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Getting to Know the Standards for Excellence®: Resource Development (5)

  • Wednesday, September 18, 2019
  • 9:00 AM - 10:30 AM
  • The Susan Hirt Hagen Center for Transformational Philanthropy - 609 Walnut St., Erie, PA 16502

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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 16, 2019: Mission, Strategy and Evaluation
  • Session 2, March 20, 2019: Leadership - Board, Staff and Volunteers
  • Session 3, May 15, 2019: Legal Compliance and Ethics
  • Session 4, July 17, 2019: Finance and Operations
  • Session 5, September 18, 2019: Resource Development
  • Session 6, November 20, 2019: 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 18, 2019 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.

Special note for non-member registrations: payment is due at least one day prior to the date of the event. If your invoice is not paid in advance, your registration will be cancelled.

In order to receive registration reimbursement, notice must be received no less than 48 hours prior to the event. 

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

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