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!
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:
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.
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:
Learning objectives for this session include:
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.
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:
This session is aimed primarily towards Executive Directors and leadership figures.
The level of learning is in between beginner and intermediate.
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:
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.
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.
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!
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:
This session is geared towards people who are interested in starting nonprofits.
The level of learning for this workshop is beginner.
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.
This particular session is appropriate for Executive Directors, Board Chairs, Personnel Committee Chairs, Human Resource staff and Volunteer Coordinators.
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.
This particular session is appropriate for Executive Directors, Board Chairs, Audit or Compliance Committee Chairs and Quality or Compliance staff.
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.
This particular session is appropriate for Executive Directors, Board Chairs, Treasurers/Finance Committee Chairs, CFOs and Finance staff.
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.
This particular session is appropriate for Executive Directors, Board Chairs, Development Committee Chairs, Development Directors and Fund Development staff.
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.
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