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| Technical Assistance, Management Support & Fundraising Advice |
| Nonprofit Association of Oregon (formerly TACS) Portland |
| www.nonprofitoregon.org Technical Assistance for Community Service, TACS, in Portland, is a tremendous resource for Oregon and Northwest nonprofits interested in improving their management, organizational development, program planning and execution, or darn near anything you ask. The retired founder, Kay Sohl, may be the smartest person I know in the field, now in private practice. |
| COMPASSPOINT NONPROFIT SERVICES San Francisco & San Jose |
| www.compasspoint.org tremendous resource for Nonprofits offering a wide range of publications, training, and consulting services. CompassPoint also produces valuable conferences, including the annual Nonprofit Day and Beyond the Bottom Line, a day-long conference focused on financial management matters. |
| ROCKWOOD LEADERSHIP PROGRAM Berkeley / Everywhere |
| Headquartered in Berkeley, Rockwood Leadership Program is a program that brings leadership training to progressive leaders and staff. It has an impressive list of trainees and partners. What is unique about Rockwood's approach, in my experience, is that they focus on inner-self development as part of the leadership development process; this acknowledgement of a slightly spiritual take on our work is new, and helpful. Rockwood is increasingly interested in better collaboration in the progressive world. Andre Carothers, founder, wrote once in Social Policy that we need to learn to "sort for similarities rather than differences." |
| TREC Santa Fe / Western States & Provinces |
| www.trec.org Training Resources for the Environmental Community, TREC, is exactly what its name says it is, serving environmental groups, specifically grantees of Seattle's Wilburforce Foundation. |
| ANDY ROBINSON Vermont / Everywhere |
| www.andyrobinsononline.com Since 1980, Andy Robinson has worked with a variety of nonprofits as a fundraiser, grantwriter, editor and community organizer. All told, he has raised more than $4 million for grassroots organizations, including 150 successful proposals. He is the author of Grassroots Grants, 2nd Edition and Selling Social Change (Without Selling Out): Earned Income Strategies for Nonprofits, Jossey-Bass, and Big Gifts for Small Groups, Emerson & Church, the book division of Contributions Magazine. Over the past many years, Andy has provided training and consulting in nearly all of the US states and Canada. He specializes in the needs of groups working for human rights, social justice, and environmental conservation. Recent clients include the American Friends Service Committee, National Wildlife Federation, National Trust for Historic Preservation, United for a Fair Economy, the national Lutheran Church, and the New England Grassroots Environment Fund, where he served as outreach and training director. Andy lives in Vermont, but don't let that stop you, he's out on the West Coast quite regularly. |
| KIM KLEIN & STEPHANIE ROTH Berkeley / Everywhere |
| www.kleinandroth.com Kim Klein is internationally known as a fundraising trainer, consultant and author. She is best known for adapting traditional fundraising techniques, particularly major donor campaigns, to the needs of organizations with small budgets working for social justice. She is the Chardon Press Series Editor nonprofit sector, and the founder and publisher of the Grassroots Fundraising Journal. Stephanie Roth provides training and consultation in fundraising and board development to nonprofit organizations throughout the United States. She specializes in helping grassroots, social justice organizations develop a broad base of support for their work from individual donors. She also facilitates board and organization-wide meetings and retreats. Kim and Stephanie live in the Bay Area. |
| Resource Links: Technical Assistance |
| KAY SOHL Portland / Everywhere |
| KaySohlConsulting.net I sometimes say that my entire career has involved finding out what a client needs to know, calling Kay Sohl, asking her, and coming back with the answer. Folks think I'm being humble when I say that, rather than descriptive and disclosive. Another way to put it is that in the acknowledgements to the financial management book I once wrote, I closed with "...the aforementioned Kay Sohl, who I want to be when I grow up." Kay tells me I have and should now consider myself a peer, but I dunno...she still somehow knows everything, even in my areas of specific expertise. Lately she's been wrestling with complex Federal A-122 issues, low income housing, land trusts, community development corporations, and nearly any other type of situation that is mildly masochistic. Call her! |
| EVE BORENSTEIN Minneapolis / Everywhere |
| Eve Rose Borenstein Eve is both a terribly engaging and wired-in trainer on exempt organization tax issues, doing business as ERB, LLC, at www.taxexemptlaw.org, a site packed with 990 information and a schedule of her public trainings, and is also a nonprofit tax and corporate law attorney in private practice in Minneapolis as Borenstein and McVeigh Law Office at www.BAMLawOffice.com. Eve once upon a time worked in the accounting field, so her advice, unlike many of her peers, is not naive about the realities of making it work in a chart of accounts (sometimes seems like lawyers haven't ever even encountered a chart of accounts let alone thought about what their little paragraphs actually entail). Eve also thinks very broadly from the needs of the small advocacy-oriented organizations I serve to the larger more abstract issues that arise in complex Related organization structures that are above my pay grade. |