Helping Those Who Help Others
Founded in 2008 by George L. Duncan, Founder and Chairman, and Mary Ellen Fitzpatrick, Corporate Communications Director (retired), Enterprise Bank's Non-Profit CollaborativeSM (NPC) provides critically needed support to non-profit organizations in the Merrimack Valley, North Central Massachusetts, and Southern New Hampshire. Together, with the Enterprise Bank team, we work on behalf of the non-profit community to develop programs and resources to benefit these valuable organizations.
To join the NPC mailing list, click here.
Educational Seminar Series
We understand the challenges you face to fulfill your mission while working with limited resources. Our educational seminars are presented by industry experts and address topics critical to the success of non-profits. Seminars are offered in both the spring and the fall and there is no cost for representatives of non-profit organizations to attend – register for one seminar, or plan to have a representative at each seminar!
All seminars take place from 8:30am to 10:30am (doors open at 8:00am) and breakfast is provided.
View our Archive of Past Events.
Fall 2018 SEMINAR SCHEDULE
Our Fall Seminars present a range of timely topics to assist non-profit organizations. There is no cost for representatives of non-profit organizations to attend.
- Tuesday, September 18, 2018 : Charitable Giving Landscape
Enterprise Bank, Community Room | 18 Palmer Street | Lowell, MA
In today’s economic environment it is important for non-profit organizations to diversify their sources of revenue in order to ensure their long term financial health. While charitable giving can play a major role in your organizations overall fundraising plans, much goes into executing a successful campaign.
- Review Charitable Gifting Methods
- Learn best practices when developing your campaign
- Discover resources available to assist with planned giving
- Learn challenges faced while executing a planned giving campaign
About the presenters:
Jay Linnehan, President/CEO of the Greater Lowell Community Foundation, has over 30 years’ experience in finance and planned giving. He is committed to improving the quality of life for people and organizations through well-planned charitable gifts, grants, legacy donations and scholarships.
Having served over a dozen community organizations, Jay has a strong commitment to the Greater Lowell community and non-profit organizations. Presently, Jay serves on the Boards of Lowell General Hospital, D’Youville Life & Wellness, Lowell Five Cent Savings Bank and Ste. Jeanne d’Arc School.
Attorney Annmarie Roark of Roark Law Office P.C., boasts nearly 40 years’ experience in the industry, specializing in Estate and Trust Planning, Elder Law, Medicaid Planning, Wills & Trusts, Probate, and Real Estate law. She is licensed in both MA and NH.
As a lifelong resident of Chelmsford, Annmarie is committed to giving back to the Town. Her civic and community involvement include serving the Chelmsford Board of Health, Chelmsford Business Association, Chelmsford Police Foundation, Inc., Chelmsford Rotary, Greater Lowell Community Foundation and the Chelmsford High School Alumni Association.
Patrick Connerty, Director of Advisor Services, SVP, Enterprise Wealth Management, has over 20 years’ experience and is well versed across a full spectrum of investment disciplines that meet the needs of both individual and institutional clients including asset allocation, investment research and portfolio strategy involving mutual funds, alternative investments and individual stocks and bonds.
Committed to giving back to his community, Patrick serves on several boards for non-profit organizations, including the Mental Health Association of Greater Lowell, the Appleton Housing Corporation, and the Hudson Litchfield Youth Football and Cheer Organization.
- Tuesday, September 25, 2018 : Tapping the Power of True Stories
Rivier University, Dion Room | 16 Clement Street | Nashua, NH
You know your organization does valuable work because you know the stories of the people whose lives you touch. You also know it because there are people who generously support your work—who each have stories of their own about why they choose to donate or volunteer. Quite often, these stories are the most powerful illustrations of the value and impact of the work that you and your organization do.
But while every non-profit has these stories to tell, many still struggle to articulate what they do and why it matters, which hurts their ability to generate the support and resources they need.
That’s why non-profits need to learn how to tap into the power of their stories.
There is a powerful, personal story woven into the experience of everyone who benefits from, donates to, or works for your organization. Once you learn how to tell these stories, you can share them across every channel through which you communicate—donor solicitation letters, website content, social media campaigns, videos, and more—to earn trust and advance the work of your organization.
In this workshop, you’ll learn how to:
- Identify the right stories to tell to communicate your values, principles, and ideals
- Use classic narrative structure to make your stories more memorable and compelling
- Tell individual stories to support a larger organizational narrative
- Train your organization to consistently gather and tell stories
What difference would it make to your organization if you could leverage your stories to clearly illustrate the impact of your work, strengthen community trust, and grow your donors?
About the presenter:
Eric Ratinoff, Founder and Chief Storyteller for Story First, a strategic storytelling consultancy, has helped non-profit and corporate organizations get clarity around their stories and tell them more effectively for nearly two decades.
- Thursday, October 11, 2018 : Capital Campaigns: Feasibility to Funding
Mt. Wachusett Community College, North Café | 444 Green Street | Gardner, MA
Is your non-profit organization considering a capital campaign to help raise needed funds? While capital campaigns can be an immense undertaking that can quickly begin to feel overwhelming, by creating a solid plan, you can greatly increase the chances of success. This seminar will walk you through the different stages of planning and executing a successful capital campaign from start to finish.
- Highlight the phases of a capital campaign
- Encourage and motivate donors to support your efforts
- Communicate measurable results to share with your donors
- Review the importance of the 80/20 principle
About the presenters:
Rick Blain, CFRE, Richard R. Blain & Associates, LLC is the principal consultant at his firm for not-for-profit institutions and organizations. His areas of expertise include institutional advancement, capital campaigns, strategic planning, public relations, and board and staff training.
- Tuesday, October 23, 2018 : Are We Engaged Yet? Building and Cultivating Donor Relationships
Indian Hill Music School | 36 King Street | Littleton, MA
While donor relations are the keystone to a strong foundation of giving for your non-profit organization, the engagement process can be complicated. Who has the “relationship” with the donor? Is this relationship “yours” or the non-profits? How do you make this relationship last? How many of these relationships do you juggle – 25, 50, 100, 200+ donors? While donor engagement may be a two-way process, we’re here to help breakdown how to build and cultivate relationships with donors of all shapes and sizes.
- Engage through basic communication techniques
- Discover best practices for donor cultivation and engagement
- Understand a healthy donor relationship
- Learn to connect with donors emotionally
About the presenter:
Barbara Dunsford is a development leader, focused on results-oriented strategies and varied data audits to maximize non-profits’ time, efforts and investments for better outcomes. She has been associated with a number of non-profits from around the region including Lowell General Hospital, Elder Services of the Merrimack Valley, Girls Inc. of Greater Lowell, Academy of Notre Dame and the Mahoney Family Foundation.
- Wednesday, October 31, 2018 : Lessons Learned from Winning Proposals
Lexington Depot | 13 Depot Square | Lexington, MA
Turn the tables on your grant proposal writing to improve your success rate. This hands-on workshop puts you in the decision maker’s seat to help you gain strategies applicable to your own grant writing. There will be a brief lecture followed by individual and small group critique, giving participants tips that can be implemented right away.
- Learn practical tips to implement when writing grants
- See the grant review process from the seat of the reader, not the writer
- Understand how funding decisions are made
- Help your grants go from good to great with peer review
About the presenter:
Susan Linn, President and CEO, Epilepsy Foundation New England
Susan Linn is the President and CEO of Epilepsy Foundation New England. Her two decades in non-profit, higher education, fundraising and governmental leadership include extraordinary grant writing with a success rate of more than 90% and $100,000+ raised.
- Thursday, November 15, 2018 : Securing Your Social Media Strategy
Tuscan Kitchen | 67 Main Street | Salem, NH
The success of many non-profit organizations can be attributed to social media due to the platform’s widespread reach and immediate distribution of information. As the popularity of social media channels continues to increase, so does the threat of cyber security attacks. This seminar will show you how a solid social media strategy can help grow your non-profit organization and spread your message, and provide best practice recommendations to protect your organization from cybersecurity threats.
- Develop a social media strategy designed to meet your goals
- Increase your organization’s reach through social media
- Understand security threats that affect social media channels
- Learn best practice recommendations for securing your organizations data online
About the presenters:
Kira Morehouse, Digital Marketing Specialist, Enterprise Bank, has a track record of success using social media to launch brands, build audience growth and improve engagement. Kira has been part of Enterprise Bank’s in-house marketing team as their Digital Marketing Specialist since April 2015.
Keith Carl, Information Security Specialist, AVP, Enterprise Bank, is responsible for identifying controls designed to protect the bank and its customers from cybersecurity related threats. Keith is a Certified Information Systems Security Professional (CISSP) with over 19 years’ experience in banking.
- Tuesday, November 27, 2018 : Budgeting, Finance and Compliance: Understanding the Basics
Salvatore's Conference Center | 354 Merrimack Street | Lawrence, MA
Understanding your organization’s finances is essential to contributing to your organization’s success. If preparing budgets and financial statements, interpreting and reporting finances, and keeping up with ever-changing tax requirements has your head spinning, this seminar is for you. Gain a straightforward understanding of general budget development and management principles, effective financial reporting techniques, and updated tax and accounting guidelines.
- Understand general principles and practices for building a budget
- Learn effective financial reporting techniques
- Monitoring and reconciling account activity
- Clarify compliance requirements for non-profit organizations
- Review tax and accounting guidelines for non-profits
About the presenters:
Jayne A. Andrews, CPA, Director of Not-For-Profit Services, Anstiss & Co., P.C., is responsible for assisting non-profit clients meet their federal and state reporting requirements by planning and conducting audits, reviews and compilations of their financial statements, and the preparation of the related information returns. Jayne has served as treasurer and chair of the finance committee for the Brush Art Gallery and Studios from 2008 to 2016 and of the Greater Lowell Health Alliance of CHNA 10 since 2015. She is also active in the Greater Haverhill Chamber of Commerce.
Joe Lussier, Director of Finance, SVP, Enterprise Bank, has almost 20 years of financial and volunteer experience. He has worked with several organizations as Treasurer and Board member including the Dracut Scholarship Foundation, the Franco American School, the Lowell Transitional Living Center, and currently the Homeland Heroes Foundation in Salem NH. Joe is a Chartered Financial Analyst, a Certified Public Accountant and a graduate of Merrimack College.
Michael Reid, Senior Finance Analyst, VP, Enterprise Bank, has over 8 years of non-profit finance experience, specializing in fixed income analysis, asset-liability management and financial reporting. Passionate about investment strategy and creating operational efficiencies, Michael puts his expertise to use serving on the Lowell Telecommunications Corporation Board, having been the Finance Committee Chair for 6 years and currently serving as Board President. Michael also served on the UMass Board of Trustees while attending UMass Lowell.
Networking & Relationship Building
We recognize the importance of networking to accelerate and sustain success for any individual or organization. We truly believe that there is strength in numbers! Our educational seminars create an opportunity for non-profit teams to learn and connect with our experienced subject matter experts, Enterprise Bank team members, and other non-profits in a relaxed, comfortable setting.
Board & Volunteer Support
Our Enterprise Bankers offer a level of professionalism and expertise that will benefit your board, providing leadership, guidance and vision for the future of your organization. If you are looking for local professionals to contribute to your board, please contact Alison Burns at 978-656-5672 or Andrew Duncan at 978-459-9000 x4582.
Enterprise Bank can also assist with your volunteer needs by posting volunteer opportunities on our Bank's internal website for our employees, who live in, and are committed to, supporting the communities we serve. For assistance with your volunteer efforts, please contact Andrew Duncan at 978-459-9000 x4582.
Place to Meet, Plan and Grow Stronger
If your non-profit organization is in need of conference or meeting space, Enterprise Bank has a number of conveniently located community rooms that are available at no charge. For meeting space information and availability, please contact Andrew Duncan at 978-459-9000 x4582.