can help. (Session content can be adapted to suit the needs of the participants.)

What you will learn:

  • Explaining ways to give: outright gifts, life income gifts, bequests
  • Understanding the life cycle concept of giving
  • Doing planned giving in a small organization

OR

Earned Income Strategies – Is it right for you? Creating a business plan
Sean Maher, Director, Small Business Development Center

Establishing an earned income stream for a nonprofit has many parallels to starting a new business. For both, the number one reason for failure is a lack of planning. This workshop will take you through the basics of writing a successful business plan that will maximize your chance of success and the success of your new venture.

What you will learn:

  • Writing a successful business plan
  • Researching and Marketing your idea
  • Interpreting financial projections and to build responsive strategies

11:30 a.m. - 1:00 p.m.
Lunch
The State of the Sector: A Look at Colorado Nonprofits
Barbara Shaw, Executive Director, Colorado Association of Nonprofit Organizations

1:00 p.m. - 2:30 p.m.
Diving into Development Planning
Russell Roybal, National Training Officer, Gill Foundation

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

How to Work with Boards when Boards Don't Work
Kim Klein

While having a Board of Directors is a legal requirement, and board members are meant to play an important role in running a nonprofit, things don’t always run smoothly. Kim Klein will provide insightful techniques for making board/staff/volunteer relationships as productive as possible.

What you will learn:

  • Working with a challenging Board
  • Devising creative strategies for a more productive Board
  • Seeing your Board as an asset

OR

Working with Consultants, Lessons form the Field
Steve Graham, Executive Director, Community Resource Center

As operating dollars become more scarce many nonprofits as turning to consultants to help with things from marketing to organizational development to fundraising. However, for many nonprofits this is their first experience with a consultant. Steve Graham will spend time talking about the most effective method of hiring and using a consultant to ensure that your hard earned dollars are spent effectively.

What you will learn:

  • Things to think about when considering hiring a consultant
  • Questioning consultants during the interview process
  • Making the most of having a consultant on board


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

3:00 p.m. - 4:30 p.m.
Tight times, stretching your resources: Exploring partnerships, collaboration and mergers

Moderator:
Josie Heath, President, The Community Foundation Serving Boulder County

Panelists:

Rollie Heath, Co-Founder, Ponderosa Industries; Former President, Johns Manville International; Co-Founder, Rocky Mountain World Trade Center; Trustee, Public Education Business Coalition.
Herb Morreale, Managing Partner, Kalos Strategy Group specializing in mission critical projects including mergers and acquisitions; Founder, XOR, Inc., one of Colorado’s 50 fastest growing private companies; Member, Social Venture Partners.
Catherine Underhill, Director, Colorado Music Festival; Former Director, The Dairy Center for the Arts; Member, The Art alliance.
John Talbot, President, Colorado Care Management; "Business Coalition for Children"Participation from Community Ventures attendees will be encouraged throughout the discussion.