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.
Funder Panel
This program is presented in partnership with the Taos Community Foundation.
Join us for a candid conversation with representatives from foundations serving your community as they share their funding priorities, common pitfalls to avoid, and answer your questions. This program is presented in partnership with the Taos Community Foundation.
Giving USA: Making the Data Work for You
Join us to explore the the newly released Giving USA annual report, the go-to resource for insights on charitable giving in the U.S. Together, we’ll break down the latest stats, discuss emerging trends, and explore how these findings can shape your fundraising strategies. Bring your questions and your experiences. This is a chance to get perspective and fresh ideas from peers facing similar challenges.
Strategic Planning Tools and Tips
This session provides a comprehensive overview of the fundamentals of strategic planning. Participants will acquire practical tools for assessment, goal setting, and implementation planning. In addition to strategic planning, this session emphasizes the importance of strategic thinking and tactical actions.
