Rick Schwartz talks to MetroWest nonprofit staff about annual reports.

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

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!

 

Program Office Hours- Ongoing

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.

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Upcoming Seminars

Articulate your Mission with Clarity and Purpose

Presenter: Mike Chase, Great Results, LLC
Date: Thursday, October 19, 2017
Time: 9:30 AM to 11:30 AM
Location: Framingham McAuliffe Branch, 746 Water Street, Framingham, MA
Who should attend: This workshop is intended for any nonprofit professional or board member of organizations from small to large.

Have you ever struggled to clearly and succinctly articulate your organization and its purpose? Are you not convinced your message is getting through?
Then COME to this workshop to learn how to quickly and effectively prepare for ANY meeting, whether with a sponsor or potential donor, a constituent, or a colleague!
At the conclusion of this workshop, attendees will come away with a model to help organize your thoughts concisely and effectively about these topics, and be able to communicate more clearly and effectively to any of your potential audiences.

Finally, you will learn how to increase the chances that your audience will take the action you would like them to. In addition, you will receive a handout of questions to guide you in further identifying and gathering appropriate information and determining what is most important to share with others based on your current situation.


Come participate in this workshop to learn how to better articulate your organization’s mission, organization, and the benefits it provides to those it serves.  You will never again stumble over your words, whether you’re speaking to potential patrons, existing donors, or senior leadership!  As a result, you will know how to properly prepare for that next meeting being clear about your objectives, confident in your story, and convinced you can get the results you desire! 


About the Presenter: Mike Chase, Great Results, LLC
Mike Chase is a dynamic speaker who has delivered presentations throughout his marketing and sales career in the corporate world as well as at small groups, libraries and church halls throughout eastern Massachusetts and Southern New Hampshire. Mike is also an award-winning speaker, most recently completing the requirements for the Triple Crown award from Toastmasters International. He recently launched his own training company, Great Results, LLC, to help others improve their own speaking skills in individual or group workshops.

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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.
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A Better Way to Build Your Board of Directors

Presenter: Bob Greene, Bob Greene Coaching and Consulting
Date: Tuesday, November 7, 2017
Time: 5:30-8:00 PM
Location: TBD
Who should Attend: Any nonprofit, regardless of budget can strategically develop their board. This is an ideal session for board members and executive staff to attend together, if possible.


Intentional board development is crucial for building a dynamic, engaged, and productive board that makes a substantial contribution to achieving the organization’s mission and serving the community. Unfortunately, recruiting and supporting new board members are often conducted intermittently and without a plan, which can make it difficult to find and actively engage the board members who will help take the organization to the next level. In this interactive workshop, we will discuss ongoing, strategic, board development and provide ideas, tips, and tools so that your organization can more effectively:

  • Assess current needs and create a plan for developing the board.
  • Recruit potential board members with needed skills and experiences.
  • Foster a more diverse and inclusive board.
  • Orient and support new board members so they can more quickly become engaged.

Take-away resources include:

  • A brief board assessment tool.
  • A board matrix (for analyzing current and needed board member attributes.)
  • Ideas for recruitment that go beyond asking “the usual suspects.”
  • Tips for supporting new board member success.

About our Presenter: Bob Greene, Bob Greene Coaching and Consulting
Bob Greene engages individuals and teams in essential conversations that lead to insight, creativity, and action. As a leadership coach and organization development consultant, he asks powerful questions and facilitates significant conversations so clients gain perspective and reach their goals. With over 20 years experience, Bob serves as a trusted thinking partner. Through one-to-one coaching and skillfully facilitated group dialogue, he helps clients identify and address internal and external obstacles that keep them stuck, create effective action plans, and stay accountable for making progress.
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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.
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Fundraising Bootcamp

Date: Thursday, November 16, 2017
Time: 8:30 AM- 12:30 PM
Location: MWRTA, 15 Blandin Avenue, Framingham, MA

Join us for an interactive, half-day event focused on planned giving, major gifts, events, and donor communications.

Who Should Attend:
Any nonprofit professional or board member
Ideal for development, communications, and external affairs staff

Featured Presenters:
Gioia Perugini, Hemenway & Barnes
Stephanie Truesdell, Beth Israel Deaconess Hospital
Rachel Glazer, Rachel G Events
Kathy Brennan, Emerson & Church Publishers

Format:
8:30 AM- Check-in
9:00-10:30- Breakout session #1
10:30-11:30- Networking over coffee
11:00-12:30- Breakout session #2
12:30 PM- Closing

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