Nonprofit Organizations Workshop and Institute

In partnership with The University of Texas School of Law, Philanthropy Southwest is pleased to present the 36th Annual Nonprofit Organizations Institute and Literacy Workshop on January 16, 17-18, 2019 at the Four Seasons Hotel in Austin, Texas.

Nonprofit Organizations Literacy Workshop
The 2019 Nonprofit Organizations Literacy Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations.

To learn more about the Workshop and to register, please click here.

Nonprofit Organizations Institute
The 36th Annual Nonprofit Organizations Institute will feature nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

To learn more about the Institute, please click here.

Advisor Summit on Closed-End Funds: Exploring Alternative Products

We invite you to join CEFA at the Sheraton Grand in Chicago, IL for this exclusive Advisor Summit.

This event has been approved by the CFP Board for 5 CE credits and offers advisors* the chance to hear from closed-end fund industry experts and portfolio managers, exchange ideas, and obtain the latest information on a variety of areas and topics related to CEFs. Speaker presentations and candid discussions will focus on understanding, analyzing, and using closed-end funds to generate income.

Agenda Highlights:
• Finding Opportunities and Value in CEFs
• Generating and Managing an Income Stream for Your Clients
• Alternative Strategies in the CEF Space

*Free for registered financial advisors

Introduction to Fundraising Planning - Live Webinar

Does your organization need help directing its fundraising efforts? Planning focuses your organization by setting fundraising priorities and helps give staff and board members a roadmap to success.

This introductory class will provide you the basic steps for developing a fundraising plan, including tips on:

  • Making your case for support
  • Diversifying your organization's fundraising base
  • Creating a plan of action

Start thinking about your organization's fundraising strategies! Join us for an optional 30-minute exercise after the in-person class.

ONE WORLD: Innovations in Corporate Social Impact Summit

A fantastic line-up of corporate professionals will offer insight into the various initiatives underway at their organizations geared at increasing corporate social and environmental impact. With many activities now extending far beyond traditional corporate social responsibility (CSR) efforts, the primary goals of this event are to educate participants about the practical programs and initiatives achieving success and generating maximum impact through an in-depth program of talks, panel discussions and peer-to-peer networking.

Focus - This program is focused on corporate initiatives where both financial and social goals are achieved simultaneously.
Participants - Attendees across a variety of corporate functions: Executive Office, Product and Service Line Leaders, Finance, Marketing & Sales, HR and Operations.
Local - The program is designed for companies based in the Bay Area to build the community of local professionals working toward a common cause.