DEVELOPING A FUNDRAISING PROGRAM

 

9am - Noon: The goal of the workshop is to identify the objectives of a fundraising plan and develop the framework for a fundraising strategy.  It is tailored for small to medium-sized organizations that either are looking to launch a fundraising program or undertake fundraising but do not have a formal program currently in place. 

 

Key fundamentals covered include:

 

1.    Defining the objectives of your fundraising program - provides a clear picture of your current financial position and your future funding needs

2.    Evaluating organizational capacity - an assessment of your organization’s resources

3.    Identifying target markets -  categorizing groups who would support your fundraising initiatives

4.    Assessing various fundraising options - identifies which initiatives are best fit to meet your funding needs

5.    Fundraising best practices - ensures your organization is prepared administratively and in compliance 

 

From the workshop, participants will have the tools to work with their boards and staff to integrate their fundraising program with their strategic plan and begin implementation.

 

COST:  $75 per person (for additional attendees from the same organization fees are reduced to $60)



CRA POLICY PRESENTATIONS

 

1pm to 2:15pm - Obligations of Registered Charities - The focus of this presentation is to highlight the responsibilities that accompany registered status such as devotion of resources to charitable purposes and activities, the filing of the T3010 Annual Information Return, and maintaining adequate books. It also highlights fee-based charitable programs and allowable business activities.

2:30pm to 4pm - Fundraising & Receipting of Gifts - Topics covered in this presentation include Canada Revenue Agency’s Guidance on Fundraising, the reporting of fundraising revenue and expenses, and fundraising best practices. Topics related to receipting include determining what is a gift, required information for receipts, establishing fair market value of in-kind donations, receipting for gifts of service, and receipting best practices.


COST:  $35 per person per presentation, $60 for both presentations (for additional attendees from the same organization fees are reduced to $30 for one presentation, $50 for both)

 

                                                                                                                       Dates & Locations

Bridgewater - Wednesday, November 7, Multi-purpose Room, Lunenburg County Lifestyle Centre, 135 North Park Street

Truro - Tuesday, November 13, Willows Room - 2nd Floor, Colchester East Hants Health Centre, 600 Abenaki Road


For more information or to register please contact: David Oyler: david@oylerconsulting.ca , (902) 476-4755




CONSIDERING REGISTERED CHARITY STATUS


9am - 10:15: This presentation provides practical and strategic guidance for organizations considering charitable status such as clarity on the differences between registered charities and non-profit organizations, the advantages of registration, potential alternatives to registration, and the regulatory obligations of a registered charity including fundraising. 


HOW DOES SOCIAL ENTERPRISE TRANSLATE TO THE CHARITABLE SECTOR


10:30am - Noon: Despite having no legal description or structure in Canada and a broad and varied scope of interpretation, social enterprise has become entrenched in charitable sector dialogue and activity. This presentation discusses the dynamics around the social enterprise concept related to registered charities including reviewing the different definitions and interpretations of social enterprise, identifying different activities that generate revenue from the sale of goods and services such as fee-based programs, employment-related programs, fundraising and related business, and the current regulatory environment for public benefit organizations.


COST:  $35 per person per presentation, $60 for both presentations (for additional attendees from the same organization fees are reduced to $30 for one presentation, $50 for both)

DATE: Wednesday, December, 5th

LOCATION: CPHR Nova Scotia, Suite 103, 84 Chain Lake Drive, Halifax


For more information or to register please contact: David Oyler: david@oylerconsulting.ca , (902) 476-4755