Fundraising (Designing Plans)

This event is part of the series:
Duke University - Continuing Studies

November 22, 2016
9:00 AM - 4:00 PM

Melissa LeRoy, melissaleroy@gmail.com

This course provides an understanding of financial management for nonprofits and focuses on topics integral to nonprofit fiscal management.  Learn finance terms as they relate to the effective operation of a nonprofit organization.  Discuss how to track income and expenses to specific programs to fulfill expectations of funders, donors and the IRS.  The role of the board, staff, and committees are covered.  Become familiar with the standards of excellence for nonprofit organizations and gain an understanding of financial statements, budgeting, and surviving an audit.

Key Learning Objectives:

  • Understand how to read and interpret financial reports and records
  • Gain knowledge on how to obtain the complete bottom line on programs
  • Use tools and skills to give foundations the results they ask for
  • Understand the year-end audit and 990
  • Understand how to design a fundraising plan

Bio: Melissa LeRoy holds a Duke Certificate in Nonprofit Management and a Duke Advanced Certificate in Nonprofit Leadership. She teaches non-profit management classes throughout North Carolina, South Carolina & Virginia. Melissa is a board member of the NC Center for Non-Profits, and is designated as a nonprofit mentor for the western region of NC. She contributes a regular “Non-Profit Leadership” column to the Tryon Daily Bulletin, and offers her services as a consultant through her firm, On Fire Non-Profit Consulting.

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