Posts tagged organizational operations
Finance Workshops: Oversight, Planning and Management

COO hosted a series of two workshops to learn tools and practices around financial planning and sustainability. These workshops offered case studies on how organizations are using financial information and long-range planning to make strategic decisions about their visionary work, and offered tools and strategies to create financially sustainable and health organizations.

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Fiscal Sponsorship workshop

This workshop focuses on basic fundamentals of what fiscal sponsorship is - including a particular focus on exploring how to best support youth-led groups who are interested in being fiscally sponsored and working with youth-driven projects.This panel included, youth and community leaders who have had successful experiences as a fiscal sponsor and/or as a fiscally sponsored group and what contributed to a healthy relationship.

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Workshop: Financial Oversight Skills for Directors

Financial Oversight is an important part of leading an organization – we need good financial information and tools to make sound strategic decisions about our work. In this workshop, Amy Michael and Sarah Tran discuss how organization leaders approach financial oversight. They share some tools and practices you can use at your own organization to check in on your own financial oversight. Recorded March 8, 2022

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Capital Campaign Readiness and Organizational Capacity workshop

In this workshop trainers do a deep dive into capital campaign readiness and the importance of organizational capacity for effective capital campaign fundraising. Regardless of where you are on your campaign journey, if you know a capital campaign is on the horizon, taking steps now to build out your fundraising capacity is critical to your organization’s long-term success.

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COO Learning Community workshop: Capital Campaigns 101

This workshop provides a high-level overview of capital campaign fundraising concepts and terms including campaign feasibility study, prospect research, gift pyramids, and other fundraising activities within the context of a capital campaign. Also included is a review typical capital campaign timelines and using a community-centric fundraising lens, an exploration of fundraising strategies that can leverage broader support for an organization’s vision and mission by centering on a shared vision for the future.

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Fundraising and Campaign Development workshop recording and tools

Hear about what goes into envisioning, planning, and carrying out a communication plan for fundraising and capital campaigns. Explore what networks are important and how to find and build relationships with crucial partners while keeping your community centered and connected through the process.

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