Give Day returns on May 1, 2018!

Jenn Dodd News

The Community Foundation of Tampa Bay invites area nonprofits to participate in Give Day Tampa Bay! 


Give Day returns on May 1, 2018

Registration opens Thursday, January 25. Visit to sign up.

Register in January for only $25. (Registration goes up to $50 February-April)



As your organization starts planning your Give Day Tampa Bay strategy, keep these important dates in mind:

January 25
Registration opens at
Register in January to save 50% and receive an invitation to the official launch.
Must be registered by Feb. 2 to attend the launch event.
$25 registration fee in January, $50 February – April

February 6
Official Give Day Launch
**Must be registered for Give Day by Feb. 2 to receive an invitation**

You won’t want to miss it! CFTB has reimagined the launch to focus on creative strategy and marketing, so it won’t be like any launch event to date. With a special keynote message and an interactive challenge unveiled, the launch is sure to be a fun, inspiring and insightful experience to kick off the 2018 Give Day season.

Media partner WEDU will again offer the opportunity to film promos to a limited number of participants. Information on how to apply will be sent after your organization is registered for Give Day.

Ongoing in February, March, April
Huddles, training sessions, and coaching sessions to help you make the most of your Give Day strategy. Stay tuned for details.

April 17
Start collecting gifts that count toward Give Day 2018.

May 1

May 18
Receive funds via EFT

Community Foundation of Tampa Bay Seeks Proposals for Mary Petro Fund for Food and Medicine

Lorraine Faithful News

The Community Foundation of Tampa Bay is seeking proposals from tax-exempt organizations interested in administering the Mary Petro Fund for Food and Medicine, which generates about $100,000 annually in funding to provide food and medicine to low-income residents of Sun City Center.

Submission deadline is Feb. 21. Details are below. You also can print a copy of the RFP here.

Questions regarding this RFP should be directed to:

Matt Spence
Vice President, Community Impact

Jo Bull
Director of Operations

The COMMUNITY FOUNDATION OF TAMPA BAY requests that your tax-exempt organization operating in South Hillsborough County make a proposal for your services to administer the Mary Petro Fund of the Community Foundation of Tampa Bay. In order for your proposal to be considered, your proposal must be submitted on or before February 21, 2018. Your proposal should be limited to no more than 5 pages. Please attach a detailed program budget (does not count against the page limit.)

Mary Petro, a resident of Sun City Center, Florida established an endowment fund prior to her death in 2009 with the Community Foundation of Tampa Bay (“Community Foundation”). The purpose of the fund is to provide food and medicine to the residents of Sun City Center (including Kings Point) who are in dire need for assistance and who have made every effort to be self-supporting. She created the fund as a safety net for residents who need additional assistance who have lost or expended their assets during retirement.

The United Community Church of Sun City Center, now known as the South Shore United Church of Christ, was awarded the initial contract to develop and administer a program for the fund in 2011 and continues to administer the program. While the Community Foundation is grateful for the services of the United Community Church of Sun City Center, the Board of Trustees of the Foundation has decided in accordance with good business practices to seek proposals from tax exempt organizations (charitable or religious organizations) and to revisit the design and delivery of services to the needy residents in keeping with Mrs. Petro’s vision.

Your organization would administer the delivery of services and receive a monthly allocation from the Mary Petro Endowment Fund at the Community Foundation. Distribution amounts are determined annually based on fund balance as of December 31 of the previous year. An approximate monthly distribution of $8,500 can be expected in the fiscal year beginning July 1, 2018. The South Shore Council of the Community Foundation provides oversight of the program and will appoint a member of the South Shore Council as liaison to the organization receiving funds.

1. Timeline

a. Requests for Proposals Released    January 11, 2018 
b. Deadline for Receipt of Proposals    February 21, 2018
c. Program Start Date                          July 1, 2018

2. Expectations

A contract to administer the Mary Petro Fund will be awarded based on the information presented in the proposals received. We will award contracts based on the proposal determined to be the most beneficial to the needy residents of Sun City Center in keeping with the Mrs. Petro’s intentions. A variety of factors will be considered. The Community Foundation reserves the right to award more than one contract if it determines that the community can be better served by doing so. Proposals submitted will be considered on performance projections as well as cost and staff considerations.

3. Selection Criteria/Scoring Rubric

a. The perceived effectiveness of the proposal’s solution for carrying out the stated purpose of the fund. (30 pts)

b. The perceived ability of the proposing organizations ability to deliver the services as set forth in their proposal including availability of sufficient personnel and volunteers with skills for the specific approach proposed. (30 pts)

c. Creative ideas for generating additional contributions to grow the endowment fund to expand the program services. (10 pts)

d. Plans for coordination of Mary Petro Fund program with other organizations offering food and or medical services to residents. (10 pts)

e. Description of any ways you would tailor the program to help individuals who may not have skills or the ability to prepare meals at home. (10 points)

f. Plan for community and client access to program staff/administration. (10 points)

4. Response Format

a. A brief history of your organization, description of mission alignment to Petro Fund purpose (above, in bold) and summary of organizational qualifications and expertise.

b. Outline the method for implementing proposed program, including timeline and steps necessary to have the program up and running on July 1, 2018.

c. Provide information on program structure, including the process for supporting existing clients, serving new clients, and reporting outcomes.

d. Describe key staff involved in management and implementation, any existing or proposed community partnerships, and additional services that may be provided.

e. Describe how you would establish eligibility criteria for services and how you would implement and monitor the continued eligibility for services.

Proposals should not exceed 5 typed pages. Please attach a detailed program budget (does not count against the page limit.)

Proposals may be hand delivered, mailed, or emailed to the Community Foundation of Tampa Bay at the addresses listed below. Proposals received after February 21, 2018 will not be considered for funding. Questions regarding this RFP should be directed to the staff listed below. We look forward to receiving your proposal for administering this important program in Sun City Center.

Community Foundation of Tampa Bay
4300 W. Cypress Street, Suite 700
Tampa, FL 33607
(813) 282-1975

Matt Spence
Vice President, Community Impact

Jo Bull
Director of Operations

Board Minutes: Who’s Who on the NLC Board

Jen Dodd, Director of Education & Communications Stories

The New Year feels like a great time to introduce you to the fine folks who support and serve the NLC in a Board capacity.

You can read their own personal statements as to why they chose to serve with us, so consider this a quick introduction and your invitation to read on for more.


Let’s start with the Trustees we’re bidding a fond farewell to, those who have served with us for two full terms:


Maureen Butler, Associate Professor of Accounting at University of Tampa and NLC trainer







Robin Moch, Partner at M.E. Wilson Company and NLC event sponsor






And now please meet those we’re welcoming to the Board:



Beth Houghton, Executive Director of St. Petersburg Free Clinic and a member of the NLC CEO Circle #1






Nancy Ridenour, Shareholder at PDR Certified Public Accountants and NLC trainer






Julia Lee, Corporate Counsel for Ironman, is our Board Secretary and returning member of the NLC Leadership Conference Planning Committee





While we’ve accomplished much together, there are still a number of initiatives under our 3-year Strategic Plan to complete, so we’re very pleased that the following Trustees are somewhere in the middle of their journey with us:



Aaron Crall, Manager at Clifton Larson Allen and Board Treasurer







Sheff Crowder, President at Conn Memorial Foundation, is an NLC trainer and one of our founding board members






Bill Fries, President at Hiregy and a past NLC Board Chair is now the facilitator of CEO Circle #1 and current Board Vice Chair







Chris Johnson, another returning member of the Leadership Conference Planning Committee, just completed his one-year term and has consented to continue for two more years to complete a 3-year term







Mary Lallucci, Senior VP at Right Management, is our Board Vice Chair; she’s is also a returning member of the Leadership Conference Planning Committee and chair of the sponsorship subcommittee







Beverley McLain, Senior VP of Philanthropic Services of the Community Foundation of Tampa Bay is also an NLC trainer (look for her soon as part of an upcoming Planned Giving series!)








Teri Morrow, Principal of My Benefit Partners, is a multi-year sponsor of the Leadership Conference, and a longtime Key Partner–as well as a tireless champion of that program






And, finally, please join us in welcoming current board Chair Jessica Muroff, CEO of Girl Scouts of West Central Florida, who is not only an NLC trainer but also a member of CEO Circle #1. Jessica served as interim Chair late last year after our then-Chair Tom Looby retired as CEO of the Tampa Metropolitan Area YMCA.



Announcing the NLC Fellowship in Fund Development!

Jen Dodd, Director of Education & Communications Stories

We’re thrilled to announce our all-new NLC Fellowship in Fund Development.

Our CEO, Emily, participated in a Fellowship program early in her career and found the experience transformative: “I was chosen for a prestigious Fellowship in Orchestra Management right out of college, and it influenced my entire career!”

She may have since found her true vocation in fundraising but she’s never forgotten the learning experience that Fellowship afforded her.

WHY a Fellowship?
As a nonprofit capacity-building organization committed to developing and connecting nonprofit leaders to strengthen organizations and our community, NLC is the perfect home for a Fellowship program.

“One of the biggest needs we see in the nonprofit sector is for skilled, experienced fund development professionals,” Emily says. “We also see people struggle to make the move into the nonprofit sector. And what we do best is teach and train.

“We’ve designed a combination ‘learning and doing’ position to meet our own, our sector’s, and a transitioning professional’s needs. At the end of the program, our Fellow will have the knowledge and experience to secure a fund development position.”

And with our own growth, the Fellow will also increase our capacity to serve. The NLC Fellow in Fund Development will fill a critical role in assisting the CEO in Fund Development operations, solicitation, recognition, and stewardship while learning and practicing essential fundraising skills.

All of that and she or he can attend classes, go on fundraising calls, shadow board meetings–and even have his or her own fundraising goal!

WHO would make a great Fellow?
This Fellowship is a full-time, 6-month salaried position with benefits. Strong candidates will have experience in the workplace and a strong desire to transition into the nonprofit sector, specifically in fundraising.

WHAT will a Fellow do?
The six-month position is designed with on-the-job learning components including 8-10 hours of classroom training per month, shadowing of selected board meetings and fundraising calls as well as independent work with specific fundraising goals. The Fellow will also learn key customer service functions and offer support during NLC business hours.

If you’d like to throw your hat into the ring, you’ll find a more detailed description and application instructions in the posting on our Job Board.

Applications for the 2018 Fellowship are being accepted now. We expect this to be a very competitive process so apply early and tell us why you’re the best candidate! Good luck!!

3 Reasons to Use our Online Training Options in 2018

Jen Dodd, Director of Education & Communications Stories

We’re a few days into the New Year, and I’ve been thinking a lot about the image above.

I’ve been assessing the “ways” I used in 2017 that might not open the doors I’d like to in 2018. Personally, I’d like to make sure my “way” helps me work smarter, not harder. I don’t have all of that figured out just yet, but one new way I can absolutely recommend to you to open some new doors along your own career path this year is to take advantage of our online training offerings.

Did you even know that NLC offers online training? Yep, we do. We have for several years now–ever since we found a trusted partner in the Winchester Center for Management Development, a developer and producer of the type of high-quality educational content we demand for our hardworking nonprofit leaders.

So, as promised in the title to this post, here are 3 reasons to add a few of our online training sessions to your professional development plans this year:

  1. Variety is the spice of life–and the mark of a lifelong learner. Keep your brain nimble and your skill set highly marketable by branching out beyond your daily responsibilities and try something new. We have classes on subjects ranging from Communications, HR, and Finance to Innovation and Entrepreneurship–even Project and Sustainability Management. Take one course or complete the entire certificate curriculum; it’s your choice! And all of the programs offer CEUs to help you earn or maintain professional credentials.
  2. Time waits for no one–but our online training is available on-demand, that is, when it fits your schedule. Can’t make our Introduction to Nonprofit Financial Management class on February 27th? You can still learn one aspect of what we cover in that in-person class through How to Read a Nonprofit Financial Statement online. Once you register for the online course of your choice, you set the pace. An hour here and there in the evenings or a more leisurely Saturday morning–class is in session when you decide it is.
  3.  Quality is key–and our online courses deliver. You’ll receive the same high-quality instruction and dedicated customer support you expect from Team NLC.

Whichever of these reasons resonates with you the most, we applaud you for devoting time and effort to yourself and your career development in 2018 through our in-person and online training options. Reach out and let us know how we can help!






Happy 2018! Team NLC’s Plans for the New Year

Team NLC Stories

Team NLC likes to close out each year by sharing a little something we learned over the past year and how we plan to use it in the New Year. Wishing you and yours a wonderful 2018.


2017 was a year of firsts, personally and professionally. It was an exciting year! But it was also very

intense. My focus was intense, my drive was intense–and sometimes I was just plain tense.

More than once I found myself thinking there was “too much to be done” or it was “too hard” to get away or find some downtime or to unplug. Things that should have filled me with a sense of anticipation and then brought me pleasure became the final to do (cruise) on a list of things I needed to do (find kitten sitter, clean house, laundry, pack, set out of office messages, stock fridge) just to get myself to that bullet point.

In 2018 I want to reframe all of those lists, to make fewer to do lists and more to enjoy lists. I want to minimize tasks and maximize experiences and feelings. I’m still noodling on the how of it all, but I think just acknowledging that I can put down my sense of obligation and pick up my sense of anticipation again will be the first step in getting where I want to go—literally and metaphorically!   –Jen, Director of Education & Communications


My brain needs help! I’m not so vain that I won’t admit I need to work on my concentration and mental skills in this new year. As a Boomer, I’m probably not alone; losing focus, forgetting things, inability to solve problems easily—all these seem to be a common theme in my age group. Which is good news, because I should be able to find a plethora of solutions, activities, and methods to improve my memory and hone my concentration skills. Perhaps those AARP magazines piling up on my coffee table will finally become useful! On a serious note, the benefits will be huge both at work and at home, and for my mood and health. Looking forward to a year filled with mental exercises! –Lorraine, Operations Manager


We have a little chalkboard in our living room—something suggested by one of my son’s coaches—where my son can put little reminders, switching them out himself from time to time: Always do your best! Use your right foot! Play simple! Work hard, try hard! All of these have had their moment on the board.

In theory, these little messages are supposed to be for my son, not the adults who already have life allfigured out, right?! But I’m learning a lot from the little board.

What’s been there for a good while now are words that kept coming back to me again and again in 2017, as I know they will in 2018. And while we’re not winning the spelling bee with this one, it actually makes the point perfectly, if you ask me. –Laurel, Education Associate


In 2018, I look forward to welcoming the year with a renewed sense of priorities. There is no doubt that I have said this in anticipation of other new years, but in 2017 I welcomed a milestone birthday that’s allowed me to reflect on what I want the next “half” of my life to look like.

I have always been clear on my life’s mission…my priorities. However, it’s still a daily struggle to stay true to what’s most important. As I work with nonprofits at NLC, I consistently remind them to stay true to their mission…their priorities, their guiding principles. We use “mission creep” as nonprofit lingo, but I often find those two words can also be applied to our lives. Knowing my mission in life is the easy part, sticking to it will take all the New Year’s magic and momentum I can garner. –Tuesdi, Director of Strategic Solutions


I am a mountain girl. Given the option of beach vs. mountains, I’ll choose mountains every time. I love the fresh air, trees, rivers, the quiet, the scents, just the possibility of what might be around the next corner.

I recently saw an image of mountains with the caption, “Adventure Awaits.” That says it all. In looking forward to 2018, that image is first and foremost on my mind. I look forward to the awaiting adventure in 2018.

I look forward to the adventure of learning new things, meeting new people, going to new places, climbing to new heights. At NLC we have many big goals in 2018, including moving to a new home (stay tuned) and meeting the needs of our vibrant and fast growing nonprofit sector here in Tampa Bay. I look forward to working with our superb NLC team to figure all of that out.

Personally, I will celebrate a big birthday for my husband of 33 years, and the completion of our son’s freshman year at college. I hope to return to competition with my beloved equine partner Current Affair, and that is always an adventure!

Most importantly, I look forward to finding opportunities to pause in my busy life to renew the awe I feel in the presence of a mountain. In the words of John Muir, “The clearest way into the Universe is through a forest wilderness.” –Emily, CEO

2018 Tau Grant Announcement by Allegany Franciscan Ministries

Lorraine Faithful News

The next cycle of Tau Grants will support Organizational Capacity Building. Grant applications should show how the organization aligns with Allegany Franciscan Ministries’ mission and strategies. Requests up to $10,000 will be considered.

Organizations with an operating budget of $2 million and over are not eligible for Tau Grants. Please see the website for more information about eligibility and limitations.

We invite you to participate in a webinar about this Tau Grant cycle on January 16, 2018 at 10 am.

In this webinar, applicants will be given in depth information relating to:

·     Overview of Allegany Franciscan Ministries

·     Eligibility Requirements

·     Organizational Capacity Building Examples

·     Online Application Process

·     Grant Writing Tips and Strategies

The deadline for Tau Grant applications is Thursday, February 8, 2018 at 12 pm (noon).



Tau Grant Webinar Access Information (It is not necessary to RSVP)

Tuesday, January 16, 2018

10:00 am  |  Eastern Standard Time

Click here to join the webinar.

Access code : 627 884 687

Password: Allegany

To join by phone: 650-479-3208

For more information please contact Brittney Frazier at (727)507-9668 or

Welcome to our new home on the web!

Jen Dodd, Director of Education & Communications News, Stories

We’re thrilled to shorten the world’s longest URL. (Seriously, we thought about asking the Guinness folks to confirm our world record.)

Our new site went live on December 11, 2017 as part of the roll out of a larger data management project that we’ve been involved in since the first quarter!

We interrupt this blog post for a HUGE THANK YOU to JPMorgan Chase & Co. for the grant funding that made our project possible!

And now back to your regularly scheduled blog post.

We know that looks very similar to what you’ve enjoyed since our re-brand and web design refresh in 2016, so you might not be very wowed. But, from our perspective, the change is HUGE–and wonderful.

What’s Changed

In addition to adopting a WordPress site with Event Espresso for our class and conference registrations, we’re using Podio to house and work with our data. And then there’s humble little Zapier, working away in the background, making sure that all of the components of our data management suite communicate back and forth, in real time.

Team NLC is thrilled;  our new components, referred to collectively as Buzz, by the way–because we have analytical options to infinity and beyond–will help us to make data-driven decisions informing both day-to-day operations and grand, strategic plans.

Who Did It

Kudos to our consultant Davin of Davin Green Consulting Group! It didn’t quite take a village to move NLC from our old site and a metric ton of Excel spreadsheets for data tracking and analysis, but we certainly made Davin and his team work for it.

(If you’d like more info on our project, our new suite of tools, or our consultant, drop us an email. We’re happy to chat.)

So What?

Let’s get back to how this affects you. While the steps in class registration or posting a job might be slightly different, we expect that using our new site will feel pretty familiar to you. (Reach out any time you have questions, though; we’re here to help: 813-287-8779.)

Don’t forget to update your favorite bookmarked NLC pages—like our blog, Training Calendar, Job Board, and Resources—with their new URLs. It’s easy: click on the text in the previous sentence to visit each new page and add it to your bookmarks. Go ahead; it won’t take long. We’re happy to wait….

And while we’re waiting, please take 90 seconds to create a FREE profile on our new site to stay up-to-date on NLC events, save on classes, track your registrations, and post to our Job Board and Board Finder—at no cost!

One other change resulting from our new URL that will affect you is that Team NLC email addresses have also changed.  Let us know what you think and what you need—just be sure to use our new addresses!

Emily Benham, CEO:

Tuesdi Dyer, Director of Strategic Solutions:

Lorraine Faithful, Operations Manager:

Laurel Westmoreland, Education Associate:

Jennifer Dodd, Director of Education & Communications:



Raising Investment Capital and Fundraising – Not the Same

Guest post by NLC Trainer Sara Leonard Stories

republished with permission

In 2016, I worked with five nonprofits engaged in The Patterson Foundation’s Margin Mission Ignition program. After completing a strenuous business planning process, it was time for these organizations to implement their plans. A key part of any social enterprise plan – and ultimately successful implementation – is raising investment capital.

It’s not uncommon for nonprofit organizations to pursue social enterprise activities to diversify their revenue. However, even organizations that have previously had great fundraising success, sometimes find challenges when trying to raise the investment capital needed to implement their social enterprise endeavor.

Fundraising for social enterprise investment capital is different than regular fundraising – but, not completely different. All types of fundraising share some basic principles.

You’ve likely been part of fundraising before, so let’s start with the similarities.

Fundraising is about building relationships on behalf of your organization and cultivation is the biggest part of this. Sometimes when we are so excited about an idea (like our new social enterprise), our enthusiasm leads us to skip the cultivation step – a big mistake! To cultivate a potential investment capital prospect, a nonprofit must reach out and seek to build a relationship.

The most critical skill in fundraising, both traditional and investment capital, is listening. When cultivating investors, our natural inclination is to “pitch” our idea by doing all of the talking. STOP TALKING and listen to your prospect (they are often filled with great ideas). The more we listen and learn from them, the more they will engage with our project.

After all of that sharing and listening, surely the prospective investor knows we need their support, right? NO! Every successful investment invitation needs to include an ask. If you’re not specific in what you need, the prospect could either give you something you don’t need or nothing at all.

Shared Values (Mission)
Investment capital donations have the very same core as all other donations: shared values. A social enterprise may have the strongest business plan, leadership, etc. but if the mission of the organization does not inspire the prospective investor of their shared values, no investment will ever take place.

See, you’re more prepared that you realize. Now, let’s talk about how raising investment capital and fundraising are DIFFERENT.

Non-Financial Support and Engagement
Social enterprise investment donors don’t want to write a check and walk away. They want to participate and provide support beyond cash contributions. This participation varies by investor, so you have to pay attention (see Listening above) and respond to each donor accordingly. As you cultivate the relationship, think of how their expertise could bring value to your new venture – marketing, leadership, mentorship, coaching. Be careful not to see their desire for engagement as a threat to your plan. Instead, use it as an additional research opportunity and battle-tested resource.

Business Plan Required
Donors who invest in social enterprise want to see that careful planning has gone into the project. Your organization must be ready to demonstrate how you conducted research that lead to thoughtful planning. As a general rule, a nonprofit should never embark on a social enterprise without careful planning. Knowing your investors will want to see that plan just reinforces the importance. Don’t take their questions (sometimes challenging) as lack of interest, they are looking to make a good investment.

Innovation Appealing
Typically, donors who invest in social enterprise are attracted to innovation. While creating your business plan, take the time to highlight new ideas (and understand them thoroughly) so you can share them with potential investors. Some social enterprise ideas aren’t brand new but are new to your nonprofit. Make sure that you focus on that innovation.

Risk Tolerant
Investment donors tolerate more risk than typical nonprofit donors — with innovation comes risk. Investors know that a venture may not succeed. They are often more comfortable with the risk than the nonprofit leadership. But when a project fails, the investor wants to see that you learned from it and take the time to make improvements going forward.

Performance Measurement
Investment capital donors are interested in how things are going throughout the implementation of your social enterprise. Be sure to have a plan for communicating with donors once your enterprise is operational. Measure performance and communicate with investors. Don’t worry if all of your measurements aren’t exceeding expectations. But, be sure to include what adaptations are being made so they can see that their investment provided an opportunity for your organization to learn and improve.

While there are some new things to consider while raising capital for a social enterprise, you and your organization have completed some of the hardest parts through the research and plan development process. At the funding stage, everyone is excited about getting this new project started and you can use that excitement to make an impression on potential investors

I hope with the realization that you can build on what you already practice in fundraising in your organization, that you approach this with confidence.

A quick note: this blog was written for The Patterson Foundation’s blog. If you’ve never read it, you should. It’s loaded with great information.

Sara Leonard, MBA, CFRENLC trainer Sara Leonard , is a fundraising and board governance consultant. She created the Fund Development Academy at the Nonprofit Leadership Center of Tampa Bay, where she is still a trainer.

Her firm, the Sara Leonard Group, delivers excellent professional guidance, education and facilitation to those responsible for fund development – fundraising professionals, CEOs, CFOs, board members, and other nonprofit staff.