Growth Exchange
Conducting a Brand Audit
Employee Benefits
THE FUTURE OF FUNDRAISING EVENTS
Payroll Responsibilities
Understanding Your Form 990
Annual Board & Organization Planning
Brand + Marketing Audit
Finding Grant Funders
Not-for-profit Accounting Hot Topics
Understanding Board Financial Reporting

Data Best Practices
Growth Exchange Data Best Practices Tips for collecting and storing data so that it remains useful, readable, and portable. What to collect? – What you

THE FUTURE OF FUNDRAISING EVENTS
Growth Exchange THE FUTURE OF FUNDRAISING EVENTS OVERVIEW Who is KC Crew? How did we end up in fundraising events? What we’ve learned How we

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

Managing 1099 Vendors
Growth Exchange Managing 1099 Vendors Topics 1. Know your vendors 2. Reportable? Who and what you pay determines whether you must report 3. Form W‐9

Payroll Responsibilities
Growth Exchange Payroll Responsibilities Introduction Regardless of who processes your organizations payroll, it is organizational leaderships’ responsibility to understand and engage in the payroll process.

Understanding Your Form 990
Growth Exchange Understanding Your Form 990 Return of Organization Exempt from Income Tax Presentation Objectives Provide a General Overview Feel comfortable asking for help/guidance Understand

Finding Grant Funders
Growth Exchange Understanding Board Financial Reporting Are you “Grant Search Ready”? Who, What, Where? •Organizational • Programmatic • Financial Organization 501(c)3 status Board of Directors

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

