Events

Changing the way we fund nonprofits can take you and your organization out of your comfort zone, but we are here to support you along the way! Our 2017 trainings for funders and nonprofits across the state will take you through the essentials of the Full Cost approach, from engaging trustees and other stakeholders to the brass tacks of implementation. 

Stay tuned for more programs in the Bay Area, Los Angeles, and San Diego!

 

“I’m a Funder. Which Workshop Should I Attend?”

What type of funders are welcome? All types – Foundations of any size (community, private, and family), corporate giving programs, public charities, administrators of donor advised funds, giving circles, and individual philanthropists.

90-Minute Workshop: If you are determining your organization’s strategic priorities and grantmaking processes, perhaps in a leadership role or board position, or you're a decision-maker in a giving circle or smaller philanthropy operation, and are interested in learning about the basics and potential of a full cost approach to grantmaking.

One-Day Workshop: If you are in leadership, perhaps in an executive or program director role, or you're a decision-maker in a giving circle or smaller philanthropy operation, and are ready to gain a deep understanding of the full cost approach to grantmaking with the possibility of bringing it to your organization.

Two-Day Workshop: If you implement strategy and engage in grantmaking, perhaps in a program officer or program director role, or are a grantmaker in a giving circle or smaller philanthropy operation, and are ready to gain a deep understanding of the full cost approach to grantmaking and the tools to implement it at your organization.

 

“I’m a Nonprofit. Which Workshop Should I Attend?”

What types of nonprofits are welcome? Nonprofits in any sector are welcome.

90-Minute Workshop: Geared toward funders only.

One-Day Workshop: If you are in nonprofit leadership, perhaps in an executive director or other department director role, and are ready to gain a deep understanding of the full cost approach with the possibility of bringing it to your organization.

Two-Day Workshop: If you direct and implement strategy at a nonprofit, perhaps in an executive-level or program director role, and are ready to gain a deep understanding of the full cost approach and the tools to implement it at your organization. This workshop is designed for nonprofits with annual budgets of at least $750,000 and/or have audited financial statements.

 


 

workshop details

90-Minute Workshop: Understanding Full Cost

This 90-minute training geared toward foundation trustees and board members, as well as individual philanthropists, will set a clear understanding of the importance full cost plays in achieving sector outcomes. The components of full cost will be clearly defined, and connected to different grantmaking strategies. One funder will never be expected to pay the full cost of running a nonprofit. However, funders have a responsibility to pay appropriate portions and components of full cost based on their strategy and expectations of grantees.

Who Should Attend?

  • Funders: Individual philanthropists and members of giving circles; foundation trustees or board members; senior staff of large foundations.
  • Your funding organization may be incorporating a full cost approach in some or all of its grantmaking, or staff may be asking you to adopt this approach. While you may not be responsible for the implementation (depending on the size and structure of your operation), you do need to understand the implications of full cost funding.
  • This workshop is not geared toward nonprofits.

 

One-Day Workshop: Unpacking Full Cost

This full-day workshop (6 hours of content + breaks and lunch) is designed to help leadership of both nonprofits and funders dive deeper into understanding the full costs of building resilient nonprofit organizations. Participants will learn the components that make up full cost and learn how to prioritize full cost needs for their own or a grantee organization. We will explore the policies and practices in the sector that may unintentionally undermine attempts at full cost funding. Activities around communication will help ‘both sides of the table’ better understand each other’s perspectives.

Who Should Attend?

  • Funders: Leadership, perhaps in an executive or program director role, or a decision-maker in a giving circle or smaller philanthropy operation.
  • Nonprofits: Leadership of nonprofits, perhaps in an executive director or other department director role.
  • Those interested in learning about full cost in greater detail and how full cost funding works.
  • Those who are considering or exploring a full cost approach for their organization.
  • Two-to-three members of your organization (but not more than three) with appropriate authority should attend. If your organization has fewer than three members and/or is volunteer-based, please select the appropriate individual(s) to attend.

 

Two-Day Workshop: Asking for and Funding Full Costs

This two-day workshop (two days of 6 hours of content + breaks and lunch) is geared toward those at nonprofits and funders who would be implementing full cost practices within their respective organizations. Content is based around a case study organization that we will follow through our two days together. Participants will learn to analyze financial statements to understand a nonprofit organization’s business model and capital structure – essential components for determining full cost for an organization. In interactive activities, funder and nonprofit staff will work together to arrive at their full cost assessment for the case study organization. Activities are designed to switch up roles, with all participants acting as the case study organization’s executive director at one point, and as their funder at another point. The workshop will conclude with participants making a full cost funding request for the case study organization, and practicing due diligence questions as the funder considering the request.

Who Should Attend?

  • Funders: Those who implement strategy and engage in grantmaking – structuring grant awards, conducting site visits, and communicating with organizations to understand their needs – or any major due diligence activities.
    • You're in a director role (e.g. President/CEO, Program Director, Program Officer, or Grants Manager), or are a grantmaker in a giving circle or smaller philanthropy operation, with authority and intention to implement a full cost approach internally.
    • You use or plan to use information from financial statements to assess organizational health.
  • Nonprofits: Those who direct and implement strategy at a nonprofit, set budget goals, and determine asks in grantmaking requests.
    • Perhaps in an executive-level or program director roles (e.g. CEO/ED, CFO, COO, Director of Development, Board President/Treasurer, Chair of Finance or Budget Committee), with authority to implement a full cost approach internally.
    • Attendance of one Board member is required.
    • Criteria to participate: Have an annual budget of $750,000+ AND/OR have audited financial statements. (If you do not meet this criteria, we encourage you to participate in the one-day workshop.)
  • Two-to-three members of your organization (but not more than three) with appropriate roles and authority should attend. We are aiming for enough participants from each organization so that individuals can take full cost practice back to their organizations and achieve critical mass for dialogue leading to real change. If your organization has fewer than three members and/or is volunteer-based, please select the appropriate individual(s) to attend.

Workshop Calendar

 

July 17, 2017
San Diego
One-Day Workshop: Unpacking Full Cost

July 27, 2017
Los Angeles
One-Day Workshop: Unpacking Full Cost

August 8, 2017
San Francisco
One-Day Workshop: Unpacking Full Cost

October 12-13, 2017
San Francisco
Two-Day Workshop: Asking For and Funding Full Costs

November 16-17, 2017
Los Angeles
Two-Day Workshop: Asking For and Funding Full Costs

February 7, 2018
San Francisco
90-Minute Workshop: Understanding Full Cost

February 13, 2018
Los Angeles
90-Minute Workshop: Understanding Full Cost