Using the 990 to Tell Your Nonprofit's Story

Date06/12/2019   |   Time9:30 am - 12:30 pm  

300 Madison Ave.
300 Madison Ave. 8th floor
Toledo, OH 43604 Driving Directions: 

PARKING OPTIONS: Superior Parking Garage (enter off of Superior or St. Clair Street) or Port Lawrence Parking Garage (enter off of St. Clair Street near Jefferson). Garage rates run $1.00 - $6.00 for ½ hour to 4 hours ($8 daily maximum).

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Contact: Lexi Haas, Associate Director
Phone: (419) 241-9513

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  This workshop is eligible for 3 hours in the Financial Management Track of the Certificate in Nonprofit Management.

  The C4NPR Nonprofit Management certificate program is sponsored by 
Approved for 3.0 CFRE credits.

Workshop description:
Before making a gift to a nonprofit, funders research the organization to decide if it's worthy of their investment.  Knowing this, you work hard to tell the best story you can in a grant proposal or on sites such as Guide Star or Charity Navigator.  All nonprofits want to ensure they do not sell themselves short.  If you understand the contents of your 990, you can educate funders on the financial health of your organization, quantify your impact and increase transparency.  

This course will help you use your 990 as a key marketing tool. We will review the 990 form, work on crafting a clear message using its' structure, and learn about other tools grantmakers use to evaluate your organization.

If you can, bring your organization's last 990 to the class to apply lessons learned directly to your organization!

Upon completion of this course you should be able to:

  • Describe the 990 form's overarching function and its' key parts
  • Craft your organization's story using the 990 structure
  • Market your organization using the 990
  • Analyze how your organization's story is told through third party websites and services that grantmakers and donors use to evaluate your nonprofit

Target Audience: 
Development staff, Nonprofit financial staff, Executive Directors.

Presenter's Bio:
Dave Holmes is Cleveland Lead at Foundation Center Midwest, coordinating the training, reference, and research services for the Midwest region. He returned to the Foundation Center in 2015 from a position as Senior Consultant at Grants Plus, writing grants and doing research for a variety of large and small nonprofit clients. In his initial nine­ year tenure with Foundation Center, Dave served in various roles including Regional Training Specialist, Interim Director of Foundation  Center -Cleveland, and Director of Capacity and Leadership  Development.

Earlier in his career, Dave served as a Program Officer for the Stocker Foundation in Lorain, Ohio, and as the Director of Grants and Prospect Research at Notre Dame College in South Euclid, Ohio. He is a current board member of Joel's Place and a former board member of the Association of Fundraising Professionals, Greater Cleveland Chapter and of Joyful Noise Music School. He holds a Bachelor's degree from the University of Pittsburgh, an MA from Villanova University, and an MLIS from Kent State University.

  • Event Logistics:
  • Workshop registration starts at 9:15 am.
  • Workshop slides will be emailed to you prior to the workshop.
  • Coffee and water provided.

Contact Us

300 Madison Avenue
Suite 1300
Toledo, OH 43604
P     419.241.9513

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The Center for Nonprofit Resources is funded by  Toledo Community Foundation