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Nonprofit Management Learning Series Session 4: Funding, Support, and Fundraising (webinar)

Nonprofit Management Learning Series

Session 4 – Funding, Support, and Fundraising
This webinar is the fourth session in HealthHIV’s Nonprofit Management Learning Series. This session will discuss strategies for fundraising and approaches to pursuing grant funds. The webinar will cover the impact on restricted and unrestricted funding on operations, accounting, data management, financial reporting, and communications with donors, highlighting examples and best practices. Learning objectives include:

  • Discuss impact of restricted and unrestricted funds on business opertaions, financial reporting, and communications with donors
  • Review donor deductibility rules and donor acknowledgement requirements
  • Describe examples of impact on budgets, cash management, and donor relationships

Access past session materials below:

Please Register using the “Webinar Recording” links to view archived webinars.

Nonprofit Management Learning Series Session 3: Board Governance (webinar)

Nonprofit Management Learning Series

Session 3 – Board Governance
This webinar was the third session in HealthHIV’s Nonprofit Management Learning Series. This webinar expanded on board governance topics introduced in Session 1, focusing on the role of the Board of Directors, fiduciary duties, and personal liability risks and protections for Board members. The session reviewed oversight and committee responsibilities, and essential policies governing the Board. Learning objectives included:

  • Discuss Board and committee responsibilities related to finances
  • Describe essential principles related to fiduciary duties and conflicts of interest
  • Share best practices related to financial accountability and oversight
  • Review key policies and procedures for new and growing nonprofits

Access past session materials below:

Please Register using the “Webinar Recording” links to view archived webinars.

Nonprofit Management Learning Series Session 2: Tax Filing and Responsibilities (webinar)

Nonprofit Management Learning Series

Session 2 – Tax Filing and Responsibilities
This webinar was the second session in HealthHIV’s Nonprofit Management Learning Series. This webinar provided an overview of the Form 990, discussed tax filing basics, and covered state law filing requirements. Learning objectives included:

  • Review the main elements of Form 990 and its ability to tell your organization’s mission and story
  • Discuss best practices related to payroll management and employment rules
  • Understand use of corporation reports, business licesnses, and charitable solicitation registrations

Access past session materials below:

Please Register using the “Webinar Recording” links to view archived webinars.

Nonprofit Management Learning Series Session 1: Legal, Financial, and Governance Fundamentals for Nonprofits

Session 1: Legal, Financial, and Governance Fundamentals for Nonprofits

The first workshop of this learning series provided a framework for setting the right legal, governance, and financial habits in the early stages of organizational development. The workshop covered what it means to be a nonprofit corporation, the benefits and burdens of being a 501(c)(3) public charity, and considerations in forming and structuring a board of directors and leadership team. Participants discussed the key elements of accounting systems and financial reporting, concentrating on stewardship of assets and optimizing financial management systems. Participants were able to:

  • Describe what it means to be a nonprofit corporation and a tax-exempt public charity.
  • Examine different approaches to forming and structuring a nonprofit Board of Directors and leadership team.
  • Identify the key components of accounting systems and safeguarding financial assets.
  • Compare internal and external financial reporting to staff, management, board of directors, and other leadership.

Access past session materials below:

Please Register using the “Webinar Recording” links to view archived webinars.

Ryan White Regional Early Intervention Services (Hi-V) Subrecipient Kickoff Meeting Materials

The purpose of the meeting was to discuss Hi-V program requirements, data collection, reporting, quality, and the Capacity Building Assistance Track (as applicable). Grantees were encouraged to bring their fiscal, data, and programmatic staff to participate in the meeting. Throughout the day, participants connected with program officers, grant monitors, and quality coaches to discuss:

  • Ryan White HIV/AIDS program updates
  • Hi-V (high-five) model program components
  • Data collection and reporting in CAREWare
  • Quality improvement/management plans
  • Program narratives and reporting, and
  • EGMS and invoicing

HAHSTA Case Management Operating Committee (CMOC) Quarterly Training: Housing Opportunities & Challenges for People Living with HIV

This resource was distributed at the HAHSTA Case Management Operating Committee Quarterly Training on April 18, 2019.

Toolkit Table of Contents

Training Agenda
DC Health: HAHSTA’s Housing Programs & Services – Slides
Housing Counseling Services
– Sustainable Housing Assistance Rental Program (SHARP)
– Housing Independence Through Employment (HITE)
– Metropolitan Housing Access Program (MHAP)
— Program Brochure
— Services Flyer
— MHAP Program Referral Form (NEW)
Emergency Financial Assistance
— Service Standards
— Program Application
— Homelessness Verification Form
— Zero Income Affidavit
— Referral Certification Form

 

Grant Writing for Foundations

DESCRIPTION

This workshop is designed to build the essential knowledge and skills to craft effective grant proposals. The training will:  

  • Provide participants with an overview of how to write a competitive project proposal to a private foundation
  • Explore how corporate grant-makers are different from traditional foundations
  • Provide best practices when identifying appropriate funders
  • Examine effective methods for creating a comprehensive and competitive proposal  
  • Utilize a combination of resources; including data visualization tools, original research, and more to illuminate critical issues in philanthropy

LEARNING OBJECTIVES

  • Understand the basic elements of a proposal
  • Understand the “do’s” and “don’ts” of writing and submitting a proposal and what funders are really looking for in an effective proposal
  • Identify how to find prospective funders
  • Determine how to follow up whether the answer is yes or no
  • Practice hands-on exercises to develop components of the proposal

Event Page: https://effibarryinstitute.org/events/grant-writing-for-foundations/

Using Data for Quality Improvement to Enhance Service Delivery

DESCRIPTION

This training was an opportunity for community based organizations to practice using data in more innovative ways to improve service delivery, linkage to, and retention in care. Participants explored performance measurement, methods to collect and inventory data, and the management of data through the life of a Quality Improvement (QI) project cycle.

LEARNING OBJECTIVES

  • Define performance measures, indicators, and measurement best practices
  • Explore various types of data used in QI projects
  • Examine the relationship and tools used to drive QI projects
  • Define the steps of a life cycle of a QI project and key tools/approaches used in each step
  • Apply learning to agency QI efforts through the use of an action plan

Event Page: https://effibarryinstitute.org/events/using-data-for-quality-improvement-to-enhance-service-delivery/