Resource Development | Virtual Standards Implementation Series (5 of 6)
Resource Development | Virtual Standards for Excellence Implementation Workshop Series (5 of 6)
Presented by: Standards for Excellence Licensed Consultants Stephanie Cory, CFRE, CAP
Do you want to move your organization to the next level of effectiveness? Would you like to incorporate the latest practices to strengthen your leadership and management and could use some support? Would you like to have the potential of raising more money because donors and funders are confident about the quality of your programs and you have evidence to prove it? Are you feeling like there is something more you could do to promote excellence in your organization?
If your answer to any of these questions is YES, the Virtual Standards for Excellence® Implementation Workshop Series is for you! This session, the fifth of six, covers the fifth Guiding Principle of the Standards for Excellence: Resource Development. We’ll look at things like the elements of a resource development plan, reporting fundraising expenses on the Form 990, controlling the costs of raising money, acceptance of gifts, charitable solicitation registration, and more. We’ll provides lots of tools and resources for putting the information shared into practice, including:
Each session will be interactive, offering opportunities to learn from the wisdom in the room through peer-to-peer sharing. We’ll have large group discussions where you’ll discover useful tips and strategies for applying the Standards in your organization as well as small group discussions using breakout rooms, where you can really dig in to how others’ practices can help you improve your operations (and where you can share promising practices of your own!).
Six Session Series Agenda:
All sessions take place on Wednesdays from 10:00 AM – 12:00 PM EST, except session 3, Leadership Part II and Legal Compliance & Ethics, which will run from 10:00 AM – 12:30 PM EST.
November 2, 2022: Leadership Part 2 (Staff & Volunteers) and Legal Compliance & Ethics (presented by Rosalind Spigel, MSOD, ACC , and Thomas A. Tupitza, Esq.)
November 30, 2022: Resource Development (presented by Stephanie Cory, CFRE, CAP)
Single Login Cost:
Resource Development Web Meeting – $45 for PANO Members | $100 for Not-Yet Members
Full Series (20% Discount) – $216 for PANO Members | $480 for Not-Yet Members
Terms of Participation
Group Screening Cost:
Full Series (20% Discount) – $720 for PANO Members | $1,598 for Not-Yet Members
Terms of Participation
This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at firstname.lastname@example.org to discuss options.
Materials & Login/Call-In Instructions:
Can’t attend? All registrants will receive a recording of the webinar following the live session!
What People Have Said About this Series:
“It was a great series & I learned a lot! My Board actually adopted a Public Policy/Electioneering policy last week & decided to file the IRS election form. Definitely having immediate positive outcomes ?.”
“The information provided during these sessions would be so helpful for any board member, new or seasoned!”
“This workshop should be mandatory for all Governing Board members in a non-profit. I believe all the information presented to us was important and needs to be communicated to all board members.”
“I would highly recommend the accreditation process to any organization in the nonprofit sector looking to maximize their potential. The process is very straightforward, and the staff at PANO are a pleasure to work with!” – Nicolle Schnovel, Co-Executive Director, Berks Connections/Pretrial Services
“The Standards for Excellence seminars have certainly helped us all to improve multiple aspects of our organizations. I didn't have any idea how much I would learn from the process. I think the nonprofit sector in our area has moved up a notch because of the program! With the resources provided, I can focus on the actual programming and service delivery to our constituents. Thank you for such a great learning experience!” Mark Moyer, Executive Director, Setebaid Services
About the Facilitators:
Tish Mogan, Standards for Excellence Director, PANO (Series Moderator)
Tish earned an MBA with concentration in Nonprofit Management from Eastern University. This follows an MA in Theology from St. Bonaventure University and a BA in Mathematics with a minor in education from Gwynedd Mercy College.
Tish brings tremendous amount of experience in the fields of education, nonprofit administration, and business. Her education experience spans secondary through graduate level with previous experience as an adjunct faculty at Eastern University’s MS in Nonprofit Management program. Tish brings professional administration experience in creating and leading integrated strategies to align organizational objectives with key constituencies (investors, students, staff, and communities). Areas of expertise include program development, fundraising, fiscal and legal accountability, policy development, board management, and strengthening ethical cultures in organizations.
Currently, Tish serves on the board of PathStone Corporation. Learn more about Tish here.
Stephanie Cory, CFRE, CAP, Principal, Stephanie Cory Consulting (Session Presenter)
Stephanie has dedicated her career to the nonprofit sector since 2003. She has served as an executive director for a health advocacy organization as well as held development and program management roles for nonprofit organizations serving seniors and people with disabilities. She has also consulted for a variety of educational and arts organizations. Stephanie is an adjunct faculty member for Villanova University’s College of Professional Studies where she teaches a variety of fundraising topics.
Stephanie has been a Certified Fundraising Executive (CFRE) since 2008 and received her designation as a Chartered Advisor in Philanthropy (CAP®) from the American College in 2007. A graduate of the Association of Fundraising Professional’s (AFP) Faculty Training Academy, she has been an AFP Master Trainer since 2010. Stephanie is a Certified Governance Trainer through BoardSource and a licensed consultant through the Standards for Excellence® Institute. She earned bachelor’s and master’s degrees from the University of Southern California. Learn more about Stephanie here.
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