Good morning and welcome to the nonprofit seminar. Thank you to our sponsors, who are greeting us now. Everyone who wishes to could introduce yourselves here - Jen Henion of Northern Dutchess Symphony Orchestra and Co-Chair of the DCRCOC NonProfit Committee

Gabriella FryerCommunity Foundations of the Hudson ValleyMember of the DCRCOC NonProfit Committee

Jennie Swantz - Owner of the Nonprofit Gardener. Grant Writer and Fundraising Consultant supporting the Hudson Valley Nonprofit Community

Nicholas Shannon, Executive Director, The Chamber Foundation, Inc.

Bill Calderara, President & CEO of Ulster Savings Bank

Thank you everyone for joining. As we will mention shortly, we will be monitoring chat and Q&A throughout the session to get to questions/comments as you have them. Gabriella Fryer will be keeping track of questions/comments and she or I will work with the 3 presenters to get your questions answered. Most of the questions will likely be after the 3 presentations (around 9am+)

Gully Stanford Chamber NonProfit Committee Member representing Arts Mid-Hudson

Good morning attendees! Introduce yourself by entering your name and organization in the chat box. Looking forward to "meeting" you!

G. Angela Henry, Executive DirectorPoughkeepsie Public Schools FoundationPOB 5151, Poughkeepsie, NY 12602917-509-5636Member of the DCRCoC Nonprofit Committee

Hello attendees. You will receive a copy of the slides from the three presenters from the Chamber sometime next week. Also, this session is being recorded and that link will be on the DCRCOC website.

Such valuable information on CRM management systems (and in general) - Jennie, thank you for planning your exciting trip around being here today with us to share your expertise

Trying again :-) Laura Graham Doe, Associate Chair of the Dutchess Community College Academy of Music, board member for Northern Dutchess Symphony Orchestra, and Leadership Dutchess Class of '2021

Thank you everyone for your introductions, including my fellow NDS Orchestra Board member Laura Doe above! Love the participation

Really good information - thank you, Jennie! And thanks to you and the Chamber for making the slides available soon.

Nice job Jennie!

Thank you, Jennie!

What a dad!

feel free to input questions or comments here or in Q&A!

After 9am, we should have time for questions for any of the 3 presenters, Jennie Swantz of the Nonprofit Gardener, Paul Villanueva of Intelligent IT Designs, and Linda Marston-Reid of Arts Mid-Hudson

Great information Paul!

Thank you!

That was great, Paul!

Please enter your questions or comments here. We will compile them and then have the presenters address them after Linda's presentation. We want to know what you want to know! Don't be shy. Thank you.

great information, Paul - thank you so much for sharing! so critical especially now

It was my pleasure to do so! Glad to be able to share.

As an accountant I like to quantify ideas. So Paul is there a general way (% of revenue,# of computers) to determine the cost to evaluating and then implementing the foundation you talked about?

Hello Cindy,

Every situation is very unique. When planning for such a foundation, my goal is always provide the best protection possible. Costs often matter but I try to focus on the importance and need of what we are doing. If the stakeholders do not understand what they are buying, there is always resistance. So we focus on education, creating value and after designing a solution, we get into costs. Sometimes we have to scale back from there, sometimes I am able to convince that the budget should be increased. But I don't see a simple way to determine cost.

Hi Andrea. I saw your question about Planned Giving and want to answer that directly in chat in case some people have to leave early. Great question - as the next 20 years will see the greatest intergenerational transfer of wealth in our country’s history. A couple of quick and easy things you can do to encourage planned giving: 1) Make sure your donors know about the opportunity and how to do it. The easiest way to do this is to put information on your “support us” or “donate now” webpage. The information should focus on how donors can support your organization by making a bequest and provide simple language for them to “Copy & Paste” (thank you again Larry Tesler!). I just googled “Bequest language for nonprofits” and got a bunch of examples. 2) If you have a donor who has included you in their planned giving, consider creating a story for your newsletter where you interview them and ask them about what inspired them to do this. It all goes back to storytelling and inspiring others.

Hi David, when trying to encourage executive management, I think it is important to educate them. Through conversation, webinars, etc. Also, by meeting with experts who can offer advise, present examples, share statistics and success stories.

Hi Jennie - Such great information. Thank you for sharing. Good to see you. :)

If you'd like to learn more about the Mid-Hudson Arts Education Alliance, please contact Sylvia Diaz at Sylvia@artsmidhudson.org. We are advocates for arts education and community-schools partnerships.

In case anyone needs to leave early before the 930 end, feel free to provide feedback here. We on the committee love feedback, including ideas for future topics that would help your nonprofit organization. Thank you everyone for attending. We will have q and a for the next 5 minutes then sponsor and closing remarks.

Thank you to all 3 of our great presenters, Linda, Paul and Jennie. I personally found your presentations useful and inspiring.

Excellent thank you for your response Paul.

My pleasure Cindy. I hope that was helpful.

Does anyone have any other questions?

This had been a great session - good information, solutions and ideas. Thank you!

All the course in B2BS were great

Thank you David.

Thank you to all the panelists

Thank you, Jennie, Paul, and Linda, for sharing your wisdom!

Thank you to everyone for all that you do.

Very happy to support this wonderful program

Thank you Ethan Allen and Ulster Savings!