Leveraging Your Nonprofit’s Funds
Details
About the event
Learn how changing your organization’s approach to managing funds can help maximize resources. This practical workshop shows you how to make your money work harder while maintaining prudent stewardship of your resources.
Additional Information
This event is part of the Learning Hub program On the Ground. The Santa Fe Community Foundation proudly offers the Learning Hub as an educational space for nonprofit board, executive directors, staff members, and donors. Each year, the Hub offers dozens of events, workshops, and learning circles that promote leadership, skill building, and peer-supported growth.
In this two-hour session, you'll learn strategies for effective fund management beyond basic checking accounts. We'll explore:
- Smart options for managing operating reserves
- Working with your bank to ensure cash flow when you are waiting to receive a grant
- Different short and long-term investments, that may help you put your money to work for your organization
Ideal for:
- Board treasurers
- Executive Directors
- Finance committee members
- Development Directors managing endowments
Note: This workshop provides general information about financial management strategies. It does not constitute investment advice. Organizations should consult with qualified financial advisors for specific investment decisions.
Meet the people leading the conversation
Drew Tulchin
Drew Tulchin
Drew Tulchin has over 30 years of professional experience with mission-driven organizations. He has helped raise more than $400 million and counting with nonprofits, for-profits, foundations, and governments in Indian Country, in New Mexico, throughout the US, and internationally. For more information on Drew and Upspring, check out www.upspringassociates.com.
Meet the people leading the conversation
Meet the people leading the conversation
Drew Tulchin
Drew Tulchin
Drew Tulchin has over 30 years of professional experience with mission-driven organizations. He has helped raise more than $400 million and counting with nonprofits, for-profits, foundations, and governments in Indian Country, in New Mexico, throughout the US, and internationally. For more information on Drew and Upspring, check out www.upspringassociates.com.
Creating a Planned Giving Program
This program is presented in partnership with the Taos Community Foundation.
Curious about planned giving but not sure where to start? This introductory session demystifies planned gifts and helps you understand if your organization is ready to begin accepting legacy donations.
Racial Healing and Renewal Program: BIPOC Cohort - Session One
Understanding Nonprofit Life Cycles
This session is all about understanding where your organization fits in the nonprofit life cycle. Using Judith Sharken Simon’s framework, we’ll identify the five stages nonprofits move through, discuss the unique hurdles at each phase, and share actionable tips for moving forward. You’ll leave with a clearer sense of what’s normal, what’s next, and how to support your team through each transition.
