Fund Development & Marketing

Ash Shepherd, Nonprofit Technology Consultant, NAO/TACS

April 20, 2010
8:00 am - 12:00 pm

Event Description

With the recent surge in popularity and use of social media in the nonprofit sector, it is easy to become overwhelmed and forget about or neglect other online communication efforts. At the same time, with the addition of these new tools it is more important than ever to coordinate the various efforts of your online communication to ensure mission focus.

Learn about:

• Online communication strategy development
• Nonprofit website best practices
• Social media basics for nonprofits
• E-marketing best practices
• Monitoring and metrics

Join NAO/TACS Technology Consultant Ash Shepherd for a good look at best practices for the various areas of an overall online communication strategy—and how to keep them connected. Learn how to identify and avoid common mistakes and take away simple tips and tricks that will quickly improve the effectiveness of your organization's online communication strategy.

About the Presenter

Ash Shepherd has worked in the nonprofit sector for over 11 years in the areas of technology, conservation, social work, and youth programming. As Technology Consultant, he assists organizations with social media, website design, and e-marketing, and answers roughly 400 technology related inquiries per year through our Nonprofit Helpline.

Cost

First Participant: $85.00 (76.50 for NAO nonprofit members)
Additional Participants: $50.00 (must be from same organization)

Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Serbu Center, Carmichael Room
2727 Martin Luther King, Jr. Blvd.
Eugene, Oregon 97401
Onsite parking is available

Lead Sponsor

Additional support provided by The Chambers Family Foundation.

Rick Levine, Grant Writer, Trainer, and Consultant
Kit Gillem, Program Officer, M.J. Murdock Charitable Trust

June 2, 2010
8:00 am - 4:00 pm

Event Description

Join Rick Levine, one of the Northwest's most expert grantwriters, and Kit Gillem, Program Officer of the M.J. Murdock Charitable Trust, to learn what foundation and corporate grant makers expect of experienced grant writers. In this competitive grant-seeking climate, it is more important than ever to have well-targeted and finely crafted proposals. Receive direct feedback about your proposals while working in small groups with a staff person of a major regional funder.

The proposal reviewers will include:

• Jeff Anderson, The Oregon Community Foundation
• Eric Jones, Meyer Memorial Trust
• Jan Kennedy, M.J. Murdock Charitable Trust
• Louis King, Spirit Mountain Community Fund
• Cindy Knowles, Collins Foundation

You will also get to meet some of the major foundation trustees who make the final decisions on your proposals and learn how and why they make their funding decisions. We'll talk with them directly about how their priorities and expectations change in tough economic times.

The trustee panel will include:

• Debbie Craig, Meyer Memorial Trust
• Sho Dozono, Spirit Mountain Community Fund
• Julie Vigeland, The Jackson Foundation

Don't miss this opportunity to:

• See your proposal through funders' eyes
• Engage in small group discussions with regional program officers
• Hear trustee perspectives on grants decisions
• Build relationships through personal interactions
• Sharpen your writing skills

Preparation

Bring eight copies from a two-page summary of a current or recent grant proposal. This narrative description should completely describe your program. If the writing sample is for a funder with specific requirements, please reformat the information so that all aspects of the project/program are covered. Foundation representatives have asked that participants view this as a learning opportunity, and suggest that people not bring material that has already been highly successful.

Audience

This workshop is designed specifically for experienced grant writers who have written at least three proposals.

Cost: $165.00
NAO Members: $148.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place Parking Garage on NW Station Way

Rick Levine, Grant Writer, Trainer and Consultant

April 8, 2010
8:30 am - 4:00 pm

Learn:

• What makes a "grantable" idea
• Funder types and interests
• How to frame your proposal so it will get the most positive response
• Strategies to identify potential funders and build relationships with them
• Project and organizational factors that most influence grant decisions
• How to write an effective proposal

Rick Levine, one of the Northwest's most expert grant writers, will guide you through the ins and outs of grant research, proposal development, and funder relationships. This workshop presents a panel of foundation funders who will weigh in on how to compete most effectively in this highly competitive grant-seeking climate. You'll learn strategies that give your applications an edge, and gain a deeper understanding of the latest trends and changing foundation and corporation philanthropic priorities and interests.

Foundation Panel:

• Michele Goodman, Executive Director, J.W. & H. M. Goodman Foundation
• Megan Schumaker, Senior Administrative Officer for Grants/Scholarships, The Oregon Community Foundation
• Kim Thomas, Program Officer, Meyer Memorial Trust

Also, don't miss this special opportunity to hear directly from Craig McPherson, author of the Oregon Foundation DataBook, as he shares the best funder search techniques and the latest on the big new funders. See below for a special offer on the newly released 10th edition of the Databook.

Who Should Attend

Foundation and Corporate Grant Strategies is designed to provide grant seekers with solid basics for grant research and proposal writing, as well as to update and inspire experienced grant seekers.

Cost: $165.00
NAO Members: $148.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place Parking Garage on NW Station Way

Special Offer

Participants receive a 10% discount on all pre-orders of the newly released Oregon Foundation DataBook, 10th edition. When registering online, select the book ($135) or the book and software ($180). We'll reserve a book for you to pay for and pick up at the event.

Nonprofit members of the the Nonprofit Association of Oregon (NAO), receive a 20% discount ($120 book, $160 book and software). Reserve your book when you register and you can pick it up and pay for it at the event. Learn more about NAO or find out if your organization is a member.

Comments from Past Participants

“I was very impressed both with our instructor and with my fellow attendees. All too often, workshops lack focus or simply don't provide the meaningful knowledge that I am seeking. Neither of these was the case for this workshop. If this was characteristic of all TACS workshops, my only suggestion would be to keep it up.”

“So excited to start applying for some grants! This was the BEST class I've taken at TACS to date! So much information that is valuable...very helpful to us as a brand new nonprofit! Our board is scheduled to develop a strategic plan...I'm looking forward to the follow-up class.”

“Rick was antastic at giving relevant information and always eager to hear feedback and questions from us. I really enjoyed the workshop as well as got a lot out of it. It motivated and inspired me to seek out grants.”

Carolyn Campbell, Founder of Core Source Coaching

December 9, 2009
8:30 am - 4:00 pm
Registration includes continental breakfast and lunch

Event Description

In this action-oriented workshop, explore ways to achieve community engagement using clear, confident, and focused communication strategies. Learn about core principles, approaches, and no or low cost tools involved in effective engagement to expand your reach and enhance your impact.

Designed for nonprofits and social entrepreneurs, this workshop will address how to:

• Build powerful community and donor relationships
• Expand your reach through engaging messages and outreach
• Gain the visibility critical to your viability in this challenging economy
• Use powerful stories to raise awareness of your mission, and inspire support
• Enhance your presence on the web, in the media, and with your supporters

The Presenter

Carolyn Campbell, founder of Core Source Coaching, is known for her powerful community-focused marketing and co-creative leadership. She has worked with business associations, global nonprofit organizations and national arts councils to help leaders express their vision in a way that will have greater impact. In a fun, dynamic way, she pushes leaders to trust AND act on their unique approach to bringing their vision to life -with powerful results. Her message: stop trying to sell, advance your mission and build a powerful community of support.

Cost: $150.00
NAO Members: $135.00 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.
Hillsboro Arts and Culture Organizations: $135.00 Thanks to the Hillsboro Arts & Culture Council that also offers Professional Development Scholarships that may be used towards admission.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

Points awarded in Category 1.B – Education of the CFRE International application for certification.

Rick Levine, Grant Writer, Trainer, and Consultant

Barbara Gibbs, Program Director, Meyer Memorial Trust

November 12, 2009
8:00 am - 4:00 pm
Registration includes continental breakfast and lunch

Event Description

Join Rick Levine, one of the most senior grantwriters in the Northwest, and Barbara Gibbs, Program Director at Meyer Memorial Trust, to learn what foundation and corporate grant makers expect of experienced grant writers. In this competitive grant seeking climate, it is more important than ever to have well-targeted and finely crafted proposals. Receive direct feedback about your proposals while working in small groups with a staff person of a major regional funder.

The proposal reviewers will include:

• Shelley Hanson and Louis King, Spirit Mountain Community Fund
• Paul Reich, Meyer Memorial Trust
• Jeff Anderson, Oregon Community Foundation
• Glen Friedman, Hoover Family Foundation
• Jan Kennedy, MJ Murdock Charitable Trust

You will also get to meet some of the major foundation trustees who make the final decisions on your proposals and learn how and why they make their funding decisions. We'll talk with them directly about how their priorities and expectations change in tough economic times.

The trustee panel will include:

• John Castles, MJ Murdock Charitable Trust
• Julie Vigeland, Wessinger Foundation and Jackson Foundation
• Jim Meyer, Northwest Health Foundation

Don't miss this opportunity to:

• See your proposal through funders' eyes
• Engage in small group discussions with regional program officers
• Hear trustee perspectives on grants decisions
• Build relationships through personal interactions
• Sharpen your writing skills

Preparation

Bring eight (8) copies from a two-page summary of a current or recent grant proposal. This narrative description should completely describe your program. If the writing sample is for a funder with specific requirements, please re-format the information so that all aspects of the project/program are covered. Foundation representatives have asked that participants view this as a learning opportunity, and suggest that people not bring material that has already been highly successful.

Using this material, you will join experienced peers and leading grant makers for feedback about your strategy and presentation. You will learn to recognize the strengths of  your work and spot bad habits, including weakly presented material and unfounded assumptions. Come away with new skills to increase the likelihood of getting your proposals funded.

Audience

This workshop is designed specifically for experienced grant writers who have written at least three proposals that led to funding.

Cost: $165.00
NAO Members: $148.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

Points awarded in Category 1.B – Education of the CFRE International application for certification.

Rick Levine, Grant Writer, Trainer, and Consultant

October 22 and October 23, 2009
8:30 am - 4:00 pm
Registration includes continental breakfast and lunch

Event Description

Learn:

• What makes a "grantable" idea
• Funder types and interests
• How to frame your proposal so it will get the most positive response
• Strategies to identify potential funders and build relationships with them
• Project and organizational factors that most influence grant decisions
• How to write an effective proposal

Rick Levine, one of the most senior grantwriters in the Northwest, will guide you through the ins and outs of grant research, proposal development, and funder relationships. You will learn strategies that give your applications an edge in this difficult and highly competitive grant seeking climate. This workshop will present two panels, one of corporate funders, and one of foundation funders who will weigh in on how to compete most effectively in this environment. You will gain a deeper understanding of the latest trends and changing foundation and corporation philanthropic priorities and interests.

Corporate Panel:

• Tracy Dannen, Kaiser Permanente Northwest
• Bernie Kronberger, Wells Fargo Bank
• Janet Rash, Intel Corporation

Foundation Panel:

• Michele Goodman, The J.W. & H.M. Goodman Foundation
• Megan Schumaker, The Oregon Community Foundation
• Candy Solovjovs, Meyer Memorial Trust

Who Should Attend

Foundation and Corporate Grant Strategies is designed to provide novice grant seekers with solid basics for grant research and proposal writing, as well as to update and inspire experienced grant seekers.

Cost: $295.00
NAO Nonprofit Members: $265.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Registration includes continental breakfast and lunch.

Applicable for  points awarded in Category 1.B – Education of the CFRE International application for certification.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

Michael Wells, CFRE, Grants Northwest

September 30, 2009
8:30 am - 4:00 pm
Registration includes continental breakfast and lunch

Event Description

Is your organization ready to enter a new realm of grant seeking? Federal grants typically require longer, more detailed proposals and have much shorter deadlines than foundation and corporate grants. Plus, federal grant-speak is a unique language, and many federal opportunities focus on your response to pre-defined goals and methods. Find out how to read between the lines and evaluate your chances of success in securing federal dollars. Information on how to identify and respond to this year’s federal stimulus programs (ARRA) will be explored, as well.

If you have some grants experience and are considering seeking federal funding, this workshop is for you! Join Michael Wells, one of Oregon's most successful federal grants consultants, and learn how to find the federal programs that match your mission. Understand how the federal granting process works, learn how to navigate the confusing application process, and develop strategies for preparing high scoring proposals.

Learn how to:

• Research federal grant opportunities
• Submit winning responses to federal RFPs
• Use the federal online application system on www.grants.gov
• Complete required federal forms
• Prepare budget info for federal application

The Presenter

Michael Wells, CFRE, GPC owns the consulting firm Grants Northwest and teaches grantwriting at the Institute for Nonprofit Management at Portland State University. For over 30 years, Michael has worked with nonprofits as staff, volunteer, board member, and consultant, and has helped them raise over $50 million.

Who Should Attend

This workshop assumes you have experience with writing foundation or other grant proposals. It will not cover the beginning basics of grant development, but will focus on what's different about federal government grants.

Cost: $165.00
NAO Nonprofit Members: $148.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

Barbara Harrington, Founding Partner, The Sponsorship Network

July 23, 2009
8:30 am - 4:00 pm

Registration includes continental breakfast and lunch

Event Description

Even in a lean economy, companies continue to advertise. Starbucks announced the layoff of thousands of employees one week after launching its national "I'm In" sponsorship campaign with nonprofit HandsOn Network. This sponsorship coincided with the last presidential inauguration. The message: Visit participating locations January 21 - 25, pledge to donate five hours of service to your community, and receive a free tall brewed coffee.

Sponsorships with nonprofit organizations are powerful marketing tools for corporations. Sales are up because sponsorships outperform traditional advertising. However, to be successful in sponsorship sales, nonprofits need clear ethical standards, a thorough understanding of the benefits corporations really crave, and a way to deliver that information to marketing decision-makers.

This workshop is appropriate for any size organization and is not limited to special event sponsorships. Join Barbara to discuss top local companies and what they really desire from nonprofit partnerships. National sponsorships will also be explored.

This fast-paced, practical presentation will address:

• Powerful Ideas for Increasing Sales in a Lean Economy
• Sponsorship and Ethics - Drafting a Statement of Excellence
• Building Connections in the Electronic Era
• Motivating Decision - Makers with Effective Proposals (print & electronic)
• Inspiring and Educating Your Board
• Valuing Benefits and Pricing Packages Competitively
• Excellent Case Studies that Drive Sales for the Sponsor
• Sponsorship Terminology - Glossary of Latest Lingo

Barbara's insights into sponsorship programs are highlighted in a recent Sponsorship Q & A she had with TACS.

The Presenter

Barbara Harrington established Sponsorship Network in 1992. As a founding partner, she has created and implemented ethical sponsorship programs for clients nationwide. Her programs include Fore Hope in Cleveland, The Spirituals Project in Denver, and The Love Ride with Jay Leno in Los Angeles. Barbara works closely with clients - in all size markets - to create ethical sponsorship programs that deliver results to the organization as well as drive sales for corporate decision makers. Her innovative benefits and accurate assessment of sponsorship values have lead to dramatic success for her clients. Barbara has published two sponsorship books, The Essence of Sponsorship and Advance Sponsorship Sales that draw upon her vast sales and marketing experience. Full bio: www.sponsorshipnetwork.com

Testimonials from a recent program with Sponsorship Network

"Barbara Harrington is the Suze Orman of Sponsorships! High energy, practical ideas and generous with her expertise." Monica Strobel, Transportation Solutions of Denver

"I left with several 'Power Ideas.' Workshop was excellent in every way!" Susie Hotz, Anti-Defamation League

"Program far surpassed expectations!" Eleanor Glover, Denver Public Library

"Speakers knowledge and energy were terrific. Excellent take home materials!" Eric Lazzari, Metro Denver Sports Commission

Cost: $150.00
NAO Members: $135.00
Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209

Congratulations to the winners of two "Sponsorship Makeovers" with Barbara Harrington, Chas Martin of The Natural Step Network and Doug Taylor of United Cerebral Palsy!

Kim Klein, Fundraising Consultant and Author

October 8, 2009
8:30 am - 4:00 pm

Event Description

Don’t miss this must-attend training with award-winning author, internationally-known fundraising consultant and founder of the Grassroots Fundraising Journal, Kim Klein!

The world of fundraising seems to be more complicated than ever. How can you create reliable income streams when the world around you changes quickly and sometimes catastrophically? In this powerful workshop, Kim Klein will provide an overview of what is really happening in fundraising. You will learn what needs to be in place to weather almost all circumstances; how to set up and maintain a disciplined and systematic fundraising program that is predictable and manageable; how to ask for money in person; and how to find new donors without spending a fortune.

This workshop is especially designed for organizations with budgets under $1,000,000 and will be most helpful for those engaged in advocacy, community organizing, and social change.

The Presenter

Kim Klein is internationally known as a fundraising trainer and consultant. She is the author of four fund development books including Fundraising for Social Change and Fundraising in Times of Crisis. She founded The Grassroots Fundraising Journal in 1981 and was its publisher for 25 years. Currently, Kim is a lecturer at the Haas School of Business at the University of California, and is a principal at Klein & Roth Consulting. Widely in demand as a speaker, Kim has provided training and consulting in 20 countries and all fifty states. She is a provocative and entertaining presenter as well as a skilled facilitator.

Cost: $165.00 - General
NAO Nonprofit Members: $148.50
Learn more about the Nonprofit Association of Oregon (NAO)

Location

World Forestry Center
Miller Hall
4033 SW Canyon Rd.
Portland, Oregon 97221