Coffee Talk: Establishing Resilient Data Practices

This Coffee Talk covers building stewardship strategies for new donors in the “new normal”. Identify ways to embrace your organization’s new friends without being able to do so in person.

We learned this year that we can’t plan for everything, but we will all feel a bit better with a few preparations in place. The new year means getting your calendar in order to ensure success.

Listen in to hear how other funders are effectively managing the process of distributing government funds, around the CARES Act specifically, to generate maximum impact in their communities.

Listen as your peers discuss building resilience into their year-end fundraising. We identify strategies that are working well, and ways in which people are learning, improving, and looking forward.

With this year ending different than normal, many foundations are rethinking what year-end looks like for them. Is your organization expecting year-end to look different from prior years?

Listen as your peers discuss donor engagement and fundraising in 2020. They identify strategies that are working well in our current climate, and ways in which people are learning and improving.

When schools shut down in March and everyone had to quickly pivot their scholarship processes, we never could have guessed the 2020 school year would start with just as much uncertainty.

As with other emergency situations of national or global scale, successive waves of funding often move beyond immediate needs. Listen as other funders share what they're doing to move forward.

With unique business needs and processes, foundations often have to look outside their own organization for help. Listen to your accounting peers discuss where they go for additional resources.

We all want next year’s scholarship season to go more smoothly than the last. Despite the strange interruptions during this last year, we have an opportunity to learn a lot.

During this Donor Engagement Coffee Talk we cover COVID-19 recovery initiatives looking at the rest of 2020. We identify strategies that are working well in our current climate, and ways to improve.

Upcoming conversations with trustees and grantees could indicate that new funding strategies and partnerships will be necessary in light of lessons learned during the pandemic.

As cities begin to re-open and communities regroup across the country, our day-to-day work may look different than we’d envisioned. Listen to your accounting peers as they share their experience.

This discussion is focused on lessons that can be learned from other economic downturns and how others are balancing immediate community needs and long term organizational stability of grantees.

In this session we discuss immediate need vs. long term recovery, balancing annual operating fundraising with critical response fundraising, changes in operations, solicitation methods, and more.

Listen in as your peers discuss their currently reality, including changes to frequency of transactions, from extra time for projects to no time at all, and grant, donation, and non-profit stories.

Listen as your peers discuss the following. How are you assisting grantees with their immediate financial stability or sustainability? How are you adjusting grantmaking for the rest of the year?

Keeping open lines of communication with your awardees can be difficult - and the award is just the beginning! If after your efforts, students are still lacking documentation, what happens next?

This group discussion with community foundation finance peers is around managing your year-end accounting needs. In this session you'll learn how others have responded to a variety topics of topics.

Scholarship programs are different, but still have many of the same components. During this coffee talk, we focus on some of the management pieces that affect all scholarship providers.