Creating a Fund Development Plan (Webinar)

January 20, 2011
1:00 pmto3:30 pm

Presented by Third Sector New England

Date:  January 20, 2011
Time:  1:00 – 2:30pm

Join international presenter Simone P. Joyaux of Joyaux Associates for “Fund Development: Plan for Success” on January 20, 2011, from 1:00 – 2:30 p.m. EST. Explore re-thinking how you create your fund development plan, what should be included in the plan, and who must participate in the planning process. Learn to build ownership and accountability among staff and board and raise your fundraising several notches. Read about this workshop at: http://www.tsne.org/trainingseries/workshops/fund_development.

The cost for this webinar is only $59 AND with your nonprofit partnership discount you’ll get an additional 20% off – please use your unique discount code MACDC20 when registering. To register: http://www.tsne.org/training_series/registration.

Enterprise: Upcoming Online Learning Events

December 13, 2010
1:00 pm
December 15, 2010
2:00 pm
December 16, 2010
2:00 pm
January 20, 2011
2:00 pm

Announcing Four new Enterprise Live Online Events:

Asset Management for Owners/Developers: Ask the Experts
Monday, December 13, 2010 at 1:00 PM ET

Register

Does your organization have questions regarding roles, budgeting, compliance, physical issues or anything else related to the most effective asset management practices? Come join Enterprise’s asset management “Ask the Experts” session! Enterprise has assembled a panel of experienced practitioners from top organizations across the country to shed light on the asset management practices that have worked for them. Topics discussed will include the role of asset management and how it differs from property management, who should perform the role of asset management in an organization, managing the property manager, and the top asset management best practices. To make the session as responsive as possible to your needs, we will reserve the majority of the time for questions from the audience. The panelists include individuals from Homes for America, Mercy Housing Lakefront, Palladia, Tatem Consulting, and Tenderloin Neighborhood Development Corporation. This presentation is sponsored by Bank of America.


Year 15: Nonprofit Transfer Strategies for Expiring LIHTC Properties
Wednesday, December 15, 2010 at 2:00 PM ET

Register

Low Income Housing Tax Credit (LIHTC) properties are reaching the end of the 15 year LIHTC compliance period, and are eligible for sale to their nonprofit sponsors. Year 10 in the life of a tax credit deal is an ideal time to begin planning and taking action. We will discuss disposition strategies for the nonprofit sponsor, and review partnership provisions including rights of first refusal, purchase options, exit taxes, and preservation of affordability.


Federal Housing and Community Development Issues: A Review of the 111th Congress and a Preview of the 112th Congress
Thursday, December 16, 2010 at 2:00 PM ET

Register

In January of 2011, the 112th Congress of the United States will be sworn into office. This Congress will have very different characteristics from the 111th Congress and is likely to pursue a different agenda. Therefore, it is important to understand who will be in leadership in the next Congress and what issues will likely dominate the agenda. Led by senior Enterprise Community Partners staff, this event will begin with an overview of the accomplishments and challenges of the 111th Congress. Next, we’ll preview the 112th Congress and discuss likely challenges and opportunities for housing and community development federal policy.


How States Use Qualified Allocation Plans as Incentive for Preservation, Transit Oriented Development and Green Design & Building Practices
Thursday, January 20, 2011 at 2:00 PM ET

Register

With the low income housing tax credit market (LIHTC) coming back to life, how states prioritize this valuable resource will, once again, increase in importance. Enterprise and the National Housing Trust have inventoried each state’s Qualified Allocation Plan and how those plans provide incentive for preservation, transit oriented development, and green design and building practices. This webinar will outline those findings as well as address how states have actually allocated their tax credits over the last several years.

About Enterprise Live Online Events

Build Your Resources: The board’s role in fundraising

November 18, 2010
9:30 amto12:30 pm

Date:  Thursday, November 18, 2010
Time:  9:30am – 12:30pm
Location:  Technical Development Corporation (31 Milk St. Suite 310. Boston, MA 02109)

Very few nonprofits can say their boards of directors are as proactive in fundraising as they’d like them to be. In fact, fundraising ranks last in the areas of board performance. If your board members are reluctant, there are proven ways to enhance their fundraising effectiveness.  This workshop will provide you with strategies and techniques to transform your board into a fundraising board, one that is willing to both “give and get.”

This workshop is designed for executive directors, board chairs and chairs of board fundraising committees.

Additional Information and Registration

Next Steps: Succession Planning for Nonprofits

December 9, 2010
December 10, 2010

Date:  December 9-10, 2010
Location:  Gaylord National Hotel, National Harbor, MD

Next Steps provides a safe and confidential place where nonprofit founders, long-term executives and board leaders can explore the full range of succession planning topics for their organization, including:

1. Chief Executive Succession Planning
2. Executive Transition Management
3. Organizational Assessment
4. Organizational Capacity Building
5. Sustainability Planning

Developed by TransitionGuides with the support of the Annie E. Casey Foundation and attended by hundreds of executives nationwide, the Next Steps workshop offers:

1. Presentations and coaching by leading national experts on succession planning
2. Peer-to-peer working sessions
3. A panel presentation of executives who successfully transitioned or took a sabbatical
4. Group and mini discussions related to individual succession and transition challenges

You will enjoy a continental breakfast and lunch both days, take away a comprehensive participant workbook with extra worksheets and receive a copy of The Nonprofit Leadership Transition and Development Guide signed by author and presenter, Tom Adams!

Additional Information and Registration

Impact of Lobbying on Not for Profit organizations

November 3, 2010
5:30 amto9:00 am

Date:  Wednesday, November 3, 2010
Time:  7:30am – 9:00am
Location:  Newton Marriot (2345 Comm. Ave Newton, MA 02466)

SPECIFIC TOPICS WILL INCLUDE:
· What does it mean to be a lobbyist?
· Are you lobbying or advocating?
· Lobbyist rules, registration process and repor ting requirements.
· Potential impact of lobbying on your tax exempt status and Federal Form 990.
SPEAKERS:
Daniel O’Brien
Vice President and At torney with the Brennan Group
Gary Blumenthal
President & CEO of the Association of Developmental Disabilities Providers
Kristin LaBonte
Senior Tax Manager of KPM
REGISTRATION
Fee: $25 per person
Contact Ann Grigas to reser ve your space today!
Phone: 781-380-3520
Email: agrigas@kpmonline.com

Catalyst Fund for Nonprofits

The Boston FoundationBoston LISCThe Hyams FoundationUnited Way of Massachusetts Bay and Merrimack Valley and Nonprofit Finance Fund (NFF)
are pleased to announce the launch of the Catalyst Fund for Nonprofits.
Managed by NFF, the Catalyst Fund is a groundbreaking five-year collaborative
created to provide funding for technical assistance to promising, voluntary collaborative ventures among Boston area nonprofit organizations.

The Catalyst Fund is organized around the notion that formal nonprofit collaborations are a viable and important strategic option for delivering increased social impact to the Boston area community. The Fund was developed in response to continued economic challenges and ongoing inquiries made by local nonprofits to funders for assistance with proposed collaborative ventures. The Catalyst Fund
is designed to provide nonprofits with the expertise and financing essential for
building more effective business models through collaboration. While meeting the
collaboration needs of Boston area nonprofits, the Catalyst Fund will also build a
template for a more robust, accessible merger and collaboration practice in the
nonprofit sector that is replicable regionally and scalable nationally.

Nonprofits and technical assistance providers interested in learning more about
the Catalyst Fund are encouraged to attend an informational workshop for details
on the Catalyst Fund, its application process and its policies and procedures.
Technical assistance providers are required to attend a workshop in order to be
eligible for participation in the initial pool of Catalyst Fund technical assistance
providers.
All workshops will be held at the United Way offices located at
51 Sleeper Street, Boston

Nonprofit Workshops:

Monday, October 4 from 1:00pm – 2:00pm

Wednesday, October 6 from 11:00am – 12:00pm

Technical Assistance Provider Workshops:

Monday, October 4 from 3:00pm – 4:00pm

Wednesday, October 6 from 1:00pm – 2:00pm

Please RSVP to catalystfund@nffusa.org before September 30

Additional Catalyst Fund information is available on NFF’s website:
www.nonprofitfinancefund.org

Wheelock College United Way Masters in Organizational Leadership Scholarship Program

United Way member organizations are eligible for up to 50% off tuition for Wheelock’s 2-year Masters of Science in Organizational Leadership program.  This program provides training for mid-level managers and direct service staff, identified as emerging leaders, and aims to increase the diversity of nonprofit leadership.  Participants will learn organizational leadership skills, preparing them to take on progressively more responsible leadership positions within their organizations, and within the nonprofit field.

Partial match funding is also available for applicants receiving AmeriCorps grants.

Deadline for applicants is December 15, 2010

For additional information, please contact:
Irwin Nesoff
Department of Leadership and Policy
Wheelock College
inesoff@wheelock.edu
617-879-2170

2010 Vermont Cooperative Summit

October 14, 2010
8:00 amto3:15 pm

Date:  Thursday, October 14, 2010
Time:  8:00am – 3:15pm
Location:  Sheraton Hotel & Conference Center (Burlington, Vermont)

Several important sessions including:

  • Art Woolf “Co-ops in Vermont: How Big? How Important?”
  • Paul Hazen, CEO, National Cooperative Business Association “Co-ops – The Big Picture”
  • Adam Necrason of Sirotkin & Necrason PLC “The 2010 Elections from a Coop Perspective”

Vermont Gubernatorial 2010 Candidates Forum

Lunch served and afternoon limited attendance breakout sessions

  • Where does your Co-op’s money sleep at night? Practices and Alternatives for Co-ops
  • Financing options for Co-operatives. Where do Co-ops get access to money to start, operate and grow their businesses?
  • Growing the Co-operative economy: Co-ops seeding co-ops
  • Who’s handling your credit card transactions?
  • The Secret Legal Life of Co-ops
  • Co-operative Collaboration for a Thriving Regional Economy
  • Mastering Co-operative Management
  • Multi-Stakeholder Cooperatives

$25 per person in advance; $75 for four or more
$35 per person at the door.

Register online for first choice of breakout sessions.
Limited capacity per session.

If you have any questions, please don’t hesitate to email
Charlotte Strasser
Summit Coordinator
Cabot Creamery Cooperative
at charlotte@vtsummit.coop.

Massachusetts Nonprofit Network/Associated Grant Makers Fall Conference and Expo

September 27, 2010

Date:  Monday, September 27
Location:  Sheraton Framingham Conference Center

This fall, the Massachusetts Nonprofit Network and Associated Grant Makers are once again partnering to host a second annual joint statewide nonprofit conference.  Nonprofit Innovation: Doing things Differently – Doing Different Things will bring together nonprofit organizations as well as consultants and foundations to bolster their knowledge of effective practices thus strengthening their ability to carry out their mission and work.

Innovation has been, and will continue to be, an omnipresent theme for nonprofits throughout the Commonwealth. In these times, a creative lens is paramount to organizational sustainability and significant change. In 2010, the symposium comprises 24 workshops chosen from over 70 proposals that exemplify both “Innovation” (cutting edge, new thinking) and “What Works” (best practices that have been tried across several situations and organizations). This year, a minimum of 650 individuals are expected to attend and take part in this exciting opportunity.

Additional Information and Registration Here

Lawyers Clearinghouse: New Reporting Requirements for 403(b)

July 28, 2010
8:30 amto10:30 am

Legal Seminar about the new IRS Reporting Requirement for Nonprofit Retirement Plans

Date:  July 28, 2010
Time:  8:30am – 10:30am
Location: Ten Post Office Square, Boston 2nd Floor, Great Room

The new IRS reporting requirement for retirement plans for nonprofits with less than 100 employees will go into effect on July 31 (though extendable till Oct 15).

Speaker:

Chris Hulse, NRS, Inc.

James G. Kennedy, Parent, McLaughlin & Nangle, CPA’s, Inc

Agenda:

8:30 – 9:00 a.m.        Breakfast and Networking

9:00 – 10:30 a.m.      New Reporting Requirements for 403(b) Plans

RSVP: 617-912-3919 or email: cra@bostonprivatebank.com by July 23, 2010