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Center for Philanthropy Education

Our relationship with your organization does not begin or end with a grant decision.We are committed to building your capacity to achieve your mission through workshops and educational opportunities.

At the Foundation, we aim to keep a good pulse on the MetroWest region to better understand our communities and the needs of the nonprofits in our area who are working to improve the quality of life for all residents.  We want to know your mission, who you serve and how best we can support you in your work.

We are thrilled to announce the addition of monthly Program Office Hours. This provides you with an opportunity to come to our offices to have coffee or tea with a member of our program team one-on-one for 20 minutes to share your successes, changes, challenges and upcoming events.

Schedule an Appointment

Our nonprofit leadership development opportunities build leadership and management skills for nonprofit leaders through collaborative, peer-learning programs.

Also, check out our Executive Director Leadership Series offered this fall here.


Building the Model Development Program: A Nonprofit Leadership Workshop

Presenter: Chuck Gordon, The New Kensington Group 
Date: Tuesday, September 26, 2017
Time: 5:30-8:00 PM
Location: TBA

Fundraising isn't easy. If it were, we'd all be raising the money we need simply and easily. And, as Executive Director, Board Chair, Director of Development, or Development Committee Chair, you carry an enormous responsibility. What does the model development program look like? How does your development program align to the ideal? Join us for this workshop to look at the core capacities of what makes a development program thrive and assess your own organization's performance, all in an effort to both lead effectively and to learn what you can be doing to be even more successful at leveraging your organization's philanthropic potential. Staff and board chairs are strongly encouraged to attend this workshop as a team.

About our Presenter: Charles B. Gordon, President and CEO, The New Kensington Group 
For nearly 30 years, Chuck has served as a senior nonprofit professional and consultant, helping nonprofit organizations in the Boston area and across the country realize their vision by raising increased revenues. Today, Chuck leads the New Kensington Group, a full service consulting firm helping nonprofit leaders grow their organizations. His work focuses on strategic planning, fund raising, executive search, and board leadership and governance support. As a nationally recognized trainer and speaker, he dedicates significant time to building the fund raising capacity of nonprofit professionals and senior volunteers from coast to coast. Chuck serves on the boards of the Wheelock Family Theatre and Boston Children’s Theatre, and was named one of Boston’s ’40 Under 40’ by the Boston Business Journal.



Through the generous support of our donors, MathWorks, and the Middlesex Savings Bank Charitable Foundation, we are able to offer the Center for Philanthropy Education nonprofit workshops.  

MetroWest nonprofit staff, volunteers, board and committee members are welcome to attend free of charge. If you register for a seminar and your plans change, please let us know 48 hours in advance. A $25 no-show fee will be applied.

Seminar topics may include:social media, email marketing, membership, budgets & grant proposals, strategic planning, annual giving plan, volunteers & donors, fundraising, filling out the form 990, and more!

Upcoming Seminars

What’s Your Impact? Capture the Outcomes that Prove You’re Making a Difference

Presenter: Ann Budner, ABudner Strategy Consulting
Date: September 19, 2017
Time: 9:30 AM-12:00 PM
Location: Lexington Community Center, 39 Marrett Road, Lexington, MA 02421
Who should attend: This workshop is targeted at Executive Directors, Development Directors, or Program Directors of small to medium nonprofit organizations. All others, especially the data-phobic, are welcome.

Do you feel your services are not measurable? Do you see collecting data as an onerous task imposed on you by your funders? Do you ever get lost in the data you’ve collected and find yourself forgetting the point of it all? You’re not alone. Many nonprofits know that they need to measure their outcomes somehow, but have no idea how to do it.
In fact, thoughtful outcomes measurement can be a very effective management tool for nonprofit organizations. It can help you, your board and staff with everything from strategic planning to fundraising. The data you collect can help you tell your story more effectively and improve your services.

For anyone who has ever struggled with outcomes measurement, this workshop is for you. Topics include:
- How to think of your work in terms of outcomes and how to measure the “un-measurable”
- The four key components of an outcomes measurement system
- Data collection options and analysis methods
- Examples of ways others have successfully measured their outcomes
- Figuring out your own organization’s outcomes

At the end of this session, you will:
- Understand how to turn qualitative information into quantitative measurements
- Learn methods for collecting outcomes in a low-cost and practical way
- Complete an exercise that gets you started on your own outcomes measurement system
- Go home with some reference documents and tools

About Ann Budner, Principal of ABudner Strategy Consulting

Ann led the non-profit consulting practice at Carlisle & Company, a management consulting firm in Concord, for 17 years. Ann has helped many MetroWest and greater Boston organizations develop outcomes measurement systems and has led numerous workshops on the subject. In addition to outcomes measurement, Ann’s specialties include strategic planning, strategic fund development, and board development. Prior to becoming a consultant, Ann directed educational and youth-oriented nonprofit organizations for 10 years. 


High Impact HR Processes: How to Engage and Attract Employees

Presenter: Saleha Walsh, Vice President, Insource Services, Inc.
Date: Thursday, October 12, 2017
Time: 9:30 AM to 11:00 AM
Location: Framingham Public Library, 49 Lexington Street, Framingham, MA
Who should attend: This workshop is intended for any nonprofit professional or board member of organizations from small to large.

Organizational success is dependent upon the engagement and commitment your staff has to your mission and organization. Our presentation will provide you with a different lens with which to view some basic and universal HR processes. Using our approach, you will learn to handle these high touch HR processes in a manner that enhances employee engagement and retention. This will help you capitalize on routine HR activities that are necessary and required. We will address:

  • What are effective hiring, performance management and termination processes and how to standardize them for your organization
  • How applying our approach will help you think of hiring, firing and other basic HR matters as a form of marketing your organization, its mission and culture.

Additional topics will include how to:

  • Develop a growing benefits offering, including cost effective employee perks
  • Use standard forms, such as a job applications, as tools for improved HR decisions
  • Adopt checklists which can automate compliant processes and allow you to focus your time and attention on what really matters to your employees. 
  • Please join us for this informative session and leave with some new ways to handle basic HR matters for more effective management of your key resource – your employees.

About Saleha Walsh, Vice President, Insource Services, Inc.
Saleha co-leads the delivery of Insource’s professional services to our clients. She is jointly responsible for the overall management of client engagements and providing leadership to and strategic direction for Insource’s consulting services. Saleha is a seasoned professional with over 20 years of experience in general operational and human resource management. She brings her expertise in direct communication and skills in contextual decision-making to managing Insource’s operations and addressing our clients’ needs.


Build a Budget and Dashboard for Your Nonprofit: Assess Your Financial Health, Plan for the Future and Measure What You Want to Manage

Presenters: Kate Mombourquette, Financial Analyst and Adam Griffin, Senior Financial Consultant, both of InSource Services, Inc.
Date: Tuesday, October 24, 2017
Time: 9:30 AM to 11:00 AM
Location: Whitney Place, 3 Vision Drive, Natick, MA 
Who should attend: This workshop is intended for any nonprofit professional or board member of organizations from small to large.

During this workshop attendees will:

  • Discuss the Budget building process
  • Outline a “Better” budget
  • Walk through an example of a “Better Budget”
  • Describe an effective dashboard and useful ways to focus on the metrics that are most important to your organization
  • Explore how to implement these tools in a way that helps your board and staff focus on critical success factors and make informed decisions about where to invest 

About Kate Mombourquette, Financial Analyst, InSource Services
Kate manages Insource’s Accounting and Bookkeeping service delivery team and provides consulting services directly to clients as a Financial Analyst. Skilled at communicating financial information to non-finance managers, she specializes in assessing, creating and implementing financial controls and accounting policies and procedures for client organizations.
Kate has more than a decade of supervisory experience in accounting and financial management in a wide variety of industries with many of these years spent focused on nonprofits.
Kate holds a Bachelor of Science degree in business and communications and an MBA focusing on nonprofits and small business from Northeastern University.

About Adam Griffin, Senior Financial Consultant, InSource Services
Adam manages Insource’s Financial Consulting service delivery team and provides consulting services directly to clients as a Senior Financial Manager. Skilled at providing decision making metrics, he oversees the day-to-day financial operations for nonprofit clients, ensures that best business practices are being followed and operates as a strategic partner to his clients’ leadership teams.
Adam has more than ten years of experience in accounting and financial management with a focus on nonprofits.
Adam holds a BBA in Accounting from the University of Massachusetts at Amherst’s Isenberg School of Management and an MSA in Accounting also from the University of Massachusetts.

How to Choose a Database Management System – A Primer

Presenter: Russell Greenwald, VP & Director IT Practice, InSource Services, Inc.
Date: Tuesday, November 14, 2017
Time: 9:30 AM to 11:00 AM
Location: Whitney Place, 3 Vision Drive, Natick, MA
Who should attend: This workshop is intended for any nonprofit professional or board member of organizations from small to large.

Your data is a strategic asset of your organization. Organizing data in a way that is easy to access and provides meaningful information to manage your operations is critical to your success. Join us to examine how to choose a database management system. We’ll provide a framework for choosing an effective database for your organization covering how to:

  • Map your existing processes
  • Review processes for potential improvements
  • Gather needs requirements (Start with the end in mind)
  • Prioritize needs and set timelines
  • Craft and distribute Request for Proposal
  • Define internal ownership and governance
  • Manage vendor selection and implementation
  • Establish procedures for ongoing use and maintenance of the system

About Russell Greenwald, VP & Director IT Practice, InSource Services
As head of Technology Consulting Practice, Russell provides strategic direction for and management of the delivery of technology services to effectively support our clients’ businesses. Russell is also Insource’s principal IT consultant focused on providing CIO, IT goal planning and assessment services to clients. He also has a proven track record working with organizations on strategic technology goals, developing multi-year technology plans, and seeing implementations through completion. He understands what it takes for technology adoption, playing on his years of experience of creating momentum, building trust, and nurturing change. He has significant experience in establishing technologies that support high tech startups to online payment processing for non-profit donations and program membership.
Russell has worked across industries ranging from nonprofits to venture capital, biotechnology, financial services, manufacturing and healthcare.
Russell holds a Bachelor of Arts degree in mathematics from Brandeis University.

Foundation for MetroWestCome Visit Us » 

We love being part of the MetroWest community, and we would love to see you!

We offer like-minded organizations - from historical societies to town education funds to community groups committed to environmental preservation - the opportunity to convene and share ideas and challenges, as well as to identify opportunities for collaboration. Please check back soon for upcoming events.

We offer services and resources to help build the capacity, visibility, connections, and expertise that nonprofits need to deliver their missions, and, in turn, strengthen the region. To find out more information about any of these programs listed above, please email Jennifer Ubaldino or call 508.647.2260. To ensure you are receiving the most up-to-date schedule of events, please sign up for our monthly eNewsletter.

 A special thank you to our donors for their support of our Center for Philanthropy Education