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MEMBERS! Interested in a one on one Foundation Directory Online session with The Nonprofit Partnership's Executive Director, Adam C. Bratton? 

Click here for details and current offering availability!

MEMBERS! Interested in a one on one Canva Catchall session with The Nonprofit Partnership's Member Services Manager, Ellen Kehl? 

Click here for details and current offering availability!

Upcoming events

    • Wednesday, January 17, 2018
    • 9:00 AM - 11:00 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    About the series...

    The Standards for Excellence® provide a framework for achieving a well-managed and responsibly governed organization. The Standards® build upon the legal foundations of nonprofit management, governance, and operations and provide an outstanding step-by-step guide to achieving excellence within your nonprofit. These guidelines consist of 6 principles, which are described in-depth during 6 individual sessions:

    • Session 1, January 17, 2018: Mission, Strategy and Evaluation
    • Session 2, March 21, 2018: Leadership - Board, Staff and Volunteers
    • Session 3, May 16, 2018: Legal Compliance and Ethics
    • Session 4, July 18, 2018: Finance and Operations
    • Session 5, September 19, 2018: Resource Development
    • Session 6, November 21, 2018: Public Awareness, Engagement and Advocacy

    Each session includes an overview of The Standards®; a self-assessment to determine how well your organization is performing; a list of the policies that an organization should have in place; and examples of those policies and best practices that your organization should follow related to each topic area. These sessions will be highly interactive and will offer the opportunity for participants to share information and ask questions. Attendance at all sessions is not required, but encouraged.

    About Session 1: Mission, Strategy and Evaluation...

    Join The Nonprofit Partnership and Strategy Solutions for the first installment of the "Getting to Know the Standards for Excellence®” series: Mission, Strategy and Evaluation on Wednesday, January 17, 2018 from 9:00 am to 11:00 am.

    This workshop provides an overview of the Standards for Excellence® with a specific focus on Mission, Strategy and Evaluation. Nonprofits are founded for the public good and operate to accomplish a stated purpose through specific program activities. A nonprofit should have a well-defined mission, and its programs should effectively and efficiently work toward achieving that mission. Nonprofits have an obligation to ensure program effectiveness and to devote the resources of the organization to achieving its stated purpose.

    Topics covered include:

    • Mission and Impact
    • Planning Strategically
    • Organizational Evaluation
    • Program Evaluation
    • Strategic Partnerships

    Learning objectives for this session include:

    1. Provide an overview of the Standards for Excellence® and how they benefit nonprofits
    2. Learn best practices within specific functions (specifically regarding session 1: Mission, Strategy and Evaluation) to educate your staff and board regarding their roles and responsibilities to achieve excellence
    3. Assess your current practice within each functional area (specifically regarding session 1: Mission, Strategy and Evaluation) and identify practical and easily-implemented strategies to improve your operations

    Executive Directors, Board Chairs, and emerging leaders are encouraged to attend all six sessions.

    This particular session is appropriate for Executive Directors, Board Chairs, Program Committee Chairs, Program Directors, and any staff involved in the strategic planning process.

    • Tuesday, January 23, 2018
    • 9:00 AM - 10:00 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    Please join The Erie Community Foundation's Susannah Weis Frigon, CFP®, Vice President, Investor Relations & Donor Stewardship and Keely Doyle, M.S., Associate, Investor Relations & Donor Stewardship on Tuesday, January 23, 2018 from 9:00 AM - 10:00 AM for "How to Build an Agency Endowment with The Erie Community Foundation."

    Susannah and Keely will discuss the benefits of agency endowments and the specific advantages of working with The Erie Community Foundation to establish and manage your organization’s agency endowment. Susannah and Keely will also be available to answer any questions you may have.

    Learning objectives include:

    1. Participants will gain an understanding of the importance of agency endowments and how agency endowments can augment planning, community leadership, and fundraising efforts.
    2. Participants will understand the investment and accounting particulars of an agency endowment at ECF.
    3. Participants will leave feeling comfortable discussing agency endowment creation at ECF with their board members and key constituents.

    This session is aimed primarily towards Executive Directors and leadership figures.

    The level of learning is in between beginner and intermediate.

    • Thursday, February 08, 2018
    • 9:00 AM - 2:00 PM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    • 18
    Register

    Please join The Nonprofit Partnership for "Governance Gateway: Nonprofit Board Training" on Thursday, February 8, 2018 from 9:00 AM to 2:00 PM.

    The Governance Gateway training will provide Board members, new and established, with the opportunity to learn about foundational best practices in nonprofit governance.  The training will provide attendees with an understanding of the sector, the basic tenets of governance, and their individual roles and responsibilities as nonprofit leaders.  This training will be a powerful resource for any Board member wishing to enhance their understanding of their duty to their organization, the sector, and the community.

    Topics to be covered include:

    • Introduction to the Nonprofit Sector
    • Basics of Governance
    • Setting Strategic Direction
    • Ensuring Necessary Resources
    • Providing Oversight
    • The Board/CEO Partnership
    • Individual Board Member Roles and Responsibilities
    • Elements of a High-Functioning Board


    This interactive training will be led by Adam C. Bratton, Executive Director of The Nonprofit Partnership.  Adam has 20 years of experience in the nonprofit sector, including service on numerous Boards.  Adam regularly speaks and trains on nonprofit governance and has obtained a Certificate in Board Consulting from BoardSource, the preeminent authority on nonprofit Board governance.  

    This is a members-only training offering. Space is limited - sign up today!

    Payment is required before the start of the event. There will be no refunds due to cancellations/no shows. 

    • Wednesday, February 21, 2018
    • 9:00 AM - 10:30 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    Please join The Nonprofit Partnership along with Jonathan Rilling, Vice President of Marketing, Advancement, & Communications with Erie Homes for Children and Adults and Ted Wood, President with Ted Wood & Associates for “Making the Ask” on Wednesday, February 21, 2018 from 9:00 to 10:30 AM.

    Jonathan and Ted will discuss the ins and outs of soliciting major gifts. Their presentation will be informed by both best practices and real-world examples.

    Learning objectives for this session include:

    1. Attendees will learn the steps involved in the solicitation process, from planning to execution, and what it takes to be as prepared as possible before making the ask.
    2. Attendees will gain a deeper understanding of the asking process by taking part in a role playing scenario.
    3. Attendees will learn about real life asking case studies and gain takeaways to use during preparation and gift solicitation.

    The level of learning for this session is intermediate.

    This workshop is appropriate for entry level to intermediate Executive Directors, Directors of Development, & staff charged with fundraising functions.

    Millard Fuller, the founder and former president of Habitat for Humanity, once said, “I have tried raising money by asking for it, and by not asking for it. I always got more by asking for it.” Let Jonathan and Ted help you raise more dollars by improving your ask!

    • Thursday, March 15, 2018
    • 9:00 AM - 10:30 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    • 11
    Register

    Please join Adam C. Bratton, Executive Director of The Nonprofit Partnership, on Thursday, March 15, 2018, for "Starting a Nonprofit" from 9:00 AM to 10:30 AM.

    Are you interested in starting a nonprofit but don’t know where to begin? Join us for this session as we review concepts and information related to establishing a nonprofit, including the legal and technical requirements for starting a nonprofit at the state and federal levels.

    The learning objectives for this session include:

    1. Understanding the legal and technical requirements for starting a nonprofit, both at the state and federal level
    2. Understanding the ongoing requirements for maintaining nonprofit status
    3. Understanding the community’s expectations of a nonprofit and opportunities for pursuing a mission without forming a nonprofit

    This session is geared towards people who are interested in starting nonprofits.

    The level of learning for this workshop is beginner.


    • Wednesday, March 21, 2018
    • 9:00 AM - 11:00 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    About the series...

    The Standards for Excellence® provide a framework for achieving a well-managed and responsibly governed organization. The Standards® build upon the legal foundations of nonprofit management, governance, and operations and provide an outstanding step-by-step guide to achieving excellence within your nonprofit. These guidelines consist of 6 principles, which are described in-depth during 6 individual sessions:

    • Session 1, January 17, 2018: Mission, Strategy and Evaluation
    • Session 2, March 21, 2018: Leadership - Board, Staff and Volunteers
    • Session 3, May 16, 2018: Legal Compliance and Ethics
    • Session 4, July 18, 2018: Finance and Operations
    • Session 5, September 19, 2018: Resource Development
    • Session 6, November 21, 2018: Public Awareness, Engagement and Advocacy

    Each session includes an overview of The Standards®; a self-assessment to determine how well your organization is performing; a list of the policies that an organization should have in place; and examples of those policies and best practices that your organization should follow related to each topic area. These sessions will be highly interactive and will offer the opportunity for participants to share information and ask questions. Attendance at all sessions is not required, but encouraged.

    About Session 2: Leadership - Board, Staff and Volunteers...

    Join The Nonprofit Partnership and Strategy Solutions for the second installment of the "Getting to Know the Standards for Excellence®” series: Leadership – Board, Staff and Volunteers on Wednesday, March 21, 2018 from 9:00 to 11:00 AM.

    This workshop provides an overview of the Standards for Excellence® with a specific focus on Leadership: Board, Staff and Volunteers.

    Nonprofits depend on effective leadership to successfully fulfill their missions and reach their program goals. Effective leadership consists of a partnership between the board and management, each of which plays an essential role. Understanding and negotiating these shared, complex elements of leadership are essential to the organization’s success.

    Board members are entrusted with the responsibility to make sure resources are used wisely to carry out the mission of the organization. An effective nonprofit board should determine the mission of the organization, establish management policies and procedures, assure that adequate human and financial resources are available, and actively monitor the organization’s allocation of resources to effectively and efficiently fulfill its mission.

    Nonprofits should have executive leadership which carries out the day to day operations of the organization, ensures financial and organizational sustainability, and provides adequate information to the board of directors.

    Topics covered include:

    • Leadership and Governance
    • Leadership and Operational Management
    • Cultural Competency/Diversity/Inclusion

    Learning objectives for this session include:

    1. Provide an overview of the Standards for Excellence® and how they benefit nonprofits
    2. Learn best practices within specific functions (specifically regarding session 2: Leadership – Board, Staff and Volunteers) to educate your staff and board regarding their roles and responsibilities to achieve excellence
    3. Assess your current practice within each functional area (specifically regarding session 2: Leadership – Board, Staff and Volunteers) and identify practical and easily-implemented strategies to improve your operations

    Executive Directors, Board Chairs, and emerging leaders are encouraged to attend all six sessions.

    This particular session is appropriate for Executive Directors, Board Chairs, Personnel Committee Chairs, Human Resource staff and Volunteer Coordinators.

    • Wednesday, May 16, 2018
    • 9:00 AM - 10:30 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    About the series...

    The Standards for Excellence® provide a framework for achieving a well-managed and responsibly governed organization. The Standards® build upon the legal foundations of nonprofit management, governance, and operations and provide an outstanding step-by-step guide to achieving excellence within your nonprofit. These guidelines consist of 6 principles, which are described in-depth during 6 individual sessions:

    • Session 1, January 17, 2018: Mission, Strategy and Evaluation
    • Session 2, March 21, 2018: Leadership - Board, Staff and Volunteers
    • Session 3, May 16, 2018: Legal Compliance and Ethics
    • Session 4, July 18, 2018: Finance and Operations
    • Session 5, September 19, 2018: Resource Development
    • Session 6, November 21, 2018: Public Awareness, Engagement and Advocacy

    Each session includes an overview of The Standards®; a self-assessment to determine how well your organization is performing; a list of the policies that an organization should have in place; and examples of those policies and best practices that your organization should follow related to each topic area. These sessions will be highly interactive and will offer the opportunity for participants to share information and ask questions. Attendance at all sessions is not required, but encouraged.

    About Session 3: Legal Compliance and Ethics...

    Join The Nonprofit Partnership and Strategy Solutions for the third installment of the "Getting to Know the Standards for Excellence®” series: Legal Compliance and Ethics on Wednesday, May 16, 2018 from 9:00 to 10:30 AM.

    This workshop provides an overview of the Standards for Excellence® with a specific focus on Legal Compliance and Ethics.

    Nonprofits enjoy the public’s trust, and therefore must comply with a diverse array of legal and regulatory requirements. One of the leadership’s fundamental responsibilities is to ensure that the organization governs and operates itself in an ethical and legal manner. Fostering a culture of exemplary conduct is one of the most effective means of developing internal and external trust as well as preventing misconduct. Moreover, to honor the trust that the public has given them, nonprofits have an obligation to go beyond legal requirements and embrace the highest ethical practices. Nonprofit board, staff, and volunteers must act in the best interest of the organization, rather than in furtherance of personal interests or the interests of third parties. A nonprofit should have policies in place, and should routinely and systematically implement those policies, to prevent actual, or perceived, conflicts of interest.

    Topics covered include:

    1. Maintaining Legal Compliance
    2. Required Public Disclosures
    3. Reporting Misconduct and Whistleblower Protection
    4. Conflicts of Interest
    5. Ethics

    Learning objectives for this session include:

    1. Provide an overview of the Standards for Excellence® and how they benefit nonprofits
    2. Learn best practices within specific functions (specifically regarding session 3: Legal Compliance and Ethics) to educate your staff and board regarding their roles and responsibilities to achieve excellence
    3. Assess your current practice within each functional area (specifically regarding session 3: Legal Compliance and Ethics) and identify practical and easily-implemented strategies to improve your operations

    Executive Directors, Board Chairs, and emerging leaders are encouraged to attend all six sessions.

    This particular session is appropriate for Executive Directors, Board Chairs, Audit or Compliance Committee Chairs and Quality or Compliance staff.

    • Wednesday, July 18, 2018
    • 9:00 AM - 10:30 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    About the series...

    The Standards for Excellence® provide a framework for achieving a well-managed and responsibly governed organization. The Standards® build upon the legal foundations of nonprofit management, governance, and operations and provide an outstanding step-by-step guide to achieving excellence within your nonprofit. These guidelines consist of 6 principles, which are described in-depth during 6 individual sessions:

    • Session 1, January 17, 2018: Mission, Strategy and Evaluation
    • Session 2, March 21, 2018: Leadership - Board, Staff and Volunteers
    • Session 3, May 16, 2018: Legal Compliance and Ethics
    • Session 4, July 18, 2018: Finance and Operations
    • Session 5, September 19, 2018: Resource Development
    • Session 6, November 21, 2018: Public Awareness, Engagement and Advocacy

    Each session includes an overview of The Standards®; a self-assessment to determine how well your organization is performing; a list of the policies that an organization should have in place; and examples of those policies and best practices that your organization should follow related to each topic area. These sessions will be highly interactive and will offer the opportunity for participants to share information and ask questions. Attendance at all sessions is not required, but encouraged.

    About Session 4: Finance and Operations...

    Join The Nonprofit Partnership and Strategy Solutions for the fourth installment of the "Getting to Know the Standards for Excellence®” series: Finance and Operations on Wednesday, July 18, 2018 from 9:00 to 10:30 AM.

    This workshop provides an overview of the Standards for Excellence® with a specific focus on Finance and Operations.

    In order to fulfill their missions most effectively, nonprofits must have sound financial and operational systems in place and should ensure that accurate records are kept. The organization’s financial and non-financial resources must be used in furtherance of tax-exempt purposes. Organizations should conduct periodic reviews to address accuracy and transparency of financial and operational reporting, in addition to establishing safeguards to protect the integrity of the reporting systems.

    Topics covered include:

    • Financial Budgeting, Reporting, and Monitoring
    • Internal Controls and Financial Policies
    • Personnel Policies
    • Administrative Policies
    • Risk Management and Insurance

    Learning objectives for this session include:

    1. Provide an overview of the Standards for Excellence® and how they benefit nonprofits
    2. Learn best practices within specific functions (specifically regarding session 4: Finance and Operations) to educate your staff and board regarding their roles and responsibilities to achieve excellence
    3. Assess your current practice within each functional area (specifically regarding session 4: Finance and Operations) and identify practical and easily-implemented strategies to improve your operations

    Executive Directors, Board Chairs, and emerging leaders are encouraged to attend all six sessions.

    This particular session is appropriate for Executive Directors, Board Chairs, Treasurers/Finance Committee Chairs, CFOs and Finance staff.

    • Wednesday, September 19, 2018
    • 9:00 AM - 10:30 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    About the series...

    The Standards for Excellence® provide a framework for achieving a well-managed and responsibly governed organization. The Standards® build upon the legal foundations of nonprofit management, governance, and operations and provide an outstanding step-by-step guide to achieving excellence within your nonprofit. These guidelines consist of 6 principles, which are described in-depth during 6 individual sessions:

    • Session 1, January 17, 2018: Mission, Strategy and Evaluation
    • Session 2, March 21, 2018: Leadership - Board, Staff and Volunteers
    • Session 3, May 16, 2018: Legal Compliance and Ethics
    • Session 4, July 18, 2018: Finance and Operations
    • Session 5, September 19, 2018: Resource Development
    • Session 6, November 21, 2018: Public Awareness, Engagement and Advocacy

    Each session includes an overview of The Standards®; a self-assessment to determine how well your organization is performing; a list of the policies that an organization should have in place; and examples of those policies and best practices that your organization should follow related to each topic area. These sessions will be highly interactive and will offer the opportunity for participants to share information and ask questions. Attendance at all sessions is not required, but encouraged.

    About Session 5: Resource Development...

    Join The Nonprofit Partnership and Strategy Solutions for the fifth installment of the "Getting to Know the Standards for Excellence®” series: Resource Development on Wednesday, September 19, 2018 from 9:00 to 10:30 AM.

    This workshop provides an overview of the Standards for Excellence® with a specific focus on Resource Development.

    The responsibility for resource development is shared an organization’s board and staff. Nonprofit organizations depend on an array of sources of financial support. An organization’s resource development program should be maintained on a foundation of truthfulness and responsible stewardship. Its resource development policies should be consistent with its mission, compatible with its organizational capacity, and respectful of the interests of donors, prospective donors, and others providing resources to the organization.

    Topics covered include:

    • Resource Plans
    • Sources of Income
    • Fundraising Activities
    • Donor Relationships and Privacy
    • Acceptance of Gifts
    • Fundraising on Behalf of the Organization

    Learning objectives for this session include:

    1. Provide an overview of the Standards for Excellence® and how they benefit nonprofits
    2. Learn best practices within specific functions (specifically regarding session 5: Resource Development) to educate your staff and board regarding their roles and responsibilities to achieve excellence
    3. Assess your current practice within each functional area (specifically regarding session 5: Resource Development) and identify practical and easily-implemented strategies to improve your operations

    Executive Directors, Board Chairs, and emerging leaders are encouraged to attend all six sessions.

    This particular session is appropriate for Executive Directors, Board Chairs, Development Committee Chairs, Development Directors and Fund Development staff.

    • Wednesday, November 21, 2018
    • 9:00 AM - 10:30 AM
    • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502
    Register

    About the series...

    The Standards for Excellence® provide a framework for achieving a well-managed and responsibly governed organization. The Standards® build upon the legal foundations of nonprofit management, governance, and operations and provide an outstanding step-by-step guide to achieving excellence within your nonprofit. These guidelines consist of 6 principles, which are described in-depth during 6 individual sessions:

    • Session 1, January 17, 2018: Mission, Strategy and Evaluation
    • Session 2, March 21, 2018: Leadership - Board, Staff and Volunteers
    • Session 3, May 16, 2018: Legal Compliance and Ethics
    • Session 4, July 18, 2018: Finance and Operations
    • Session 5, September 19, 2018: Resource Development
    • Session 6, November 21, 2018: Public Awareness, Engagement and Advocacy

    Each session includes an overview of The Standards®; a self-assessment to determine how well your organization is performing; a list of the policies that an organization should have in place; and examples of those policies and best practices that your organization should follow related to each topic area. These sessions will be highly interactive and will offer the opportunity for participants to share information and ask questions. Attendance at all sessions is not required, but encouraged.

    About Session 6: Public Awareness, Engagement and Advocacy...

    Join The Nonprofit Partnership and Strategy Solutions for the sixth installment of the "Getting to Know the Standards for Excellence®” series: Public Awareness, Engagement and Advocacy on Wednesday, November 21, 2018 from 9:00 to 10:30 AM.

    This workshop provides an overview of the Standards for Excellence® with a specific focus on Public Awareness, Engagement and Advocacy.

    Nonprofits should represent the interests of the people they serve through public education and public policy advocacy, as well as by encouraging board members, staff, volunteers, and stakeholders to participate in the public affairs of the community. When appropriate to advance the organization’s mission, nonprofits should engage in promoting public participation in community affairs and elections. As such, they should communicate in an effective manner to educate, inform and engage the public.

    Topics covered include:

    • Educating and Engaging the Public
    • Advancing the Mission Through Public Policy and Advocacy
    • Engaging in Lobbying and Political Activity

    Learning objectives for this session include:

    1. Provide an overview of the Standards for Excellence® and how they benefit nonprofits
    2. Learn best practices within specific functions (specifically regarding session 6: Public Awareness, Engagement and Advocacy) to educate your staff and board regarding their roles and responsibilities to achieve excellence
    3. Assess your current practice within each functional area (specifically regarding session 6: Public Awareness, Engagement and Advocacy) and identify practical and easily-implemented strategies to improve your operations

    Executive Directors, Board Chairs, and emerging leaders are encouraged to attend all six sessions.

    This particular session is appropriate for Executive Directors, Board Chairs, Marketing or Community Relations Committee Chairs, Marketing, Outreach and Advocacy staff.

The Nonprofit Partnership - The Susan Hirt Hagen Center for Transformational Philanthropy, 609 Walnut St., Erie, PA 16502

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