Training


JUNE


From Start to Finish: An All-Inclusive Guide to Selecting an AMS
June 12, 12:30PM

As a member-focused organization, your association management technology is the heart of your business. A good association management system (AMS) allows you to manage your organization’s data within a single platform, empowering your organization with the insights and tools to work smarter and focus resources on your mission, not your technology.

For these reasons and more, selecting the right AMS is a significant operational undertaking and represents a major investment of financial and human capital, both upfront and through ongoing maintenance and support expenses. No project of this scope is completely trouble-free but following a well-thought-out process and asking the right questions up front can help you avoid unnecessary complications.

We’re hosting a free, live webinar with Teri Carden, founder of ReviewMyAMS, and Megan Lopez, senior marketing manager at Personify, to help guide you through the following steps to select the right technology for your organization:

  • Understanding your needs and establishing requirements.
  • Drafting a clear, thoughtful request for proposals.
  • Creating an effective a process for evaluating and selecting a vendor. 

Put Your Website to Work: A Deep Dive Into Digital Trends
Wednesday, June 12, 2:30 pm

You work hard and wear a lot of hats-with no time to buy the matching shoes. Changing the world can be stressful work. We’d like to help lighten your workload and preserve your sanity. Go beyond the basics and take a deep dive into digital trends with Molly Coke as she talks about how to leverage technology to help support your mission and make your life easier. You’ll learn:

  • How to use the latest in marketing automation to engage your donors.
  • How to convert supporters with powerful landing pages.
  • The key fundamentals to a website that works harder than a brochure site.
  • What you need to consider regarding accessibility.

Introduction to Proposal Writing
Wednesday, June 12, 2:00 pm ET
 
Are you new to proposal writing or want a quick refresher? If so, you don’t want to miss one of our most popular classes!This class will provide you with an overview of how to write a standard project proposal to a foundation. It will include:
  • The basic elements of a proposal
  • The “do’s” and “don’ts” of writing and submitting a proposal
  • How to follow up whether the answer is yes or no
  • 30-minute hands-on exercise to develop a proposal outline (in-person classes only)

Please Note: A version of this course is also offered in Spanish.


Smart Strategies to Build Corporate Partnerships
June 12, 3:00PM

Corporate giving and volunteering is on the rise, but so is competition for companies’ attention and resources. As corporate social responsibility (CSR) programs become more specific and strategic, how do you find the right match for your non-profit’s mission? And once you find that match, how do you differentiate yourself among the many others competing for attention so companies choose to partner with you?

Presented by Tracey Shaw and Loree Lipstein of Thread Strategies, this session will cover how to prospect companies for partnership, build corporate relationships and design/pitch partnerships that meet the needs and interests of all parties.


Take the First Steps to Become a Google Analytics Rockstar
June 12, 1:00 PM CDT
Nearly everyone has Google Analytics installed on their websites these days. This free analytics service offers a deep look at what people are doing on your website and a treasure trove of data to help you make the critical decisions needed to boost marketing performance.

The problem is most nonprofit marketers aren’t taking advantage of the advanced features, or worse yet, they aren’t looking at their analytics at all. If you know it’s necessary to dig into your data but aren’t sure where to start (or don’t think of yourself as a data person) this webinar is for you.

Here’s what you’ll learn:

  • The advanced settings that are an absolute must for marketers.
  • Key reports that will tell you exactly how well your campaigns are performing.
  • How you can easily spot trends even if you hate math.

NextGen Leaders: Ask Me Anything!
June 13, 1:00PM

In this AMA (Ask Me Anything) session, Lianne Picot will address questions about leadership in general and in the nonprofit sector from new and aspiring leaders who want to know more about what it takes to lead social change. We will also talk about the potential leadership gap we will be facing in the sector and what senior leaders need to do to future proof their organization.

Send your questions anonymously in advance to lianne@bluemorpho.co or have them ready to ask on the day in person. It’s up to you!


Earn a GuideStar Seal of Transparency Using Your Latest Grant Proposals
Thursday, June 13, 2:00PM ET

Learn how to leverage past grant applications to earn a GuideStar Seal of Transparency and increase your chances of getting funded.


3 Easy Ways to Retain More Members Using Software
June 13, 2:00PM

Do you sometimes feel that your membership is like a leaky boat? Every time you look at your database, do you notice a few members have left?

In this free 45-minute webinar, you’ll learn how to:

  • Get your members to renew on their own, so you don’t have to chase them.
  • Automate your new member onboarding process and save hours each week.
  • Quickly identify who is about to leave, and what you can do to keep them.

Developing a Strategic Plan for Volunteer Engagement
June 13, 2:00PM

Are you engaging volunteers with an eye to the future? Do you know what your volunteer program should look like in 3 or 5 years? Join us as we talk about the fundamentals for creating a strategic plan for volunteer engagement for your organizations. This webinar will include components that should be included as well as ideas for working with organization leaders to include strategic goals for volunteer engagement in your organization’s overall strategic plan.

What you’ll learn:

  • Why a strategic plan for volunteer engagement is important.
  • How to incorporate key components into a strategic plan.
  • How you can use a strategic plan to communicate with organization stakeholders.
  • How creating a strategic plan can elevate the work that volunteers do in your organization.

Motivate Monday with Pamela Grow
Monday, June 17, 1:00 PM ET

Every Monday at 1:00 pm ET nonprofit professionals gather from around the world to share their most recent successes, learn from the top professionals in the sector, grab an easily implemented tip for the week, and get inspired!

Motivate Monday’s guest list reads like a “Who’s Who” of the nonprofit sector, with participants ranging from Ken Burnett to Tom Ahern to Gail Perry to John Haydon to Kivi Leroux Miller to Jay Love to Joan Garry…and YOU.


Your Next Planned Gift is Just a Phone Call Away!
June 18, 2:00PM

Join Anthony R. Alonso, President of Catapult Fundraising, for this free, 45 minute webinar on soliciting planned gifts. Learn how to identify your best planned giving prospects, solicit potential donors, and close the gift over the phone. Explore methods for how to make the ask using the mass communication instruments of mail, e-mail and telephone solicitation. This webinar will also provide strategy on the selection of donors for a planned giving direct marketing campaign.

Most planned giving donors say “they were simply never asked” for a gift. Learn how your organization can avoid this common pitfall and develop a thriving and profitable planned giving marketing and solicitation plan.


How Teach for America Uses Online Surveys
June 18, 2:00PM

Is your nonprofit using surveys to gain insights and make data-driven decisions? Most nonprofits struggle with this because, even though surveys are familiar, they are difficult to create, manage, and run effectively. This webinar will walk you through five things that every nonprofit should consider while doing surveys and research.

Things we will cover:

  • How to run a highly effective online research survey.
  • How to craft your survey questions.
  • How to get the most out of survey templates for nonprofits.
  • How data-driven decisions drive impact for nonprofits.
  • How to efficiently use online survey tools to start your research.

Developing a Case for Support: The Cornerstone of Successful Grant Writing
June 18, 2:00PM

Do you often feel as though your nonprofit is constantly shifting funding priorities? Does everyone respond to the “What do you need money for?” question with a different answer or no real answer at all?

There is a solution to get your nonprofit’s fundraising strategy organized and an absolute must before launching a grant writing campaign. The single most important document your nonprofit needs before writing grant requests is a case for support. With a well written, organized, and compelling case for support, your nonprofit can be confident that you are prepared to answer any question from a potential funder with responses that inspire long-term support and impactful contributions.

In this webinar, we’ll cover:

  • Why cases for support are critical to a nonprofit’s fundraising success, particularly grant writing.
  • Best practices for drafting a high quality case for support with grant writing in mind.
  • How to manage your time and tasks to develop a case for support in three months or less.
  • Using the content from your case for support in grant proposals.
  • Ways to engage foundations in your overall campaign beyond their grant support.
  • What donors and grant-makers expect from your case for support.

How Marketing Automation Can Work for You
Tuesday, June 18, 2:30 pm

One of the biggest trends in 2019 will continue to be automated multi-channel marketing. Marketers have become accustomed to integrating their online efforts, but integrating with offline tactics like print will become the norm. It’s the art of taking creative marketing ideas, building them into data-driven, multi-channel marketing campaigns and launching them in one integrated platform.


Events in a Digital Age: How to Maximize Offline Events in an Online World
June 19, 12:30PM

Events like galas, walks and auctions are critical to the fundraising (and friend-raising) strategies for most nonprofits. Want your next one to be a hit? Give it digital legs. With the vast number of online tools available, you can streamline everything from event registration to email marketing to social media, ensuring you capture your audience right where they are: online.

Join us to learn how to plan your next event with digital in mind from day one, including:

  • The importance of integrating digital into your event.
  • 3 key goals to help you measure success.
  • 5 digital must-haves to keep your event running smoothly.

Measuring More Than Money
Wednesday, June 19, 1:00 PM ET

How do we commonly measure fundraising success? Mostly money.

Well, this session is different. This session does not focus on measuring money. Welcome, instead, to an exploration of qualitative measures rather than numeric data.

Is this a better way to measure? It can be profoundly better. 

And at the least, this is an additional way to measure.

It’s time to innovate. Let’s define new important measures, and explore how your development office might do it. Measures like donor satisfaction, the quality and strategies of your relationship-building program, and… what else? You’ll find out in this webinar.


Google Ad Grants 101
June 19, 1:00PM

Have you heard of Google’s Ad Grant program, where they give $10,000 a month in free advertising to nonprofits?

Join us for a crash course on how Google Ad Grants can benefit your nonprofit by bringing thousands of new visitors to your website every month.

Presenter Jason Jensen, a Google Ads Certified Consultant, will also cover how to get started, how to use it successfully, and a special offer to get you started immediately!

If you attend, you’ll learn:

  • What Google Ad Grants is.
  • How Google Ads works.
  • How Google Ads can benefit your nonprofit.
  • Real examples of how other nonprofits used it effectively.
  • The costs and benefits of management services vs. DIY.
  • How to get started immediately! 

Introduction to Project Budgets
Wednesday, June 19, 2:00 pm ET

Are you ready to start fundraising for your project or idea, but don’t know what and how much to ask for? If preparing a budget for your foundation grant is holding you back, come learn the basic elements of how to draft a project budget with confidence.

This class will provide you with step-by-step instructions on how to generate a standard project budget for a foundation proposal. We will discuss:

  • The basic components of a project budget including income and expenses
  • How to estimate the realistic cost of a project
  • What other financial documents you may also need to submit with your proposal

Transforming Your Board into a Fundraising Force
June 20, 1:00 PM ET

Mobilizing you board to maximize revenue generation is a major goal for nonprofit staff and board leadership. Yet, there are many obstacles to enlisting their engagement in resource development. Kay Sprinkel Grace will unpack why board reluctance and provide solutions to these common obstacles. During this webinar, we will explore ways to create a motivational environment so board members feel confident about taking on new roles — expanding on the “AAA” program (Ambassador, Advocate, Asker).
 
Board members are critical to your fundraising program. Learn how to keep them engaged by focusing on the mission, vision, and values of your nonprofit to transform your board into a fundraising force.

Joining a Board of Directors: What are you getting yourself into?
June 20, 1:00PM

This webinar will provide participants with guidance about what boards expect of you, and what you should expect from your board.  We will cover the fundamentals about being a director, bust some myths, and help to get you ready for board membership.


Six Reasons Why Infographics Matter
Thursday, June 20, 1:00 PM ET

People love infographics—but should your nonprofit love them enough to create them?

Join us as we discuss the role infographics play in a healthy communications mix.  In this webinar, you’ll learn about the benefits of using infographics to visualize your data, the resources available to create them, and what types of organization goals they can aid.


Motivate Monday with Pamela Grow
Monday, June 24, 1:00 PM ET

Every Monday at 1:00 pm ET nonprofit professionals gather from around the world to share their most recent successes, learn from the top professionals in the sector, grab an easily implemented tip for the week, and get inspired!

Motivate Monday’s guest list reads like a “Who’s Who” of the nonprofit sector, with participants ranging from Ken Burnett to Tom Ahern to Gail Perry to John Haydon to Kivi Leroux Miller to Jay Love to Joan Garry…and YOU.


3 New Strategies to Boost Your Member Onboarding, Engagement, and Retention
Monday, June 24, 2:00 PM ET

Do you wonder how to engage both new and long-time members even more? Join this free webinar with nonprofit membership expert Amanda Kaiser. She will share real examples from over 400 interviews with members to help you boost member engagement and increase renewals!

By the end of this webinar, you will learn:

  • How to get better results from your renewal process by turning it upside-down.
  • How engaging new members within a critical 3-day to 3-week window is helping highly successful organizations.
  • The most powerful (yet most under-leveraged) key to engaging your new members fast!

GIS Mapping for Birds and People
June 24, 2:00 pm ET

With increasing urbanization, and 90% of Connecticut’s population living in urban areas away from natural green spaces, there is an urgent need to re-acquaint communities with nature while creating more sustainable and healthy cities for people and wildlife. We will share our model for bridging the gap – community-based conservation through our Urban Oases and Schoolyard Habitat Programs. As part of our presentation, we will highlight GIS technology we have developed and are using for urban habitat restoration and communication. We will describe our GIS decision support tool used to identify urban communities in greatest need of healthy green spaces, while also addressing the need of restoring high quality habitat for migratory songbirds in urban and suburban areas. Further, we will discuss best practices for engaging your community and stakeholders in your conservation planning process. A background in GIS is not required.

To join the event as an attendee
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1. Go to  https://doilearn2.webex.com/doilearn2/onstage/g.php?MTID=e593c026e2aa6ffa254112c97c6142683
2. Click “Join Now”.

To join the audio conference only
—————————— ————————-
To receive a call back, provide your phone number when you join the event, or call the number below and enter the access code.
US Toll: +1-415-527-5035
Access code: 902 135 458


Tools Every Nonprofit Needs to Simplify Their Life|
Tuesday, June 25, 1:30 pm

Every day you learn about a new mobile app or piece of software that will “change your life.” There’s so much coming at you, it sometimes feels like you’re drinking through a fire hose. In this session, we will help you make technology your friend.

You’ll learn: 

  • Which social media platforms you should care about. 
  • 5 online tools that will help you master your online world. 
  • Listening tools. 
  • Engagement tools. 
  • How to master your online presence in less than 15 minutes per day.

3 New Strategies to Boost Your Member Onboarding, Engagement, and Retention
June 25, 2:00PM

Is your organization struggling to increase your member retention rate? Do you wonder how to engage both new and long-time members even more?

In this webinar, membership research expert Amanda Kaiser will share insights from over 400 interviews with members to help you boost member engagement and increase renewals. You’ll learn how members really think about renewals, how membership organizations of all sizes are delighting their newest members, and the steps you can take to engage new members fast, in order to engage them for life!

By the end of this webinar, you will learn:

  • How to get better results from your renewal process by turning it upside-down.
  • How engaging new members within a critical 3-day to 3-week window is helping highly successful organizations.
  • The most powerful (yet most under under-leveraged) key to engaging your new members fast!

5 Weirdly Easy “Life Hacks” That Will Make Your Fundraising Work MUCH Better
June 25, 3:00 PM ET

How many times have you learned something new about improving your fundraising, and then suddenly realized, “This is going to take a lot more time than I have!”  

Collected from a 30-year career of hands-on fundraising, these hacks are practical, easy, and they work!

They’ll help you start your projects on the right foot, align your thinking and strategy with donor motivations, write stronger copy, stay on target — and raise more money.

What you will learn during this live nonprofit webinar:

  • How to keep your fundraising messages laser-focused on the things your donors care about.
  • How to keep yourself (and everyone else who’s involved) on the same page about your message.
  • How to eliminate most of the guesswork that makes fundraising so difficult.
  • How to write like a veteran fundraising pro starting TODAY.

Advocacy and Community Organizing: Evaluation and Capacity Building
June 25, 2:00 PM ET

The most effective advocacy and community organizing work happens when groups and coalitions know where they stand and can leverage their organizational strengths to work for social change.


Integrating Social Science into Strategic Monarch Conservation
June 25, 2:00 PM ET

Every corner of the landscape that the monarch butterfly navigates is shaped, to some degree, by humans. While this has resulted in a variety of obstacles for monarchs, people are striving to create or maintain habitat for these charismatic creatures. The U.S. Fish & Wildlife Service and the Field Museum’s Keller Science Action Center have been working to understand the social, political, and economic factors that produce environmental threats, and foster those that benefit monarchs and their habitats. In this webinar, USFWS Human Dimensions Team Lead Christine Browne will explain how these factors within the socio-ecological systems have been identified and considered in the development of conservation strategies, and Field Museum Social Scientist Lex Winter will share research on how these factors play out on the ground in urban and suburban areas in the Midwest.


Developing Effective Dashboards and Key Performance Indicators
June 26, 11:30AM

Do you have a dashboard and know what your key performance indicators (KPI’s) are for your organization?

Dashboards are one way to simply communicate and give an overview of the organization by using a graphical summary of important information. It is an easy way for decision-makers to see where and whether the organization is on the planned financial path, and additionally can be used with funders and stakeholders to transparently show progress towards desired goals.

But a dashboard without metrics is useless to the organization, it is important to develop the associated metrics and constantly review to ensure you are measuring success for the organization.

A properly designed dashboard allows a nonprofit to monitor its effectiveness as evidenced by the financial health along with the impact of the programs and services provided.  Board and staff should develop strategy and goals to create dashboards with focused conversation and collaboration.

When you select the dashboard elements, you should understand the data you will track and how that data will influence decision making.  Questions to ask include: Are the metrics for the organization or function? Is the tool for the board, staff, or funders?

This webinar will help Executive Directors, Finance Directors, and finance staff to develop and use a financial policies and procedures manual.  Savvy nonprofit leaders know that effective dashboards and key performance indicator development can be the difference between good and great performance.


(Not Quite) Ready for the Redesign: How to Save Money and Avoid Overwhelm on Your Nonprofit Website Project
June 27, 11:00AM

Are you headed into a website redesign, and no sure where to start? Set yourself and your team up for a successful website project by learning the three foundational steps that will help you save money and avoid overwhelm.

Join expert digital trainer Yesenia Sotelo of SmartCause Digital for this interactive training covering important steps such as creating content, understanding users and choosing a content management system.


How to streamline your nonprofit online marketing & communications workflow
June 27, 1:00PM

If you’re like most nonprofit communication professionals, your job description has dramatically changed over the past few years. No longer are your efforts limited to the annual report and the occasional fundraising promotion. The massive growth of social media and mobile demand that nonprofits curate and publish content on a daily basis to keep their communities engaged.

This free webinar will show you ways to save time and be more effective with free and low-cost apps.

You will learn:

  • How to automatically create spreadsheets to capture mentions and report your social media progress.
  • How to create beautifully branded social media images directly from your mobile phone.
  • How to manage and analyze your Facebook community using a free app created by Facebook.
  • How to quickly publish stories across multiple social networks.
  • How to quickly optimize and recycle your top-performing stories.
  • How to create a simple editorial calendar with Google calendar.
  • How to automate the most common and mundane social media tasks.

Jumpstarting Your Calendar Year-End Fundraising
June 27, 2:00PM

The hazy days of summer are on the horizon and there is no time like the present to get yourself situated for a successful above goal year-end.

In this webinar, I “take you by the hand” and lead you through a framework that I developed that will help you to plan your fundraising today before the summer even gets into full gear.

You’ll learn:

  • What key annual fund metrics ensure the health and effectiveness of your nonprofit’s fundraising program.
  • How to use a “framework” to help you plan your fall efforts today.
  • How to plan a follow-up to your efforts now before you need to take action.
  • How to engage your Board members in the annual fund sooner rather than later.
  • How to hit the ground running in fall to ensure that you go “above goal!”

Incorporate these simple steps into developing a framework for your calendar-year end fundraising campaign and raise even more contributed income this year towards your mission than ever before.

July


10 Ways Personalization Can Increase Donor Engagement
Tue, Jul 9, 1:00 PM ET

Do you find yourself asking these questions:

  • How to I optimize donor engagement?
  • How do I keep my donors happy?
  • How can I increase response rates?
  • How to I retain my donors?
The answer… personalization.
 
Personalization is no longer the exception, donors expect it and it’s the foundation for a good fundraising strategy. Personalization helps build stronger donor relationships by showing your appreciation and giving the donor a reason to care while incentivizing them to continue donating. In this webinar, you will learn how to leverage personalization to maximize donor engagement and see examples of how other nonprofits are making the donor journey personal on all levels.

ANATOMY OF A CYBER ATTACK
Thursday, July 18, 2:00 PM ET

Non-profits are being targeted by sophisticated digital attacks at an unprecedented rate. In this webinar, we’ll take a close look at exactly how these attacks work from end to end: how the attackers get into your systems in the first place, what they do once they’re in, and the mess they leave in their wake. 

The webinar will provide an overview on what you need to do to clean up after an attack, and what you can do to prevent attackers from getting into your systems in the first place. 

We’ll also dispel some common myths about IT security, and tell you exactly what you need to know to defend your organization against today’s threats.


Wednesday, July 24, 2:00 PM EDT

Box is a cloud content management system that securely connects people, information and applications. Thousands of businesses use Box globally to improve content security and protection, and reduce infrastructure costs. Join us for this demo and learn how Box can help your organization. An experienced data management consultant will highlight various system features, including:

  • Navigation
  • User Permissions
  • Office Integration
  • Box Drive

 

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