Tag Archives: foundation center

Videos: Build Your Grantmaker Relationships: Full, Medium & Executive Summary

I’ve got three videos of a smart panel I moderated for the Foundation Center in New York City last November. They’re all about building and growing relationships with institutional funders. You’ll see many parallels between this work and your individual major giving program. 

Nonprofit Radio for February 16, 2018: Build Your Grantmaker Relationships

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My Guests:

Amy Berman, Caitlin Mitchell, Daniel Werner, Anthony Sanchez & Christine Kang: Build Your Grantmaker Relationships

Our panel of grantmakers and a grantee reveals savvy strategies for building and maintaining relationships with your institutional funders. Foundations are made of people. How do you get close to them? This is a panel I moderated at The Foundation Center in New York City.

 

 

 

 


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“Demystifying Charity Registration” at The Foundation Center

 

Foundation_Center

On Tuesday, March 11, I’ll deliver Demystifying State Charity Registration Laws at The Foundation Center in New York City. We’ll go from 10am to noon.

Here’s registration info. It’s free!

These are the requirements in 49 states and DC, that you be registered with state authorities in each state where you solicit donations.

If you have a “Donate Now” button on your site you’re soliciting in at least half the states. Likewise, if you send email or US Mail solicitations or host events where someone asks for money, you’re soliciting in the states where your messages land and the events take place.

Here’s what you’ll walk away knowing:

  • how to protect your officers and board by getting into compliance
  • what these registration laws are
  • why compliance is more important now than it has been in the past
  • how to know where you need to register
  • how exemptions work
  • specifics of New York state registration
  • a plan to prioritize and get started

Along with a colleague, I delivered this a few weeks ago at The Support Center. An attendee wrote:

“Well done, useful & timely workshop. This issue is lurking below the surface and should be made better known.”

I agree. I’m working on it. 

Someone else believed the program, “Might help our clients evaluate where to focus their registrations.” Cool. I always have consultants in the audience.

I promise you’ll walk out knowing a hell of a lot more than you know now. I hope you can be with me!

Here’s registration info. It’s free for Pete’s sake. 

My slides are below.