DESCRIPTION:

Ready to cut through the noise and make your fundraising program truly kickass? This session delivers low-cost and low-lift strategies that can be implemented with existing team members and resources. Grounded in real experience and practical examples, this session will empower attendees to prioritize what really matters in their fundraising. 

Topics include direct mail and email outreach, monthly giving, major gifts, planned giving, and board and volunteer contributions. Each area will highlight tips and tricks for implementation. This session provides both structure and inspiration for building a fundraising program that is focused, effective, and ready for what comes next. It wraps with a Q&A to ask the speakers any burning fundraising questions. 

WHO SHOULD JOIN:

This Nonprofit Cafe session will be most impactful for Development Staff, Executive Directors, or Board Members. It is especially valuable for small-shop fundraisers and offers practical strategies to strengthen any fundraising program. 

ABOUT THE SPEAKERS:

Emily Allison grew up in Bozeman, Montana and graduated from Middlebury College in 2010. Shortly thereafter, she returned to Bozeman to coach for the local Nordic ski team and led backpacking trips both in the US and internationally. In 2015, she launched into the world of marketing and design when she was brought on as a Project Manager for Brickhouse Creative, a marketing and design company in Bozeman. Emily is currently the Development Director for Bridgercare, the local nonprofit reproductive and sexual healthcare clinic in Bozeman, and absolutely loves her job and the whole Montana nonprofit community! 

Justin Barth is Director of Development for Gallatin Valley Land Trust. He can typically be found at Wild Crumb or Vienne connecting with GVLT supporters over shared values of trails and open spaces in our community. His favorite life memory is hiking from Old Faithful to Canada on the Continental Divide Trail, but that podium placing memory may soon be usurped by weekend camping trips with his two-year-old son. Justin holds degrees in biology and environmental studies from Pacific Lutheran University and a Nonprofit Management Certificate from Notre Dame University. Justin grew up in Kalispell, which he regularly visits to see his family and his beloved cabin in the stunning North Fork of the Flathead. 

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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.

DESCRIPTION:
Cross-sector partnerships allow nonprofit organizations to maximize resources and increase efficiency. We know this to be true, but it can be incredibly hard to build sustainable partnerships that extend beyond a one-time event or program sponsorship. Join Kari Anderson, Principal of Incite! Consulting for a deep dive into building partnerships that not only provide financial support but also have a meaningful impact on both parties. This session will provide practical ways to identify potential partners, tips for getting the first meeting, resources for making the ask, and strategy for building truly sustainable relationships.

WHO SHOULD JOIN:
The event is ideal for those who are new to their organization and unsure about partnerships, longer-term staffers seeking to deepen relationships with stakeholders, and board directors aiming to understand long-term possibilities for their community.

ABOUT THE SPEAKERS:
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.

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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:

Ideally, your board will be well-rounded, inspired, and working toward your organization's mission in partnership with staff and volunteers. Achieving this ideal scenario takes work and commitment on both sides, but it is very possible. Your board members likely understand their legal, financial, and leadership roles, but are they helping with fundraising and outreach? Do you feel confident that you have made the most of their skills, expertise, and time? In this session, we’ll cover how to get the support you need from your board and lead them to re-engage with your mission, understand their role, turn up to meetings, help at events, do outreach, and even fundraise. The session will include the best practical tools you can use to implement changes and new ideas right away. Board engagement is a major issue for nonprofits and board members. Using the right mix of skills, tools, and training can help garner support from board members for fundraising and marketing.

WHO SHOULD JOIN:

This session is ideal for seasoned professionals or relatively new to board development nonprofit professionals. It is recommended that, if possible, staff and board members attend together.

ABOUT THE SPEAKERS:

Emma is the owner/CEO of Innovative NonProfit LLC, a full-service agency focused on helping nonprofits succeed by providing consulting, software and marketing services. Emma takes pride in her personalized approach, seeking to build trust and rapport with each person and organization she encounters. Through relationships, she strives to understand the motivation, mission, and goals of an organization. In doing so, she can best customize a plan to maximize their outcomes, efficiency, and effectiveness.

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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 Loffelholz at chloe@onevalley.org or 406-587-6262 x 70.

DESCRIPTION:
In this session, you will have the opportunity to consider your team culture as it relates to healthy feedback and communication. You will be introduced to the "Conflict Continuum", and assess the main challenges you experience when it comes to giving feedback. A framework for effective one-on-one meetings, anchored in performance and growth, will also be introduced.

WHO SHOULD JOIN:
This session is best suited for nonprofit leadership, board chairs, or other nonprofit employees interested in learning more about healthy feedback communication.

ABOUT THE SPEAKERS:
Karen Lum is the owner of K. Lum Consulting – as a “Business Co-Pilot”, Karen supports leaders who are growing or elevating their businesses and teams. Her services include one-on-one business coaching, facilitated planning sessions, employee training and program development & implementation. With 25 years of facilitation experience, her training clients include non-profit organizations, small and large businesses, and several luxury service and high-end brands. As a certified business coach, Karen supports clients to prioritize working on their business, rather than just working in it; they gain perspective, heightened awareness, and actionable steps to improve, scale and succeed.

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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 Loffelholz at chloe@onevalley.org or 406-587-6262 x 70.

DESCRIPTION:

It's time to uncover your most meaningful personal stories so you can demonstrate your talents, skills, character, and vision. Every person associated with your organization has the potential to be an ambassador for your work through the stories they share. In this session, you'll learn basic storytelling concepts and begin to collect and practice the stories that make you and your organization memorable and inspiring to any audience. 

WHO SHOULD JOIN:

Every professional benefits when they can share a story that demonstrates their values, character, and skills. This session is great for people who get nervous talking to groups of people, and for those who want to improve how they communicate the value they bring to their organization and community. All Gallatin County nonprofit staff and board members are welcome!

ABOUT THE SPEAKER:

Sarah Elkins is a storyteller, keynote speaker, professional musician, author, and Gallup certified StrengthsFinder workplace communication coach. Her highly engaging, experiential presentations, workshops, and coaching packages with in-person and remote teams and their leaders are known to address and reduce miscommunication – the most common cause of tension and stress in the workplace.

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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:
Booo - It's the 1st word that usually comes to mind when someone starts talking about compliance. But whether "booo" means you're bored or you just got a jump scare, compliance matters because it isn't just the law; it’s how your organization earns and maintains trust and confidence. Get in a compliance bind, and it’s likely to affect staff morale, impact fundraising, and injure your reputation for the long term. However, compliance can be mastered with basic awareness and regular attention. In this session, we will hit on the IRS's hot topics, provide the tools to issue-spot and avoid compliance headaches and unveil easy steps to get and stay compliant to ensure organizational success.

WHO SHOULD JOIN:
Anyone responsible for executing or overseeing nonprofit compliance, as well as those who are just interested in it. This includes new or experienced staff leadership, finance and administration, and board members.

ABOUT THE SPEAKERS:
Melanie Schell is a seasoned non-profit attorney with extensive experience as an executive-level manager, in-house counsel, communications strategist, and planned gift specialist. She works with organizations of all sizes and in all stages, blending her knowledge of law and best practices with nonprofit sensibilities to develop mission-based solutions for clients.

As Managing Principal and General Counsel for the Bannack Group, Melanie manages Bannack’s operations and counsels nonprofit organizations on strategic planning, major fundraising initiatives, sound operational policies and procedures, public relations and communications, deferred giving and creative philanthropy, board/staff roles and relations, and key organizational transitions.

Prior to her consulting work, Melanie served as the Chief Operating Officer and General Counsel for the Montana State University Alumni Foundation. In that role, she served as a key member of the organization’s senior leadership team and was responsible for the strategic direction and day-to-day management of communications, planned/deferred giving, events, human resources, business relations, alumni relations, annual fund, real estate and property management, and legal affairs. She had primary responsibility for more than one-half of the organization’s personnel and annual operating budget.

As a former frontline fundraiser, Melanie has secured over $50 million in current and deferred gifts individually and through strategic collaborations. She served as the chief operations manager and communications strategist for multiple fundraising initiatives, including a successful 120-day $10 million campaign during the height of the 2008 national financial crisis.

Melanie previously practiced in the areas of estate planning and small business formation. She also spent four years in federal criminal defense. She earned her Juris Doctorate from the University of Utah College of Law. She received her BA with honors in Speech Communications from Montana State University in Bozeman, Montana.

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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:

This session will offer participants practical strategies for effective people management in today's dynamic labor market. Through interactive discussions and data-driven insights from Gallatin Valley and beyond, attendees will explore recruitment and employee retention challenges, discovering key tactics to reduce turnover and enhance workforce stability. Delving into factors influencing job satisfaction beyond salary, the session will emphasize the importance of aligning organizational missions with employee values. From exploring effective recruitment techniques tailored to the current landscape to discovering methods for reducing employee turnover amidst evolving workforce trends, this session promises to equip participants with practical strategies for success.

WHO SHOULD JOIN:

This session is ideal for human resources, talent management, and organizational leadership professionals. It will be particularly beneficial for those seeking to enhance their skills in recruitment, employee retention, and people management strategies.

ABOUT THE SPEAKERS:

Anne is a Human Resources leader known for developing new programs and training, dramatically improving employee retention and leadership performance. By conducting extensive employee feedback research, Anne designs initiatives to address underlying issues across many industries.  Executives value her talent for identifying core workforce needs and taking action to develop and drive projects. Some of her successes include dramatically reducing turnover, introducing retention programs, spearheading leadership development programs, and creating succession plans looking toward the future. Anne takes pride in creating high-performing teams by leading with a people-first philosophy. She develops and facilitates Leadership Development workshops with high energy and an eye on drawing people in for maximized learning. Her passion lies in helping companies and people thrive.

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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:

When your board members joined the board, were they clear on their collective and individual roles in raising funds for your organization? When board members are asked to assist in fundraising, is there a deafening silence? Is there clarity on the board as to what fundraising REALLY means? Join Kari Anderson with Incite! Consulting to demystify the board's role in ensuring that there's financial capital for your organization, discuss the development cycle and their preferred role, and how organizational storytelling makes fundraising SO easy! The presentation will occur via discussion format with accompanying PP slides. While fundraising is nonprofit staff's responsibility, engaging the board moves fundraising from good to great at your shop!

WHO SHOULD JOIN:

Board chairs, board fund development committee chairs, board members, Executive Directors, and Development staff.

ABOUT THE SPEAKERS:

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? 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.

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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:

Diversifying your organization’s fundraising strategies is an important part of any development plan and partnering with local, regional, and national businesses may help you achieve your programmatic goals. But where to start? Do you currently have businesses contributing a significant portion of your annual operating budget or would like them to? Would you like more insight into the different paths corporate partnerships may take? This session will focus on how to identify, solicit, and steward potential new business partners in an ever changing economic climate. It will include information on sponsorships, in-kind donations, volunteer collaborations, cross-branding opportunities, and other ways corporate partners may connect with your mission while addressing for-profit’s giving timelines, expectations regarding marketing benefits, and best practices for maintaining this specific type of relationship. Joining the discussion to provide a corporate donor’s perspective and insight, is one of the Gallatin Valley’s most philanthropic businesses, First Security Bank.

WHO SHOULD JOIN:

Any nonprofit staff, board members, or volunteers in the Gallatin Valley with an interest in beginning a corporate giving program or elevating their existing one, would find this session informative.

ABOUT THE SPEAKERS:

Brittany Eilers has spent eighteen years working in the nonprofit sector and has served as an intern, an AmeriCorps member, a program manager and coordinator, and for the last seven years, as a development professional. As Thrive’s Business Partnerships Officer, she developed and implemented their current corporate philanthropic program and was responsible for securing the largest corporate donation in the organization’s history. She expertly manages a portfolio of 150 influential business donors, strategically navigating both for-profit and nonprofit industries to create maximum impact through meticulously crafted initiatives and focused fundraising opportunities. Believing that building relationships and the power of connection are important keys to success, she is the president of a nonprofit networking group, is a part of the Big Sky Chamber of Commerce Membership Committee, and has served as a Leadership Bozeman co-chair. Committed to donating her time, she volunteers as a board member for the Friends of the Bozeman Public Library, as a CAP mentor, and supports several other organizations in the region. She is a birder, a reader, and enjoys exploring Montana with her husband.

Jenifer West worked with First Security Bank in marketing and the emerging of electronic services from 1995 to 2005. She returned to First Security Bank after a 14-year absence working with her husband at their custom residential design firm in Bozeman. As First Security Bank’s Business and Community Development Coordinator, Jenifer manages the bank’s sponsorship and donor request process and coordinates the employee volunteer outreach efforts. Originally from Wyoming, Jenifer enjoys skiing, fly fishing and recreating in the Gallatin Valley with her husband and adult daughter

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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: 

Everyone's journey with diversity, equity, inclusion, and accessibility (DEIA) is different. Organizations are no exception. And while there is no universal road map to build an inclusive and equitable workplace or community, we can still learn from each other's unique journeys. Join us for an engaging and enlightening panel discussion centering the work of some of Gallatin Valley’s nonprofits who are building a more diverse, equitable, accessible, and inclusive community. 

PANELISTS:

Eagle Mount serves individuals with disabilities of all ages, removing barriers to recreation. While it can be said that Eagle Mount is no stranger to DEIA, their formal, staff-wide journey kicked off in 2022 when they hired an outside DEIA consultant. Currently, they are building a staff-led DEIA committee and cultivating DEIA-centered discussions with their board.

Their DEIA goals are strongly centered around accessibility as they are striving to be the best place to work while fulfilling their mission in the most inclusive ways possible. 

Panelist: Pearl Nixon (she/her), Director of Operations and Finance

Montana Conservation Corps hosts several annual programs working with young people from all across the county. Since 2014, they’ve been exploring DEI. Today, they think about DEI work within three broad umbrellas: organizational culture, member service, and community support.

Their DEI work is guided by the core inquiry: How do we ensure that all people -- most especially BIPOC and LGBTQIA+ community members -- experience safety, belonging, and validation at MCC?

Panelist: Stacey Casamassima (she/her), Vice President of Programs

Thrive aims to provide local Gallatin Valley families with the resources, tools, and support they need to raise healthy, successful children. However, they began to notice the services they were offering were no longer meeting our community needs. In response, in August of 2021 they hired their first Spanish-speaking Parent Liaison position to better serve our expanding Spanish-speaking families. Since that time, their Spanish programming has continued to grow.

They are moving the needle of cultural awareness in our schools and examining and dismantling the barriers our Spanish-speaking families are facing in our community.

Panelist: Mayra Domínguez Lindber (she/her), Spanish Speaking Parent Liaison

WHO SHOULD COME 

This Nonprofit Cafe session will be most impactful for leadership, board members, and nonprofit staff currently committed to or considering DEIA initiatives. 

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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.

Join the Nonprofit Cafe on Friday, January 26th at 9:00 am

The Essentials to Programmatic Success: How to Assess Organizational Capacity and Thrive 

Description:

To support the long-term vision and mission of programmatic success in nonprofits, organizational assessments can give you insight into infrastructure and foundational requirements in order to achieve these outcomes. This training will provide you with an overview of different types of assessments and when to use them, as well as a peek into the fully comprehensive Nonprofit Organizational Assessment that Two Suns developed.

Learning Objectives Include:

• Why Organizational Assessments Are Important & How to Use Them

• Breaking It Down: Understanding Organizational Capacities in Nonprofits

• Taking Organizational Assessments into Action, Implementation Planning, and more!

Key Takeaways:

1. Knowing When & How Assessments are Used

2. Deciding Which Type of Assessments Might be Needed and When

3. Putting Assessments Into Action and When to Repeat Them

Who should join:

This session will be most impactful for nonprofit leadership, including but not limited to directors, program managers, board chairs, or other nonprofit staff or volunteers conducting evaluations or planning.

About the Speaker:

Ashley Schwader has extensive experience working in the nonprofit, government, public, and private sectors. She is the founder, owner, and CEO of Two Suns Consulting and has dedicated her life's work to serving others, especially youth. She most recently served as the Director of Youth Programs at No Barriers, a national nonprofit.

Previous to that role, she was the State of Colorado's Healthy Schools Manager for the national nonprofit Alliance for a Healthier Generation, where she worked with high-needs districts, schools, and communities. Before expanding to Colorado, Ashley worked at Poudre School District, where she helped create, implement, and deliver an integrated and award-winning wellness program. She's also served as a National Account Coordinator, Program Manager, and Specialist for a Fortune 500 Corporate Health and Wellness provider, HealthFitness.

Ashley holds a Master's Degree in Organizational Leadership with a Specialization in Change Management and Innovation from Colorado State University. She also has a Bachelor's Degree in Health and Exercise Science with a Specialization in Health Promotion from Colorado State University. She is a certified American Council on Exercise Health Coach and Personal Trainer and is WellCoaches trained.

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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.

Join Nonprofit Cafe on Friday, December 8th at 9:00 am on Zoom.

Developing a Grant Strategy for Success

Description:

With foundation giving on a downward trend and the grant landscape growing more competitive, it's more important than ever for your organization to have a strategic approach to grant seeking. In this virtual training session, we'll go over best practices for developing a grant strategy that honors your needs and capacity by focusing on topics such as: mission alignment, program assessment, and goal setting, budget analysis, cash flow management, when to say "no", and building a grants calendar. After this session, you will be empowered to think more holistically and intentionally about your annual grant strategy and move forward with actionable steps to optimize your grant seeking. Together, we'll unlock the power of having a grant strategy and its effect on your organization's efficiency, sustainability, and impact.

Who should join:

This session will be most impactful for nonprofit Executive Directors, Development Directors, Program Managers, and Volunteers/Interns. From novice and experienced grant writers alike, this session will set the foundation for a successful grant-seeking strategy.

About the Speaker:

As a Grant Specialist with The Dotted i since 2017, Hannah Cortez has raised over 3.2 million dollars for her clients through thoughtful project development and successful grant writing. Additionally, as the Director of Outreach & Education, she has provided over 100 hours of grant writing education to nonprofit professionals in the Northwest. Her background in human development, education, and community health gives her a well-rounded approach to the grant seeking process and providing training opportunities for nonprofits to learn and grow.

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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.

Join Nonprofit Cafe on Friday, November 10th at 9:00 am at the Bozeman Public Safety Center.

Year-end is coming. Is your fundraising strategy ready?

Description:

We have 7 weeks to go before year-end. Are you ready? Do you know what you are focusing on? There are always new fundraising gimmicks out there, and its easy to get overwhelmed on where we should focus our fundraising time and energy. In this session, we'll uncover how to best apply our limited time through the end of the year and beyond, to focus on what matters the most to effectively raise money for our causes: the individual. Effective fundraising revolves around the right person, asking the right person for the right amount at the right time. We’ll dissect who, how, and why we should be laser focused on individual cultivation, stewardship, and solicitation to raise more money for our organization.

Who should join:

This Nonprofit Cafe session will be most impactful for development staff, senior leadership, and board members.

About the Speakers:

After leading recreation and conservation programs throughout Maine, northern Minnesota, and Southwest, Kevin assumed the Program Manager position with the Montana Conservation Corps, which ignited his love for the big sky. It was in Billings where Kevin first learned about the mission of Eagle Mount through his involvement as a ski volunteer. Kevin moved to Bozeman in early 2015 when he assumed the executive director position at Family Promise of Gallatin Valley. Through his leadership at Family Promise, Kevin led the organization through significant program and operational expansion, building the organization’s capacity and strengthening its fundraising initiatives. Kevin joined Eagle Mount in Sept 2019 and oversees the organization’s strategic plan, fundraising strategy, and internal operations. Kevin holds a BS in Business Administration from the University of Connecticut and a Masters in Public Administration from Montana State University. Kevin is also a Certified Fund Raising Executive (CFRE) and a Fellow in Charitable Estate Planning (FCEP). In 2017, Kevin was named a 20 under 40 recipient by the Bozeman Chronicle, an honor that spotlights southwest Montana’s top young business professionals.

Health and Safety:

Please do not join if you are feeling sick. Thank you.

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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.

Join Nonprofit Cafe on Friday, October 27th at 9:00 am on Zoom.

Effectively Onboarding Your New (& Not-So-New) Board Members

Description:

An effective board is the gold standard for high-performing nonprofits. Unfortunately, they don’t just happen. Instead, they must be intentionally crafted and continuously nurtured to maximize director engagement and satisfaction. This session will provide insight into how to effectively onboard new board members (Hint: It starts WAY before the first meeting!) and how onboarding new members can help re-inspire and engage continuing board members.

Who should join:

This session will be most impactful for nonprofit executives and board chairs who are looking to maximize the effectiveness of their boards of directors.

About the Speaker:

Melanie Schell is a seasoned non-profit attorney with extensive experience as a C-suite nonprofit executive, in-house counsel, communications strategist, front-line fundraiser, and planned gift specialist. She works with organizations of all sizes and in all stages, blending her knowledge of law and best practices with nonprofit sensibilities to develop mission-based solutions for clients. As Managing Principal & General Counsel for the Bannack Group, a national nonprofit consultancy based on Bozeman, Melanie counsels nonprofit organizations on strategic planning, major fundraising initiatives, sound operational policies and procedures, public relations and communications, deferred giving and creative philanthropy, board/staff roles and relations, and key organizational transitions. A Minnesota native, Bozeman has been home for over 20 years.

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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.

Join Nonprofit Cafe on Friday, September 22nd at 9:00 am at the Bozeman Public Safety Center.

Unlocking the Power of AI

Description: Have you ever written anything at your nonprofit job? Have you heard about ChatGPT? Do you want to learn more about how to use this tool as a way to help your work?

Nathan and Beth are local communications and fundraising pros and have been experimenting with these tools. Join us to learn:

• What is AI/ChatGPT?

• Why do I care?

• Ways to use this tool -- demos and practice

Before joining this session, participants will need to come to this session with a ChatGPT account already created, and please bring a laptop if you have one. Sign up for ChatGTP here.

Who should join: This Nonprofit Cafe session is open to all Gallatin County nonprofit staff and board members who want to better understand the potential of AI. No prior experience using these platforms is necessary.

About the Speakers: Beth joined Haven in 2021 with 20+ years of experience in communications, writing, PR, journalism, and communications strategy related to advocacy and fundraising. Of note is her strategic communications work that helped pass a bill to protect Yellowstone National Park from gold mining, national television and print media placements for organizations, and more than a decade of work as a freelance foreign correspondent for national newspapers and magazines. Beth was part of a cross-border team of journalists who won the 2011 Daniel Pearl Global Investigative Journalism Award.

Nathan joined Bridgercare in December of 2021 after years serving in a number of roles in legislative and political communications. At Bridgercare, Nathan drives donor engagement operations and helps to oversee external communications across media. Outside of Bridgercare, Nathan can be found in the mountains or at the movies.

Health and Safety: Please do not join if you are feeling sick. Thank you.

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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.

Nonprofit Cafe is a free speaker series for all nonprofit leaders.

Join Nonprofit Cafe on Friday, August 25th at 9:00 am on Zoom. Registration is required.

Session Description:

In today's dynamic and diverse work environments, the significance of organizational culture cannot be overstated. A thriving culture is born from intentional efforts, conscious conversations, and the collective commitment of every team member. The "Cultivating Intentional Culture" workshop invites you on a transformative journey to understand, influence, and shape the culture that defines your team.

During this session, consultant Rachel Gooen will discuss the different factors that affect workplace culture, and she will provide tools and exercises that you can take back to your organization for implementation.

Who should join:

This session is intended for any nonprofit staff, board members, and volunteers for Gallatin County nonprofits. Whether you are the Executive Director of an organization or are simply interested in cultivating workplace culture now and in your future roles, we invite you to join us for this learning session.

About the Speaker:

Rachel Gooen MS, LCSW, based in Missoula, MT is an experienced facilitator in leadership, team dynamics and strategic growth. For the past 25 years she has refined her knowledge and skills for the sole purpose of supporting individuals, organizations and communities to shine as their best selves. She has deep knowledge about nonprofit structure, healthy organizations, thriving coalitions, strategic growth, staff & board engagement, and leadership development which help organizations change, grow, and connect.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCIPTION

Succession planning is the process of identifying the critical positions within your organization and developing action plans and processes to ensure success during a time of transition for staff, board and volunteers.

If the most active member of your team were to walk away tomorrow, would your organization come to a screeching halt or begin a chaotic scramble to figure out the next steps? Are you prepared to guide your organization through both expected and unexpected transitions of team members? If the thought of losing and replacing essential team members makes you nervous, this session is for you. Join Funding for Good at the May Nonprofit Cafe session as we outline strategies to ensure that your mission can move forward productively, even during transitions. Takeaways:

• Understand different threats that arise from friendly and hostile transitions.

• Learn how to protect your organization’s physical and intellectual property.

• Determine what information you should include in transition files to prepare for both unexpected and expected turnover.

• Explore ways a proactive communication plan ensures your team and the community know what to expect.

• Create a checklist of items you can work on now to help promote successful succession transitions in the future.

WHO SHOULD JOIN

Any nonprofit staff, board members or volunteers in the Gallatin Valley are welcome to join. While the content is excellent for all staff to hear and begin processing, this content will have actionable content for board members and executive staff.

ABOUT THE SPEAKER

In 2009, visionary, Mandy Pearce, founded her flagship company, Funding for Good, to equip organizations with all of the skills and tools needed to become successful and sustainable. Marie Palacios, Funding For Good’s Lead Consultant, has worked with Mandy for over 13 years providing much-needed support to meet the changing demands of the nonprofit world.

For over two decades, Mandy and Marie have worked with their team of experts to share their proficiency in fundraising through executive coaching, strategic and development planning, seminars, and specialized consulting programs. Mandy and Marie have dynamic teaching styles that bring thousands of people to their presentations at conventions, training workshops, and online platforms.

HEALTH AND SAFETY

While COVID numbers are currently low, please do not join if you have any symptoms or feel sick. Thank you.

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.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCRIPTION:

When you type "Bozeman non-profits" into the search bar, who shows up?

For many nonprofits, Google My Business is a little-known marketing tool. After all, it includes “business” in its name. Does your organization have a page yet? If it does, are you managing it? Increasing your searchability (SEO) isn't a "set it and forget it" situation. The good news? You don't need a big budget or expertise with running Google Ad Words to increase your searchability. Learn three simple steps to elevate your Google My Business page, increase your nonprofit's SEO and have the algorithm work for you.

WHO SHOULD JOIN:

This session is intended for any nonprofit staff, board members and volunteers. This course is ideal for people who:

• Have an exiting Google My Business Page for their business

• Are curious about Google My Business and searchability

No special skill sets are needed to attend and understand this course. This session is recommended for staff in marketing or outreach, as well as executive directors and board members who want to learn about whether investing time in Google tools is a good fit for their nonprofit.

ABOUT OUR SPEAKER:

Alison Grey Germain is the owner of Blue Dog Digital Media, a consulting business that brings 15 years of marketing and outreach experience. Alison collaborates with businesses, organizations and food cooperatives to elevate their social and online presence through both management and training. Alison was born and raised in Bozeman, Montana, a community that she is grateful to be a part of and where she now raises her own children. When Alison unplugs from the digital world, she enjoys adventuring in beautiful outdoor places with her kids, husband and four-legged friend Blue.

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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.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCRIPTION:

In this timely session, Karen Lum will address what we are learning organizationally from The Great Resignation and navigating our non-profits in an era of heightened self-advocacy on the part of our employees. Karen will share key factors that contribute to a healthy, thriving organizational culture in 2023 and beyond. You will have the opportunity to take inventory of several key aspects of your own organization and leadership style. You will learn about the areas you need to double down on, and actions you can take to contribute to a work experience your employees will feel connected to and appreciate.

WHO SHOULD JOIN:

This session is primarily tailored to leaders and people managers at every level in the organization, and HR team members! That being said, any interested nonprofit staff, board members, or volunteers in the Gallatin Valley are welcome to join.

ABOUT OUR SPEAKER:

Karen Lum is the owner of K. Lum Consulting – as a “Business Co-Pilot”, Karen supports leaders who are growing or elevating their organizations and teams. Her services include one-on-one business coaching, facilitated planning sessions, employee training and program development & implementation. With 24 years of facilitation experience, her training clients include non-profit organizations, small and large businesses and several luxury service and high-end brands.

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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.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCIPTION

It’s often said that fundraising is difficult, but it’s not complicated. Across three decades of non-profit leadership, Jason Smith has seen and proven that effective development planning can help organizations build better relationships, raise more philanthropic support and advance their missions in transformative and sustainable ways. Join in the conversation as he shares the simple, but fundamental tenets that anchor best-in-class annual and multi-year fundraising plans.

WHO SHOULD JOIN

Target audiences for this session include executive, development and board leaders with responsibility for planning, executing and evaluating fundraising efforts. While geared toward those with a solid foundation in development work, it should appeal to those new to the sector who are looking for insight on industry best practices. Any nonprofit staff, board members or volunteers in the Gallatin Valley are welcome to join.

ABOUT THE SPEAKER

For nearly 30 years, Jason Smith has played leadership roles in high-impact, mission driven organizations throughout the US and around the world. He is the President and founding partner at Stillwater Strategy Partners, a boutique consulting practice that helps innovative clients strengthen their fundraising, business development, communications and governance programs. He spent 15 years with the International Red Cross movement, serving as CEO at US based chapters and leading humanitarian diplomacy programs in Asia Pacific and at the Red Cross world headquarters in Geneva, Switzerland. He returned to his adopted home of Bozeman from Europe in 2012 to serve his alma mater, Montana State University as Vice President of external affairs and director of their $430 million What it Takes campaign.

HEALTH AND SAFETY

While COVID numbers are currently low, please do not join if you have any symptoms or feel sick. Thank you.

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.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCRIPTION:

This virtual session will be an introduction into DEI related topics and vocabulary with a specific focus on race and anti-racism as crucial pieces of your DEI work. The nonprofit sector at its core should be an anti-oppressive endeavor. It should be based in empowerment, intersectionality, and equity. It should be aware of and responsive to our history of race and racism and current context. It is crucial that organizations start with race and intersectionally view other systems of oppression within that analysis. I have found that when organizations start with a different focal point, analyses of race and racism are often overlooked and ignored. This is a major barrier to becoming more diverse, inclusive, and equitable. When organizations center race, institutional changes, big and small, can help close the gaps for the groups facing the greatest disparities and simultaneously benefit all people and communities. Focusing on race explicitly and not separately proves to be a powerful tool to create sustainable change.

WHO SHOULD JOIN:

This session will be useful for leaders within an organization who are interested in DEI but would like more language around it and more skills/understanding to help center racial equity. Any interested staff, board members and volunteers from Gallatin County nonprofits are welcome to join.

ABOUT OUR SPEAKER:

Meshayla Cox is the founder and principal consultant of CoEquity Consulting. For nearly a decade Meshayla has been a fierce advocate for racial equity in Montana and is committed to supporting company cultures that nurture and value the inherent dignity of every person. She has educated over 1,700 people in the public and private sectors - from philanthropy & technology to conservation. Meshayla has given workshops and trainings across the nation—including as a TedX speaker.

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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.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCRIPTION

Volunteer recruitment is tough, and the repercussions of the COVID 19 pandemic have amplified recruitment challenges for organizations across the board. In this session, we will explore three primary volunteer recruitment strategies along with their uses when recruiting a variety of volunteer positions, including board members. In addition, we will discuss the nuances of volunteer recruitment messaging, with a goal of reigniting an interest in supporting the community through service.

WHO SHOULD JOIN

This session is designed to support staff and board members responsible for designing volunteer opportunities and recruiting volunteers into their organizations.

ABOUT THE SPEAKER

Shannon Stober, Jump Start Training & Development Founder, is a nationally recognized trainer and facilitator in the realms of leadership, community building, and volunteerism. Each year she engages hundreds of individuals from a variety of sectors through high-powered workshops, retreats, speaking engagements, and coaching activities. Shannon is also a skilled strategist and consultant, with an extensive background in strategic alignment, change management, and the development of program theory. After finishing her degree in sociology, Shannon completed two terms of service as an AmeriCorps *VISTA and went on to serve as the Statewide Training Officer for the Governor’s Office of Community Service, Program Manager for Montana Campus Compact, and Director of Programs with the Montana Conservation Corps. She is known for her positive energy, strength of character, and humor.

HEALTH AND SAFETY

While COVID numbers are currently low, please do not join if you have any symptoms or feel sick. Thank you.

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.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCRIPTION:

This virtual session will highlight practical skills to reduce and avoid burnout. Participants will have the opportunity to experiment with different skills during the workshop to help them identify which ones may work best for their individual needs. The workshop will also offer participants creative ideas for carving out micro moments during the day to recharge. This session will speak to those in the nonprofit world who often find themselves struggling to achieve balance amidst the constant needs of those they serve.

WHO SHOULD JOIN:

This session is appropriate for all nonprofit staff and team members as a way to discover tools for themselves, but also as a way to gain common language around ideas to reduce burnout that can then be used to help one another within an organization going forward.

ABOUT OUR SPEAKER:

Kate Jackson is the owner of Enso Wellbeing Coaching. She is a National Board Certified Coach, having received her Masters in Integrative Health and Wellbeing Coaching from the University of Minnesota. She is also a Certified Narrative Enneagram Teacher. Her work focuses on helping clients build greater self-awareness to empower them to live more meaningful and purposeful lives. Kate's own journey as a two-time cancer survivor taught her the power that self-awareness plays in being able to manage highly stressful and emotional situations. Kate works with individuals, groups and companies in a variety of capacities including supporting mental and emotional wellbeing, using the Enneagram as a tool for improved self-awareness and communication, and offering workshop series on wellbeing and leadership.

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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.

Join for One Valley’s free monthly nonprofit program, Nonprofit Cafe!

SESSION DESCIPTION

In a world where email inboxes are overflowing, is there a way to get your newsletters and emails read? The team at Bridgercare is going to share how they have found their voice and communication style for communication success. They will share how to build donor engagement through a personable e-newsletter – even if the main headline is a cat video! Bridgercare E-News regularly has open rates around 50%, and in this session, they are going to share their unconventional, informal approach to email communications that has led to their high levels of engagement.

WHO SHOULD JOIN

This session is primarily tailored to fundraising and marketing staff – anyone who is responsible for donor/stakeholder-facing communications! That being said, any interested nonprofit staff, board members or volunteer in the Gallatin Valley are welcome to join.

ABOUT THE SPEAKERS

Emily Allison has been Development Director at Bridgercare for 5 years, spearheading marketing and fundraising operations. Prior to joining the Bridgercare team, she worked at a local digital marketing firm and helped clients maximize their online presence. Nathan Stein joined Bridgercare this past December after two years working in political communications.

HEALTH AND SAFETY

While COVID numbers are currently low, please do not join if you have any symptoms or feel sick. Thank you.

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.

SESSION DESCRIPTION
Digital marketing is changing fast, and so are the ways that customers prefer to find your organization. In this presentation, you will identify which marketing tools best fit your target market, no matter what your mission is. Through an overview of each generation, you will leave with two top strategies you can use to reach your market where they are at today.

WHO SHOULD JOIN
All Nonprofit Cafe sessions are free for all Gallatin County nonprofit staff members, board members and volunteers. This session will help Executive Directors, marketing staff and even volunteers -- anyone who feels overwhelmed or confused about how to reach target markets for your organization in the digital landscape.

OUR PRESENTER
Shelby Humphreys is a native Montanan who loves to connect people and ideas. With 10+ years of marketing experience, she enjoys supporting small businesses and organizations in the digital realm, so they can focus on what they do best.

May 27th at 9:00 am– “Charitable Estate Planning from Quick Wins to Complex Gifts” conversation led by Kevin Sylvester of Eagle Mount and Traci Weller of the MSU Alumni Foundation. This session will be in-person in the Bozeman Public Library Community Room.

Description: Leaving charitable bequests in a will is the most popular way for donors to make planned gifts. Yet, they're far from the only way. From simple gifts to complex trusts, there are many different types of planned gifts. Join us as we explore the low hanging fruit in planned giving and why charitable estate planning should matter to your organization.

Speaker Bios: Traci Weller, CFRE, CSPG: Traci Weller is a seasoned philanthropic professional with nearly three decades of experience in the nonprofit sector. She sees philanthropy as a major expression of her life’s mission, in terms of her own personal giving, but also in helping others realize their full philanthropic potential. As Senior Director of Estate, Trust and Gift Planning with the Montana State University Alumni Foundation, she has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of MSU’s mission. She is a Certified Fundraising Executive (CFRE), and in 2014, earned designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California State University, Long Beach. She is a member of the Board of Directors for the Montana Chapter of the Association of Fundraising Professionals, and in 2019, received the Outstanding Fundraising Professional Award for the state of Montana from the Association of Fundraising Professionals Montana Chapter and the Montana Nonprofit Association. She balances her career with a healthy dose of mindfulness to reduce stress, and boost her mood, focus and productivity. In her spare time, she enjoys getting outdoors with her husband and two dogs, reading, cooking and meditation.

Kevin Sylvester, CFRE, FCEP: After leading recreation and conservation programs throughout the deep woods of Maine, northern Minnesota, and in the Southwest, Kevin moved to Billings, MT to work with the Montana Conservation Corps, which ignited his love for the big sky. It was in Billings where Kevin first learned about the mission of Eagle Mount through his involvement as a ski volunteer. Kevin moved to Bozeman in early 2015 when he assumed the executive director position at Family Promise of Gallatin Valley. Through his leadership at Family Promise, Kevin led the organization through significant program and operational expansion, building the organization’s capacity and strengthening its fundraising initiatives. Kevin joined Eagle Mount in Sept 2019 and oversees the organization’s strategic plan, fundraising initiatives, and internal operations.

Kevin holds a BS in Business Administration from the University of Connecticut and a Masters in Public Administration from Montana State University. Kevin is also a Certified Fund Raising Executive (CFRE) and a Fellow in Charitable Estate Planning (FCEP). In 2017, Kevin was named a 20 under 40 recipient by the Bozeman Chronicle, an honor that spotlights southwest Montana’s top young business professionals.

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.

April 22nd – “Preparing for and Managing Change in an Evolving World” conversation led by Ashley Schwader of Two Suns Consulting

Description: One thing is always constant: change will always occur. Are you currently facing change? Do you fear change? Do you wish you had knowledge and resources to better manage organizational change? We will cover together high level change management theories and put that into practical application creating a Change Management Toolbox for you to feel confident in how you plan for, manage, evaluate, and communicate change.

Learning Objectives include:

• Understanding Change Management Theories

• Identifying Three Critical Focus Areas for Change

• Creating a Toolbox with Practical Application for Change

• Networking and Sharing with Others Your Bright Spots

*If you would like accommodations to make this program accessible, please contact Jill Ellwood at jill@onevalley.org*

March 25th – “Community Engagement: Yes you can!” conversation led by Dani Hess of the City of Bozeman and Tanya Andreasen of the One Valley Community Foundation

Description: Description: Yes, "engagement" is a buzz word in our communities right now, but why bother? Our organizations are tackling tough issues and heavy workloads with limited resources. The stakes are high as we seek to build trust, foster inclusivity, and adapt to changing conditions in our community. How can engagement actually benefit your organization and better serve our community?

This session will answer this “question” for nonprofits by outlining the basic principles and benefits of community engagement. We’ll walk through strategies for intentional stakeholder outreach, and some simple tools and techniques for meaningful and effective community engagement.

Learning Objectives:

1. Understand the "Why" behind engagement as well as describe the basic guiding principles and key terms.

2. dentify strategies for stakeholder mapping, choosing the right engagement techniques, and closing the loop with those who provided input

3. Practice a few useful and easy tools for engagement that can make engagement feel more "doable" when there is limited time and resources

Speaker Bios:  Dani Hess: In her role at the City of Bozeman, Community Engagement Coordinator Dani Hess helps people stay informed and actively participate in their neighborhoods and in city projects. She supports Neighborhood Associations, facilitates collaborative projects with partners like Montana State University, and works to assist staff in outreach and reduce barriers to participation in city projects. Dani also works to address equity and inclusion in Bozeman with a team of staff and community partners to develop the City's first Equity & Inclusion plan. Dani is An MSU graduate in Community Health, learner of Spanish, lover of bicycles, and drinking coffee outside.

Tanya Andreasen: Tanya grew up in Montana, and after many years of living and working in Alaska and Wyoming, has put down a tap root in the Gallatin Valley to raise her two kids. A big believer in the power of neighbors helping neighbors through partnership and discourse, Tanya fills the role of Community Engagement Manager with the technical skills of a certified public engagement specialist and a Master of Public Administration from Montana State University. She puts those beliefs and skills to work throughout Gallatin County by crafting inclusive and effective opportunities for people to participate in decision making that impacts their own lives.

*If you would like accommodations to make this program accessible, please contact Jill Ellwood at jill@onevalley.org*

February 25th – “A Ramp Changed the Game: Why Making Organizations More Equitable is Good for Everyone” conversation led by Jonathan Santos Silva of The Liber Institute

Description: Montana is not the most diverse state in the union, so we can ignore equity, diversity, and inclusion, right? Not so fast. Equity, diversity, and inclusion efforts benefit everyone, not just women and People of Color. When done well, providing an inclusive environment for staff can set the stage for innovation and business growth. So what can we do to build more equitable and inclusive organizations? And how might we leverage technology to embrace diverse voices and styles that challenge our preconceptions? Join Jonathan Santos Silva, Founder of The Liber Institute and Chairman of The Bored of Ed podcast, as he explains how answering questions like these has helped the Institute's work supporting leadership capacity in Indigenous communities. Participants will leave with concrete ideas for going beyond the DEI Statement to build sustainable success in our organizations.

Speaker: Jonathan Santos Silva has been a trouble-making, system-breaking leader in the education space for over 12 years. While he is most recently known for his work as Founder of The Liber Institute and as Chairman of The Bored of Ed Podcast, Jonathan can also be credited with contributions to the Cambiar Catalyst Fellowship (for aspiring school systems leaders) and South Dakota’s Native American Achievement Schools. Jonathan has been recognized for his work as a classroom teacher, founding school leader, and leadership coach, and is a sought after speaker due to his engaging and uplifting style. He holds a B.S. in Business Administration from Northeastern University and an M.A. in Education Administration from the University of South Dakota and is the husband of one incredible woman, father of four beautiful children, and walker of two loyal rez dogs.

*If you would like accommodations to make this program accessible, please contact Jill Ellwood at jill@onevalley.org*

January 28th – “Toward Transformative Philanthropy – Elevating Your Major Gifts Practice” conversation led by Jason Smith of Stillwater Strategy Partners.

Description: Thriving organizations grow fastest when they help major donors invest more deeply in their missions and priorities. In this virtual session, participants will learn the fundamentals of major gift development, explore the importance of inclusively developed priorities, and practice a few vital skills with their peers.

While this was originally scheduled to be an in-person course, it will now be virtual and the philanthropist panel portion of the course will be saved for a future in-person event.

*If you would like accommodations to make this program accessible, please contact Jill Ellwood at jill@onevalley.org*