DESCRIPTION:

When your board members joined the board, were they clear on their collective and individual roles in raising funds for your organization? When board members are asked to assist in fundraising, is there a deafening silence? Is there clarity on the board as to what fundraising REALLY means? Join Kari Anderson with Incite! Consulting to demystify the board's role in ensuring that there's financial capital for your organization, discuss the development cycle and their preferred role, and how organizational storytelling makes fundraising SO easy! The presentation will occur via discussion format with accompanying PP slides. While fundraising is nonprofit staff's responsibility, engaging the board moves fundraising from good to great at your shop!

WHO SHOULD JOIN:

Board chairs, board fund development committee chairs, board members, Executive Directors, and Development staff.

ABOUT THE SPEAKERS:

Nonprofit wrangler. Board border collie. Professional people herder. Some of the titles nonprofit maven Kari Anderson wears running Incite! Consulting, a boutique coaching and consulting practice. What's her niche? Building nonprofits up. From the inside out.

What’s her superpower? Kari is a recovering nonprofit executive. During her 20+ years in the field, she served seven nonprofits in Washington and Colorado in various leadership roles. A seasoned board member, she has served on boards in seven states focused on health, athletics, and education. Having served as both staff and board, she’s got the scoop on what it takes to run a healthy, vibrant, and visionary business, all while having some serious fun!

A Montana native, Kari is based in Coeur d’Alene, ID and Jackson, WY. She brings the office and toolkit to her client and works with nonprofits to support people, increase revenues, and rethink strategies to move missions forward.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

DESCRIPTION:

Diversifying your organization’s fundraising strategies is an important part of any development plan and partnering with local, regional, and national businesses may help you achieve your programmatic goals. But where to start? Do you currently have businesses contributing a significant portion of your annual operating budget or would like them to? Would you like more insight into the different paths corporate partnerships may take? This session will focus on how to identify, solicit, and steward potential new business partners in an ever changing economic climate. It will include information on sponsorships, in-kind donations, volunteer collaborations, cross-branding opportunities, and other ways corporate partners may connect with your mission while addressing for-profit’s giving timelines, expectations regarding marketing benefits, and best practices for maintaining this specific type of relationship. Joining the discussion to provide a corporate donor’s perspective and insight, is one of the Gallatin Valley’s most philanthropic businesses, First Security Bank.

WHO SHOULD JOIN:

Any nonprofit staff, board members, or volunteers in the Gallatin Valley with an interest in beginning a corporate giving program or elevating their existing one, would find this session informative.

ABOUT THE SPEAKERS:

Brittany Eilers has spent eighteen years working in the nonprofit sector and has served as an intern, an AmeriCorps member, a program manager and coordinator, and for the last seven years, as a development professional. As Thrive’s Business Partnerships Officer, she developed and implemented their current corporate philanthropic program and was responsible for securing the largest corporate donation in the organization’s history. She expertly manages a portfolio of 150 influential business donors, strategically navigating both for-profit and nonprofit industries to create maximum impact through meticulously crafted initiatives and focused fundraising opportunities. Believing that building relationships and the power of connection are important keys to success, she is the president of a nonprofit networking group, is a part of the Big Sky Chamber of Commerce Membership Committee, and has served as a Leadership Bozeman co-chair. Committed to donating her time, she volunteers as a board member for the Friends of the Bozeman Public Library, as a CAP mentor, and supports several other organizations in the region. She is a birder, a reader, and enjoys exploring Montana with her husband.

Jenifer West worked with First Security Bank in marketing and the emerging of electronic services from 1995 to 2005. She returned to First Security Bank after a 14-year absence working with her husband at their custom residential design firm in Bozeman. As First Security Bank’s Business and Community Development Coordinator, Jenifer manages the bank’s sponsorship and donor request process and coordinates the employee volunteer outreach efforts. Originally from Wyoming, Jenifer enjoys skiing, fly fishing and recreating in the Gallatin Valley with her husband and adult daughter

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

DESCRIPTION: 

Everyone's journey with diversity, equity, inclusion, and accessibility (DEIA) is different. Organizations are no exception. And while there is no universal road map to build an inclusive and equitable workplace or community, we can still learn from each other's unique journeys. Join us for an engaging and enlightening panel discussion centering the work of some of Gallatin Valley’s nonprofits who are building a more diverse, equitable, accessible, and inclusive community. 

PANELISTS:

Eagle Mount serves individuals with disabilities of all ages, removing barriers to recreation. While it can be said that Eagle Mount is no stranger to DEIA, their formal, staff-wide journey kicked off in 2022 when they hired an outside DEIA consultant. Currently, they are building a staff-led DEIA committee and cultivating DEIA-centered discussions with their board.

Their DEIA goals are strongly centered around accessibility as they are striving to be the best place to work while fulfilling their mission in the most inclusive ways possible. 

Panelist: Pearl Nixon (she/her), Director of Operations and Finance

Montana Conservation Corps hosts several annual programs working with young people from all across the county. Since 2014, they’ve been exploring DEI. Today, they think about DEI work within three broad umbrellas: organizational culture, member service, and community support.

Their DEI work is guided by the core inquiry: How do we ensure that all people -- most especially BIPOC and LGBTQIA+ community members -- experience safety, belonging, and validation at MCC?

Panelist: Stacey Casamassima (she/her), Vice President of Programs

Thrive aims to provide local Gallatin Valley families with the resources, tools, and support they need to raise healthy, successful children. However, they began to notice the services they were offering were no longer meeting our community needs. In response, in August of 2021 they hired their first Spanish-speaking Parent Liaison position to better serve our expanding Spanish-speaking families. Since that time, their Spanish programming has continued to grow.

They are moving the needle of cultural awareness in our schools and examining and dismantling the barriers our Spanish-speaking families are facing in our community.

Panelist: Mayra Domínguez Lindber (she/her), Spanish Speaking Parent Liaison

WHO SHOULD COME 

This Nonprofit Cafe session will be most impactful for leadership, board members, and nonprofit staff currently committed to or considering DEIA initiatives. 

….

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Join the Nonprofit Cafe on Friday, January 26th at 9:00 am

The Essentials to Programmatic Success: How to Assess Organizational Capacity and Thrive 

Description:

To support the long-term vision and mission of programmatic success in nonprofits, organizational assessments can give you insight into infrastructure and foundational requirements in order to achieve these outcomes. This training will provide you with an overview of different types of assessments and when to use them, as well as a peek into the fully comprehensive Nonprofit Organizational Assessment that Two Suns developed.

Learning Objectives Include:

• Why Organizational Assessments Are Important & How to Use Them

• Breaking It Down: Understanding Organizational Capacities in Nonprofits

• Taking Organizational Assessments into Action, Implementation Planning, and more!

Key Takeaways:

1. Knowing When & How Assessments are Used

2. Deciding Which Type of Assessments Might be Needed and When

3. Putting Assessments Into Action and When to Repeat Them

Who should join:

This session will be most impactful for nonprofit leadership, including but not limited to directors, program managers, board chairs, or other nonprofit staff or volunteers conducting evaluations or planning.

About the Speaker:

Ashley Schwader has extensive experience working in the nonprofit, government, public, and private sectors. She is the founder, owner, and CEO of Two Suns Consulting and has dedicated her life's work to serving others, especially youth. She most recently served as the Director of Youth Programs at No Barriers, a national nonprofit.

Previous to that role, she was the State of Colorado's Healthy Schools Manager for the national nonprofit Alliance for a Healthier Generation, where she worked with high-needs districts, schools, and communities. Before expanding to Colorado, Ashley worked at Poudre School District, where she helped create, implement, and deliver an integrated and award-winning wellness program. She's also served as a National Account Coordinator, Program Manager, and Specialist for a Fortune 500 Corporate Health and Wellness provider, HealthFitness.

Ashley holds a Master's Degree in Organizational Leadership with a Specialization in Change Management and Innovation from Colorado State University. She also has a Bachelor's Degree in Health and Exercise Science with a Specialization in Health Promotion from Colorado State University. She is a certified American Council on Exercise Health Coach and Personal Trainer and is WellCoaches trained.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Join Nonprofit Cafe on Friday, December 8th at 9:00 am on Zoom.

Developing a Grant Strategy for Success

Description:

With foundation giving on a downward trend and the grant landscape growing more competitive, it's more important than ever for your organization to have a strategic approach to grant seeking. In this virtual training session, we'll go over best practices for developing a grant strategy that honors your needs and capacity by focusing on topics such as: mission alignment, program assessment, and goal setting, budget analysis, cash flow management, when to say "no", and building a grants calendar. After this session, you will be empowered to think more holistically and intentionally about your annual grant strategy and move forward with actionable steps to optimize your grant seeking. Together, we'll unlock the power of having a grant strategy and its effect on your organization's efficiency, sustainability, and impact.

Who should join:

This session will be most impactful for nonprofit Executive Directors, Development Directors, Program Managers, and Volunteers/Interns. From novice and experienced grant writers alike, this session will set the foundation for a successful grant-seeking strategy.

About the Speaker:

As a Grant Specialist with The Dotted i since 2017, Hannah Cortez has raised over 3.2 million dollars for her clients through thoughtful project development and successful grant writing. Additionally, as the Director of Outreach & Education, she has provided over 100 hours of grant writing education to nonprofit professionals in the Northwest. Her background in human development, education, and community health gives her a well-rounded approach to the grant seeking process and providing training opportunities for nonprofits to learn and grow.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Join Nonprofit Cafe on Friday, November 10th at 9:00 am at the Bozeman Public Safety Center.

Year-end is coming. Is your fundraising strategy ready?

Description:

We have 7 weeks to go before year-end. Are you ready? Do you know what you are focusing on? There are always new fundraising gimmicks out there, and its easy to get overwhelmed on where we should focus our fundraising time and energy. In this session, we'll uncover how to best apply our limited time through the end of the year and beyond, to focus on what matters the most to effectively raise money for our causes: the individual. Effective fundraising revolves around the right person, asking the right person for the right amount at the right time. We’ll dissect who, how, and why we should be laser focused on individual cultivation, stewardship, and solicitation to raise more money for our organization.

Who should join:

This Nonprofit Cafe session will be most impactful for development staff, senior leadership, and board members.

About the Speakers:

After leading recreation and conservation programs throughout Maine, northern Minnesota, and Southwest, Kevin assumed the Program Manager position with the Montana Conservation Corps, which ignited his love for the big sky. It was in Billings where Kevin first learned about the mission of Eagle Mount through his involvement as a ski volunteer. Kevin moved to Bozeman in early 2015 when he assumed the executive director position at Family Promise of Gallatin Valley. Through his leadership at Family Promise, Kevin led the organization through significant program and operational expansion, building the organization’s capacity and strengthening its fundraising initiatives. Kevin joined Eagle Mount in Sept 2019 and oversees the organization’s strategic plan, fundraising strategy, and internal operations. Kevin holds a BS in Business Administration from the University of Connecticut and a Masters in Public Administration from Montana State University. Kevin is also a Certified Fund Raising Executive (CFRE) and a Fellow in Charitable Estate Planning (FCEP). In 2017, Kevin was named a 20 under 40 recipient by the Bozeman Chronicle, an honor that spotlights southwest Montana’s top young business professionals.

Health and Safety:

Please do not join if you are feeling sick. Thank you.

....

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Join Nonprofit Cafe on Friday, October 27th at 9:00 am on Zoom.

Effectively Onboarding Your New (& Not-So-New) Board Members

Description:

An effective board is the gold standard for high-performing nonprofits. Unfortunately, they don’t just happen. Instead, they must be intentionally crafted and continuously nurtured to maximize director engagement and satisfaction. This session will provide insight into how to effectively onboard new board members (Hint: It starts WAY before the first meeting!) and how onboarding new members can help re-inspire and engage continuing board members.

Who should join:

This session will be most impactful for nonprofit executives and board chairs who are looking to maximize the effectiveness of their boards of directors.

About the Speaker:

Melanie Schell is a seasoned non-profit attorney with extensive experience as a C-suite nonprofit executive, in-house counsel, communications strategist, front-line fundraiser, and planned gift specialist. She works with organizations of all sizes and in all stages, blending her knowledge of law and best practices with nonprofit sensibilities to develop mission-based solutions for clients. As Managing Principal & General Counsel for the Bannack Group, a national nonprofit consultancy based on Bozeman, Melanie counsels nonprofit organizations on strategic planning, major fundraising initiatives, sound operational policies and procedures, public relations and communications, deferred giving and creative philanthropy, board/staff roles and relations, and key organizational transitions. A Minnesota native, Bozeman has been home for over 20 years.

....

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Join Nonprofit Cafe on Friday, September 22nd at 9:00 am at the Bozeman Public Safety Center.

Unlocking the Power of AI

Description: Have you ever written anything at your nonprofit job? Have you heard about ChatGPT? Do you want to learn more about how to use this tool as a way to help your work?

Nathan and Beth are local communications and fundraising pros and have been experimenting with these tools. Join us to learn:

• What is AI/ChatGPT?

• Why do I care?

• Ways to use this tool -- demos and practice

Before joining this session, participants will need to come to this session with a ChatGPT account already created, and please bring a laptop if you have one. Sign up for ChatGTP here.

Who should join: This Nonprofit Cafe session is open to all Gallatin County nonprofit staff and board members who want to better understand the potential of AI. No prior experience using these platforms is necessary.

About the Speakers: Beth joined Haven in 2021 with 20+ years of experience in communications, writing, PR, journalism, and communications strategy related to advocacy and fundraising. Of note is her strategic communications work that helped pass a bill to protect Yellowstone National Park from gold mining, national television and print media placements for organizations, and more than a decade of work as a freelance foreign correspondent for national newspapers and magazines. Beth was part of a cross-border team of journalists who won the 2011 Daniel Pearl Global Investigative Journalism Award.

Nathan joined Bridgercare in December of 2021 after years serving in a number of roles in legislative and political communications. At Bridgercare, Nathan drives donor engagement operations and helps to oversee external communications across media. Outside of Bridgercare, Nathan can be found in the mountains or at the movies.

Health and Safety: Please do not join if you are feeling sick. Thank you.

....

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Nonprofit Cafe is a free speaker series for all nonprofit leaders.

Join Nonprofit Cafe on Friday, August 25th at 9:00 am on Zoom. Registration is required.

Session Description:

In today's dynamic and diverse work environments, the significance of organizational culture cannot be overstated. A thriving culture is born from intentional efforts, conscious conversations, and the collective commitment of every team member. The "Cultivating Intentional Culture" workshop invites you on a transformative journey to understand, influence, and shape the culture that defines your team.

During this session, consultant Rachel Gooen will discuss the different factors that affect workplace culture, and she will provide tools and exercises that you can take back to your organization for implementation.

Who should join:

This session is intended for any nonprofit staff, board members, and volunteers for Gallatin County nonprofits. Whether you are the Executive Director of an organization or are simply interested in cultivating workplace culture now and in your future roles, we invite you to join us for this learning session.

About the Speaker:

Rachel Gooen MS, LCSW, based in Missoula, MT is an experienced facilitator in leadership, team dynamics and strategic growth. For the past 25 years she has refined her knowledge and skills for the sole purpose of supporting individuals, organizations and communities to shine as their best selves. She has deep knowledge about nonprofit structure, healthy organizations, thriving coalitions, strategic growth, staff & board engagement, and leadership development which help organizations change, grow, and connect.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. These sessions occur on the third Tuesday of each month from 9:00 am - 10:00 am. They will temporarily be held virtually with the hopes of transitioning to a hybrid program.

The goal of these sessions is to provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCIPTION

Succession planning is the process of identifying the critical positions within your organization and developing action plans and processes to ensure success during a time of transition for staff, board and volunteers.

If the most active member of your team were to walk away tomorrow, would your organization come to a screeching halt or begin a chaotic scramble to figure out the next steps? Are you prepared to guide your organization through both expected and unexpected transitions of team members? If the thought of losing and replacing essential team members makes you nervous, this session is for you. Join Funding for Good at the May Nonprofit Cafe session as we outline strategies to ensure that your mission can move forward productively, even during transitions. Takeaways:

• Understand different threats that arise from friendly and hostile transitions.

• Learn how to protect your organization’s physical and intellectual property.

• Determine what information you should include in transition files to prepare for both unexpected and expected turnover.

• Explore ways a proactive communication plan ensures your team and the community know what to expect.

• Create a checklist of items you can work on now to help promote successful succession transitions in the future.

WHO SHOULD JOIN

Any nonprofit staff, board members or volunteers in the Gallatin Valley are welcome to join. While the content is excellent for all staff to hear and begin processing, this content will have actionable content for board members and executive staff.

ABOUT THE SPEAKER

In 2009, visionary, Mandy Pearce, founded her flagship company, Funding for Good, to equip organizations with all of the skills and tools needed to become successful and sustainable. Marie Palacios, Funding For Good’s Lead Consultant, has worked with Mandy for over 13 years providing much-needed support to meet the changing demands of the nonprofit world.

For over two decades, Mandy and Marie have worked with their team of experts to share their proficiency in fundraising through executive coaching, strategic and development planning, seminars, and specialized consulting programs. Mandy and Marie have dynamic teaching styles that bring thousands of people to their presentations at conventions, training workshops, and online platforms.

HEALTH AND SAFETY

While COVID numbers are currently low, please do not join if you have any symptoms or feel sick. Thank you.

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position in our county. These sessions occur the third Friday of each month from 9:00 am - 10:00 am.

The goal of these sessions is to provide space for nonprofit executive directors to connect, to learn from their peers, and to share ideas and challenges they are facing. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To receive the Zoom call-in information for our monthly calls, please contact Jill Ellwood at jill@onevalley.org.