Engaging with a Bank/Credit Union for the Best Relationship and Loan Possible
About the event
Nonprofit organizations are similar to businesses in that they need sufficient capital and resources to function. This workshop will provide information for nonprofits about accessing capital and developing a long-term strategy.
Thursday, June 1, 2023 | 9:00 - 11:00 am
Loans are not for everyone, and Drew Tulchin will engage the participants in a learning discussion about what types of loans may be available, identifying whether a loan is appropriate for your institution, and how to access them. Drew will be joined by a banker and credit union professional to bring real world examples of ways to engage and build a sustainable, growing relationship with a financial institution and the professionals that work there.
This event is part of our Learning Hub's Learning Lab Series.
Sliding scale fee for 2023 learning labs
Organizational Budget - Registration Fee
- Organizational Budget Up to 100k - Registration Fee No charge
- Organizational Budget 101-250k - Registration Fee $15
- Organizational Budget 251-500k - Registration Fee $25
- Organizational Budget 501-1M - Registration Fee $35
- Organizational Budget 1-3M - Registration Fee $45
- Organizational Budget 3M+ - Registration Fee $60
*Please note: If you are paying personally (not through your organization’s budget funds), please select the payment level that is most accessible for you, including the no-charge option if helpful. We want it to be easy for you to join us! We also have limited scholarships for current grantees of the Santa Fe Community Foundation, Anchorum, and Nusenda.
About Drew Tulchin
Drew Tulchin holds an MBA with concentrations in Marketing and Finance. He has successfully supported over 100 community-based organizations, including cooperatives, nonprofits and foundations. Drew’s consulting work spans throughout the U.S., to Native American tribes, and in nearly 50 countries worldwide. Past professional activities have shaped his consulting. For Meow Wolf, he served as the first CFO. Since then, he has served as a ‘Fractional CFO’ for start-up companies and nonprofit entities. Drew directed a U.S. economic development organization working with new Americans in Washington DC. As Program Officer for Grameen Foundation, he worked with dozens of organizations on their market studies and business plans to reach five million new customers. He began his career with East Bay Conservation Corps as an AmeriCorps Team Leader and has served as a VISTA for the Alameda County Community Food Bank.
Drew is involved with numerous initiatives for economic development and social investment in the RockyMountain region and nationally. He is the New Mexico contact for Slow Money, has served as Treasurer for a New Mexican green credit union, as well as a Native American CDFI, and is past Co-Chair of the Santa Fe Community Foundation’s Future Santa Fe [Fund]. Drew also writes and blogs regularly on local economies, including for the regional paper, GreenFire Times and Albuquerque Journal.
Interested? Register your spot now!
Have any questions?
We are here to help. Call us at 505.988.9715 to learn more.
BIPOC Leaders Growing Nonprofit Power Together: Nonprofit 101
with Sunshine Muse
Designed for new and aspiring BIPOC nonprofit leaders, this session provides an overview of starting and running a new nonprofit.
Racial Healing and Renewal Cohort: Session 4
with Robert Nelson and Kendra Toth
This four-session program is based on building the capacity for trusting relationships by analyzing our individual identities within the context of the history of oppression. Healing is a revolutionary act. Honoring lessons from elders in the justice movement, it is imperative that we no longer perpetuate the grinding style of activism that replicates the same exploitative practices on our bodies, minds, and hearts. Healing involves stopping the production of social justice and to holistically understand personal proximity to power allows for real healing.
Investment Strategies for Nonprofits of Different Sizes
with Marsie Silvestro and Ross Chaney
We will be joined by Drew Tulchin, a capital raising expert, to talk about ways to raise investment, what types of investment exist and what best fits different organizations. We will also explore the conditions needed to prepare for investing and hear from those who have success stories and lessons learned.