MAY 2020

UBIT: The Tax Consequences of Revenue Generating Activities for Your Nonprofit
May 20, 12:30 pm ET

This month’s presentation will provide an overview of how your nonprofit’s revenue-generating activities could give rise to unrelated business income tax (UBIT) obligations, and how to minimize that risk.  It will focus on how revenue generated by a nonprofit becomes taxable income and, even more importantly, when tax can be avoided by careful compliance with the Internal Revenue Code.  These issues arise for nonprofit, tax-exempt organizations in many contexts, and the presentation will cover corporate  sponsorship, advertising, licensing arrangements, endorsements and royalties, and cause-related marketing, among other subjects.  The details in this area are important, and all nonprofits (and their advisers) should understand the critical distinctions that separate taxable income from tax-free revenue.  The panel will cover the major UBIT sources and common pitfalls, and will share guidance on how to maximize tax-free revenue, with practical tips to help nonprofits structure and document deals to optimize their economic gain. This will be an invaluable program for experienced nonprofit finance, legal, marketing, and operations staff, and for those new to the area.

How Nonprofits Can Stretch Their Marketing Budget
May 20, 2:00PM

This webinar will walk through the basics of nonprofit marketing, including storytelling, strategy, structure and execution. In each area, we will explore ways nonprofits can streamline their approach and stretch their budgets to do more marketing with fewer dollars.

Shifting Your Events Online During COVID-19
May 20, 2:00PM

Join Nonprofit New York and Candid to learn how in a short amount of time they have shifted their in-person events to an online format during the coronavirus (COVID-19) crisis. In this webinar, the panelists will share how they determined the purpose of events, evaluated different scenarios, selected an online platform, leveraged their talents, and delivered successful events. The panelists will have an honest conversation on how they managed these programmatic changes and what lessons they learned throughout the process.

Upon completion of this webinar, you should be able to:

  • Evaluate how to transition your programs from an in-person to an online format
  • Identify online resources to host online events
  • Pinpoint and practice online facilitation tips and tricks, including how to prepare presenters
  • Understand possible challenges of shifting to online events and how to tackle them

Digital legislative advocacy and bill tracking (not only) in times of a pandemic
May 21, 1:00PM

One of the main challenges nonprofits face in building an effective government relations strategy is the sheer amount of legislation: Each year, several thousands of bills get introduced in a given state, and around 10,000 in Congress. This workshop will help you improve your government advocacy strategy and volunteer outreach, cut through the noise and show you how you can keep your volunteer base engaged on your priority legislation. We will leverage the FastDemocracy platform, which is available in all 50 states & Congress and has both a free and a professional version.

Tools Every Nonprofit Needs to Simplify Their Life
May 21, 2:30PM

The best tools breathe life into your nonprofit’s online presence. The question is which ones do you really need? Evernote? DropBox? Google Alerts? There’s so much coming at you, it can feel like you’re drinking through a firehose. In this session, we’ll introduce you to the tools you need to build an effective online presence.

Get the lowdown from Angie in her online tools webinar and find out:

  • Which social media platforms you should care about.
  • 5 online tools to help you master your online presence.
  • Social listening tools that really work.
  • Engagement tools to simplify your life.
  • How to curate your web content in less than 15 minutes per day.

Advocacy and Community Organizing: Evaluation and Capacity Building
May 26, 2:00 PM ET

It’s crucial for advocates and organizers to have a keen understanding of organizational capacity so that they can act quickly when opportunities arise. Alliance for Justice’s free capacity assessment tools – ACT and PowerCheck – are designed to help organizations, groups, and coalitions become more nimble, strategic, and resilient while carrying out their missions. Fee $35.00

How to Avoid Fundraising’s Quiet Killer: Donor Attrition
May 26, 11:00AM

In this session, Jay will help us learn how to step off of the donor acquisition treadmill and start revving up donor retention. Seven out of 10 donors give only once, but this doesn’t have to be your reality. Jay will help us understand how a 10% increase in donor retention will more than double the lifetime value of a donor and minimize our reliance on producing constant appeals for new donors.

Jay is ready to teach you:

  • How to establish a powerful and engaging web presence that retains donors.

  • What we can learn from the annual Fundraising Effectiveness Survey Report from AFP.

  • Why donors leave and what to do about it.

  • 6 key drivers that can double the lifetime value of your donors.

  • Methods for creating repeat donors.

Legacy KPIs & Dashboard: Reporting Without Losing Your Mind
May 26, 1:00PM

Reporting legacy fundraising can at times be a controversial topic because it cannot be evaluated as other fundraising channels. In fact, we do ourselves a disservice by looking only at current revenue and other metrics commonly used for transactional fundraising methods. What happens to the efforts made to acquire and convert donors? Do we know what our cost ratios are?

In this session, participants will learn how Greenpeace revamped its KPI, their definitions, and implemented a legacy dashboard to better manage and track the evolution of legacy fundraising globally. The tools presented will be easily adaptable to small and large organizations.

Learning objectives:

  • How to build excitement and buy-in to implement a new reporting tool
  • How to strategically evaluate the legacy program
  • Know which are the most important KPIs to measure success with a legacy dashboard

Dashboards: Making Your Data Work for You
May 27, 12:00PM

Learn how to make your data – from community impact to financial information – more digestible and useful for making decisions. In this webinar, we’ll discuss the purpose and use of dashboard reports, learn the components of useful dashboard reports, and share some examples.

Introduction to Fundraising Planning
May 27, 2:00PM

Does your organization need help directing its fundraising efforts? Planning focuses your organization by setting fundraising priorities and helps give staff and board members a roadmap to success.

This introductory class will provide you the basic steps for developing a fundraising plan, including tips on:

  • Making your case for support
  • Diversifying your organization’s fundraising base
  • Creating a plan of action

Marketing Trends Nonprofits Need to Know (and Embrace)
May 27, 2:00PM

Marketing trends come and go, but the top marketing trends are the ones worth adopting. Digital marketing, content marketing, social media marketing—each plays a role in a nonprofit’s strategy. Join us to discuss the 2020 marketing trends that’ll shape your nonprofit’s future and grow your impact, including:

  • How to use artificial intelligence (AI) to engage.
  • Micro moments and influencer marketing.
  • Gaming as a fundraising and awareness tool.
  • The differences between visual, local and voice search.
  • How to automate your marketing.

Emergency Analytics: What website data says you should adjust about your online communications and fundraising right now
May 28, 11:00AM

The analytics for nonprofit websites have changed dramatically over the last 60 days. Your supporters and service recipients are accessing the internet differently, engaging with content through new channels, and showing interest in specific calls-to-action. Join

this informative training session and learn about important website trends that affect your nonprofit online communications and fundraising. You’ll walk away with ideas for how to immediately adjust your outreach campaigns.

Thursday, May 28th at 1pm ET
Join us for a webinar with Matthew Gayer, Co-Executive Director at Catalogue for Philanthropy as we discuss how to pivot your fundraising strategy and programs virtually. 
We’ll discuss the considerations to take when moving your programming online. Whether for fundraising or client-facing programs, we need to consider the type of virtual platform, the goals, and how we want to deliver the service.
We’ll also cover lessons learned from the past few weeks, the responses to the current situation and the recent programmatic shifts. Additionally, we’ll touch on the do’s and don’ts of moving programs online, including creative options and examples from nonprofits right now.


Helping your NFP Organization Weather the Economic Storm
May 28, 1:00PM

The global health crisis has placed world markets in a precarious position with no end in sight. In this time of uncertainty, we’ve seen many not-for-profit organizations across Canada struggle to retain donors and stay afloat. So, what can you do to keep your organization financially and operationally strong during these challenging times?

In this webinar, we will discuss the common issues that NPOs tend to face during a recession, as well as immediate measures and long term strategies that organizations can put in place to weather the economic storm.

Convert Supporters with Powerful Landing Pages
May 28, 2:30PM

With great landing pages, your donors, volunteers and supporters are 10 times more likely to donate, sign up, register or engage with your nonprofit. In this session, we’ll share real-world landing page examples that increase conversions and what we’ve learned from studying hundreds of nonprofits and their landing page designs, including:

  • What a landing page is and why we should care.
  • The biggest landing page mistakes and how to avoid them.
  • How to build the best landing pages and landing page templates.
  • 13 ideas for landing pages every nonprofit should have.

Overlooked Benefits of Outsourcing Nonprofit Accounting
May 29, 11:30AM

Has your organization ever looked at outsourcing all or a portion of its accounting?  If not, it is because you’re not sure how the organization would benefit from this decision.  Since it is not a common practice for nonprofits to outsource its accounting, we will discuss the process and discuss the overlooked benefits of outsourcing your Nonprofit Accounting.

Why your Nonprofit should be using Nonprofit Accounting Software
May 29, 1:00PM

Your organization like every other nonprofit is feeling the pressure to deliver more transparency. The demand for more timely information is coming from a multitude of interested parties: board members, major donors, potential funders, and watchdog organizations.

The goal of transparency can’t be easily accomplished without sound nonprofit accounting software-financial reporting is the foundation upon which transparency is achieved.

We will review at least seven reasons Nonprofits should consider Nonprofit Accounting Software.


Putting together a strong board handbook is about more than compliance with laws and best practices. A robust set of governing policies, including position descriptions, financial controls, gift acceptance, etc., can be hugely liberating! In this 60-minute tour of a comprehensive board handbook, we will talk about content as well as about the process of getting group agreement without sucking the air out of the boardroom!

JUNE 2020

How Your Nonprofit Can Recruit & Retain Digital Sponsors
June 9, 2020 | 1:00pm ET

Nonprofits of all sizes are invited to join this webinar to learn how to recruit and retain digital sponsors for online events and campaigns. We’ll also discuss how nonprofits can create a livestreamed and/or a recorded video series that cultivates donors, inspires advocacy, and raises funds for your organization. Topics include:

  • Brainstorming a list of potential corporate partners
  • How to pitch & price your digital sponsorships for online events and campaigns
  • How to tap into the power of livestreaming to raise funds through sponsorship

Recruiting, Engaging and Keeping a Great Board of Directors 
June 12, 2020 | 2:30pm ET

Whose job is it to make sure the board of directors is strong, focused on its role, and performing its governance function well?  Why, it’s the board’s job of course!  By implementing just one or two of The Board Doctor’s high-yield strategies for recruiting new board members or engaging current board members, any board can put itself on the path to a more fulfilling volunteer experience.  High-functioning boards help their organizations achieve more of the mission, too.  That’s a lot to get out of one short hour, so tune in to see if we can hit the mark!

Website & Email Marketing Best Practices for Nonprofits
Tue, June 16, 2020 | 1:00pm ET

Packed with practical advice and customized for small nonprofits on a limited budget, this webinar will stress the importance of professional website design and strategic email marketing and fundraising.

Topics discussed include:

  • Current trends in nonprofit website design and how to launch a modern, mobile-compatible website on a limited budget
  • How to launch and maintain an email marketing strategy that consistently engages donors and supporters
  • How to integrate social media into your website and email communications
  • Tips for growing your email list

No Free Passes: The Board’s Role in Fundraising 
June 26, 2020 | 2:30pm ET

Fear and the Fundraising Board.  Often when an executive director calls The Board Doctor in search of ideas for increasing “engagement” or “involvement” of their board members, they are referring to fundraising. More than anything other responsibility of nonprofit board members, fundraising is avoided.  But it is often misunderstood.  Spend an hour with us and learn about the entire fundraising process and the great variety of opportunities board members have to fulfill that function without getting the hives.