SAN ANTONIO AREA FOUNDATION COURSE CATALOG
2020
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About the Area Foundation San Antonio Area Foundation Published 2.1.2020
History
The San Antonio Area Foundation has served the community for over half a century. Established in 1964 by Richard Goldsmith, the Area Foundation has grown to become one of the top 20 community foundations in the country based on asset size.
Mission
The main mission of the Area Foundation is to help charitable givers make meaningful gifts to improve lives for generations to come. This is done through the more than 500 donor funds established specifically to help meet the needs of nonprofits.
About the Area Foundation
The San Antonio Area Foundation was founded in 1964 as the region’s only community foundation, to inspire philanthropic giving. The Area Foundation oversees more than 500 charitable funds from individuals, businesses and families, approaching $1 billion in assets. In 2018, over $54 million was invested to address our community’s greatest needs and improve lives. The Area Foundation is where giving and community connect, creating a city where we are stronger together.
Training
The Area Foundation serves the nonprofit community by offering valuable classes and training programs in leadership, board governance, financial management, administration, and more. Last year alone, more than 2,000 nonprofit staff and leaders received training at the Area Foundation from more than 70 course offerings.
Excellence 2
Core Values Passion Integrity
Community
A word from our CEO I am so pleased you are considering the San Antonio Area Foundation for your nonprofit staff and/or leadership training needs. We are excited to offer you even more courses this year. From human resources to impactful storytelling, you spoke, and we listened to craft a course lineup that is valuable to your daily work. I encourage you to look over the 2020 courses on the following pages and register online at saafdn.org. The Area Foundation is committed to providing quality learning opportunities for the nonprofit community, delivered by leading experts in the field, all at a very low-cost. If you would like to learn more about the courses we offer, visit our website at saafdn.org or contact the Learning and Development department at 210.225.2243, or you can also send an email to info@saafdn.org. Your partner in learning,
Marjie M. French
Chief Executive Officer
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Meet Our Team
ARENDA BURNS
Vice President, Human Resources aburns@saafdn.org
DORIAN WILLIAMS, PH.D.
Learning and Development Facilitator dwilliams@saafdn.org
SANDIE PALOMO-GONZALEZ, PH.D. Learning and Development Facilitator spgonzalez@saafdn.org
LORNA STAFFORD, M.ED.
Learning and Development Facilitator lstafford@saafdn.org 4
Our Programs HOLT Values-Based Leadership™ Fellows Program made possible with the generous support of HOLT CAT
This is a premier, one-of-a-kind leadership program for 501(c)(3) CEOs with less than five years tenure and/or senior management nonprofit leaders poised for executive leadership. The nine-month cohort program, sponsored by HOLT CAT, includes leadership development, nonprofit management training and mentorship guidance. This program offers new CEOs and senior management nonprofit leaders: y Values-Based Leadership™ training led by HOLT Development Services, Inc. (used by HOLT CAT and Spurs Sports and Entertainment) y Nonprofit management training taught by local experts y Monthly mentoring with seasoned CEOs y Complimentary admission to two Area Foundation classes y Certificate upon completion For questions, email spgonzalez@saafdn.org.
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Our Programs Supervisory and Management Certificate
in partnership with the H-E-B School of Business and Administration at the University of the Incarnate Word
Supervisory and Management Certificate Spring 2020
The Supervisory and Management Certificate program is a five-month series geared toward mid-level and/or first-time nonprofit managers. Through management and leadership competencies, interactive discussion and learning activities, this 30-hour program is designed to equip staff with the skills needed to successfully lead a team of people. Students must follow the program’s pre-selected courses. All classes are held at Area Foundation offices, and led by the University of the Incarnate Word faculty. For questions, email spgonzalez@saafdn.org.
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Our Programs Nonprofit Management Certificate
in partnership with the School of Business and Leadership at the Our Lady of the Lake University The program is designed to encourage deeper comprehensive learning, preparing nonprofit professionals to take on leadership roles through the following tracks: y General Nonprofit Management y Fundraising y Leadership Development Each track is built around seven core nonprofit competencies: Each individual certificate track requires 36 hours of study. Students can select their own combination of courses.
Core competency Organizational Management Fundraising
General Leadership Nonprofit Fundraising Development Management 6 hours
9 hours
6 hours
15 hours
Marketing and Communications
3 hours
9 hours
3 hours
Financial Management
6 hours
6 hours
6 hours
Managing Staff and Volunteers
3 hours
3 hours
Leadership
6 hours
3 hours
Nonprofit Governance
6 hours
12 hours 6 hours
All workshops are held at Area Foundation offices. Workshops are led by Area Foundation-approved subject matter experts. For questions, email lstafford@saafdn.org. 7
2020 Class Schedule grouped by core competency
applicable toward the Nonprofit Management Certificate program
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2020 SCHEDULE BY COMPENTENCY
Leadership Training Innovative Leadership
Hours
Date(s)
3.0
1/23/20
In this class, participants will learn how to optimize continuous process improvement and how to balance the demands of today with the imperatives of tomorrow. Leadership Bootcamp
3.0
2/25/20
This interactive workshop is designed to provide you with a basic playbook of different strategies and modes of leadership interaction. Conflict Management
3.0
3/3/20
In this class, you will learn the benefits and detriments of conflict, identify behaviors that escalate or de-escalate conflict, share strategies for managing and resolving the most common kinds of conflict in workplace contexts, build experience applying multiple conflict management approaches and learn which approaches you prefer when managing conflicts. Essentials of Nonprofit Leadership
3.0
6/2/20
This class will examine the various principles leaders can follow to help their paid and volunteer staff move forward. Emotional Intelligence
3.0
8/20/20
This course incorporates both evidence-based theory and practical application exercises and introduces empirically supported emotion management strategies that can be used on a daily basis, ensuring that emotional responses are more accurate, adapted and effective. Person First Leadership
3.0
9/24/20
This interactive peer-to-peer session will show you how to reconnect with the individuals you lead, how to flex your leadership style appropriately to meet people where they are, and how to improve staff development while increasing performance. Delegating Effectively
3.0
11/3/20
This class will help you learn to delegate to people using strong communication and effective review strategies so you can be assured the work will be done appropriately and timely. 2020 SCHEDULE BY COMPENTENCY
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Fundraising Training Major Gifts Matter
Hours
Date(s)
3.0
1/16/20
This interactive session is designed to help the mid-level professional launch their organization’s major gifts program. Basic Grant Writing
6.0
2/12/20 6/9/20 10/20/20
In this session, you will learn the basics of writing successful proposals, what funders expect to see in a well-thought-out proposal and tips for organizing the information needed to begin the writing process. Advanced Grant Writing
6.0
2/26/20 8/11/20
This workshop is designed to increase the skills of grant writers and improve their ability to research and apply for grants from private and public funding sources. Legal Aspects of Fundraising
3.0
3/17/20
In this session, you will gain an overview of Texas laws and restrictions on certain fundraising activities, IRS regulations regarding donations and legal basics regarding online sales and charitable solicitations. Grant Management Techniques
3.0
5/19/20 11/10/20
This seminar will help you to understand the entire grant cycle - from concept to closeout. You will receive tips to help you satisfy your funders as you accomplish your objectives. We will review sample grant monitoring systems. Involving Your Board In Fundraising
3.0
6/24/20
In this session, you will explore how to make the most of board meetings by using 10 ideas designed to promote creativity and exploration.
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2020 SCHEDULE BY COMPENTENCY
Fundraising Training Event Fundraising 101
Hours
Date(s)
3.0
7/23/20
In this class, we will discuss the important aspects of executing successful fundraising events. All fundraisers agree that, by and large, the goal of a fundraising event is to raise money. The question is, how do you raise money at events, especially when only about 30 percent of fundraising event participants raise any money, according to the study. Creating a Strong Development Program
3.0
8/26/20
This is a fast-paced course geared toward creating your organization’s first fundraising program or tweaking a relatively new one. Creating Successful Year-End Fundraising Campaigns
3.0
9/16/20
Successful year-end fundraising campaigns require planning and high-quality execution. In this session, you will learn how to launch and manage a year-end campaign or how to improve your existing campaign.
2020 SCHEDULE BY COMPENTENCY
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Managing Staff and Volunteers Training Mastering Supervisory Skills
Hours
Date(s)
3.0
1/21/20
This class is designed to introduce new and existing managers/leaders to theory, tools, and tips to establish and retain open communications with employees, peers, and executives that will build high performance work teams. The discussion includes having the necessary conversations and plans needed to develop employees. Strategic Planning for Volunteer Program
3.0
2/4/20
This class will focus on how to tie the volunteer program to the nonprofit’s goals in order to help accomplish the mission of the nonprofit. Participants will learn to develop the basic outline of a strategic plan for your volunteer program by determining how the volunteer program fits into the overall strategic plan of the nonprofit. Essentials of HR and Employment Law
3.0
3/31/20 9/10/20
Laws, policies and procedures are designed to help ensure equality, safety, consistency, fairness and compliance within the workplace. This class will focus on the development of these policies and procedures while adhering to Human Resources laws. Managing Up
3.0
5/12/20
This course is focused on simple and clear techniques that you can use when working with supervisors, senior management and boards of directors to help bring clarity to the problem(s) at hand, expedite resolution and get the show back on the road. Leaders who master the art of Managing Up are not only able to get what they need from their superiors; they are also highly valued as self-starters who solve problems and advance the action while others get stuck in the mud. Supervision and Developing Employee Performance
3.0
8/4/20
This workshop will focus on how to address some common staff performance issues as well as how to recognize development opportunities in areas such as technical skills, social/soft skills, analytical and leadership/management skills. 12
2020 SCHEDULE BY COMPENTENCY
Managing Staff and Volunteers Training Managing Disruptive Employees
Hours
Date(s)
3.0
9/22/20
This is an introductory class designed to help participants understand cognitive biases, examine assertiveness and the role it plays in resolving issues, understand motivations for certain behaviors and depersonalize reactions to disruptive and/or difficult employees. Recruiting, Managing, and Retaining Volunteers
3.0
10/1/20
Obtaining and retaining volunteers requires a strategic process for a nonprofit to recruit the people and skills it needs to serve its clients. When a volunteer program is well-managed, it aids in volunteer retention. These three areas - recruiting, managing, and retaining volunteers - will be woven together to help determine the components of a well-run volunteer program. New Labor Challenges
3.0
11/17/20
This course is designed to address current issues that are impacting employers. The actual content will depend on the changes that will have occurred in the months prior to class. Some anticipated issues include new salary threshold for white collar exemptions from overtime pay, proposed updates to employee handbooks, and how to complete exit interviews with employees.
2020 SCHEDULE BY COMPENTENCY
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Marketing and Communications Training Crisis Communication: When Things Go Wrong
Hours
Date(s)
3.0
2/19/20
Even in the best organizations, sometimes things go wrong. A program or project can fail. We do something that offends a key constituency. We hit rocky financial waters. An important donor pulls their support. A disgruntled Board member goes public with complaints. An angry employee sends an organization-wide email. How do we communicate effectively, both internally and externally, in times of crisis? Customer Service
3.0
4/1/20
This class will help you examine how to create great experiences for your customers. It will present a variety of steps to prepare you or your staff to recognize essential elements of customer service, determine how to create great customer experiences and add to your customer service toolbox. 10 Marketing Tactics
3.0
4/8/20
In this fun/interactive class, you will learn real-world tactics that every small nonprofit can easily implement to help promote your organization and raise more dollars. Creating Meaningful Content for Social Media
3.0
5/5/20
Learn how to craft meaningful content for your nonprofit’s social media channels in this interactive class that will weave storytelling practices into your social media strategies. Stand Out! Compelling Communication through Storytelling
3.0
10/15/20
Even great organizations sometimes struggle to communicate externally in ways that are powerful and compelling. Nonprofits often rely on numbers, percentages, and statistics to tell their story, and spend lots of time describing the programs and services they provide, and how they provide them. In an information-packed world filled with important causes and good organizations, how can we communicate in ways that help us stand out?
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2020 SCHEDULE BY COMPENTENCY
Organizational Management Training Strategic Planning: A Critical Tool for Nonprofit Organizations
Hours
Date(s)
6.0
1/9/20 9/2/20
This workshop will cover the purpose, steps, benefits and limitations of the strategic planning process as well as techniques to follow-up on strategic planning goals and objectives. Project Management
3.0
4/2/20
This workshop will go through the steps of successful project management – initiating, planning, monitoring/controlling, executing and closing. At the close of the session, participants will understand how to manage a project from inception to close. Building Winning Teams
3.0
7/28/20
Jack Welch, former CEO of GE said, “The whole game of business revolves around one thing. You build the best team, you win.” Under his leadership (1981-2000), GE’s value increased 4,000 percent. Teams are shaping the future of work and organizations. In response, companies invest upward of $160 billion each year on leader training and development; yet, most of those programs fail to turn ideas into habits that lead to more effective, higher-performing teams. What distinguishes exceptional teams and team leaders from the rest? This course will examine how exceptional team leaders consistently close experience-expectation gaps across key relationships. Change Management
3.0
10/29/20
Everyone understands that when change occurs, we have two choices adapt or die. Then why is it that when an organization is undertaking a major change, the staff seems bound and determined to choose the latter? This workshop will unlock the neuroscience of change management.
2020 SCHEDULE BY COMPENTENCY
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Nonprofit Governance Training Board Principles: Effective Governance
Hours
Date(s)
3.0
3/18/20
This session will cover 13 principles related to the policies and procedures a board of directors should implement to fulfill its oversight and governance responsibilities effectively. Board Principles: Legal Compliance
3.0
6/23/20
This session will cover seven principles related to the board’s responsibilities and practices in terms of implementing conflict of interest and whistleblower policies, assisting charitable organizations in complying with their legal obligations and providing information to the public. Board Principles: Financial Oversight
3.0
9/30/20
This session covers six principles related to the board’s responsibilities in setting policies and procedures to ensure wise stewardship of charitable resources. Board Principles: Responsible Fundraising
3.0
12/18/20
This session will cover seven principles related to building donor support and confidence in the soliciting of funds.
SPECIAL EVENT
BOARD BOOT CAMP
A day-long training to strengthen your board Saturday, June 6, 2020 saafdn.org/BoardBootCamp *This event does not apply toward the Nonprofit Management Certificate program.
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Financial Management Training Understanding Nonprofit Financials
Hours
Date(s)
3.0
1/14/20
This introductory, interactive course will show you how to interpret information on financial statements and explore financial management. Understanding Internal Controls
3.0
3/26/20 11/12/20
This course will build your understanding of the ways in which policies, procedures and internal controls reduce the risk of a loss of funds and information by both employees and outsiders and will help you identify when a loss may have taken place. Such losses can tarnish the reputation of an organization, affecting potential funding and staff and board recruitment. Nonprofit Budget Basics
3.0
6/11/20
This workshop provides a review of basic budgeting practices to help you plan, monitor and provide strategic leadership that connects mission and money. Learn techniques for developing a budget that can be adapted to your agency. Financial Metrics for Nonprofits
3.0
9/9/20
This class will provide a basic overview of financial metrics applicable to nonprofit organizations and explore reasons why developing and reviewing financial metrics is useful to a nonprofit organization.
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Other Trainings Training
To Be or Not to Be a 501c(3)
*These classes do NOT earn credit toward the Nonprofit Management Certificate program.
Hours
Date(s)
2.0
2/27/20 4/30/20 6/25/20 8/27/20 10/22/20 12/10/20
This class covers the basic research needed to start a nonprofit. Class objectives include learning the process for establishing a tax-exempt organization and discussing the preparation work prior to applying to the IRS for tax-exempt status.
Finding Funders Library Training
2.0
2/27/20 4/30/20 6/25/20 8/27/20 10/22/20 12/10/20
This introductory session provides information about using an online tool to find grants and highlights the electronic and print resources available for use at the San Antonio Area Foundation, a partner in the Foundation Center’s Funding Information Network. Lunch and Learn: Resource Information
2.0
3/5/20 6/18/20 9/17/20 12/3/20
This information session covers the tools and resources the San Antonio Area Foundation offers to nonprofit organizations. Information includes grant opportunities and how to apply, trainings and workshops, certification programs, requesting meeting space at the Area Foundation, the organization’s resource library and more.
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2020 SCHEDULE BY COMPENTENCY
Other Trainings Training Lunch and Learn: Making a Professional Presentation
*These classes do NOT earn credit toward the Nonprofit Management Certificate program.
Hours
Date(s)
2.0
4/16/20
Learn how to make an effective, impactful and memorable presentation. Use of PowerPoint slides and effective speaking techniques will be covered. Lunch and Learn: Basics of Effective Negotiation
2.0
8/25/20
Learn how to negotiate effectively using several “tricks� and techniques, in addition to learning about standard negotiation theory.
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303 Pearl Parkway, Suite 114 • San Antonio, TX 78215 • 210.225.2243 saafdn.org