Employee Benefits
Growth Exchange THE FUTURE OF FUNDRAISING EVENTS Health HSA FSA Dental Vision Basic Life Disability Vol Life Accident Critical Illness Medical Gap History of Health Insurance Civil War era / popular 1916‐1920 ‐ sickness funds ‐‐ Precursor to Private Health Insurance Early 1930s – Hospital Service Plans – beginning of Blue Cross as sociations 1939 […]
Brand + Marketing Audit
Growth Exchange Marketing / Brand Development Brand + Marketing Audit for Nonprofits A practical framework to clarify your story, evaluate your assets, and improve marketing performance over time. Presented by Craig Bittner (osign, LLC) This Growth Exchange session was presented by Craig Bittner, founder of osign, LLC (osign.us). Craig helps nonprofits and mission-driven organizations clarify […]
Conducting a Brand Audit
Growth Exchange Conducting a Brand Audit What is your brand story? Three layers to understanding brand purpose WHAT Every organization knows WHAT they do. These are the products and services they sell or produce. HOW Some organizations know HOW they do it. These are the things that make them special or set them apart from […]
Annual Audit Preparation
Growth Exchange Annual Audit Preparation Topics 1. What is an audit? 2. Does my organization need an audit? 3. How do I prepare for an audit? 4. Best practices and tools for a successful audit What is an Audit? An independent audit is an examination of the financial records, accounts, business transactions, accounting practices, An independent audit is an examination of the financial records , accounts, business transactions, accounting practices, […]
Annual Board & Organization Planning
Growth Exchange Annual Board & Organization Planning Introduction 1. Name 2. Organization you represent 3.What you hope to gain from this session Reflections & Preparation Gather formal feedback from constituents, staff and board. Evaluate what has gone well and challenges. Review strategic plan. Determine if goals… where met are on track are behind need to be re‐evaluated Set or refine goals for new year. Planning What are the ongoing items that need to be addressed? What are the goals for the year? What do we need in order to stay on track with those goals? What does staff need in order to feel supported? What do staff need to own and move projects forward? What is the best way to address these items? Schedule Determine: What needs to happen Who needs to be involved How often it needs to occur When it needs to occur Set a standard schedule Schedule for the entire year Structuring the […]
Working effectively with your Board of Directors
Growth Exchange Work Effectively with your Board Board Needed for Governance It’s the law The governing or policy‐setting body Sets strategic direction Provides expertise Accepts legal responsibility Assume fiduciary roles for the organizations well‐being Board’s Role Determine mission and purpose Select Chief Executive Support and evaluate the Chief Executive Ensure effective planning Monitor and strengthen programs and services Ensure adequate financial resources Protect assets and provide financial oversight Build a competent board Ensure legal and ethical integrity Enhance the organization’s public standing The Director’s Role Promote the organization (ambassador) Participate in the organization (volunteer) Safeguard ethics and values (guardian) […]