February Professional Development | Why a Gift Acceptance Policy Saves Embarrassment and Reduces Confusion The recording of this program is available HERE. The slides for this program are available for download HERE.   Every not for profit no matter what its size needs a gift acceptance policy. Why? To protect you from having to receive gifts you don't want (are there such things???? Yes!!!) and to ensure the donor is aware of your organization's values. Our Zoom session will cover such topics as what are our organizations' blues? How do I discover them and who codifies them? What is an example [...]

January Professional Development | Prospect Research The recording of this program is available via YouTube HERE. The slides for this presentation are available for download HERE. Despite what the big vendors may want you to believe, basic prospect research can be done on a budget of absolutely nothing at all. Prospect research relies on information that is by definition public, and there’s more of it than you might realize! In this session, we’ll go step-by-step through a basic prospect profile template to learn about freely available resources to fill in each area. Bring your Google-fu, your curiosity, [...]

September Professional Development | Crypto Philanthropy The recording of this presentation is available HERE. The slides for this presentation are available HERE. With the massive surge in valuations over the last few years, cryptocurrency is gaining popularity among a rapidly growing number of investors who hope to cash in on its phenomenal growth. As cryptocurrency assets rise, many investors are opting to donate crypto to reduce their tax burden. In this session, we will: 1. Decode what cryptocurrency and blockchain technology is 2. Discuss why crypto donations matter to your organization 3. Outline steps that will prepare [...]