Financial Management

Mastering the Nonprofit Business Model: Fee for Service

This webinar is part of a course offered by the Nonprofit Quarterly. Visit their website for full details and to register. Guest Faculty, Kate Barr of Propel Nonprofits, guides participants through the realities of starting and maintaining a fee-for service business line(s) in a nonprofit organization. She emphasizes the need to be market-aware while also centering the primacy of advancing the organization’s...

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Year-End Giving Strategies & Deadlines

Year-End Giving

Giving Options There are many ways to integrate charitable giving into your financial planning in 2018. The Community Foundation for Monterey County (CFMC) can help. You can give to causes you care about while gaining maximum tax benefit.” – Christine Dawson, Vice President of Philanthropic Services Each of these options offer tax advantages and can help you make a meaningful...

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Mastering the Nonprofit Business Model: Donor Supported

This webinar is part of a series offered by the Nonprofit Quarterly. Visit their website for full details and to register. Guest Faculty, Kim Ondrek Carim, CFO/COO at the Oakland Museum of California, and former CFO of the San Francisco Ballet, guides participants through the realities of an individual donor-centric business model. She emphasizes the implications of having donors at all wealth...

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Mastering the Nonprofit Business Model: Foundation Funded

This webinar is part of a series hosted by the Nonprofit Quarterly. Visit their website for full details and to register. Guest Faculty, Claire Knowlton of Nonprofit Finance Fund, guides participants through the realities of succeeding with foundation funding. She emphasizes building strong relationships with funders as well as presenting full costs while limiting restrictions on spending as much as possible. Each...

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Financial Statements of Nonprofits – New Standards Training

This free training is offered by The Marina Foundation and McGilloway, Ray, Brown and Kaufman, and presented by Patricia Kaufman, Partner, McGilloway, Ray, Brown and Kaufman. Visit their website for full details and to register. Nonprofit Executive Directors, Chief Financial Officers, Controllers, and Board Members are encouraged to attend. The effective date of this Accounting Standards Update (ASU) issued by...

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Planning for Growth Webinar

This webinar is part of a series offered by Nonprofit Finance Fund. Visit their website for full details and to register. Planning for Growth June 12, 2018 at 12:00 PM Pacific, $75 Growth is often seen as the path for scaling and greater mission impact, but it can also pose challenges for an organization if not fully prepared. This webinar...

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Generation to Generation – Planning Your Succession of Giving

Legacy Planning

By Betsy Buchalter Adler, Guest Blogger, Community Foundation for Monterey County Board member, Donor Educator Series Presenter In my parents’ modest home, back in the 1950s, there was a “pushke” – a small tin box with a slot in the top for coins. At the end of his workday, when my father emptied his pockets, the change went into the pushke....

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