Fee: Free. Click here to register.

Find out the answers to the most frequently asked questions about researching individual donors. If you've been trying to find information on prospective individual donors you’ve probably discovered that the process can be more difficult than researching institutional grantmakers.
     • How can you compile a list of potential donors?
     • What strategies should you use to research the individuals on your list?
     • What kind of information is relevant? What free information sources are available on the Web?
     • What ethical standards must be applied when finding out information about individuals?

This free session will show you how to use Internet and library resources to help answer these questions and more.

Fee: $65. Click here to register. 

Development assessments (or “development audits”) are crucial whenever an agency is contemplating significant changes (especially leadership or development staffing), wants to kick start a new fundraising effort or wants to inject new life into a development program that is stuck. A good assessment will identify current strengths and challenges in your agency’s fundraising program and make specific, practical recommendations for moving forward with increased effectiveness and success.

Learning Outcomes

At the conclusion of this workshop, participants will:
      • Be able to decide if their agency would benefit from a development audit.
      • Understand the options for conducting an audit.
      • Know how to get the most out of the experience.
      • Have tips for doing it yourself or choosing a consultant or firm to do the evaluation
      • Take away a sample table of contents from typical development audits.

Presenters:     
Cheryl A. Clarke, JD is a fundraising consultant, trainer and author. She works with nonprofit organizations to improve their fundraising capacity. She is the author of Storytelling for Grantseekers: The Creative Guide to Nonprofit Fundraising and the co-author of Grant Proposal Makeover: Transform Your Request from No to Yes. She has a BSJ from Northwestern University and a JD from the University of San Francisco School of Law.

Susan Fox, CFRE has worked as an independent fundraising consultant to non-profit organizations since 1980 and has held the designation of Certified Fund Raising Executive since 1995. She specializes in providing training for clients in major gifts, annual fund, capital and planned giving campaigns. She also provides services in grantwriting, appeal letter writing and general fundraising strategies. Susan frequently leads workshops on fundraising throughout the United States and Mexico and has been an instructor at UC Berkeley Extension, the University of San Francisco and the University of Montana. Together with her colleague Cheryl A. Clarke, Susan wrote a book on proposal writing. Grant Proposal Makeover: Transform Your Request from No to Yes was published by Jossey-Bass.

Fee: $85, includes light dinner and materials.  Click here to register.

This is the board training you’ve been waiting for!  It is designed specifically for potential and current board members who:
  • have never served on a board or
  • have never had formal training on the basics of good governance or
  • could use a refresher

In three hours, participants will learn the roles and responsibilities of the board as a governing body, the difference between the work of the board and the work of individual board members, the differences between board and staff functions, and some practical tips and tools that will help board members serve their agencies more effectively.

Our approach is based on best practices that are common to highly functioning boards, all drawn from the work of several of the field’s best thinkers and consultants: BoardSource, McKinsey & Co,’s Institute for the Nonprofit Sector, Jim Collins (From Good to Great), Richard Chait (Governance as Leadership), and Jude Kaye, nationally respected author, trainer, and consultant.  You will also get the benefit of the experience of The CBO Center’s senior staff who have trained and consulted with hundreds of boards and board members over the past two decades.

Workshop attendees will receive a free one hour board development consultation to be used within six months of participation.

Leyna Bernstein is Director of Programs at the CBO Center, where she oversees professional development and technical assistance services and programs for the over 8,000 social sector organizations in the East Bay.

Previous positions include Program Director at the Center for Volunteer and Nonprofit Leadership of Marin, and Director of Consulting Services at The Management Center, a San Francisco-based nonprofit resource center serving all of Northern California.  She has also provided consulting and training services to nonprofit organizations through her own firm, Bernstein & Associates. Before transitioning into the social sector, Ms. Bernstein spent over a decade as a human resources executive with The Nature Company, The Gap and Smith & Hawken.  Her work focused on translating socially responsible missions and values into organizational practices, policies and procedures.

Ms. Bernstein has taught and lectured throughout the Bay Area and beyond on nonprofit management and governance. Her consulting work focuses on nonprofit board excellence, executive transitions, and staff/board relations. She is the author of “Best Practices: The Model Employee Handbook for California Nonprofits” and “Creating Your Employee Handbook: A How-To Kit for Nonprofits”, both published by Josey-Bass.