Financial Sustainability Training
Why financial sustainability? High performing non-profits evolve thanks to a powerful mission and a sound business model. Likewise, successful Clubhouse programs don’t happen by chance – they rely on a strong Standards-based mission, financial sustainability, and a dedicated community of members, staff, board of directors and volunteers. The Academy is pleased to offer a one-week, highly interactive training session on financial sustainability for Clubhouse programs.
This training experience is offered in-person only, onsite at Academy at Glengary, 1910 Glengary St., Sarasota, FL 34231.
Training overview
Colleagues will have the opportunity to explore three vital aspects of financial sustainability, all interwoven into a continual, ongoing process that utilizes the energies of members, staff and volunteers.
- Building Awareness about the Clubhouse mission: Topics include developing an Ambassador program, opening Clubhouse doors, developing corporate and community partnerships, and crafting Clubhouse messaging/marketing to specific audiences.
- Implementing Campaigns ("Asks") and Donor Opportunities: Topics include using the work-ordered day as the creative force for fundraising events, connecting with charitable foundations and for-profit corporations, crafting a successful grant application, and developing an annual calendar of events and/or donor opportunities.
- Stewardship and donor cultivation: Topics include member involvement with donor relations, implementing "Results 1st," identifying outcomes that meet the expectations of donors/funders, and using the work-ordered day to deepen relationships.
Takeaways
Colleagues will have the opportunity to share best practices as well as challenges, set a blueprint for increased financial sustainability, learn how to strengthen finances (with or without a development professional), and return home with an action plan. Topics to be explored include:
- Building reserve funds
- Creating new fundraising events
- Cultivating corporate sponsors
- Developing an Ambassador program
- Diversifying revenue sources
- Identifying measurable outcomes
- Strengthening grant writing skills
- Marketing and public relations
- Sharing development duties
- Using the work-ordered day as a catalyst
Upcoming training events
Two trainings have been held this year, and no additional trainings are scheduled for the remainder of 2024. If you would like to reserve space in an upcoming training scheduled in 2025, please contact us.
Frequently asked questions
Who should attend?
We suggest that each Clubhouse send two colleagues who are best suited to champion financial sustainability. This could include Clubhouse director, development director, Clubhouse member, board of directors, program director, other staff/volunteers, etc.
What is the cost?
The training fee is $500/Clubhouse and includes the participation of two colleagues. Payment is required to confirm reservation. The Academy does not have a guest house, and as such, colleagues assume the cost of lodging at area hotels or Airbnb.
When should we travel?
Colleagues should plan to arrive the Sunday prior to the start of training (the first session starts on Mondays at 9am). The Friday of training week is a travel day (the last session ends at 5pm on Thursday).
How do we prepare?
Prior to training, you will be invited for a conference call to identify and discuss your training needs and goals. You will be asked to bring along your Clubhouse financial, fundraising and governance information.