How to Develop Planned and Progressive Giving Programs

THIS IS A RECAP OF A PAST EVENT – PLEASE JOIN OUR MAILING LIST TO LEARN ABOUT UPCOMING EVENTS

Do you have a way to accept securities as a part of your giving program?

Linda Sutkin and Chris Brathwaite from the William Blair Company presented on this and more at our “How to Develop a Planned and Progressive Giving Program” on October 17th.

Planned and Progressive Giving programs are key to creating sustainable nonprofit organizations whether your organization’s budget is $100,000 or $1 million. This event hosted at the Sudbury Foundation was an informative and interactive seminar with experts in the field of nonprofit asset and wealth management.

Topics discussed:

How to stay ahead of the curve
Tax policy – the good, the bad and the ugly
How to implement a best practices program with limited resources
Top 10 steps in developing an effective P&PG program

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April 2024

3 12:00 pm: Volunteer Action Nonprofit Network (VANN) 12:00 pm – 1:00 pm April 3, 2024 Wednesday 12:00-1:00 pm Virtual: Affinity Group These monthly VANN (Volunteer Action Nonprofit Network) meetings are designed for Volunteer Program leaders who are building, implementing, or managing volunteer programs. These gatherings are a chance to share issues, exchange ideas, discuss challenges and strategies and support each other. Each meeting will have a volunteer topic focus based on the needs and interests of the group. Meeting facilitator: Leah Parker-Moldover, Executive Director at MWNN Click here to register

10 12:00 pm: Focus Group for Past Certificate Participants 12:00 pm – 1:00 pm April 10, 2024 Calling all past participants from the first three years of the MWNN/FSU Certificate in Nonprofit Management program! We want your input to help us continue to grow and improve this program. Please note -- this program is for past participants. If you are interested in applying to the 2024 program, there will be an info session on 5/22 (register here). RSVP HERE

17 12:00 pm: Lone Rangers 12:00 pm – 1:00 pm April 17, 2024 The “Lone Rangers” brings together nonprofit leaders from a diverse mix of single-staffed or small-staffed organizations in a casual, yet confidential, environment to share issues and exchange ideas. The result is a unique peer learning experience. It’s a perfect opportunity for you to ask questions, share information and strategies, and network and support one another! Meeting facilitators: Sarah Baldiga, Executive Director at Rise Above Leah Parker-Moldover, Executive Director at MWNN Click here to register Register and you will receive reminders and the zoom link for each monthly meeting. If you have any questions, please feel free to email and reach out for more information: [email protected]

24 12:00 pm: Lunch and Learn: Dignity in Food Choice 12:00 pm – 1:00 pm April 24, 2024 Description: Join us for a lunch and learn panel discussion on cultivating positive, respectful, culturally appropriate food access experiences. Our panelists will help us consider the importance of fresh, diverse, and local options; the challenges around donations vs demand; and resources and strategies that help navigate this critical community engagement. Register here.

26 9:00 am: Workshop: Empowering Community Voices and Amplifying Diverse Stories: a Workshop with Stellar Story Company 9:00 am – 4:00 pm April 26, 2024 TITLE: Empowering Community Voices and Amplifying Diverse Stories DESCRIPTION: Join Stellar Story Company for an immersive in-person workshop and learn how to develop effective nonprofit stories that reflect your community, connect with audiences, and foster more welcoming and inclusive spaces. Storytelling is one of the most valuable skills for any nonprofit professional and an important vehicle for honoring and empowering diverse voices in your community. In this fun, interactive workshop: Learn the most essential elements of any compelling story and how to apply them across all communication channels. Explore how storytelling advances diversity, equity, and inclusion goals within your organization and the broader community; Discover how to engage diverse voices thoughtfully and avoid exploitation or unintentional harm. Deepen your connections with fellow nonprofit professionals through exchanging personal stories related to culture, identity, and belonging. PRESENTERS Cheryl Hamilton has devoted her career to advancing more inclusive communities and storytelling. As the founder and Executive director of Stellar Story Company, Cheryl brings more than 20 years of experience directing local and national nonprofit programs serving refugee and immigrant populations. She is also the creator and director of Suitcase Stories, a program that features stories of global migration. Cheryl has coached over 1000 people from 80 countries to tell their stories. A Colombian native, Lorena Hernández Leonard is a storyteller, writer, and story coach and instructor with Stellar Story Company. Lorena is a Latinx culture expert with 20 years of experience in the marketing and communications industry. She’s the creator of Gritty Girl, a project that highlights immigrant stories and galvanizes BIPOC women to build resilience and grit. She has appeared on Stories From the Stage and is currently working on a memoir about her experiences growing up during the Colombian drug war and migrating to the United States. Please save the date and check back for more details and a registration link soon! We hope you will join us as Stellar Story Company provides this immersive in-person workshop unlocking the potential of storytelling to honor and empower diverse voices in your organization and community. We are deeply grateful for the support of the Sudbury Foundation in funding this workshop and helping us bring this content to the MWNN community. Please email us at [email protected] for more information.