INTEGRALIntros
INTEGRALIntros are free 1-hour webinars on topics of interest to your organization's management, board members, and staff.
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Intro to Social Enterprise: What legal structure should we choose
Thursday, March 23, 1-2pm with Yvonne Chenier
Is your nonprofit or charitable organization interested in starting (or has it already started) a social enterprise? With increased demands for services, and funding from donations and government sources drying up, social enterprise is one option that nonprofits can turn to in order to remain sustainable.
Enterprising charities and nonprofits should understand that the restrictions around earning revenue and generating profit and the optimal legal structure for a social enterprise may vary widely depending on what legislation the organization is incorporated under, as well as the organization's strategy and circumstances.
This session will provide a brief introduction to social enterprise and then will focus on possible legal structures. This session will include:
- CRA-related business rules for charities
- The most common statutes (Societies Act, Companies Act, CNCA) for nonprofits and charities operating in Alberta.
- An overview of social enterprise and the legal regulations on social enterprises imposed by the Income Tax Act.
Examples of real-life social enterprise models will be discussed and there will be a demonstration of IntegralOrg's Social Enterprise Legal Structures Toolkit.
Yvonne Chenier is a lawyer and philanthropy consultant – and co-founder of IntegralOrg. Yvonne brings more than 35 years of experience helping those in the philanthropic, nonprofit, and social enterprise sectors as general legal counsel and as an advisor on planning, organizational, regulatory and governance matters.
Intro to Fundraising: Effective strategies for nonprofits
Wednesday, May 17, 1-2pm with Derek Bechthold
For many nonprofits, fundraising is not only hard work, but it can be overwhelming – and the resources required to fundraise successfully can take away from your core work. But this does not have to be the case.
For organizations large and small, raising needed funds through donor support can – and must – be a powerful part of any nonprofit’s financing model. For “fundraising is the gentle art of teaching the joy of giving.” (Hank Rosso)
This session will introduce the basics of fundraising, with an emphasis on practical tools, tactics, and strategies that smaller organizations can utilize to build capacity and sustainability for their organization.
Participants will come away from this workshop with:
- An understanding of the current giving trends in Canada and how this can impact your organization.
- A greater appreciation for the cost benefit analysis and return on investment in fundraising (or “Fundraising from the corner of your desk”.)
- Strategies on ‘The Ask’ – who to ask, when to ask, how to ask.
- A firm grasp on stewardship – the science and art of thanking.
- Essential tools that will enhance your fundraising efforts.
Trainer Derek Bechthold's career, spanning 24+ years has had him the honour of contributing to a myriad of nonprofits and charities from a multitude of sectors including, Wood's Homes, Inn from the Cold, The Association for the Rehabilitation of the Brain Injured, and currently The Brenda Strafford Foundation. These agencies have ranged in budgets from $500,000 to $85 million, and fundraising departments from 7 full time employees to one-person shops. Derek has dabbled in every manner of fund development and is well versed in high-level strategic development down to the tactical minutiae of fundraising.
Intro to Risk Management: Building resilience for nonprofit organizations
Thursday, June 1, 1-2pm with Leslie Tamagi
Risk management allows us to ask the question of whether we are taking the most appropriate risks to effectively and responsibly serve our communities. You’ll come away inspired by what a risk-aware culture could look like at your nonprofit, with a deeper understanding of how to plan proactively for both the threats facing your organization day-to-day and the exciting opportunities on your horizon that require bold but risk-informed decision-making. As we emerge from a turbulent chapter, we will explore the lessons we take forward in addressing the top risks facing nonprofits in 2023.
The workshop will also include a demonstration of IntegralOrg’s Risk Management Toolkit, a free, interactive online tool to help organizations track and monitor progress in the development of best practices and proactive strategies to mitigate risk.
Trainer Leslie Tamagi has more than 25 years experience as CEO of diverse organizations and understands firsthand the complex challenges facing management, staff, and boards in the nonprofit sector. For more than a decade she has worked with nonprofit organizations, providing training and supporting them through their risk management journeys.
Do you want to level up your knowledge? You may be interested in IntegralOrg's additional training in governance, finance, legal compliance, or risk management.
Watch past events!
INTRO to Governance: Principles of good governance for nonprofits
Wednesday, March 8, 1-2pm, with Mike Grogan
Understanding the principles of governance is integral to the smooth and effective running of any nonprofit or charitable organization. No matter the size or scope of your organization, taking the time to make sure the board is engaged and aligned is critical. This workshop incorporates three interconnected areas of responsibility – fiduciary, strategic, and generative – and the board’s role in focusing on the entire organization and working together as a whole. Watch the video.
INTRO to Finance: The controls and policies every nonprofit needs
Wednesday, March 1, 1-2pm, with Stella Penner
This workshop provides an overview of the basics of nonprofit financial responsibilities, controls, and policies including: the respective roles of the board, the treasurer and the bookkeeper or accountant; financial information that the board needs to make informed financial decisions; the purpose of “internal controls” and key controls to put in place; and how budgeting relates to internal controls. Watch the video.
INTRO to Strategic Planning: Crafting the future of your nonprofit
Wednesday, January 18, 2023, 1-2pm, with Mike Grogan
Strategic planning processes enable nonprofit organizations to understand their current and past operating states, create a vision for the future, and determine what steps they should take to achieve that vision. This workshop introduces participants to the concepts of strategic planning as well as tools to use in an emergent and uncertain environment. Watch the video.
INTRO to Fundraising: Effective strategies for nonprofits
Thursday, December 1, 2022, 1-2pm, with Derek Bechthold
For organizations large and small, raising needed funds through donor support can – and must – be a powerful part of any nonprofit’s financing model. For “fundraising is the gentle art of teaching the joy of giving.” (Hank Rosso)
This session introduces the basics of fundraising, with an emphasis on practical tools, tactics, and strategies that smaller organizations can utilize to build capacity and sustainability for their organization. Watch the video.
INTRO to Risk Management: Building resilience for nonprofit organizations
Wednesday, November 2, 2022, 1-2pm, with Leslie Tamagi
Risk management allows us to ask the question of whether we are taking the most appropriate risks to effectively and responsibly serve our communities.
You’ll come away inspired by what a risk-aware culture could look like at your nonprofit, with a deeper understanding of how to plan proactively for both the threats facing your organization day-to-day and the exciting opportunities on your horizon that require bold but risk-informed decision-making. As we emerge from a turbulent chapter, we will explore the lessons we take forward in addressing the top risks facing nonprofits in 2023. Watch the video.