Financial Management

Scenario Planning Webinar

This webinar is part of a series offered by Nonprofit Finance Fund. Visit their website for full details and to register. Scenario Planning June 5, 2018 at 12:00 PM Pacific, $75 How do you prepare for the unexpected? We will share tools and methods that help you quantify the unknown; assess revenue and expenses variability; identify key triggers or drivers...

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Basics of Nonprofit Finance Webinar Series

This webinar series is offered by Nonprofit Finance Fund. Visit their website for full details and to register. These webinars build on each other to provide the strategies and tools for nimble and informed decision-making toward financial strength and greater mission impact.  The Basics of Nonprofit Finance begins with an overview of how financial health fits into a nonprofit’s larger...

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CFMC Welcomes New Board Members

New CFMC Board Members 2018

The Community Foundation for Monterey County (CFMC) announced the addition of five new members to their board of directors. The new board members are: Michael Reid, Loren Steck, Abby Taylor-Silva, Jan Vanderbilt and Maija D. West. Michael Reid, of Monterey, is an Episcopal priest, published author and co-founder of the Fund for Homeless Women of the Community Foundation for Monterey...

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Webinar on Nonprofit Reserve Funds

This webinar is offered by BoardSource. Visit their website for full details and to register. This session, led by Dennis Gogarty of Raffa Wealth Management, will focus on how to conduct a risk assessment that will assist your nonprofit in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for...

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Workshop: ABC’s of Government Contracting for Nonprofits

This workshop is offered by the Nonprofit Alliance of Monterey County (NAMC). Visit their website to register and for full details. Does your organization need to diversify its funding? Have you wondered if a government contract is right for your nonprofit? Bring your questions about contracting with County, State or Federal agencies. Mike Derr, Monterey County Contracts and Purchasing Officer,...

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Kennedy, Meurer Join CFMC Board

Kennedy Meurer Join CFMC Board

A former city manager and a seasoned attorney with vast experience in business and nonprofit law have joined the Community Foundation for Monterey County (CFMC) Board of Directors. The new board members are Nolan M. Kennedy and Fred Meurer. Kennedy, of Monterey, is a Monterey attorney and founding partner of Kennedy, Archer & Giffen. He has been practicing law on...

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Creating a Legacy – Jim Valentine

Creating a Legacy, and Peace of Mind Prior to retirement, a very busy Jim Valentine oversaw 16 skilled nursing facilities, was chief executive officer of a hospital and two retirement homes, and was a successful businessman. Accomplished, and charitable, Jim also owned some complicated assets that presented a quandary of how best to turn them into charitable gifts. “My interest in...

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