2019 WORKSHOP SERIES

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Helping Your Organization Flourish

Half Day: Wednesday November 20, 2019
8:30 a.m. to Noon
Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383

Experience the ground-breaking training that is the anchor of poverty alleviation program Kitsap Strong. Learn the science behind human behavior, including many of the most difficult and costly issues in our community. Together we will learn how organizations can improve their employee well-being and customer outcomes by focusing on the science of flourishing! 

Trauma and “toxic stress” are prevalent in our community. We know that 62% of Washington residents have experienced at least one form of childhood trauma and 37% of Kitsap County residents have experienced tree or more forms of childhood trauma. Our organizations are comprised of individuals who have experienced high levels of trauma, just like the clients they serve. This training will help your organization flourish by developing a trauma-informed organizational culture, with massive benefits, including:

  • Improved job satisfaction, employee retention, and attendance

  • Higher productivity

  • Improved creativity and problem solving

  • Decreased employee substance abuse, “burn out,” and turnover

  • Fewer workplace injuries and illnesses

Get ready to learn, grow, and see your organization and the people within and around it thrive!

Presenter Kody Russell is the Executive Director of Kitsap Strong and he is one of 25 Washington State certified trainers in the NEAR sciences (neuroscience, epigenetics, Adverse Childhood Experiences - ACEs, & resiliency) curriculum that challenges our understanding of human behavior and many of the social and health challenges we see in our community. He is an engaging and entertaining presenter who uses storytelling and real-life examples to help make sense of complex scientific information.  Kody received his Bachelors in Psychology from Seattle University in 2000 and a Master’s in Social Work from Eastern Washington University in 2014. He uses his education and lived experience working with children and families through the child welfare system to add deep meaning and life to the science of trauma and resiliency.  


COMPLETED WORKSHOPS

Half Day: Keeping it Simple: Fundraising for Busy Nonprofits
Friday September 20, 2019
8:30 a.m. to Noon
Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383
George Frasier, MBA - VP of Advancement, Green River College offers a half day workshop on donor-centered fundraising as a new paradigm for development planning. Intended for one-person shops up to small development departments, George offered the latest data, cutting edge tips and tricks, authentic ways to connect your donors to your mission, and much more. Get ready to take your development efforts to a new level! This training is approved for 3.5 CFRE credits.

Half Day: Finance Unlocked For Nonprofits (F.U.N.)
Tuesday June 18, 2019
8:30 - Noon
This training has been approved for 3.5 CFRE credits.
New Workshop Location: Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383
The fantastic folks from WA Nonprofit Institute walked us through their famous FUN (Finance Unlocked for Nonprofits) workshop. Finance Unlocked for Nonprofits covers the five main topics that board members need to know about nonprofit finance: Balance Sheets, Income Statements, IRS Form 990, Giving, and Oversight. It tells you what to look for in your organization to grow your mission and protect your assets. Find out what nonprofit finance has to do with BINGO, and play BINGO with your board to cement your knowledge!

Nancy Bacon, Associate Director of Washington Nonprofits
Nancy Bacon is the leader for development and implementation of Washington Nonprofits’ learning and engagement programs and she will take you on a FUN journey to help you get your digits in a row.

Erin Welch, CPA, Partner, Jacobson, Jarvis & Co., PLLC
CPA and nonprofit finance specialist Erin Welch, will be there to help answer your specific questions! For free! Don’t miss this one.

Full Day: $1.2 Billion Donated in 10 Years? Find Out How Some Can Be Yours Through Planned Giving!
An unveiling of “Leave 10 for Kitsap”
Friday March 29, 2019
8:30-4:00

Morning treats and coffee, lunch, and afternoon snacks provided
This workshop has been approved for 6 CFRE credits.

New Workshop Location: Harrison Medical Center, 1800 NW Myhre Rd, Silverdale, WA 98383

What Is It About?
Wish you could have an awesome Planned Giving Program and a set of Legacy Donors to match? Maybe you have both, but want to take your planned giving game to the next level? One of the most important aspects of a well-rounded nonprofit income stream is a Planned Giving program - gifts that donors have bequeathed to nonprofits as part of their legacy. But how on earth do you start asking folks to think about what will happen with their assets once they pass away? Nobody wants to be like that one cousin that can always be counted on to make holidays uncomfortable…

Have no fear! We can help you get started - after all, we are on the brink of the biggest transfer of wealth in the planet's history. Let's make sure that some of that gets put to our priceless communities. We’ll give you a complete planned giving toolkit - it’s planned giving, soup-to-nuts! Join us and find out how.

You’ll get things like:

  • Planned giving methods

  • List of professional advisors

  • Sample Board resolutions and other documents

  • A step-by-step guide to creating a planned giving program

  • A summary of the Kitsap Transfer of Wealth study

  • And much more

Special Workshop Announcement
This event is WAY bigger than just a one-day workshop. Since February 2018, leaders of several of Kitsap’s non-profit organizations have met monthly to work on something very awesome - a program called Leave 10 For Kitsap. Leave 10 for Kitsap is a Kitsap peninsula-wide initiative to increase legacy giving to Kitsap area non-profits by encouraging people to leave 10% of their estates to charity.  This program is modeled on a program that originated in Seattle, but we are making sure it works for Kitsap.

Free Stuff Alert
This isn't just a workshop, it is the roll-out of Leave 10 For Kitsap - a movement to encourage our community to leave 10 percent of its assets to charitable organizations. As the Leave 10 for Kitsap movement rolls out over the next two years, special perks will be made available to local nonprofits who become Leave 10 Members. How do you become a Member of Leave 10 (not KCNE)? The easiest way is to attend this workshop! That's right; every nonprofit that attends this workshop will automatically become a Leave 10 Member. Your first Member perks will be a free Leave 10 Kitsap Planned Giving Toolkit - a value of well over $250, and an invitation to take part in the 2019 planned giving cohort.

That's right, we aren't just going to give you a toolkit and leave you to figure it out on your own. We will be hosting a series of cohort-based planned giving workshops throughout 2019 and you can sign up to join that cohort at this workshop. 

Join us and be part of the movement!

This workshop has been approved for 6 CFRE credits.

Find Out More About Leave 10 For Kitsap Here

AGENDA

8:30 - 9:00 Check-in and Networking

9:00 - 9:15 Welcome and Introductions
Kol Medina, President & CEO, Kitsap Community Foundation

9:15 - 10:15 Unveiling “Leave 10 For Kitsap”: Explanation and Q&A
Kol Medina, President & CEO, Kitsap Community Foundation
Jim Hopper, Executive Director, Bainbridge Community Foundation
What is Leave 10 For Kitsap and how can it help you start, refine, and expand planned giving programs for your nonprofit?

10:15 - 10:30 Break

10:30 - 12:00 Building Your Planned Giving Program: Guided Walk-Through of Leave 10 For Kitsap Nonprofit Toolkit
Jim Hopper, Executive Director, Bainbridge Island Community Foundation
Whether you have an established Planned Giving Program you want to take to the next level, or you aren’t sure where to start, the Leave 10 toolkit will help you get the job done. Learn how to use it to educate Board, Staff, and Donors about planned giving. Find out the nuts and bolts of how to create or refine your planned giving program, including where you can go for help. Follow Jim Hopper as he shows you how to use this set of tools to your best advantage.

12:00 - 12:45 Lunch and Networking

12:45 - 1:45 Typical Profiles and Attributes of Planned Giving Donors
Presented by Scott Claeys
Who gives and why? Find out the best people to approach and the best way to approach them when creating your planned giving program.

1:45 - 3:00 Inspired Engagement: Cultivating, Soliciting, and Stewarding Planned Gift Donors
Presented by Jan Jacobs
Discover the best practices for developing long-term relationships with legacy givers; and how to maintain a relationship after they have made a commitment to your organization.

3:00 - 3:15 Break

3:15 - 4:00
Panel Discussion with Donors Who are Leaving Charitable Bequests
Hear about planned giving from the donor’s perspective. Here is your chance to ask them all about what makes them tick and why they say “yes” – and “no” to planned giving for charitable organizations.

Find Out More About Jim Hopper, Executive Director, Bainbridge Island Community Foundation
Find Out More About Kol Medina, JD, President & CEO, Kitsap Community Foundation
Find Out More About Jan Jacobs, CAP, Vice President and Philanthropic Client Manager with
U.S. Trust, Bank of America Private Wealth Management
Find Out More About Scott Claeys, Director of gift planning for the Salvation Army