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Training Opportunities > Seminars
Seminars
SETTING UP & MANAGING AN AMERICAN CHARITY - effectively
(technically a section 501(c)(3) tax-exempt organisation) that is supporting your non-US charitable organisation. Public Charities and Private foundations. US tax and legal issues for charitable organisations based outside the USA. Setting up a 501(c)(3).
What the seminar will cover:
US non-profit tax and legal arrangements. Public Charities and Private Foundations. US tax and legal issues for charitable organizations based outside the USA. Setting up a 501(c)(3). Appointing directors and officers; insurance; board meetings; financial management; bank and brokerage accounts; accepting credit cards; tax receipts; anti-money-laundering policy; conflict of interest policy; liability insurance; US sanctions; grant making and grant applications; membership and the value of benefits; websites; IRS audit; 990 tax return; state registration; charitable solicitation and sales tax; planned giving including bequests.
"This seminar is designed for everyone involved with the 501(c)(3)s governance, management and fundraising, including board members, officers and development staff. Don't worry if you are not familiar with some or all the terms above - everything will be explained! ....."
Chapel & York's Communications Manager
Date: Wednesday 25th April 2012
Venue: King's College London, Building A, Strand Campus, Strand,
London WC2R 2LS (view map)
Time: 10.00am - 12.30pm
Cost: £60+VAT (clients) £90.00+VAT (non clients) Includes refreshments.
Seminar presenter: David Wickert.
For further details and outcomes delegates can expect please click here (PDF)
Keeping Up with America
As part of our ongoing endeavours to ensure all 501(c)(3) organisations are fully U.S. compliant, fit for purpose and up-to-date with best practice, we’d like to invite you to attend a specialist seminar that is designed for everyone involved with the 501(c)(3)s governance, management and fundraising.
Date: TBA (Announcements are made through Grants & Resources. Sign up today)
Venue: TBA
Duration: 2.5 hours
Cost: £56.00 + VAT
Seminar presenter: Nancy Bikson
For further details and outcomes delegates can expect please click here (PDF)
Thinking Dollars?
This half day intensive seminar for not more than 25 participants examines the most effective US fundraising strategies being developed today by charitable organizations based outside the USA.
It’s designed for fundraisers who want the latest on US fundraising, the huge opportunities and the fierce competition. It will analyse the most effective ways to present your organization’s projects to US individuals, companies, foundations, and the US government.
Date: TBA (Announcements are made through Grants & Resources. Sign up today)
Venue: TBA
Duration: 2.5 hours
Cost: £60.00 + VAT
Seminar presenter: David Wickert
For further details and outcomes delegates can expect please click here (PDF)
WHAT IS PROSPECT RESEARCH AND WHY DO I NEED IT?
Prospect research is a vital element in fundraising. It means the gathering and analyzing of relevant biographical, financial, company, foundation and other philanthropic information in a purposefully ethical way on behalf of charitable organizations, using only publicly-available information. But where do you start?
Prospect Research in the USA – an introduction
Chapel & York has invited Helen Brown, president of The Helen Brown Group LLC, a full-service prospect research consulting firm in the USA, to present a seminar to its clients and others about the cornucopia of opportunities prospect research can offer.
- - Your constituents – finding and connecting with them
-- Identifying new prospects
- The main information elements – what’s available?
- Resources to consider – free, fee and ‘deep web’ sources
- Smart searching – brilliant tips to make your web searching more productive
- Ask away – Questions and Answers
Date: TBA (Announcements are made through Grants & Resources. Sign up today)
Time: 2 hours
Venue: TBA
Price: £35.00+VAT for Clients / £55.00+VAT non Clients
Refreshments provided
Fundraising from America and Americans - Sources, Research and Applications
Why American philanthropy is important; an overview of the technical and legal issues involved; sources of funding available – Individuals, Government, Companies and Foundations; some of the specific procedures involved when fundraising from each of these sources; how to access potential donors from these sources; application writing as it applies to each source.
Date: TBA (Announcements are made through Grants & Resources. Sign up today)
Venue: TBA
Duration: 3.5 hours
Cost: TBC
Seminar presenters: David Wickert & Peter Haley.
For further details and outcomes delegates can expect please click here (PDF)
Fundraising from Europe
Part I: Donors from Europe – people, companies & foundations
Part II: EU Grant Opportunities
An introduction to the largest philanthropic market outside the USA – the multi-billion philanthropic market in continental Europe. The market will be covered, explaining the background to philanthropy in Europe, showing examples of current giving and fundraising, and illustrating where and how UK organisations have succeeded in winning funds, as well as the potential pitfalls. You will be shown where and how to find out more about people, companies and foundations as donors, and outline successful strategies for development.
Date: TBA (Announcements are made through Grants & Resources. Sign up today)
Venue: TBA
Duration: 6 hours
Cost: TBA
Seminar presenters: TBA
For further details and outcomes delegates can expect please click here (PDF)
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Chapel & York is often approached by organisations to present Seminars / Workshops for their members, staff or specially invited audiences. We are happy to travel anywhere in the World if you can provide us with an enthusiastic audience, a suitable venue and travelling/accommodation expenses. Please call us now; we are always willing to discuss possibilities.
To obtain more information please contact communications@chapel-york.com +44 1342 871910
Terms & Conditions: Full refund if cancelled up to one week before the date of the Seminar / Workshop. 50% refund or transfer to another Workshop if cancelled less than one week before the date of the Seminar / Workshop