Have you been asked to serve on a not-for-profit organization's board but have no idea what is expected of you? First time on a board? Recruiting a board? This is the class for you. 

Content: 

• Responsibilities of board members
• Roles of the officers: president, vice president, secretary and treasurer
• Understanding the legal obligations - duties of care, loyalty and obedience
• Board expectations and time commitments
• Committees and task forces
• Importance of fundraising Presenter: Joy Stephens

Where: TBA

When: TBA

Who should attend:  Anyone who serves, or plans to serve, on a not-for-profit board. Founders and/or newly formed organizations that are building a board.

Fee: $40 per person. 

Register: Click on the PayPal link below or send a check payable to o 2 joy to 15142 SE 48th Drive. Bellevue, WA 98006.

Questions: (425) 653-1575 or joy@o2joyent.comny questions? Ema

The changing nature of business means the way corporations supports NFP's changes. Learn how to be successful in this new arena. This workshop is designed for those who count on businesses for sponsorships, donations, cause-related marketing & employee giving partnerships. It is ideal for those who are in charge of special events especially if you rely on sponsorships to offset expenses. 

This is a comprehensive class that teaches you how to engage the donor during a face-to-face meeting so the outcome will be a YES! The companion to this class is "Raise more funds through a better understanding of your donors social styles". We recommend that you sign up for both classes to maximize your effectiveness during face to face meetings. We offer discounts if you do. 

The class will cover:

1. Planning and preparation

• Know your organization's programs and results
• Be aware of other organizations doing the same work
• Understand why companies support NFP's
• Prepare a good leave behind
• Check your website for accuracy   

2. Prospecting

• What is a good prospect?
• Networking to find good prospects
• Perfecting your elevator speech
• Create and maintain a prospect list 
• Setting up the first face-to-face meeting

3. Building rapport

• Recognizing your donor's social style
• Stating the purpose for the meeting
• Using powerful questions to uncover objectives
• Practice listening skills 

4. Presentation

• Creating an informative presentation
• Crafting a moving story of your NFP
• Building a strong value proposition

5. Handling objections

• Recognizing objections
• Practicing ways of overcoming objections
• Learning negotiation techniques
• Leaving the door open for future opportunities

6. Securing the Commitment

• Learn when to ask for the donation/sponsorship
• Understanding the need to having a leave behind
• Be ready with a contract
• Confirming the next steps

7. Followup

• Say thank you appropriately
• Ask for referral to other businesses
• Update internal systems with contact's information
• Deliver what you promised
• Schedule meetings to maintain/strengthen relationship  

Where: TBA

When: TBA

Register: Click on the PayPal link below or send a check payable to o 2 joy to 15142 SE 48th Drive. Bellevue, WA 98006.

* Discounts are available to supporters of the Corporate Giving Network, groups of four and more and if you purchase the CGN package which includes 'Improve your ability to raise funds through a better understanding of social styles.' Click here for discounts.  

Building deeper relationships and communicating with your donors in the way in which they prefer is the key to securing funding sooner. To accomplish this, you must be able to recognize the four social styles, know which category you belong to and then modify yours to suit the person with whom you are engaged. 

You must be able to present your story in a manner which resonates well with your donor. Do you present lots of data and all the facts which the 'analytical' prefers or do you have opinions and testimonials ready to share which 'amiables' prefer.

And what do you do if conflict should arise? Each of the social types has a different back up behaviour. Be ready to learn what that is and how you should respond to it.

The following material will be covered in the class:

• An in-depth study of the four social styles: analytical, amiable, driver and expressive.
• The ability to recognize the four major personality types/social styles and how each makes decisions.
• Identifying your social style and learning ways to modify it to suit the other party in your meeting. 
• Customizing your presentation to suit the social style of the donor.
• Recognizing tension in a meeting and how to correct the situation.

Where: TBA

When: TBA

Register: Click on the PayPal link below or send a check payable to o 2 joy to 15142 SE 48th Drive. Bellevue, WA 98006.



* Discounts are available to Corporate Giving Network members ($75), to groups of four and more and if you register for both workshops in the corporate giving series.  Click here for discounts 

This class is based on the book by Roger Wenschlag and study by David Merrill and Roger Reid.

Comprehensive nuts & bolts workshop

Have you decided to start a not-for-profit but are overwhelmed by how to begin? This class is for you. We offer step by step instructions for incorporation, guidance on obtaining your tax exemption status, best practices for fundraising and advice on recruiting a well functioning board.

 Content:

• Incorporation process
• Obtaining your EIN
• Applying for tax exempt status
• Corporate record keeping
• Annual filings and reports
• Importance of the board

This interactive and information packed four-hour workshop is presented by subject matter experts from prestigious service providers. The presenters are seasoned instructors having taught at several institutions including the University of Washington. 

Presenters: Karen Dunn - CLARK NUBER, Judy Andrews - JUDITH ANDREWS LAW FIRM and Joy Stephens - O 2 JOY  + SICKLE CELL FUND FOR FAMILIES IN NEED (SCFFN)

When: TBA

Where: TBA

Who should attend:  Anyone interested in forming a not-for-profit corporation in the state of Washington.

Fee: $75 per person. Fee includes copies of the presentations, handouts, a list of resources and a great opportunity to network. Snacks will be provided. Free street parking is available.

Register: Click on the PayPal link below or send a check payable to o 2 joy to 15142 SE 48th Drive. Bellevue, WA 98006.

Discount offers:

1. If three register from the same organization, a fourth attends for free.

2. If a starter kit is purchased at the full rate, the fee(s) of this workshop will be applied to the cost of the services purchased.

Any questions? Call Joy at (425) 653-1575 or

Learn to plan and organize a successful event without seeing red!

Events can take a lot of time and energy to plan. Learn how to minimize the resources you use and manage the stress level. We'll give you great tips and useful templates and advice.

Contents:

• Designing your event
• Establishing a budget
• Preparing a project plan
• Creating a timeline
• Finding corporate sponsors
• Recruiting volunteers
• Promoting your event
• Insurance considerations
• Post event debrief & activities

Wh

When: TBA

Where: TBA

Who should attend:  Fundraising committee members, development staff, board members and nonprofit volunteers.

Fee: $45 per person. Includes copies of the presentations, a template for a project plan and a list of resources. Snacks and beverages are available from the coffeeshop.

Register: Click on the Pay Now button below or if you prefer, send a check payable to o 2 joy to 15142 SE 48th Drive. Bellevue, WA 98006.  

Questions: Call Joy at (425) 653-1575(425) 653-1575 or joy@o2joyent.com

You've got to write it down if you want to accomplish your goals.

Having a written fundraising plan is a critical success factor for achieving your fundraising goals. This is the best way to communicate the organization's goals and strategies to the staff, volunteers and board.

Contents:

• Develop a budget
  
• List the various sources of funding
  
• Create an approach for each source
  
• Identify who is responsible for each task
  
• Evaluate the plan's effectiveness
  

When: TBA

Where: TBA 

Who should attend:  CEO, ED, development staff, board chair and committee lead for fundraising.

Fee: $75 per person. Includes copies of the presentations and a template for a fundraising plan. Snacks and beverages are available from the coffeeshop.

Register: Click on the Pay Now button below or if you prefer, send a check payable to o 2 joy to 15142 SE 48th Drive. Bellevue, WA 98006.  

Questions: Call Joy at (425) 653-1575 or joy@o2joyent.com



A nonprofit must keep complete, current and accurate records. Board members have the responsibility to know what's going on with the 'books' - the revenue and the expenses.

This means understanding the organization’s finances.  Are you struggling with this aspect of your fiduciary responsibility?

If so, then we have a workshop for you.

By the end of two+ hours, you will:

• acquire an understanding of nonprofit accounting
• be aware of the treasurer’s roles and responsibilities
• realize the importance of internal controls
• know how to read financial statements
• have an understanding of the 990 tax return
• understand the type and timing of required filings 

 Presenters: Two of the most respected accounting minds in the Puget Sound area, Cindy Doyle and Karen Dunn of  the CLARK NUBER (CN) accounting firm.  

 Where: TBA

 When: TBA

 Fee: $35 per person. This includes copy of the presentations, resource guide and refreshments.

Register: Click on the PayPal icon.

Getting the right message to the right person at the right time = a new donor

Penelope Burk, author of 'Donor Centered Fundraising' says that nonprofits should spend "10% of their budgets on marketing; they should have a strategic marketing plan ...." 

Join us and learn how to create a strategic marketing plan. Effectively executed, this will lead to a greater awareness of your organization and increased donor contributions.

This is a comprehensive five-hour class so be well rested and let the phone calls to to voice mail.

Content:

• Defining key terms
  
• Reviewing each section of the marketing plan
  
• Creating measurable & realistic goals for your organization
  
• Deciding who will be responsible for executing the plan
  

When: TBA

Where: TBA

Who should attend:  Anyone interested in creating awareness and raising funds for their nonprofit organization.

Fee: $

Register: 

Any questions? Call Joy at (425) 653-1575(425) 653-1575 or joy@o2joyent.com

Fundraising begins with the board. Attend this workshop and learn about the fundraising realities that every board member must face. It is your duty to ensure the financial health of the organization is being maintained.

Content:

• How to turn your board into one that embraces fundraising
  
• Ways to increase revenue for the organization without asking
  
• Tips and practice on how to articulate the ask
  
• Tactics for overcoming objections 
• Creating the expectation up front
  
• Ideas for 100% board involvement
  

When: TBA

Where: TBA

Fee: $30

Register:  Click on the PayPal icon below or if you prefer, send a check for $30 payable to o 2 joy to 15142 SE 48th Drive, Bellevue, WA 98006.

Any questions: Joy

"Without the money, there is no mission"

Tired of struggling to raise money for your nonprofit?  Join us for a comprehensive, interactive and motivating workshop on the  fundamental principles of effective fundraising.

Content:

• Inspire your board to give
• Build, cultivate and grow your donor base
• Plan innovative events
• Design an annual fund development plan
• Grant writing introduction
• Recruit corporate sponsors

When: TBA

Where: TBA

Who should attend:  Founders, CEOs, Executive Directors, Board of Directors, Fund Development Staff & Volunteers, Fundraising Committee Members, Advisory Council Members and anyone else who wants to raise funds for nonprofits.

Fee: $75 per person. Fee includes copies of the presentations, handouts, a list of resources and a great opportunity to network. Snacks will be provided. .

Register: Click on the PayPal link below and to the right or send a check payable to o 2 joy to 15142 SE 48th Drive. Bellevue, WA 98006. If you'd like to phone in your order paying by credit card, feel free to do so. (425) 653-1575(425) 653-1575    

Any questions? Call Joy at (425) 653-1575(425) 653-1575 or joy@o2joyent.com