What Challenges Are You Facing with Planned Giving?
Additional Information
Whether you are a one-person office or part of a larger staffed development team, whether you are trying to get planned giving as part of your fundraising, or you have a program that you’d like to be more robust, or your program is humming along nicely, please Zoom in to take part in a conversation with Nancy Baker about planned giving. If we share our challenges and how we are dealing with them now or have overcome them in the past, we can all learn from one another. The NM Planned Giving Roundtable was created to be a resource for our northern NM nonprofit community.
Contact
Have any questions?
We are here to help. Call us at 505.988.9715 to learn more.
Your Power to Innovate Social Change
with Trish Lopez
Are you willing to expose your vulnerability to make change happen?
Using Surveys: A General Discussion & Sharing of Experiences
with Nancy Baker
Whether you’ve used surveys, considered using them, or just want to learn more, this session is for you.
Preparing for Your Nonprofit’s Annual Independent Audit
with Mary Beth Kuderik, CPA
The annual independent audit is a significant investment of your time and resources. The independent auditor’s report is a key source of assurance to your leadership, Board, regulators, and donors. This workshop will offer practical insights and tools for an optimal audit experience. We’ll focus on understanding the audit’s purpose, gathering the records you will need, managing the audit process, understanding the role of the Board, clarifying the audit report, resolving audit findings, and evaluating the audit firm.