Building Your Unique Toolkit: Navigating the Sea of Resources and Templates

Nonprofits balance a wide range of responsibilities, and as organizations move through stages of startup, growth, maturity, or turnaround, their needs evolve—making it challenging to know which tools are the best fit.

This 3-hour virtual seminar will introduce the concept of a nonprofit “toolkit” and guide participants in assessing their organization’s lifecycle stage, identifying priority tasks, and exploring how to choose the most useful resources. Through interactive discussions, real-world examples, and peer exchange, participants will engage in hands-on exercises and learn how to build a fundraising toolkit using Candid’s tools, including Seals of Transparency, Foundation Directory, Guidestar, and more.

This learning space provides time to reflect on your organization’s current needs, learn from peers, and leave with practical tools tailored to your stage of growth.

Key Takeaways

• A framework to assess your organization’s needs and set clear priorities
• Clarity on essential nonprofit functions and where to find tools for each
• Guidance on using your Candid Profile to strengthen visibility and storytelling
• Practical instruction on applying Foundation Directory to identify and access funders
• Peer-informed insights to design a toolkit that reflects your organization’s unique context

Who Should Attend:

This session is ideal for nonprofit professionals responsible for building organizational capacity and strengthening their nonprofit infrastructure.

While open to all experience levels, it will be particularly valuable for:

• Professionals at emerging or established nonprofits who want to clarify priorities and design toolkits that fit their organization’s context
• Fundraising and development staff seeking effective tools for identifying and engaging funders
• Executive directors and senior leaders working to identify organizational priorities
• Program and operations managers seeking a strategy to intentionally source and curate tools, case studies, templates, and resources that meet their needs

Registration Fee:

• Early Bird: $99 (ends 10/08)
• General Admission: $125
• Read CNM's Refund Policy

Scholarships:

If you are a CNM Member or Scholarship Recipient, please send an email to pnavarro@cnmsocal.org to receive your discount code.

Facilitator Bio

Lori Guidry, Educational Programming Manager - Candid

Lori is an Educational Programming Manager for Candid, based in the San Francisco Bay Area. She plays a leading role in formulating, evaluating, and project managing strategic initiatives related to equitable access and testing and refining educational programming; she also serves as a subject matter expert for content development. Before joining Candid, Lori worked in information services for more than 15 years, specializing in business and marketing topics, including corporate social responsibility. A native of Chicago, she earned her Master’s in Library & Information Science from Dominican University in River Forest, IL.