DESCRIPTION:  

"I'm so burnt out." We hear this phrase from colleagues, from friends, in the media, and from ourselves, but what can we do to prevent burnout from happening in the first place? Please join us in this workshop where we will explore one area of burnout prevention: our own understanding of stress. We will explore the science of stress and practice evidence-based strategies that can be effective in reducing feelings of overwhelm in ourselves, or when taught to others, and can increase our distress tolerance over time. 

Fall is almost here, and with it comes the busiest stretch of the nonprofit year: fundraising campaigns, year-end asks, board meetings, and holiday programming. This session helps you build your toolkit before the rush hits. 

WHO SHOULD JOIN:  

This session is a great fit for staff at every level, from program and development roles to executive directors. All Gallatin County nonprofit staff, board members, and volunteers are encouraged to attend.

ABOUT THE SPEAKER:  

Through observing the power of place-based learning and the capacity for healing that can occur while immersed in the natural world, Ellie sought greater understanding of why people do what they do, as well as how people change. After receiving a Master’s degree in Social Work from the University of Montana, Ellie worked in community mental health as a Licensed Clinical Social Worker serving children and families.   

Ten years ago, Ellie opened Routefinder Consulting to support individuals and organizations focused on enhancing their leadership and wellbeing. She uses her skills as a mental health clinician, a systems-oriented change-maker, and an invested collaborator with individuals, organizations, and communities to pursue vitality within individuals and throughout systems. Her trauma-informed approach is rooted in the importance of how relationships are critical for our healing.  

She holds some simple truths: we are all doing the best we can, there is always opportunity for growth, and our past is not our destiny.   

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.  

Our Development + Fundraising Roundtable brings together Gallatin County's nonprofit development and fundraising staff to connect, learn from one another, and share ideas and challenges with peers who understand the work. Fundraising is easier when you're not figuring it out alone.

The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m., with a mix of virtual and in-person meetings throughout the year. Whether you're new to fundraising or years into the work, this is a space to bring your real questions and hear how others are tackling similar ones.

Know someone in development or fundraising who'd benefit from this community? Please share this information with them.

 To join the email list and receive calendar invites and Zoom details, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Friday of each month from 9:00 to 10:00 a.m. Whether you're newly stepping into leadership or have led for years, this is a space to bring your questions and connect with people who understand the role.

These sessions provide space to connect, learn from one another, and share ideas and challenges with peers who understand the work. Leading a nonprofit often means carrying things on your own. This is a space to bring your real challenges and hear how others are working through similar ones.

Know an Executive Director who'd benefit from this community? Please share this information with them.

To join the email list and receive calendar invites and Zoom details, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:  

In late June 2026, Giving USA will release its annual report on philanthropy in 2025. Join Giving Institute member Stillwater Strategy Partners and principal consultant Jason Smith for a special briefing that shares early insight into this year’s report and explores what the findings may mean for local, regional, and national fundraising efforts. 

While 2025 data has not yet been released, we know the findings will help nonprofit leaders better understand the evolving giving landscape and prepare for what comes next. 

The past is never a perfect predictor of the future, but the facts, figures, and trends highlighted in the report can help organizations adapt their fundraising strategies with greater confidence. Together, we'll explore who is giving, what is motivating donors, what may be creating barriers to giving, and how nonprofits can strengthen their development efforts in response to changing trends.   

WHO SHOULD JOIN:  

All Gallatin County nonprofit staff and board members are welcome. This session is ideal for executive and development leaders who want to learn more about what's happening in fundraising today.

ABOUT THE SPEAKER:  

Throughout his 30 year career, Jason Smith has provided effective leadership as the chief executive officer for domestic human services organizations, executive vice president for a growing health system and its independent foundation, campaign manager and vice president for a public university’s largest-ever fundraising effort and as head of global corporate communications for the world’s largest international humanitarian organization. He’s also served in significant volunteer governance roles with leading organizations across multiple sectors.   

A Southern California native who now calls Montana home, Jason credits his professional success to a passion for serving those in need, building collaborative teams and fostering life-long relationships between donors, advocates and the causes that help communities thrive. On the more personal front, he attributes his “life success” to marrying up more than three decades ago, staying active with his 17 and 14 year old kids and taking full advantage of Bozeman's amazing outdoor activities. 

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.  

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

 To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:  

In the nonprofit sector, where time and money are always in short supply, it can be tempting to push strategic planning to the back burner. But without a clear direction, even the most mission-driven organizations risk drifting, reacting instead of leading. Strategic planning is more than a document—done well, it’s a catalyst for focus, engagement, and progress. It helps teams make intentional decisions, communicate priorities, and respond to change with confidence.   

This session will demystify the planning process and help you design one that fits your organization’s capacity and culture, so you walk away with a roadmap—and the tools—to move forward with clarity.  

WHO SHOULD JOIN:  

This Nonprofit Cafe session is ideal for nonprofit leaders and board members who want to bring more clarity and intention to their work but feel overwhelmed by the idea of strategic planning.  

ABOUT THE SPEAKER:  

Nonprofit wrangler. Board border collie. Professional people herder. Some of the titles nonprofit maven Kari Anderson wears running Incite! Consulting, a boutique coaching and consulting practice. What’s her niche? Building nonprofits up. From the inside out.   

What’s her superpower? Actually, there’s a few. Clients identify her ability to have hard conversations, build consensus, and create space to build a culture of accountability. All to facilitate lasting change in organizations. Kari is a recovering nonprofit executive. During her 20+ years in the field, she served seven nonprofits in Washington and Colorado in various leadership roles. A seasoned board member, she has served on boards in seven states focused on health, athletics, and education. Having served as both staff and board, she’s got the scoop on what it takes to run a healthy, vibrant, and visionary business, all while having some serious fun!   

A Montana native, Kari is based in Coeur d’Alene, ID and Jackson, WY. She brings the office and toolkit to her client and works with nonprofits to support people, increase revenues, and rethink strategies to move missions forward.  

.....  

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.  

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Tuesday of each month from 9:00 to 10:00 a.m.

 These sessions provide space for nonprofit executive directors to connect, learn from their peers, and share their ideas and challenges. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:

Chasing down $500 event sponsorships, haggling over logo placement, and rebuilding the same sponsor list every year? It's utterly exhausting, and it's not the best use of your time. If you're stuck in the cycle of transactional sponsorships that fizzle out after the event, it's time for a smarter, more strategic approach. In this session, we'll explore how to evolve those short-term wins into long-term partnerships that bring lasting value to your mission, your supporters, and your community.

You'll learn how to identify the right business partners, craft customized proposals that ask for (and get) more, and build activation plans that go way beyond banner placement. We'll also dig into how to deepen engagement over time, turning business partners into individual donors, advocates, and collaborators who are just as invested in your impact as you are. Whether you're a one-person shop or part of a larger team, you'll walk away with practical tools, bold ideas, and a fresh mindset for your partnership program.

WHO SHOULD JOIN:

This session is ideal for fundraising staff. All Gallatin County nonprofit staff, board members, and volunteers are welcome to attend. 

ABOUT THE SPEAKER:

Bethany Green joined the Gallatin Valley Land Trust (GVLT) in the fall of 2023 and has more than a decade of fundraising experience in the Gallatin Valley. Born and raised in Montana, she has always been passionate about protecting our trails and open spaces. As GVLT's Conservators Circle Program Manager, she loves connecting people with projects they care about. Prior to joining GVLT, Bethany spent most of her career in college athletics, most recently at Montana State University. She holds a bachelor's degree in business administration from Montana State University and an MBA from Kansas State University. Bethany is heavily involved as a volunteer across Gallatin Valley, spending time with organizations including the American Marketing Association Montana State University Chapter and the Help Center. She enjoys spending as much time as possible outside (especially on GVLT trails) with her husband Samuel and their two young children.  

.....

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

 To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit executive directors to connect, learn from their peers, and share their ideas and challenges. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:

Co-led by specialists in grant writing and multimedia storytelling, this session will show participants the importance of crafting a strong, central organizational narrative that can be adapted across various platforms and audiences—from grant proposals and donor appeals to staff onboarding and internal culture-building. Using case studies, visual frameworks, and interactive discussion, attendees will explore practical ways to align storytelling across departments, tailor messages for different stakeholders, and approach storytelling as a powerful tool for connection, community engagement, and organizational resilience.

WHO SHOULD JOIN:

This Nonprofit Cafe session is ideal for marketing, communications, and development staff. All Gallatin County nonprofit staff, board members, and volunteers who are interested in shaping a clear, central narrative for their organization are encouraged to attend.

ABOUT THE SPEAKERS:

Kyler Ernst is an Emmy Award-winning filmmaker and writer working across documentary, narrative, and commercial storytelling. Kyler aims to make projects that go beyond self-promotion and serve as gifts to the community: videos, stories, and campaigns that validate an organization's identity and reward its audience for paying attention. Kyler grew up in Helena and lives in Bozeman with his wife and son. He also serves on the board of Befrienders, a local nonprofit, helping further their mission of providing companionship to seniors in the community. 

As a Grant Specialist with The Dotted i since 2017, Hannah Cortez has successfully secured funding for numerous clients through strategic project development, crafting compelling grant proposals, and building funder relationships. Additionally, as the Director of Outreach & Education, she has dedicated over 150 hours to teaching grant writing to nonprofit professionals across the Northwest. Her background in human development, education, and community health informs her well-rounded approach to grant seeking, ensuring nonprofits have the knowledge and resources to thrive. As the daughter of a journalist, her investigative spirit lends itself to thorough research and identifying the details that will sell your organization's story!

.....

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

 To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit executive directors to connect, learn from their peers, and share their ideas and challenges. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

This event has ended. Visit our nonprofit trainings calendar for future events.

DESCRIPTION:

Join One Valley Community Foundation for an engaging and practical learning session designed for nonprofit staff and board members who want to better understand today’s charitable giving tools. This event will explore donor advised funds (DAFs), endowments, and the Montana Endowment Tax Credit (METC). We will share how these charitable giving tools can support long-term sustainability, deepen donor relationships, and help advance your organization’s mission.

You’ll hear from three perspectives:

• Bridget Wilkinson, One Valley’s President & CEO, will provide an overview of these tools, what they mean for your organization, and how community foundations, like One Valley, support local philanthropy.

• Justin Barth, Gallatin Valley Land Trust's Director of Development, will share real-world insights and lessons learned from working with donors who use DAFs, endowments, and the METC.

• A One Valley fundholder will offer a donor’s perspective on why they chose to give through a donor advised fund and what they wish organizations knew about stewarding fundholders.

At the end of the presentations, we will have a facilitated conversation with the speakers and a workshop to hear from participants about how you would like to be better connected to fundholders and philanthropists.

WHO SHOULD JOIN:

All Gallatin County nonprofit staff and board members are welcome! This session will be especially beneficial to nonprofit Executive Directors, Directors of Development, and board members.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Jill Ellwood at jill@onevalley.org or 406-587-6262 x 20.

DESCRIPTION:

As nonprofits evolve, so do the expectations and roles of their boards. This session explores the three primary types of nonprofit boards: operational, managerial, and strategic. It also introduces the nonprofit lifecycle as a framework for understanding how board responsibilities should shift as an organization matures. 

Participants will learn how to assess their organization’s current stage of development and identify the type of board structure, engagement, and leadership that best supports where they are and where they want to go. Whether launching a new organization, managing growing pains, or seeking to become more strategic, this session offers tools and guidance to help you build the board your organization truly needs. 

WHO SHOULD JOIN:

This Nonprofit Cafe session is ideal for any nonprofit staff member who works closely with a Board of Directors. Board members are also encouraged to attend. 

ABOUT THE SPEAKER:

Shannon Stober is a nationally recognized leadership development professional, facilitator, and coach with over 20 years of experience helping individuals and organizations grow with clarity, confidence, and integrity. Her approach blends real-world practicality with deep personal insight, creating space for people to lead more effectively. 

With a background in community service, adult learning, and experiential education, Shannon has held leadership roles in nonprofit, government, and national service sectors. She specializes in building strong teams, navigating change, and developing leaders at every level. 

Shannon holds certifications in women’s leadership from the Yale School of Management, entrepreneurial leadership from Babson College, and the Soul of Leadership and Wellbeing from Deepak Chopra. Whether in a classroom, on a stage, or in a coaching conversation, she’s known for her direct style, sense of humor, and ability to turn complex challenges into meaningful growth. 

.....

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit executive directors to connect, learn from their peers, and share their ideas and challenges. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:

Who are nonprofit leaders truly accountable to? Boards and donors, of course—but what about the people we serve? How can we meaningfully incorporate their lived experiences into shaping our organizations’ direction? This interactive session will explore the value of centering client voices in strategic decision-making.

Participants will engage in hands-on activities that challenge them to address real-world issues through the lens of those they serve. By the end of the session, attendees will understand how community engagement leads to stronger strategy and more effective fundraising—and will leave with practical tools to implement this approach within their organizations. 

WHO SHOULD JOIN:

This Nonprofit Cafe session is ideal for program and development staff, executive directors, and board members. All nonprofit staff, board members, and volunteers are encouraged to attend.  

ABOUT THE SPEAKER:

After a dozen years as an executive director, seeing her organization through programmatic transformations and a large capital campaign, Erica Coyle took the plunge into opening her own consultancy, Elevation Strategies. Today, she supports nonprofits on all of their organizational development needs, from strategic plans and decision-making tools, to better including and understanding the viewpoints of those they serve. Elevation Strategies exists to help organizations root their work in community and build a team of ambassadors when doing so. 

.....

If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

 To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit executive directors to connect, learn from their peers, and share their ideas and challenges. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:

This session is part teaching and part conversation. We'll name the Diversity, Equity, and Inclusion (DEI) elephant in the room, get honest about what it means to lead in the current climate, and discuss how to stay in the work without losing ourselves or our people.

We will talk through the different ways organizations are responding and how to figure out what's right for you. We'll discuss how to assess your internal readiness and risk, explore how to stay accountable and grounded so you don't spiral into urgency or burnout, and consider what principled, strategic, and relational leadership looks like in this moment.

WHO SHOULD JOIN:

This Nonprofit Cafe is for nonprofit leaders committed to advancing equity while navigating evolving conversations and perspectives in their communities.

ABOUT THE SPEAKER:

Meshayla Cox (she/her) is the Principal Consultant of CoEquity Consulting, where she supports organizations in building cultures rooted in equity, relationship, and embodied change. Grounded in the belief that how we are is as important as what we do, her work weaves somatics, collective care, and strategic equity practice to create meaningful transformation. Her leadership is shaped by experiences as a Defending Democracy Fellow with Western States Center, a Cornell Certified Diversity Professional, and an Indy Equity Collaborative Fellow. She is Dare to Lead™ trained, with additional certifications in nonprofit management and embedding racial equity into business strategy. All in service of co-creating people-centered workplaces and cultures of possibility.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit executive directors to connect, learn from their peers, and share their ideas and challenges. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:

In the ever-demanding world of nonprofit work, stress is a constant companion. This interactive session offers a mindful framework to better understand, name, and respond to stress. The framework utilizes the recipe for stress from The Center for Studies on Human Stress and Mayo Clinic's 4 A's of stress relief. Participants will leave with shared language, practical strategies, and tangible tools to support their well-being and resilience, because caring for your mission starts with caring for yourself.

WHO SHOULD JOIN:

This Nonprofit Cafe session is ideal for nonprofit leadership and program managers seeking practical tools to strengthen team communication and mitigate burnout.

ABOUT THE SPEAKERS:

With nearly a decade in the nonprofit sector and as a yoga teacher, Angela brings both strategic experience and mindfulness expertise to her work. Most recently, she led a statewide AmeriCorps planning initiative through the Montana Office of Rural Health and Area Health Education Center at MSU, partnering with communities to design equity-driven programming addressing rural health disparities. Her work centers on collaboration, creativity, and emotional resilience—blending her background in program development with a deep commitment to mindfulness and well-being. Angela holds a Master of Public Administration from the University of Montana and a Bachelor of Science in Biology from the University of North Florida.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Executive Director's Roundtable for Gallatin County nonprofit organizations is open to all paid staff in the executive director or head staff position. The sessions occur on the second Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit executive directors to connect, learn from their peers, and share their ideas and challenges. If you know of any Executive Directors who might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

Our Federal Funding Roundtable for Gallatin County nonprofit organizations is open to team members such as Executive Directors, Program Managers, Development Directors, and other key leaders or staff responsible for managing federal funding or partnerships impacted by its reduction or elimination. The sessions occur every other month between September and May on Thursdays from 9:00 to 10:00 a.m.

The goal of these sessions is to provide space for nonprofit leaders to connect, learn from their peers, and share ideas and challenges they are facing. If you know of any organizations that might benefit from this gathering, please share this information with them.

To be added to the email list and receive the Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.

DESCRIPTION:

HR documentation is one of the most important—and most overlooked—parts of managing a nonprofit team. This session will walk through the essential types of documentation across the employee lifecycle, including hiring, onboarding, compensation and benefits, performance, and separation. We'll also highlight common documentation mistakes to avoid and why proper recordkeeping matters.

This workshop will use real-world examples and provide practical tools, including checklists and templates you can adapt for your own organization. Participants will leave with a clear understanding of what belongs in an employee file, how to collect and maintain it, and the risks of missing documentation. Whether your nonprofit has one employee or many, this session will help you build systems that save time, money, and stress while strengthening your HR foundation.

WHO SHOULD JOIN:

The Nonprofit Cafe session is ideal for nonprofit leaders who oversee employees or manage their organization's HR function.

ABOUT THE SPEAKERS:

Anne Donovan is an HR Consultant, specializing in talent retention and development. She values her work in helping businesses develop long-term strategies that help them thrive. She is a veteran human resources leader known for dramatically improving employee retention. Her successes include leading culture shifts during difficult times, spearheading leadership development programs, and creating succession plans to ensure strong futures for organizations. She has a talent for spotting the potential in people and is passionate about supporting people so they can realize their full potential. Leading with a People-First Philosophy, she helps companies and people thrive. Anne holds a BA in Psychology and Spanish from Indiana University and is SPHR and SHRM-SCP certified. She is an active member of her community and serves on the Board for Philanthropic Education Organization and Bozeman Professional Women. When she's not growing her small business, Donovan HR Solutions, she enjoys gardening, hiking, skiing, and running with her dogs.

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If there is anything One Valley Community Foundation can do to make this session more accessible for you, please contact Chloe Loeffelholz at chloe@onevalley.org or 406-587-6262 x 70.

Our Development + Fundraising Roundtable is open to all Gallatin County nonprofit development and fundraising staff members. The sessions occur on the third Tuesday of each month from 9:00 to 10:00 a.m.

These sessions provide space for nonprofit development & fundraising staff to connect, learn from their peers, and share ideas and challenges. If you know of any development and fundraising staff who might benefit from this gathering, please share this information with them.

 To be added to the email list and receive Zoom call-in information for our virtual sessions, please contact Chloe Loeffelholz at chloe@onevalley.org.