TVNPA’s February Community Program: Banking and Investing for Nonprofits: Through the Eyes of Financial Services

Bankhead Theater 2400 First Street, Livermore, CA

TVNPA is pleased to bring you a special program focused on banking and investing for profits. No two non-profits are the same. Size, maturity, funding sources, and programs all constitute a unique tapestry of organizations that have a common mission to serve our community. This landscape makes it difficult to understand common practices or share learnings across entities particularly when it comes to financial services. To this end, we are bringing together a panel of experts from different financial organizations ready to provide their insights, best practices, and learnings, with a focus on helping you to better understand and optimize donations, cash flow, operating income, debt structures, and investments. We look forward to having you join us for an informative and fun session! Thank you to Sandia National Laboratories for sponsoring TVNPA's 2023 Community Programs!       Charles has been a community banker here in Livermore for 40 years,

Philanthropy Institute 2023 Class: Intro to Finding Grants


Are you new to the field of grant seeking?* Discover what funders are looking for in nonprofits seeking grants and how to find potential funders in this introductory course. You will learn the 10 most important things you need to know about finding grants, including: • Who funds nonprofits and what are their motivations. • What do funders really want to know about the organizations they are interested in funding. • How do you identify potential funders and make the first approach. Note - This orientation is not intended for individuals seeking grants for their own use. *Introduction to Finding Grants is a prerequisite to the next class Introduction to Foundation Directory Online, held on March 15, 2023. Please register for both classes when signing up for enrollment. Explore the entire list of coursework presented in 2023 by The Philanthropy Institute!

Philanthropy Institute 2023 Class: Intro to the Foundation Directory Online


  Are you Looking for grants for your nonprofit? Come learn how to use Foundation Directory Online (FDO), the most comprehensive prospect research tool for fundraisers, with over 239,000+ grantmaker profiles. You will learn how to search for grantmakers who have funded organizations working on causes and with communities similar to those you serve. NOTE: This class is for nonprofit organizations looking for funding. It is not geared to individuals seeking grants. Upon completion of this course, you should be able to: • Explain what FDO is • Identify your needs in preparation for searching for potential grantmakers in FDO • Research potential grantmakers using a project-based search in FDO • Evaluate prospects for strong or weak fit using FDO • Identify the options for accessing FDO • Access resources for getting help with FDO *Introduction to Finding Grants class, held on February 15, 2023, is a prerequisite to this

Philanthropy Institute 2023 Class: Intro to Proposal Writing


Are you new to proposal writing or want a quick refresher? If so, you won't want to miss one of Candid's most popular classes! This class will provide you with an overview of how to write a standard project proposal to a foundation. It will include: • The basic elements of a proposal • The "do's" and "don'ts" of writing and submitting a proposal • How to follow up, whether the answer is yes or no Explore the entire list of coursework presented in 2023 by The Philanthropy Institute!

Philanthropy Institute 2023 Class: Intro to Project Budgets


Are you ready to start fundraising for your project or idea, but don't know what and how much to ask for? If preparing a budget for your foundation grant is holding you back, come learn the basic elements of how to draft a project budget with confidence. This class will provide you with step-by-step instructions on how to generate a standard project budget for a foundation proposal. We will discuss: • The basic components of a project budget including income and expenses • How to estimate the realistic cost of a project • What other financial documents you may also need to submit with your proposal Explore the entire list of coursework presented in 2023 by The Philanthropy Institute!

Philanthropy Institute Class 2023: Intro to Corporate Giving


Is your organization ready to seek corporate support? Corporate grantmakers are different from traditional foundations in many ways. This class provides a basic overview of: • The different types of corporate giving • What motivates corporations to give • How to find potential corporate partners This class will teach you to define different types of corporate philanthropy and their motivations. And you will learn how to find information about different types of corporate philanthropy. Explore the entire list of coursework presented in 2023 by The Philanthropy Institute!