Tag: 2017

2022-2023 Nonprofit Training Program

2022-2023 Nonprofit Training Program

Posted on by David Izraelevitz

Registration is encouraged on a per-organization basis. Each organization may bring up to three people to help drive home the learning and encourage continued conversation upon returning to the office. Board members, staff, and volunteers are all welcome.

Cost: registration is $50 per organization (up to three participants) per session or all three sessions for $125. Individual registration is at the same rate ($50/session or $125 for package of three).

Questions? Send an email to info@losalamoscf.org

Title:  Building Systems: Development and Marketing for Nonprofits, by Albuquerque Community Foundation and New Mexico Community Trust
Date:  Tuesday, October 25, 2022
Time:  9:30 am – 11:30 am
Location: UNM-LA Student Services Auditorium (Building 2, Room 230)
Register here: COMPLETED
Presenters: Juaquin Moya, Vice President of Philanthropic Advising; Kate Leung, Donor Development Senior Associate; Denise Nava Wyrick, Marketing and Communications Director; Clarissa Earl, Communications and Events Associate.

Description: Staff from Albuquerque Community Foundation and New Mexico Community Trust will work with participants to think intentionally and develop plans for growing their systems for marketing and fundraising. We will share tips from our years in philanthropy and our personal experiences working with and for nonprofits, and provide structure for organizations to have discussions about their internal strengths and areas for improvement. The session will include some brief networking time and is intended to be a resource for all those serving our New Mexico communities.

Title: Nonprofit Governance and Meeting Management: Practical Advice for Boards
Date:  Tuesday, January 24, 2023
Time:  9:00 am – 11:00 am
Location: UNM-LA Student Services Auditorium (Building 2, Room 230)
Register here: losalamoscf.org/ticket
Presenters: David Izraelevitz, Los Alamos Community Foundation Board Chair and J. Robert Oppenheimer Memorial Committee Vice-Chair; Sara Scott, First Born Los Alamos Board Vice-Chair. Both David and Sara have extensive experience serving in leadership on local boards and commissions, including as Los Alamos County Councilors.


Description: Involvement in a board of directors can be either, or even at the same time, a rewarding activity or a frustrating one. Board member responsibilities may be ill-defined and meetings ineffectual or inconclusive, or alternatively, participating in a board may result in the satisfaction of contributing to the direction and impact of a worthwhile organization.We will discuss the basics of board governance, including differences between policy and operational roles, fiduciary and other board responsibilities, and related topics. We will provide practical advice on making roles and responsibilities clearly defined and applied. We will also discuss the bane of boards – the board meeting. There are ways to make board meetings more efficient and effective; Robert’s Rules are just a means to desired ends, and we will concentrate on the product rather than parliamentary minutiae while providing advice on how to structure and participate in meetings that get the job done.

Title: Internal Financial Controls for Nonprofits: Viable Solutions that are Easily Applied
Date: Wednesday, February 22, 2023
Time:  9:00 am – 11:00 am
Location:  UNM-LA Student Services Auditorium (Building 2, Room 230)
Register here: losalamoscf.org/ticket
Presenter: Chris Daniels, CEO, The Family YMCA

Description: Geared toward nonprofit boards and staff, this session will focus on protecting the value of the organization’s reputation. Even the slightest of fraud events can be devastating to your organization’s standing as a trusted steward of donor contributions and grant funds. We will examine real world examples of fraud, discuss lapses in financial management, and present simple steps that can be taken to protect funds from fraud in both the real and virtual worlds. Many organizations have few or no professional staff, thus limiting their ability to implement extensive financial controls; but it is essential to have some basic financial policies and procedures in place.

The LACF Nonprofit Training Program is made possible in part through the support
of the Diane Warther Soran Endowment for Community Programs.

2021-2022 Nonprofit Training Program

Posted on by David Izraelevitz

Title:  Creating Financial Visuals for Your Nonprofit
Date:  Wednesday, October 13, 2021
Time:  9:00am – 12:00pm MT
Structure:  Virtual
Cost: $50 per organization
Register here: COMPLETE
Presenter:  Frank R. Lopez  

Description:  Every nonprofit leader uses financial information in making decisions. Both staff and board leaders review financial statements on a regular basis.This interactive workshop will guide nonprofit leaders to develop graphs and charts to make your financials standout. Whether using these visual financials for internal purposes (such as board meetings) or external purposes (such as applying for a grant), being able to present your organization’s financial information more clearly and effectively will allow your audiences to gain a better understanding of your work. The workshop will also provide ideas on how to develop helpful cash flow analysis charts, and other data charts, as a tool to better serve your organization. Templates will be provided, and attendees will have the opportunity to create their own financial visuals during the workshop.

Bio:  Frank is the Executive Director of New Mexico Association of Grantmakers. He has over 25 years working with businesses and nonprofit organizations, including three years with the WK Kellogg Foundation as the Director of New Mexico Programs. The depth of his experience, however, comes from his work as an executive director, providing capacity building to a myriad of organizations. His expertise includes collective impact, social enterprise, strategic planning, nonprofit governance and taxation, leadership, board development, DEI and fund development. He has a BBA in Accounting from the University of Texas at Austin, a J.D. from the University of California at Berkeley School of Law, and he is licensed to practice law in Texas and California.

Title:  Diversity Equity and Inclusion Practices for Nonprofit Organizations: A Community Conversation
Date:  Thursday, January 20, 2022
Time:  9:00am – 10:30am MT
Structure:  Virtual
Cost: Free (advance registration required)
Register here: COMPLETE
Presenter: Ian Esquibel and local nonprofit leaders

Description:  Diversity, equity, and inclusion are inherently interrelated, but are also distinct concepts.  DEI matters in the workplace, especially in New Mexico where we have many diverse populations, and our work often involves community engagement that will impact diverse communities. This is an interactive workshop designed to help you assess where your organization is within its diversity, equity and inclusion work, and to help you chart a path for where your organization would like to go. Everyone has a unique experience when it comes to DEI. There are no perfect answers or responses. This session is intended to open the door for future exploration, conversations, and learning.

Bio:  Ian Esquibel is an Albuquerque-based consultant who brings rich professional experience in the philanthropic and nonprofit sectors, specializing in community-based, cross-sector, and cross-functional facilitation and planning. A native New Mexican and graduate of Arizona State University, he went on to earn his MBA from the University of New Mexico with a concentration in nonprofit management to better support social service organizations. Prior to consulting, he served at the helm of the New Mexico Learning Alliance, an organization created to support dialogue on education issues at both the local and state levels by working in partnership with local community organizations and networks of education reformers.

Title:  HR Policies, Hybrid Work, and Technology – Oh My!
Date:  Tuesday, March 15, 2022
Structure:  Virtual (may be adjusted to hybrid if appropriate)
Cost: $50 per organization
Register here: COMPLETE
Presenter:  Kari Sutton  

Description:  Technology is increasingly woven into our lives and the day-to-day of business. This session will explore the intersection of technology and HR. How can organizations effectively manage teleworking employees? How do you design policies to account for employees working on organizational devices or personal devices? How can you modernize your HR-related recordkeeping, and keep documents with sensitive personnel information digitally secure? This class is geared towards those who manage operations and use of technology within their organization, as well any leaders of organizations with remote or hybrid employees.

Bio:  Kari Sutton started Living Room HR to support nonprofits and small businesses with their human resources needs. She specializes in the employee experience from onboarding through offboarding, including process and policy design, change management, and employee engagement. Kari’s entire career has been spent working with small businesses and nonprofits – as an intern, employee, volunteer, and as a vendor. She has worked in HR since 2015.

Facilitated by:

formerly the New Mexico Association of Grantmakers

Sponsored By:

 

2020-2021 Nonprofit Training Program

Posted on by David Izraelevitz

2020-2021 Nonprofit Training Program

During our 2020-2021 session, LACF and United Way of Northern New Mexico are partnering to offer local nonprofits three in-depth training workshops designed to build organizational capacity in the wake of the pandemic.  Each workshop will be held virtually and will be approximately three hours long (including discussion, breakout sessions and breaks).   Nonprofits are encouraged to send 2-3 participants to each workshop, including senior staff and/or board members.  Tickets are $50 per organization per workshop.  A discounted package deal is available which includes access to all three sessions for $100.   Nonprofits will leave each workshop with an immediately usable, measurable action plan.  Included in the ticket price is access to a follow up session which will be held 4-6 weeks after the workshop, designed to keep each organization on track to accomplish its plan.  Workshops will be facilitated by the Center for Nonprofit Excellence.

2020-21 Workshops

Purchase a discounted package deal for access to all three workshops here: https://alamos.fcsuite.com/erp/donate/list/event?event_date_id=1399

Community Services and Community Engagement
Thursday, October 15, 2020 9:00am – 12:00pm Register here: https://alamos.fcsuite.com/erp/donate/list/event?event_date_id=1396
This session will help your organization re-examine how it serves its constituents and communities, both in the time of COVID and in looking ahead to a new normal. Focus areas include: strengthening service delivery; increasing outreach, impact, and engagement with your nonprofit clients; examining your diversity, equity and inclusion practices; managing and developing your volunteers; and measuring and assessing the impact of your services.

Fund Development and Sustainability
Thursday, January 14, 2021 9:00am – 12:00pm Register here: https://alamos.fcsuite.com/erp/donate/list/event?event_date_id=1397
This workshop will provide your organization with a pathway to diversifying funding sources and building successful sustainability practices. It will include an overview of various types of funding including grants, fundraising events, donor cultivation, recurring giving programs, and revenue generating initiatives. This session will help your organization examine which fund-development initiatives best fit your goals, and will explore how to undertake these programs during the time of COVID and into the new normal. There will also be discussion on mergers and the value of collaboration for shared services.

Board Development and Strategic Planning
Thursday, April 8, 2021 9:00am – 12:00pm Register here: https://alamos.fcsuite.com/erp/donate/list/event?event_date_id=1398
The success of any organization begins with a strong board. And successfully navigating your organization’s mission in a post-pandemic era begins with a strong plan. This workshop will offer key lessons of what constitutes a high-functioning, impactful board, including use of an assessment tool to provide a baseline understanding of where your organization is today. It then dives into strategic planning to help guide your organization to where it wants to go. Additionally, key fundamentals will be addressed such as review of mission and vision, the relationship between board and executive director, and the duty of care. 

Press Release: Marketing and Communications Workshop

Posted on by David Izraelevitz

[Los Alamos]—  Los Alamos Community Foundation will offer the next in-depth training workshop to help local nonprofits build their capacity in core areas in 2019-2020.

Is your non-profit organization looking to set or reset its marketing and communications plan? The Los Alamos Community Foundation, in partnership with The Center for Nonprofit Excellence, offers an in-depth workshop on Marketing and Communications, Wednesday, January 22, from 9:00am – 12:30pm at UNM-Los Alamos. This workshop will examine your organization’s current marketing and communications practices to ensure that they align with your mission and goals. You will develop an action plan with strategies that will build support for your work and grow your audience. 
 
LACF recommends attendance by 2-3 staff members of your organization (including staff and/or board members). Your organization will leave the workshop with an immediately usable, measurable action plan. This workshop will be facilitated by The Center For Nonprofit Excellence and will be based on the New Mexico Nonprofit Principles & Practices Guide. The cost is $25 per person and includes lunch. Register here , or by going to www.losalamoscf.org .

About the Los Alamos Community Foundation: Established in 2015, the focus of the Los Alamos Community Foundation is to improve the quality of life in our community by inspiring, facilitating and supporting enduring philanthropy, and building the capacity and success of our local nonprofit organizations. The Los Alamos Community Foundation currently stewards seven local endowment funds and total assets of more than $350,000. For more information about the Los Alamos Community Foundation, visit www.losalamoscf.org.

Press Release: Non-Profit Training Program Announced

Posted on by David Izraelevitz

[Los Alamos]—  Los Alamos Community Foundation will offer three in-depth training workshops to help local nonprofits build their capacity in core areas in 2019-2020.

Each session will be approximately three hours long and is ideal for a 2-3 member team comprised of both staff and board members per organization.  Nonprofits will leave each workshop with an immediately usable, measurable action plan. The 2019-20 Nonprofit Training Program is underwritten by generous support from the Con Alma Health Foundation and the University of New Mexico-Los Alamos.

The Details:

Workshops will be facilitated by the Center for Nonprofit Excellence, and will be based on the New Mexico Nonprofit Principles & Practices Guide.  New this year is a fee of $25 per person per event, which will include the cost of lunch. Registering for all three sessions reduces the cost to $20 per person per event. 

Register online at https://alamos.fcsuite.com/erp/donate/list/ticket (choose the “2019-20 LACF Workshop Package Deal” to sign up for all three sessions at the discounted rate.)

2019-20 Nonprofit Training Program:

Board Development
Wednesday, October 23, 2019
9:00 am – 12:30pm
Advance your fundamentals for Board Development with this in-depth workshop, building on the goals your organization set at the LACF Annual Conference (May 2019), or starting fresh. This session will look at key board responsibilities, expectations, and best practices, with a focus on identifying and tackling your organization’s biggest challenge(s) around board development. Ideal for senior staff and board members. Workshop will be facilitated by CNPE-affiliated consultant Annie Sanchez of Mariposa Strategies.

Marketing & Communications
Wednesday, January 22, 2019
9:00am – 12:30pm
Re-examine your organization’s current marketing and communications practices to ensure that they align with your mission and goals. Develop an action plan with strategies that will build support for your work and grow your audience. Workshop will be facilitated by Larry Alei and Kira Luna with the Center for Nonprofit Excellence (CNPE).

Fundraising
Wednesday, April 22, 2019
9:00am – 12:30pm
Evaluate your organization’s current fundraising practices. Identify and set targeted metrics that will advance your mission and align with your strategic plan. Ideal for staff and board members.      

About the Los Alamos Community Foundation:  Established in 2015, the focus of the Los Alamos Community Foundation is to improve the quality of life in our community by inspiring, facilitating and supporting enduring philanthropy, and building the capacity and success of our local nonprofit organizations. The Los Alamos Community Foundation currently stewards six local endowment funds and total assets of more than $295,500. For more information about the Los Alamos Community Foundation, visit www.losalamoscf.org. 

2019-2020 Nonprofit Training Program

Posted on by David Izraelevitz

2019 – 2020 Nonprofit Training Program
Board Development, Marketing/Communications, Fundraising
UNM-Los Alamos, Los Alamos, NM

This year, LACF will offer three in-depth training workshops to help local nonprofits build their capacity in core areas. Each session will be approximately three hours long, and ideally will be attended by 2-3 members per organization (including staff and/or board members). Nonprofits will leave each workshop with an immediately usable, measurable action plan.

The Details

Workshops will be facilitated by the Center for Nonprofit Excellence, and will be based on the New Mexico Nonprofit Principles & Practices Guide.  New this year is a fee of $25 per person per event, which will include the cost of lunch. Registering for all three sessions reduces the cost to $20 per person per event.  

Register here.  (And choose the “2019-20 LACF Workshop Package Deal” to sign up for all three sessions at the discounted rate.)

2019-20 Nonprofit Training Program

Board Development 
Wednesday, October 23, 2019
9:00am – 12:30pm
Advance your fundamentals for Board Development with this in-depth workshop, building on the goals your organization set at the LACF Annual Conference (May 2019), or starting fresh. This session will look at key board responsibilities, expectations, and best practices, with a focus on identifying and tackling your organization’s biggest challenge(s) around board development. 

Marketing & Communications
Wednesday, January 22, 2019
9:00am – 12:30pm
Re-examine your organization’s current marketing and communications practices to ensure that they align with your mission and goals. Develop an action plan with strategies that will build support for your work and grow your audience. 

Fundraising
Wednesday, April 22, 2019
9:00am – 12:30pm
Evaluate your organization’s current fundraising practices. Identify and set targeted metrics that will advance your mission and align with your strategic plan.

The 2019-20 Nonprofit Training Program is underwritten by generous support from:

2019 Annual Conference for Nonprofits

Posted on by David Izraelevitz

Annual Conference for Nonprofits
Clarifying and Enhancing Board of Director Roles
May 10, 2019
Location:  UNM-LA, Building 2, Room 230

<!– Laura's Original Announcement of the Conference: Handouts: How an Idea Becomes a County Service Working in Partnership – LAPS Collaboration Workbook Collaboration Action Plan Collaboration Checklist Sample MOU Sample MOA An increasing number of nonprofit organizations are discovering the benefits of forming collaborative associations with peer organizations, government and quasi-government entities, and grantor organizations. These collaborations often require development of clearly written agreements which can sometimes be simple and other times quite complex. Join us Friday, April 28, 2017, at a no-cost conference and workshop to learn the benefits and process of developing effective agreements that not only help your nonprofit achieve its mission but also build trusting relationships that efficiently deploy limited resources. Practicing the Art of Working Together: Public/Private and Peer Partnerships Friday, April 28, 2017 8:00 AM – 2:30 PM* Wallace Hall (UNM-LA, Building 5) WHO SHOULD ATTEND? Does your nonprofit •    receive or plan to receive grants, including future grants by Los Alamos Community Foundation? •    receive in-kind donations?  (For example, donated office space or bookkeeping, design, or other donated services.) •    provide government-supported activities or services?  (For example, health care, recreation or sport activities, management services, or other support services.) Executive directors, staff, board members, and dedicated volunteers for 501(c)(3) organizations located in Los Alamos County, or providing services to residents within Los Alamos County, are all welcome and encouraged to attend. 2017 Annual Conference GroupworkWHAT YOU WILL LEARN When and why is a written agreement needed? What is the difference between a MOU, MOA, and contract? How to choose? How are agreements structured? What should an agreement contain? How can agreements be negotiated in a manner that builds trusting and effective collaborations? The conference will be facilitated by Mark D. Bennett of Decision Resources, Inc. Presenters from Los Alamos National Laboratory, Los Alamos Public Schools and Los Alamos County will discuss collaborative partnerships. There will also be opportunities to network and discover new common areas for collaboration with peer organizations. Working breakfast and lunch, catered by Secret City Kitchen, will be provided compliments of LACF and United Way Northern New Mexico. *Optional tours may take place beginning at 2:30 PM. RSVP no later than Monday, April 17 to Laura.Crotzer@losalamoscf.org. Seating is limited. This conference is jointly sponsored by Los Alamos Community Foundation in partnership with United Way of Northern New Mexico.  Special thanks to the LANL Foundation for funding support and the University of New Mexico – Los Alamos for providing space for the conference. End of Laura’s Original Announcement of the Conference –>

The Los Alamos Community Foundation invites you to attend its 2019 Annual Conference for Nonprofits. Our theme this year will be on the topic of Board Development.  This session will be held on Friday, May 10, 2019 at UNM-LA (Lecture hall, room 230, building 2) from 8:30am – 1:00pm, and will include breakfast and lunch. 

RSVP here if you are able to attend. (Bring a board member with you!)

https://alamos.fcsuite.com/erp/donate/list/event?event_date_id=1033

Description:

Could your organization use help clarifying and enhancing the role of your Board of Directors? Join us to learn key board responsibilities, expectations, and best practices, with a focus on financial oversight.

Learning Objectives

  • Learn the governance and financial management responsibilities of board members.
  • Identify legally required and recommended standard practices for nonprofit Boards of Directors.
  • Create a board development action plan using the New Mexico Nonprofit Principles and Practices Companion Workbook.
  • Review board recruitment and development resources available in New Mexico.

Your Board of Directors is responsible for providing overall leadership and strategic direction for the organization. This workshop will help board members and executive directors get a clear perspective on what that looks like in practice. The workshop will begin with an overview of the governance and financial management responsibilities of board members, including legal requirements and recommended standard practices. The second half of the workshop will have nonprofits creating an action plan to identify, prioritize, and achieve your board development goals.  Using the New Mexico Nonprofit Principles & Practices Guide as a learning tool, workshop participants will think through specific topics such as board member giving requirements, board orientation, board chair responsibilities and policy and accountability. 

The Los Alamos Community Foundation will provide attendees with their own copy of the New Mexico Nonprofit Principles & Practices Guide and companion workbook ($50 value).  One per organization.

Networking Lunch Session

Stay for lunch to network with our event facilitators (Larry Alei and Kira Luna with the Center for Nonprofit Excellence) and representatives from two fantastic New Mexico-based organizations (Building Beloved Communities and The Grants Collective) that might be able to help you with your work! 

Bonnie Chavez, President, Building Beloved Communities.  Building Beloved Communities provides fee-for-service solutions and resources for non-profits.  Organizations of any size can hire BBC to manage any project, no matter how big or small. A cost-effective way to take something off your plate and get more done in the day! 

Robert Nelson, Program Manager, The Grants Collective. The Grants Collective builds grant seeking capacity of New Mexico nonprofit organizations so that they are better resourced to achieve their charitable and social missions. 

The 2019 Annual Conference for Nonprofits is made possible with generous support from:

2018 Annual Conference for Nonprofits

Posted on by David Izraelevitz

Annual Conference for Nonprofits
Sharing our Vision: Getting the Community Involved
April 20, 2018
Location:  UNM-LA, Building 2, Room 230

 

 

Agenda

8:30 – 9:00am                    Light breakfast and Sign-in

9:00 – 10:00am                 Session I: Why Branding Matters to Nonprofits, Jim Glover and Marianne Tenenbaum, The Idea Group of Santa Fe 

  • Branding “Jeopardy”: You’re already a branding expert
  • Branding 101: Why branding is essential to your mission
  • Discoveries Brand Overview: Benefiting from the new Los Alamos community brand

10:00 – 11:15am            Session II: Ways to Enhance Your Nonprofit Brand, Jim Glover and Marianne Tenenbaum, The Idea Group of Santa Fe    

  • Putting Brands on the Couch: Real-time  branding and marketing strategies and tactics
  • Aha Moments Challenge: Ways to cultivate curiosity and aha moments for your nonprofit

11:15 – 12:00pm               Networking Lunch

  • Network with attendees and presenters
  • Lunch provided

12:00 – 1:00pm                 Session III: The Changing Face of Grantmaking, Cathy Frey, Executive Director,  New Mexico Association of Grantmakers

  • Results of 2017-18 state-wide study on philanthropy
  • How this impacts your fundraising strategies

1:00 – 1:15pm                    Transition to Breakout Sessions

1:15 – 2:15pm                    Session IV:  Breakout Sessions (choose 1)

  •  Internal Controls, Chris Daniels, Finance Director, Los Alamos Family YMCA
    • Viable solutions that are easy to apply
  •  Press Releases and Community Reporting,  Carol Clark, Publisher, Bonnie Gordon, Artistic Director, Los Alamos Daily Post
    • Harnessing the Power of the Media

2:15 – 3:15pm                 Session V:  LACF and United Way of Northern New Mexico

  • Updates on each organization from new  executive director of LACF and UWNNM Board Member

The LACF Annual Conference for Nonprofit organizations is sponsored by Los Alamos Community Foundation in partnership with United Way of Northern New Mexico.  Special thanks to the LANL Foundation for funding support and the University of New Mexico – Los Alamos for providing space for the conference.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The LACF Annual Conference for Nonprofit organizations is sponsored by Los Alamos Community Foundation in partnership with United Way of Northern New Mexico.  Special thanks to the LANL Fou

The LACF Annual Conference for Noprofits is jointly sponsored by Los Alamos Community Foundation in partnership with United Way of Northern New Mexico.  Special thanks to the LANL Foundation for funding support and the University of New Mexico – Los Alamos for providing space for the conference.

2017 Annual Conference for Nonprofits

Posted on by David Izraelevitz

2017 Annual Conference PresenterFriday, April 28, 2017: Annual Conference for Nonprofits
Practicing the Art of Working Together: Public/Private and Peer Partnerships – facilitated by Mark D. Bennett, Decision Resources, Inc.

An increasing number of nonprofit organizations are discovering the benefits of forming collaborative associations with peer organizations, government and quasi-government entities, and grantor organizations. These collaborations often require development of clearly written agreements which can sometimes be simple and other times quite complex.

The workshop took place  April 28, 2017, with full-capacity attendance. The benefits and process of developing effective agreements that not only help nonprofits achieve their missions but also build trusting relationships that efficiently deploy limited resources were discussed. Presenters from Los Alamos National Laboratory, Los Alamos Public Schools and Los Alamos County presented information about the purpose, mechanics and success stories of these collaborative partnerships.

Handouts:
How an Idea Becomes a County Service
Working in Partnership – LAPS
Collaboration Workbook
Collaboration Action Plan
Collaboration Checklist
Sample MOU
Sample MOA

This conference was jointly sponsored by Los Alamos Community Foundation in partnership with United Way of Northern New Mexico.  Special thanks to the LANL Foundation for funding support and the University of New Mexico – Los Alamos for providing space for the conference.