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Leatherstocking AEA REMINDER: September 28th Effective Board Fundraising Program

September 23, 2011

Don’t Miss September 28th Program on Effective Board Fundraising!

Leatherstocking AEA Program Features Reluctant to Ready: A 7-step plan to transform your board into fantastic fundraisers

It is a common problem. Board members are often reluctant to accept their responsibility to financially support and solicit donations for the nonprofits they serve. Working toward a solution is an "inside out" approach, and regardless of the issues, there are effective steps you can take to transform a board whose members evade, resist, or just don’t follow through, into one that’s fully engaged in fundraising.

Audience: Board Chair, Executive Directors/CEOs, Development Officers.

Description: This half day workshop will provide a step-by-step plan to optimize board responsiveness, effectivess, and productivity in fundraising.

Workshop topics will include:

  • Reviewing the fundamentals
  • Evaluating your board
  • The necessary resources
  • Securing commitment
  • Establishing accountability
  • A look at inside as leadership

Presented by: Susan J. Palmer, Founder and President of The Palmer Westport Group

The Palmer Westport Group is an arts management consulting firm, which speacializes in strategic planning, fundraising and organizational development for nonprofit arts and cultural organizations.


Time: 8:30am – 12:00pm

Cost: FREE


FoxCare Center’s Education Room
1 FoxCare Drive
Route 7
Oneonta, NY 13820

Leatherstocking AEA April 20th RECAP
Fund Development and Marketing Partnership: Increasing Your Nonprofit’s Success

Thank you to our speakers, Paul Adamo, Tara Collins and Mike Stein!

Presenations and Video Available!

The Leatherstocking AEA program featured an engaging discussion about defining fund development and marketing in nonprofit operations, including their overlap and how to improve the partnership in these two areas. The presentation began with Paul Adamo, Vice President for College Advancement and
Executive Director, College at Oneonta Foundation. In Paul’s presentation (available here), he discussed his key fundraising factors and tips, as well as how marketing is involved. You can watch Paul relate his fundamentals here. In this video, Paul asks participants why people should give their nonprofit money. Lastly, Paul stresses the importance of your board in fundraising in this video.

The second portion of the program featured Tara Collins, Communications Director at Watershed Agricultural Council. In Tara’s presentation (available here), she defines marketing and relates about the importance of marketing strategy. Watch here as Tara defines and stresses marketing strategy. Watch here as she elaborates on strategy and shows an example from Watershed Agricultural Council. Her presentation also addressed how to make the most of your efforts, and includes a number of linked resources.

The final portion of the program featured Mike Stein, Vice President of Development at Bassett Healthcare Network, discussing the partnership between marketing and fund development. He discussed how they often seem to compete with each other rather than build on their partnership. His suggestions for this issue included bringing both sides together through a planning and implementation, as well as ongoing communication. He also stressed recognizing the different goals fund development and marketing have, and figuring out the commonalities.

Thank You Again To Our Panelists!

Paul J. Adamo, Vice President for College Advancement and Executive Director, College at Oneonta Foundation

Mike Stein, Vice President of Development, Bassett Healthcare Network

Tara Collins, Communications Director at Watershed Agricultural Council

NYS Attorney General’s Workshop Recap on Charities Bureau Registration and Reporting

The Attorney General’s office offered a workshop on Charities Registration and Reporting related to the Charities Bureau. The workshop overview included:

– Registration with Attorney General’s Charities Bureau, which is required unless the nonprofit is exempt
– Clarified registration requirements, which are separate from the NY Department of State; IRS; or NYS Tax Department.

The workshop explained that all nonprofits must register that are incorporated or formed in NYS; conduct charitable activity or purpose; or raise money in NY for charitable purposes.
Exempt nonprofits include churches, educational organizations (formed under Dept of Education), volunteer fire and ambulance corpos, PTAs, and organizations formed for the benefit of their members.
Registration documents and fees: complete form CHAR 410, and submit certificate of incorporation, by-laws, IRS from 1023/1024, IRS tax exemption determination letter, financial report and $25 fee.

Questions? Visit Charities.Bureau

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Visit the NY Nonprofit Executive Directors Network
Stay Informed. Connect with your peers. Post your questions. NYNED is your resource.

About the Leatherstocking AEA Formed in 2004 with the support of the New York Council of Nonprofits, formerly Council of Community Services of New York State (CCSNYS), the Leatherstocking AEA offers nonprofit executive directors from Otsego, Delaware, and Chenango Counties a forum for networking and peer support. The group holds quarterly program meetings. 2011 meeting dates are: September 28th and a November date to be announced. Times and locations will be announced.


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