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Board Training
AFP
Selected Sessions from the Association of Fundraising Professionals 2011 Web/Audioconference Series

Legacy Giving Building Blocks – A Simple Approach to Attracting Long-term Support

January 26, 2011
10:00 – 11:30 AM

Caleb Rick, JD & Greg Lassonde, CFRE

How to Identify and Talk with Major Donors

February 9, 2011
10:00 – 11:30 AM

Timothy Logan, ACFRE & Phil Schumacher, ACFRE

Seriously Good Innovation… in Practice!

March 24, 2011
10:00 – 11:30 AM

Jon Duschinsky

Social Networking and Online Fundraising Success

April 20, 2011
10:00 – 11:30 AM

Ted Hart, ACFRE

Managing Prospect Relationships and Fundraising Activity in a Campaign

May 4, 2011
10:00 – 11:30 AM

Elizabeth Crabtree, Director of Prospect Development at Brown University

Campaign Reporting

June 1, 2011
10:00 – 11:30 AM

Elizabeth Crabtree, Director of Prospect Development at Brown University

Raising More Money from Your Business Community

August 24, 2011
10:00 – 11:30 AM

Linda Lysakowski, ACFRE, CFRE

Face-to-Face Basics: Integrating Individuals into Your Development Plan

September 15, 2011
10:00 – 11:30 AM

Amy M. Eisenstein, MPA, CFRE

From Boomers to Echo Boomers: Giving Across the Generations

October 27, 2011
10:00 – 11:30 AM

June Bradham, CFRE, Rachel Hutchisson, and Tucker Branham, CFRE

Secrets of Success in the Small Shop

December 6, 2011
10:00 – 11:30 AM

Sandy Rees, CFRE

This Web/Audioconference series is presented locally by Mechanics Bank, the Association of Fundraising Professionals–Golden Gate Chapter, and the Development Executives Roundtable. Thanks to these sponsors, the broadcasts will be shown free of charge at the East Bay Community Foundation, located on Frank H. Ogawa Plaza in Oakland. For more information or to register, contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Please indicate which event you are interested in.

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Schoolbook

East Bay Community Foundation's Fourth Annual Series for Board Members of Non-Profit Organizations
Developing the Board/Chief Executive Relationship

Tuesday, April 26
Registration: 4:00 - 4:30 pm
Seminar: 4:30 - 6:00 pm
Reception: 6:00 - 7:00 pm

East Bay Community Foundation
James Irvine Conference Center
353 Frank Ogawa Plaza
Oakland, CA 94612

Directions


Building on the success of our first three series of seminars focusing on how to maximize your effectiveness as a board member, we are offering a new program on how to build healthy relationships between members of the board and the Chief Executive of non-profit organizations.

Presented by

Bill Coy, MA/MFT, Director of Leadership Practice at La Piana Consulting

Bill is an experienced consultant and teacher with skills in growing organizations to manage their human resources, develop their leadership talent, and integrate their changing cultures. He is also an adjunct professor at the University of San Francisco where he teaches the core graduate level course on Human Resource Management in Nonprofits.

Mike Mowery and Carla Koren, Super Stars Literacy

Mike Mowery, Executive Director, and Carla Koren, Board President, of Super Stars Literacy will join us to share their experience and insight. Super Stars Literacy builds early literacy skills for primary-grade children in communities with limited resources in the East Bay.

About the Session

The most important relationship in a nonprofit is between a Board Chair and the Chief Executive.  When it works well, the organization moves forward.  When it is in disrepair or tension, it filters through the organization. This dynamic is full of possibility and pitfalls.

This interactive session will discuss:

  • Working toward a common vision of success
  • Effective strategies for performance management and evaluation
  • Developing a healthy relationship
  • Common misconceptions

Please note that the content is specifically crafted for Board Members.

Register online by Friday, April 15 at http://ebcf.kintera.org/April26. For more information, please contact Development Department at 510.208.0819 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

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Why Third Grade Reading Scores Will Change California's Future

Tuesday, October 5
Nonprofit Expo: 4:00 - 4:30 pm
Speaker: 4:30 - 5:30 pm
Reception and Continued Nonprofit Expo: 5:30 - 6:00 pm

East Bay Community Foundation
James Irvine Conference Center
353 Frank Ogawa Plaza
Oakland, CA 94612

Directions


This not-to-miss forum and nonprofit expo puts you on the inside track to understanding why third grade reading scores make or break a child's future, why children get overlooked in funding decisions, and how you can make a difference.

Our featured speaker is the renowned Ted Lempert, President of Children Now, a national research and advocacy organization based in Oakland, California.

Representing the vanguard of East Bay agencies, our nonprofit partner expo provides the opportunity to learn about how six of our grantees are improving outcomes for kids. Expo participants include: Super Stars Literacy, Lawrence Hall of Science, Contra Costa Childcare Council, Bring Me a Book, Kidango, and Raising a Reader.

We encourage you to invite a friend. See RSVP information below.

Light appetizers and drinks will be provided

RSVP by September 30th to Nicole Kyauk at (510) 208-0840 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Please include all attendee names.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

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Lafayette Seminar
East Bay Community Foundation's Third Annual Series for Board Members of Non-Profit Organizations

 

An Unconventional Look at Board Recruitment & Engagement
Tuesday, October 12, 2010
Registration & Breakfast: 8:00 - 8:30 am
Seminar: 8:30 - 10:00 am

Lafayette Library and Learning Center
3491 Mt. Diablo Blvd.
Lafayette, CA 94549

Directions


Following in the footsteps of our last two series of seminars focusing on how to maximize your effectiveness as a board member, we are offering a new program on recruiting members to a non-profit's governing board.

Speakers:

Jan Masaoka, Director and Editor-in-Chief of Blue Avocado, author of Best of the Board Cafe, and former Executive Director of CompassPoint Nonprofit Services.

Identifying, cultivating, recruiting and engaging new board members is an important responsibility of every board. Learn how to recruit effective and engaged board members for your organization. In this workshop, we will discuss:

  • How to recruit five great board members in the next three months;
  • Recruiting them so that they are immediately engaged;
  • Critical Path for the organization and the board; and
  • The Board - Executive Director relationship revisited.

 

Please note that the content is specifically crafted for Board Members. Due to limited capacity, please apply to attend by September 30.

RSVP: Development Department at 510.208.0819 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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EBCF Building
Effective Fundraising for Board Members

Presented by Kim Klein, author of "Reliable Fundraising in Unreliable Times" and "Fundraising for Social Change."


EBCF is offering a program to strengthen the leadership of local nonprofit organizations in our community. Join us for this training which is aimed at those serving on governing boards of nonprofit organizations.

Hone your Board's fundraising skills through highly actionable, readily implementable tips and best practices.

  • How to raise money and identify funding sources during tough economic times.
  • How your fundraising efforts can promote your organization's mission.
  • Tips to deal with common fears about asking for money.
  • Why board members have to set the pace with regard to fundraising.


This content is specifically crafted for Board members.

Two sessions are being offered:

Tuesday, June 22, 2010
Seminar: 4:30 - 6:00 pm; Reception: 6:00-7:00 pm
East Bay Community Foundation
The James Irvine Foundation Conference Center
353 Frank H. Ogawa Plaza, Oakland, CA 94612

Register for Event

AND

Wednesday, June 23, 2010
Registration & Breakfast: 8:00 - 8:30 am; Seminar: 8:30-10:00 am
Lafayette Library and Learning Center
3491 Mt. Diablo Blvd., Lafayette, CA 94549

Register for Event

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AFP
Selected Sessions from the Association of Fundraising Professionals 2010 Web/Audioconference Series

The Challenging Changes of Capital Campaigns

May 6, 2010
10:00 – 11:30 AM

Mary Doorley, ACFRE

50 Asks in 50 Weeks: How to Jumpstart Your Small Development Office

June 9, 2010
10:00 – 11:30 AM

Amy M. Eisenstein, MPA, CFRE

Developing A Planned Giving Marketing Plan

July 27, 2010
10:00 – 11:30 AM

Timothy D. Logan, ACFRE

Power Shift: Secrets to Success in the Digital Donor-Centric World

September 23, 2010
10:00 – 11:30 AM

Vinay Bhagat

Annual Campaign - Raising More Money with Fewer Resources

October 7, 2010
10:00 – 11:30 AM

Erik J. Daubert MBA, ACFRE

Charity or Social Service Business? The Road to Sustainability!

November 16, 2010
10:00 – 11:30 AM

Jean Block

AFP Think Tank: The Law and Nonprofits

December 9, 2010
10:00 – 11:30 AM

This Web/Audioconference series is presented locally by Mechanics Bank, the Association of Fundraising Professionals–Golden Gate Chapter, and the Development Executives Roundtable. Thanks to these sponsors, the broadcasts will be shown free of charge at the East Bay Community Foundation, located on Frank H. Ogawa Plaza in Oakland. For more information, or to register, contact at Development Department at 510.208.0819 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

All sessions qualify for CFRE continuing education credits.

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Investment Seminar
Cash for Employers
Tuesday, March 2, 2010
8:00 AM - 10:30 AM


Welcoming Remarks:
Nicole Taylor, President & CEO, East Bay Community Foundation
Wil Hardee, President & CEO, Oakland African American Chamber of Commerce
Jennie Ong, Executive Director, Oakland Chinatown Chamber of Commerce
Felix Galaviz, CEO, Hispanic Chamber of Commerce of Alameda County

Presenters:
Mike Hannigan, Give Something Back
Ernesto Rivas, Alameda County Social Services Agency
Bill Heiser, Urban Strategies Council
Susana Villarreal, City of Oakland
Lisa Forti, Alameda County Community Asset Network, Urban Strategies Council

Closing Remarks:
Jenna Payne, Inner City Advisors

Co-hosted with the Office of Mayor Dellums, Oakland African American Chamber of Commerce, Oakland Chinatown Chamber of Commerce, Hispanic Chamber of Commerce of Alameda County, Alameda County, Urban Strategies Council, Oakland Merchants Leadership Forum, Inner City Advisors and Oakland Private Industry Council, Inc.


Join us and learn about cost saving opportunities that can help entrepreneurs with their bottom line. Learn about new stimulus wage reimbursement programs, enterprise zone benefits, employee training resources, hiring incentives, employee savings programs and other ways that business owners can access and save money.

PDF invitation

Special thanks to The Clorox Company Foundation for their generous support of this event.

Register for Event

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Investment Seminar

Charitable Lead Trusts: The Time is Now
Tuesday, January 5, 2010


Presented by Jill Dodd, Partner, Manatt, Phelps & Phillips, LLP; Erik Dryburgh, Prinicipal at Adler & Colvin; Douglas Bohne of Bohne Law Group; and Paula Leibovitz of Leibovitz Law Group.

 

The session will be moderated by Barbara Beery, Development Director, Children’s Hospital & Research Center Foundation.

Three sessions will cover the fundamentals of and practical case studies in Charitable Lead Trusts (2-3 pm), Dissecting IRS Charitable Lead Trust forms (3:15-4:15 pm), and how to talk to clients about Charitable Lead Trusts (4:30-5:30 pm).

Co-sponsored by Mechanics Bank Wealth Management, Children’s Hospital & Research Center Foundation, and the East Bay Community Foundation.

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Investment Seminar

Good Grief: Working with Clients Experiencing Loss
Thursday, June 25, 2009


Presented by Judy Barber, a consultant and mediator who assists clients in resolving the overlap between family and money matters so families can make sound financial, succession and estate-planning decisions.

 

Barber is a licensed marriage and family therapist and a founding member of the American Bar Association Committee on Psychological and Emotional issues of Estate and Financial Planning.

Advisors deal with clients experiencing grief from loss of a loved one, from the realization mortality is close at hand, or from other factors. The session will cover how the advisor can support the client and at the same time move the decision-making process along.

Co-sponsored by Delta Memorial Hospital Foundation, Los Medanos College and the East Bay Community Foundation.

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Investment Seminar

Estate Planning for the Blended Family
Tuesday, February 24, 2009


Presented by Kristin Pace & Susan von Herrmann, partners at Fitzgerald Abbott & Beardsley LLP (FAB)

 

Co-sponsored by FAB and the East Bay Community Foundation, this seminar for professional advisors discusses the difficult issues that can arise when working with blended families. Learn how to use careful planning to prevent discord and to defuse emotional situations with surviving children, stepchildren and spouses.

Topics to be covered include drafting trust provisions, choosing & removing a trustee, trustee discretion, treatment of separate and community property, equalizing gifts to children, and potential inheritance from others.

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