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Information
Major Gift Academy and Tocqueville Training​​​​​​​
Monday, June 1, 2020​​​​​​​ - Friday, September 4, 2020
Virtual Program, ​​​​​​​, ​​​​​​​
The greatest potential we have as a network to increase giving, and thereby impact our communities, is by continuing to grow and strengthen our major gift programs. This unique opportunity, offered with Veritus Group, offers comprehensive major gift training opportunities, with a Tocqueville twist, for United Way network professionals whether veteran or new-to-the-craft. This unique virtual opportunity is a multi-media extravaganza of learning and also offers up to 36 CFRE credits.
Introduction to Financial Operations and Accountability​​​​​​​
Monday, August 3, 2020​​​​​​​ - Wednesday, August 5, 2020
Columbus, ​​​​​​​Ohio, United States​​​​​​​
Introduction to Financial Operations & Accountability was designed for anyone who has operational responsibilities within a United Way. Recently revised into a 3-day course, this program provides an overview of membership requirements and financial management basics (including pledge processing, donor designations, and financial analysis). You will cover Data Base 2 Survey and IRS Form 990, then progress into a deeper dive of Risk Management, Membership Requirement forms, current trends and future planning. Return to your local United Way with these best practices to ensure you meet United Way Standards of Excellence in financial management, internal control and legal compliance!
Major Gift Academy and Tocqueville Training​​​​​​​
Monday, October 26, 2020​​​​​​​ - Friday, January 29, 2021
Virtual Program, ​​​​​​​, ​​​​​​​
The greatest potential we have as a network to increase giving, and thereby impact our communities, is by continuing to grow and strengthen our major gift programs. This unique opportunity, offered with Veritus Group, offers comprehensive major gift training opportunities, with a Tocqueville twist, for United Way network professionals whether veteran or new-to-the-craft. This unique virtual opportunity is a multi-media extravaganza of learning and also offers up to 36 CFRE credits.