Great Governance Series Resources
CFGV Nonprofits
Resources
- Seminar 1: Great Governing Boards with Noelle Hagan
November 2014
Resources - Seminar 2: Financial Management with Cathryn Saylor Peterson
January 2015
Resources - Seminar 3: Strategic Planning with Kelleen Zubick
April 2015
Resources - Seminar 4: Human Resources with Michaelle Smith
January 2016
Resources - Seminars 5 & 6: Uncommon Wisdom & Effective Leadership
May 2018 & November 2018
Hands-on group work – no posted handouts - Seminar 7: Strategic Planning with Illene Roggensack from Third Sector Innovations
- Seminar 8: Collective Impact with Ona Crow & OMNI Institute
April 2019 - Seminar 10: Succession Planning and Executive Transition
February 2020- PowerPoint Slides
- Training Packet with resources Denise recommends
- Board Chair and ED Partnership Agreement Template
- Communicating Planned CEO Transition
- Emergency Succession Plan Example #2
- Executive Transition Timeline
- Executive Transition Exit Interviews
- Founder’s Syndrome Transition Guide
- From Working Board to Governing Board
- Governance Committee Job Description
- Nonprofit Executive Succession Planning Toolkit
- Nonprofit Founder Departures
- Role of the Board Chair
- Link to Colorado Nonprofit Association Salary Survey
- Seminar 10: Major Gifts and Planned Giving for Small Nonprofits
September 2021- Slides for Presentation
- Checklist for Starting a Basic Planned Giving Program
- Conducting a 6-week Campaign
- Estate Planning Worksheet
- Exercise – Practice Asking for Money
- Glossary of Planned Giving Terms
- Planned Giving Case for Support Exercise
- Prospect Identification Worksheet
- Sample Bequest Language
- Tips on Asking for Money