Embedded Files
Post- Election Resources
Post- Election Resources
End of Year Giving Workshops
End of Year Giving Workshops
Overview
Overview
Below are a series of workshops to prepare projects for their End of Year Giving (EOY) and Giving Tuesday campaigns. Our Project Advisors led these workshops to share their expertise on how to host fundraising campaigns. MSC also partnered with HEAL Food Alliance's Rosie Fitz, who shared her experience with EOY giving and Flipcause.
Watch each workshop and use the worksheet tied to the training to create your perfect end of year campaign!
Workshop 1: End of Year Giving Overview
Workshop 1: End of Year Giving Overview
An overview of what end of year giving is, who donates and why, how to identify your donors, the power of storytelling and setting up your annual fundraising plan.
Video:
Workshop 2: Leveraging your resources and making an inspiring ask
HEAL Food Alliance's experience last year with Flipcause, and making an inspiring ask.
Videos:
Workshop 3: Build a Brand For Your End of Year Campaign
Video:
Lobbying and Advocacy Training
Lobbying and Advocacy Training
In this training video Jason Sabo, the founder of Frontera Strategy, speaks on Lobbying and Advocacy. Jason has years of experience leading and assisting in efforts to pass legislation in the nonprofit and philanthropic sector. Click here to review the training slides.
We ask that you speak with your Project Advisors if you plan to engage in any lobbying or advocacy work. As a 501c3, we are limited in the work we can engage in.
Resources
Resources
Bolder Advocacy is a leader in lobbying and advocacy work in the nonprofit scene. They are made up of lawyers, coaches and nonprofit experts with the goal of making advocacy easy and accessible for nonprofits. They offer many resources and training around the topic. Click here to view the National Association of Latino Community Asset Builders Policy Advocacy Toolkit.
TRNA Training
TRNA Training
Overview The training videos below cover restricted vs. unrestricted funds, the difference between cash basis and accruals basis, and Xero reports.
Overview The training videos below cover restricted vs. unrestricted funds, the difference between cash basis and accruals basis, and Xero reports.
Videos:
Resources:
Glossary:
TRNA: Temporarily Restricted Net Assets
GAAP: Generally Accepted Accounting Principles
P&L: Profit & Loss
FAQs:
What are unrestricted funds?
Funds that are not tied to any specific program or purpose. Projects can choose how funds are spent to support their mission. Examples include small contributions from individuals and grants that specify they are for general use. ie. general operating expenses
What are restricted funds?
Restricted funds are any donations made and earmarked for a specific purpose by the donor. Restrictions are placed on funds by their donors as stated on the award letter. Types of restrictions include time and purpose. Restricted funds are important since donors know and understand where their donations are going to. They also help fund specific programs and the IRS can service as accountability for the nonprofit. Examples of restricted funds:
A donor awards a $10,000 grant to support your back to school backpack giveaway
A foundation awards $40,000 over two year for general operational support
An individual gives $2,500 to pay for five students to participate in a program
Fundraising Training
Fundraising Training
Fundraising As Organizing, a training with Raymond Pettit
Fundraising As Organizing, a training with Raymond Pettit
This training approaches charitable fundraising through a movement building and political analysis lens. Fundraisers use many of the same skills as organizers and this training seeks to bring a power analysis lens to that work. Just as organizers utilize power and landscape analysis, we must also look at philanthropic actors as part of that landscape and how the ways in which your organization approaches fundraising can impact your programmatic work. How can we intercede into the traditional organizational management and decision making power that those with development connections and access generally hold over an organization's development? Click here to view the training and here for access to the slide deck.
Finance and Operations training
Finance and Operations training
Finance training from our Fall 2025 cohort. Reccomended for new staff as an intro or folks who need a refresher.
Part One: Covers accounts payable and receivable processes, including the use of Noble Accounting, Bill.com, and NetSuite for managing payments and expenses.
Passcode: 20Pws@pq
Part Two: provides a comprehensive overview of NetSuite's functionality as both a financial platform and CRM system, demonstrating key features like constituent record management, opportunity tracking, and funder portal handling
Passcode: U+sUE1%7
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