Apr
22
Mon
Grant Writing and Fundraising Workshop @ Silicon Valley SCORE
Apr 22 @ 9:30 am – 12:00 pm

This is Part 2 of a 2 part class reserved for Grant Writing Workshop students who participated in the  class on Monday 4/8 or who are taking the course for ceu credits “Nonprofit Resource Development”.  We plan to offer this class again in the Summer.

Starting with Grant writing (first class) this class will provide training for community members, program directors, nonprofit staff and leaders in nonprofit businesses. The focus of this presentation will continue to support nonprofit startups and staff and leadership existing nonprofits. The class is not restricted to those who took Grant Writing Basics

Each participate will bring their completed simplified grant template to class for added support and group writing. The template is modified from the Simplified Grantwriting book by Mary Ann Burke published by Corwin Press. Added grantwriting support will be provided in class through small group networking, peer editing reviews, and through a mock grant review process.

You will learn how to:

  • Write a compelling needs statement to support your program
  • Create broad based goals that support measurable objectives
  • Learn how to build capacity in your organization to leverage funding
  • Create an effective evaluation plan with customized evaluation tools to support your evaluation process
  • Complete a simplified grant program budget
  • Participate in a mock grant review process and score grants for funding

Learning Outcomes

  • How to write a simple grant that describes program needs and services for funding
  • Understand how to create an evaluation tool to measure changes
  • How to complete a simplified grant budget form
  • How to evaluate a grant for funding through a mock review process
  • How to modify a grant for another funder
  • Answer grant management questions

What People are Saying About This Class

  • This simplified process is fun with collaborative partners and can be achieved!

Registration fee is $25 and includes coffee and snacks.

Veterans: Free admission is available for this class.  Click Here for details.

Walk-ins: Walk-in registration is not available for this class.

Be sure to complete registration fully. Print out the ticket and bring it to class as proof of payment or save the confirmation email on your mobile device and bring it with you.

Seating is Limited.  This class begins promptly at 9:30 am so please arrive by 9:15 to sign in and get seated. Please plan to arrive early in case of traffic.

If you have trouble registering, send an email to info@svscore.org

Apr
30
Tue
Local Event Road Map to Entrepreneurship: Build, Buy or Franchise? @ Silicon Valley SCORE
Apr 30 @ 6:30 pm – 8:30 pm

Join us as we break down the realities and opportunities in business/franchise ownership. 

This workshop is for you if you find yourself asking:

  • Would I be happy being in business for myself? 
  • Is now the time for me to make a career change? 
  • What are my viable options? 
  • How do I minimize my risk and optimize my chances for success?
  • What is the realistic cost and time commitment?  

Learning Outcomes:

  • How Small Business Ownership allows you to take control of your future, your earnings and your life.
  • The different ownership options, giving you flexibility and the lifestyle you want.
  • How to diversify your investment portfolio through business ownership.
  • The differences between starting a business from scratch, buying an existing business, and buying a franchise.
  • The reality of creating an asset for your future through a business.
  • The financing options available to you (ie. SBA Loans, Credit Lines, Private Equity, 401K Rollovers, etc.).
  • How to assess the risk involved in business ownership vs. a traditional career path.
Road Map to Entrepreneurship: Build, Buy or Franchise? @ Silicon Valley SCORE
Apr 30 @ 6:30 pm – 8:30 pm

Join us as we break down the realities and opportunities in business/franchise ownership. 

This workshop is for you if you find yourself asking:

  • Would I be happy being in business for myself? 
  • Is now the time for me to make a career change? 
  • What are my viable options? 
  • How do I minimize my risk and optimize my chances for success?
  • What is the realistic cost and time commitment?

Learning Outcomes:

  • How Small Business Ownership allows you to take control of your future, your earnings and your life.
  • The different ownership options, giving you flexibility and the lifestyle you want.
  • How to diversify your investment portfolio through business ownership.
  • The differences between starting a business from scratch, buying an existing business, and buying a franchise.
  • The reality of creating an asset for your future through a business.
  • The financing options available to you (ie. SBA Loans, Credit Lines, Private Equity, 401K Rollovers, etc.).
  • How to assess the risk involved in business ownership vs. a traditional career path.
May
6
Mon
Buying or Selling a Small Business @ Silicon Valley S.C.O.R.E
May 6 @ 6:00 pm – 9:00 pm
 

Learn how to buy the right business cheap….or sell it high!

This is a class for anyone who wants to buy or sell a business and doesn’t know where to start. Two highly experienced business brokers teach this class and they really know their stuff. Anyone who wants to know about evaluating a business’s value or wants to know how to be sure they are buying value should take this class. The course will cover valuation, what kinds of records you need to review and the legal overview of a business transaction.

Should you go to this class?

  • Are you considering buying a new business or thinking about selling your current business?
  • Are you afraid you will pay too much for buying a business?
  • Are you concerned about getting a fair price when selling your existing business?

Learning Outcomes: 

If you are a business owner thinking of selling you will learn …

  • How do you estimate the value of your business?
  • How do you prepare your business to maximize its value?

If you are interested in buying a business you will learn …

  • How can you find a business to purchase?
  • How do you figure out how much is too much to pay for a business?
  • Is buying a franchise for you?
  • What are the advantages and pitfalls of a buying a franchise?
  • Which are “good “franchises” to buy and which ones should you avoid?
  • How can you find business financing and loans?
 
May
15
Wed
Getting Started with Instagram for Your Small Business @ Silicon Valley SCORE
May 15 @ 10:00 am – 12:00 pm

Use Instagram to Grow Your Business

Are you asking: can Instagram really be harnessed for your business or nonprofit? Perhaps you’re not convinced that it works – or you are, but you’re feeling overwhelmed and are not sure how to get started marketing your business with Instagram. In this seminar and workshop, we’ll take a look at Instagram and discuss the benefits of using the platform, what kind of content to create, tips on using photos and videos, and examples of how other organizations are marketing with them. You’ll also get tips on how to use analytics tools to tell if your Instagram activity is working.

After a short lecture, we will dive into the product and get started using Instagram for your business!

Key Topics:

  • Why use social media for your business
  • Creating and curating content
  • The mechanics of the Instagram App
  • What are hashtags and why should I use them?

Learning Outcomes:

  • What Instagram can do for your business
  • How to properly set up your Instagram account
  • How to optimize posts to Instagram
  • How to find pictures on Instagram of your business/product
  • Learn what hashtags are and how they will help your business

Requirements for this class:

  • Bring your smart phone or tablet.  Make sure your device is fully charged and ready to go. Please also bring your charger and an extension cord. Instagram is a mobile app and using a laptop will NOT be adequate for this class.
  • An Instagram account (you don’t need to have it fully set up, just created)
  • When you register you must send us a link to your existing Instagram account. 
  • Due to the limited number of participants for this class, walk-in registration at the door is not available.

Registration Information 

Registration Fee: $45.00

Veterans: Free admission is available for this class.  Click Here for details.

Walk-ins: Walk-in registration is not available for this class.

Be sure to complete registration fully. Print out the ticket and bring it to class as proof of payment or save the confirmation email on your mobile device and bring it with you.

Seating is Limited.  This class begins promptly at 10:00am so please arrive by 9:45 to sign in and get seated.

If you have trouble registering, send an email to info@svscore.org

May
18
Sat
QuickBooks OnLine @ Silicon Valley SCORE
May 18 @ 1:30 pm – 5:30 pm

This QuickBooks Online class helps you to learn this accounting software from ground zero and as you build up your company: how to enter day-to-day transactions and get information you need from it. This is a hands-on class.  Bring your own computer and practice in class. You will find that QBO is basic, intuitive and user friendly.

Key Topics:

  • Set up business
  • Set up chart of account
  • Add Vendors Information
  • Add customers Information
  • Money In
  • Money Out
  • Bank Reconciliation
  • Financial Statements

Learning Outcomes: People who attend this class will learn:

  • You will get back to your business knowing how to handle daily transactions and get information you need at your fingertips.
  • It will save you time in managing your money and help you to make sound business decisions with information you can pull from QBO.
 

What People Are Saying About This Class:

  • “I am now QBO confident.”
  • QBO is user friendly and easy to follow.
  • “This class is really helpful.”

About The Course Instructor:

Ruoyu Loughry

 

Ruoyu Loughry, a CPA, holds MS in Taxation, MBA in Finance, and BA Accounting, plus 30 years experience with numbers.  She is a CPA firm owner, helping people improve profitability in business, reduce tax liability and increase personal wealth. She is a public speaker, teaches QuickBooks, QBO, business accounting and tax, and financial literacy courses.

Ruoyu started using QuickBooks in 1996, helping a client to set up accounting, enter transactions, and prepare financial statements. She has used QuickBooks almost every year from 1996 to the 2018 version. She currently has clients using both desktop and online versions. She is a QBO Certified ProAdvisor.

May
20
Mon
Nonprofit Marketing with Social Media @ Silicon Valley SCORE
May 20 @ 9:30 am – 12:30 pm

Use Social Media to Grow Your Nonprofit

Many small nonprofits are seeking the right strategy to make their marketing efforts as effective as possible. But with so many different marketing activities that they could focus on, they often miss some important marketing activities and they need to know why those activities are so important. By marrying e-mail to a variety of social media platforms, nonprofits can maximize their efforts. This class will focus on the nonprofit sector.

Key Topics:

  • What is social media marketing is and why use it
  • Introduction to social media channels and how to evaluate what’s right for your nonprofit
  • Creating engaging content for social marketing campaigns
  • Balancing social media marketing with email marketing and your other marketing efforts

Learning Outcomes:

  • Learn what the various social media sites can do for your nonprofit and how they interact with each other
  • Learn how to incorporate social media into your business life without losing productivity
  • Know how other businesses are using these low cost tools to gain visibility, develop relationships and drive sales engagement

What People Are Saying About This Class:

  • “Lots of territory covered, great overview”

  • “Great getting started seminar”

  • “Very helpful information and tips”

May
23
Thu
Small Business and Start Up Financing. @ Silicon Valley SCORE
May 23 @ 11:00 am – 1:00 pm

Learn about different methods to finance your business, such as debt, equity, capital investment.

Loans to small businesses are available from different lenders, which will be discussed.  Many small business owners finance their business start up and capital expenses from personal resources; we will review potential sources of capital for your business. 

Key Topics:

  • Characteristics of debt, equity, capital business investments in small businesses.
  • Understanding different types of lenders
  • Working Capital versus Start Up Capital
  • Cash Flow forecasts
  • Business Plan concepts

Learning Outcomes: People who attend this class will learn:

  • the importance of properly funding their start up business
  •  the different types of loans and lender traits that are available to start up small businesses.
  •  the need to understand all of the associated costs with their business
  •  the different methods to fund their start up or small business.
May
24
Fri
Be a Successful Consultant @ Silicon Valley SCORE
May 24 @ 9:00 am – 3:00 pm

Be a Successful Consultant 

Start a Successful Consulting Business For Lifestyle and Profit

In this workshop you will learn what it means to be a consultant, why clients need your skills, how to leverage your expertise and what the requirements are to be successful. It is a good primer for people already in the consulting business and an excellent educator for those thinking of becoming a consultant. The class will explain the do’s and don’ts of selling yourself, basic selling skills you need to know, how to develop a professional image and many marketing tactics and strategies. The class goes through the process of identifying potential clients, what needs to be in a proposal, common terms and conditions that should be included and how to negotiate contracts with your clients. Finally the workshop will help you identify costs you need to recover, calculate your base billing rate and equip you with approaches to charge for your services that help maximize your returns.

Key Topics:

  • Being a Consultant – Positives and Negatives
  • Setup – Business Structure, Choice of Entity
  • Getting Clients – Business Development and Marketing
  • Proposals and Contracts – SOW, NDA’s, Important Terms
  • Pricing – Fee Structures and Costs

Learning Outcomes:

  • Know what a consultant does and why your client may need one
  • Understanding your clients’ need
  • Managing scope of work and scope creep
  • How to set expectation
  • Know the process involved in creating a consulting business and landing new client account
  • How to price your services to make a profit

What People Are Saying About This Class:

  • “Snappy pacing, Engaging, Clear, Riveting”

  • “Good information and knowledgeable presenters”

  • “Great class, now I feel more prepared and knowledgeable

 
May
28
Tue
Marketing on the Internet @ Silicon Valley SCORE
May 28 @ 6:00 pm – 9:00 pm

Beat Competition and Grow Your Business

This class covers key topics for creating and marketing a professional business website for visitors and search engines. The class reviews best practices for ecommerce and secure websites, social media marketing options, search engine optimization, pay per click advertising, affiliate marketing and optimal web marketing strategies based on performance testing, analytics and determining return on investment (ROI). Discussion will center on actual website examples for small businesses. The class will analyze common mistakes made on the web, and reveal best practices for marketing on the internet. Reviewed will be, Ideas for generating business for eCommerce sites and the challenges they face in gaining visitors and sales.

Note: This course is not a technical course on how to design or program websites, but a course that teaches you what a good website should look like and how to effectively market your busine

Jun
5
Wed
Evaluate Your Business Idea @ Silicon Valley SCORE
Jun 5 @ 11:00 am – 1:00 pm

New Workshop: Evaluate Your Business Idea 

Do you want to start a business but not sure if your idea is feasible? Or do you need help gathering your thoughts into a viable business idea?

During this hands-on workshop you will learn the essential steps of developing and evaluating your business idea, including:

  • What are your options for going into business
  • How to turn your business idea into a reality
  • How to conduct preliminary research
  • Use a one-page tool in the workshop to evaluate 8 aspects of your company, including customer, cost, pricing and marketing

Key Topics:

  • Common traits and characteristics of entrepreneurs.
  • Advantages and disadvantages of starting a business on your own, buying a franchise or
    buying an existing business.
  • Assessing the feasibility of your business idea or opportunity.
  • The value and purpose of a formal business plan.

Learning Outcomes:

  • You will be able to compare your personality traits, strengths and weaknesses
    with those common to successful entrepreneurs.
  • You will learn the advantages and disadvantages of starting a business on your
    own versus buying a franchise versus buying an existing business and why it is
    important to consider all three options.
  • You will learn how to assess the feasibility of your business idea or opportunity.
  • You will hear why it is important to prepare a formal business plan if you decide
    to proceed and an overview of what that plan should include.
Jun
6
Thu
Small Business Accounting @ Silicon Valley SCORE
Jun 6 @ 9:00 am – 12:00 pm

Understanding accounting for small businesses is one of the keys to growth and success of your business, and our regular seminars can provide you with the accounting knowledge you need. You don’t have to be an accountant to keep the financial records of your business, but you do have to understand the principles of accounting and how to use those numbers to help your business grow and prosper. Keeping current and accurate financial records will help make “tax time” a little less anxiety producing. This class will help you understand those accounting “buzz words” that accountants use to talk about your business health. Learn how to easily create an income (profit and loss) statement, a balance sheet, and a cash flow forecast. Learn to understand what all of the financial records mean. This business seminar will also show you how to maintain tax records as simply as possible ever with changing tax regulations. You will learn how to help make business decisions directly from your financial numbers.

Key Topics:

  • Basic Financial Terms
  • Basic Financial Records
  • Cash Flow Budgeting
  • Ways to Control Cash
  • Why Keep Records
  • Setting Up Your Records

Learning Outcomes:

 
  • How to read and understand your financial statements
  • Estimating your cash flow needs
  • How to make a realistic budget
  • Why you need to keep records
  • What records are important to keep

What People Are Saying About This Class:

  • “Great tips and anecdotes to elucidate the practical points”

  • “Fantastic presentation and great examples. A must class to attend”

  • “I liked the information on contractor vs. employee”

Small Business Taxes @ Silicon Valley SCORE
Jun 6 @ 1:00 pm – 4:00 pm

Income Tax Basics for the Small Business

As a small business owner knowing the basics of taxes will help save you money and potentially keep you out of trouble. In this class we will discuss business entities and the different forms for each. We will talk about what is deductible and what is not and where to you use them. How profits and distributions effect your tax bill and many other important subjects that you should know as a business owner.

Key Topics:

  • Choice of business entity
  • The 1st years tax elections and their effect
  • How to deduct assets
  • Deducting your auto
  • The returns that you will need to file
  • The areas that the IRS focus on, should be audited
  • Tax planning techniques

Learning Outcomes: People who attend this class will learn:

  • About the importance of quarterly tax payments
  • How profits vs. distributions affect your tax bill
  • What taxes business owners need to pay
  • How to reduce your taxes and save for the future
  • What credits you can claim
 

What People Are Saying About This Class:

  • “Enjoyed the many real world examples”

  • “I now know a lot more about tax law now”

  • “Great class discussion”

About The Course Instructor:

Bill Oakes

Bill has over 25 years of experience as a small business owner in Silicon Valley. BIll’s business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.
Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP® Certified Financial Planner
He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science

Jun
12
Wed
Starting a Business: Write a Business Plan @ Silicon Valley SCORE
Jun 12 @ 11:00 am – 1:00 pm

Starting a Business: Write a Business Plan 

Commit your business idea to paper. It’s the key to Success!

This class is a follow-on and companion to Thinking of Starting a Business.  It walks you through the basics of putting your business idea on paper. It teaches the basic content of what is required and gives you help in thinking through some of the issues. It is aimed at folks who have a feasible business idea and are now ready to think through all of the details. It is the information that you need to attract people, money, and clients but it needs to be written. It helps you to describe your product or service, your market and your potential clients. Going through the Business Plan process reveals to you the strengths and weaknesses of your idea and how to improve it. It gives you the confidence to sell your idea to others. This process forces you to think through the critical issues in an organized way and sharpen your business skills. The business plan will help you prepare your roadmap for success.

Note: This class is designed for those who have clearly defined and documented their business model and its feasibility as developed in the class “Thinking of Starting a Business”.

This class teaches you the key elements of a business plan including:

  • How to find important market and competitive data relevant for your business;
  • How to figure out the unique benefits your business has to offer;
  • How to position your business and develop a realistic sales projection.

Learning Outcomes:

  • You will learn about market share and its importance
  • You will learn about customer demographics and why they’re key
  • You’ll learn to describe your business strategies
  • You’ll learn the importance of describing your business succinctly
  • You will learn to create a two-year financial plan
  • How to price your services to make a profit

What People Are Saying About This Class:

  • “Really helped me get my head around the business”

  • “Great class to get started on a business”

  • “These guys really know their stuff”

Jun
13
Thu
Top HR Issues Business Owners Face – And How to Solve them @ Silicon Valley SCORE
Jun 13 @ 11:00 am – 1:00 pm

Let’s face it – HR is not getting any easier, and it can be especially challenging for smaller employers with limited resources. Join us for this educational seminar, where we’ll discuss some of the most critical areas you need to be aware of, particularly to avoid needless HR-related fines, penalties or lawsuits.

We’ll begin by covering 5 foundational laws that influence how you should be running your business:

  • Fair Labor Standards Act (FLSA)
  • Title VII of the Civil Rights Act of 1964
  • Americans with Disabilities Act (ADA)
  • Age Discrimination in Employment Act (ADEA)
  • Immigration Reform Control Act (IRCA)

Next, we’ll dive into 8 HR issues that can be complex for even the most seasoned HR pro, and strategic strategies you can follow in your business:

  • Job descriptions
  • Forms I-9
  • Classifying employees
  • Compensation
  • Employee handbook
  • Non-harassment policy
  • Discipline and termination
  • Anti-retaliation provisions

Finally, – we’ll wrap up the seminar with a chance for you to ask questions in the helpful summary and QA portion.

Jun
17
Mon
Nonprofit Seminar: Mastering Special Fundraising Events @ Silicon Valley SCORE
Jun 17 @ 9:30 am – 12:30 pm

Join Dee Dee Kiesow , award winning fundraiser, for a lively and interactive workshop in creating lucrative fundraising events from the ground up. If this is a first time or an annual event, whether you are big or small, you will learn the following and achieve the following outcomes:

Key Topics:

  • The 5 pillars of a fundraising event
  • Where to begin and what will it look like
  • How to make a profit and not spend money (ROI)
  • Create an event that is virtually free
  • Monetize the minutes- financial return at every corner

Learning Outcomes:

  • Leave the workshop with an event on your horizon
  • Step by step system to a successful event
  • A blueprint to create your own event
  • The 9 guaranteed  steps to success A-Z

This course is very interactive so bring your questions and ideas!

 

What People Are Saying About This Class:

  • “Dee Dee made this a fun class and very useful”
  • “Learned a lot about events and how to maximize the benefits”
  • “She is an expert in her field”

About the Speaker:

Dee Dee Kiesow, BAS Non-Profit Strategist, Funding Consultant, Benefit Auction Specialist

Dee Dee Kiesow uses the combination of her skills as a professionally trained charity auctioneer with her 20 years diverse experience of working with non-profit organizations to raise money and create memorable and record-breaking fund raising events. With her background as an Executive Director, an Event Coordinator and Chief Fundraiser for several Northern Cal non-profit organizations Dee Dee brings a unique advantage when assisting fund raising auction clients.

Dee Dee’s career in auctioneering is equally enhanced from her training in television news and radio announcing. She feels comfortable with audiences of any size and background and with her vibrant personality Dee Dee is able to inspire audiences while having fun.

She is a member and V.P. of National Philanthropy Day, Fundraising Event Mentor to the Association of Fundraising Professionals, Silicon Valley (AFP), The National Auctioneers Association (NAA) and holds a Benefit Auction Specialist (BAS) Designation, which is held by only 20 auctioneers in California.

DeeDee@BenEventAuctions.com  Phone: 408-674-0333

Jun
19
Wed
Email Marketing: Automate Your Marketing @ Silicon Valley SCORE
Jun 19 @ 10:00 am – 12:00 pm

Do you send the same information over and over? Do you ever forget to follow up with new subscribers, customer anniversaries and birthdays? How do you share your great case studies, success stories and customer testimonials? Or introduce customers to your diverse product or service offerings? And do you wish you had a way to reward new subscribers & inspire them to take action right NOW, when their interest is HOT?

Autoresponder campaigns do what YOU wish you had the time to do! Use them to follow up, inform, entertain, & provide incentives for action & engagement – they work automatically while you focus on your business. 

Key Topics:

  • What is an automation campaign?
  • How do you know if you should use Automation?
  • How to use automation the right way
  • Getting started with Automation

Learning Outcomes:

• Learn the difference between automated messages and autoresponder campaigns
• Decide where autoresponders can help you do better marketing communications
• Understand key actions that trigger emails to be sent
• Identify what steps to take to design effective autoresponder campaigns
• Design the “evergreen content” that works best for your audiences

What People Are Saying About This Class:

  • “Lots of territory covered, great overview”

  • “Great getting started seminar”

  • “Very helpful information and tips”

Jun
20
Thu
Software Tools You Need: Google’s Tool Offerings @ Silicon Valley SCORE
Jun 20 @ 9:30 am – 12:30 pm

In this workshop, we will explore the software tools you need as a small business or consultant, Google’s cloud IT suite of tools (G Suite) and what it covers. You will get a live demo, as well as best practices for G Suite’s use from someone who worked at Google for over 10 years and is a a G Suite Certified System Administrator. We will also go into details about where to find other tools if you need them later down the road. And for those so inclined, why and how you would want to become your own IT department. You will also get a chance to ask questions.

 

Key Topics:

  • Software tools you need as a small business or consultant
  • Benefits of working in a cloud environment
  • Why you want control over all your software tools
  • Google tools you can use: G Suite (communication-, office-, website-, marketing-, and other tools)
  • G Suite’s costs
  • Live demo
  • Compatibility with Windows, Mac OS, as well as with office suites, such as Microsoft Office, LibreOffice, OpenOffice
  • Best practices for security and sharing
  • How to find software for needs that Google doesn’t meet
  • Why and how you may want to become your own IT department, and how to get support
  • A glimpse into hardware

Learning Outcomes:

  • Awareness of cost-effective and easy-to-use software tools from Google
  • Information to calculate G Suite’s costs vs. your current costs
  • Information to judge whether G Suite fits your needs
  • Knowledge about how to get started with G Suite
  • Awareness of best practices for security and sharing
  • Awareness of how to find software for needs that Google doesn’t meet
  • Reasons why and how you may want to control your own IT
Jun
24
Mon
Non Profit Seminar: Fundraising-Strategies and Practices @ Silicon Valley SCORE
Jun 24 @ 9:00 am – 12:00 pm

This is a SCORE signature class that is a must attend class if you want to know fundraising or improve existing fundraising at your organization. This class will cover how the vision statement, mission, organizational objectives and case for support, translate into funding strategies. The major fund development programs include: annual campaigns, major gifts, board development, corporate and foundation grants, and special events. Strategies and preparation for each type of fundraising will be discussed. Upon completion of the course, class participants will have an overview of the basics of the best practices in fund development today and an appreciation of the hard work, but great satisfaction that comes with raising money for great causes.

Key Topics:

  • Overview of aspects of a comprehensive fundraising development plan.
  • Pros and cons of fundraising methods
  • Key components to have in place for major gift campaigns
  •  doing the “ask”
  • Grant Proposal keys to success
  • Components of a successful fundraising board of directors

Learning Outcomes:

  • If you are ready for a major gifts campaign
  • Basic understanding and appreciation of all aspects of a comprehensive development plan
  • Networking
 

What People Are Saying About This Class:

  • “Well organized and very interactive”
  • “Great Presentation-excellent seminar”