Nonprofit Trainings

Nonprofit trainings promote good governance. All trainings will be held at Grouse Mountain Lodge. Enjoy coffee and pastry while conversing on important nonprofit issues, learning about good governance, and discussing best practices for nonprofits.

DUE TO THE COVID-19 CRISIS, WE WILL BE HOLDING VIRTUAL WORKSHOPS UNTIL FURTHER NOTICE. IF YOU HAVE ANY QUESTIONS, PLEASE EMAIL CONTACT@WHITEFISHCOMMUNITYFOUNDATION.ORG

2021 Nonprofit Trainings

11
FEB

Financial Policies 101

11
MAR

Treasurer Boot camp

8
APRL

Is the board governing?

13
MAY

CREATING AND BUILDING A MONTHLY GIVING PROGRAM

Financial policies 101


  • Nonprofit Development Program
  • Presented by Daria Perez
    February 11, 2021
    10:30 A.M. – Noon
    Virtual lunch to follow

Follow along and create a financial policy for your organization in real time at this Zoom workshop. Registrants will receive a template to build a complete financial policy tailored to their organization during the interactive session. We will provide a template ahead of time based on details about your organization that you provide to us. Learn all about financial policies, including why they are necessary and how to implement and administer a financial policy to protect your board, staff, and volunteers.

CREATING AND BUILDING A MONTHLY GIVING PROGRAM


  • Nonprofit Development Program
  • Presented by Chany Ockert, CFRE
    May 13, 2021
    10:30 – Noon
    Virtual lunch to follow

Monthly giving provides a stable source of contributed income, grows loyalty among donors, and creates a greater engagement into the mission you serve. This workshop will define the benefits of a monthly giving program, outline the structure and logistics to maintain the program, and describe the messaging to attract and grow the number of monthly givers.

Chany Ockert has worked in the nonprofit sector across various fields, and founded her consulting practice in 2007. Specializing in adapting fundraising best practices to optimize fund development, she was awarded the Certified Fund Raising Executive (CFRE) designation in 2016. In 2019, Chany obtained the Certificate of Nonprofit Board Consulting from BoardSource, the recognized leader in nonprofit Board leadership.

TREASURER BOOT CAMP


  • Nonprofit Development Program
  • Presented by Daria Perez
    March 11, 2021
    10:30 A.M. – Noon
    Virtual lunch to follow

Geared specifically towards treasurers, but helpful for any board member or executive director. We will detail the board treasurer’s role and responsibilities for oversight as well as reviewing, understanding and presenting financial statements.

Is the Board Governing


  • Nonprofit Development Program
  • Presented by Ned Cooney, Facilitator/Consultant
    April 8, 2021
    10:30 A.M. – Noon
    Virtual lunch to follow

We often talk about Board Governance because governing should be the central focus of every board, but what does it mean to “govern” an organization? How is that different from “running” or “managing” an organization?

As board members and staff continue to evolve, so do the organizations they serve. Regular self-examination and a common set of expectations are crucial to determine if the board has inadvertently shifted its focus away from the core task of every board; governance. During this session, Ned will introduce a framework to understand the work of the board, questions to ask as the organization evolves, and ways to encourage the board to engage in the right things.

Ned Cooney brings a unique combination of perspectives to his lectures, with experience as a grant-maker and grant-seeker; volunteer, staff, and board member in a variety of organizations; as well as an educator and consultant in organizational and academic settings. He is a former Board Chair of the Montana Nonprofit Association and has served as a member of MNA’s Nonprofit Public Policy Council since its start in 2006.

The Whitefish Community Foundation nonprofit training programs are sponsored by:

Dennis & Phyllis Washington Foundation Logo

All attendees can enter their favorite nonprofit for a chance to win a $250 Instant Grant!

One instant grant will be awarded at each session.

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Winter 2020 Newsletter

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