ORGANIZATION APPLICATION FOR REINHOLD FOUNDATION LEADERSHIP
DEVELOPMENT AND CAPACITY BUILDING TRAINING PROGRAMS IN 2016
Through its Leadership Development and Capacity Building Initiative, the Paul & Klare Reinhold
Foundation focuses on strengthening the nonprofit sector by strengthening the leadership and
capacity of nonprofit organizations that serve Clay County. Any 501(c)(3) nonprofit organization
that provides services to Clay County residents is eligible to apply.
Section 1: Contact and Organization Information
1. Name and mailing address of organization:
2. Employer Identification Number:
3. Contact person and title:
4. Email address and phone number of contact:
5. How do you impact the residents of Clay County? (In 200 words or less, please tell us your
organization’s “story”—who you are, why you exist, and how you impact the community.)
6. How many full-time staff do you have? How many part-time staff do you have?
7. How many regular volunteers do you have?
8. Please provide the names and business titles of your Board of Directors.
Section 2: Financial and 501(c) (3) Charity Information
9. If you have never submitted a copy of your IRS 501(c) (3) Exemption Letter to the Paul &
Klare Reinhold Foundation, please attach a copy with this application.
10. Please attach a copy of your most recent financial statement (statement of income and
expenditures). If your most recent financial statement is included on pages 9-11 of your
2014 Form 990 tax return and it is available for review on guidestar.org, you do not need to
attach a copy with this application.
Section 3: Applications for 2015 Programs
The Paul & Klare Reinhold Foundation is offering three (3) training tracks in 2016 (see Sections
3a-3d attached hereto). All workshops will be held in Clay County. The program curriculums are
designed and taught by faculty from the Edyth Bush Institute for Philanthropy & Nonprofit
Leadership at Rollins College. The Reinhold Foundation is underwriting all costs of training;
thus, there are no tuition expenses for selected participating organizations.
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In addition, the Paul & Klare Reinhold Foundation is offering a special incentive to organizations
that participate in a training program. Organizations can earn “participation gifts” of $300 per
person for completion of the Fundraising Track, $300 per person for completion of the Donor
Stewardship Track, and $200 per person for completion of the Operational Excellence Track.
Individuals who miss more than 30 minutes of a workshop (late arrival or early departure) will
not be eligible for the participation gift for their organization. Participation gifts are paid to the
organization.
Your organization may request to participate in more than one training track listed in this
application. Please complete each section on the following pages. The Deadline for
applications is Wednesday, November 18, 2015.
Checklist for completing the application:
_____ Have you completed section 1, Contact and Organization Information?
_____ Have you reviewed section 2, Financial and 501(c) (3) Charity Information and attached
the appropriate documentation?
_____ Are you applying for the 2016 Fundraising Track? If so, have you completed section 3a?
_____ Are you applying for the 2016 Donor Stewardship Track? If so, have you completed
section 3b?
_____ Are you applying for the 2016 Operational Excellence Track? If so, have you completed
section 3c?
_____ Are you applying for the 2016 Board Workshop? If so, have you completed section 3d?
_____ Have you signed and dated the application on page 11?
_____ Have you submitted your application by the deadline, Wednesday, November 18, 2015?
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Section 3a: Application for 2016 Fundraising Track
Workshop Dates: Wednesday and Thursday, January 27-28, 2016, and Wednesday,
February 10, 2016 (This is a three-day training track and individuals must be committed to
attending all three days of training).
Workshop Curriculums and Instructors:
First and Second Day of Training (January 27-28, 2016)
 “Ready, Set, Fundraise!”
This workshop covers nonprofit management best practices with a goal of creating a
sustainable nonprofit organization ready to fundraise. Funders look for proper
accounting procedures, internal controls, a strong and active board of directors,
consistent program evaluation and mission-based strategic planning. Participants work
through the steps necessary to ensure their organizations have a strong foundation in
order to be prepared to fundraise.
Time: Two days of training, 9:00 a.m. – 4:30 p.m.
Instructor: Karen Revels is the Senior Manager of Philanthropy at the Rollins College
Edyth Bush Institute for Philanthropy & Nonprofit Leadership overseeing the Annual
Philanthropy Conference, symposiums, research projects, and the Donors Forum of
Central Florida. In addition, she oversees the Leadership Certificate and executive
transition and advanced fundraising programs and is an instructor for many Institute
workshops. Karen has more than 16 years of nonprofit management and fundraising
experience.
Third Day of Training (February 10, 2016)
 “Raising Funds Through Special Events”
Special events . . . are they right for your organization? Special events typically raise a
relatively small amount of net proceeds compared to the huge amount of time and
energy you dedicate to plan and execute them. Yet, events do have value for nonprofit
organizations.
Events offer an opportunity to: 1) increase visibility, 2) engage volunteers, 3) develop
leadership, 4) open doors for new donors and “friends,” 5) improve donor relations, and
6) raise unrestricted operating support.
With the amount of time and resources that special events require, you cannot afford for
them to fail. Prepare yourself to establish clear goals for the event, implement proven
strategies, and evaluate the event’s success.
Planning a special event takes time and skill—ensure you are reaching your full potential
with clear timelines, budgets, committee descriptions, revenue enhancers, and more!
Time: 9:00 a.m. – 4:30 p.m.
Instructor: Terri Chastain, CFRE, is an instructor for the Certificate in Fundraising &
Development at the Edyth Bush Institute. Currently, Terri is the lead fundraising
consultant for the $10 million capital campaign at Harbor House. She has over 25 years
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of experience working for nonprofit organizations, including serving as development
director for the Adult Literacy League and UCP of Central Florida. Her experience
includes major gifts; training and management of staff, board, and volunteers; foundation
and corporate support; annual fund; special events; and in-kind support, as well as direct
program services in the fields of children, family, and disability/special needs services.
She is a member and a former board member of the Association for Fundraising
Professionals; a member and former board member of the Grant Professionals Network
of Central Florida; and was a Certified Fund Raising Executive.
Participation Gift eligibility: $300 per person (Individuals must complete all three days of
training for their organization to be eligible for the Reinhold Foundation’s $300 gift. No partial
gifts for a single day attendance or half day attendance will be provided).
Apply for the 2016 Fundraising Track:
11. How many members of your organization are you requesting to participate in the 2016
Fundraising Track? ___________ (0 to 4 members). If you are requesting participation for
1 to 4 members, please indicate the number in the blank and answer the following
questions.
a. What are your organization’s expectations and what do you hope to learn from these
workshops if selected to attend?
b. Please provide the names of the members (no more than four) your organization
wants to send to the 2016 Fundraising Track, each member’s title and role within the
organization, and the length of time they have been involved with the organization.
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Section 3b: Application for 2016 Donor Stewardship Track
Workshop Dates: Wednesday, February 17, 2016, and Thursday and Friday, April 7-8,
2016 (This track is intended for CEOs, Development Directors, Fundraising Coordinators, and
Board Members. It is a three-day training track and individuals must be committed to attending
all three days of training.)
Workshop Curriculums and Instructors:
First Day of Training (February 17, 2016)
 “Engaging Donors to Think Outside the Box”
When organizations learn how to engage donors, they can impact donor retention and
increase giving. In order to engage donors, organizations need to take new and different
approaches starting with authentic communication with donors. Donor engagement is
about the relationship, not just the organization's needs. When you increase donor
engagement you will have long lasting "friends" that will support your mission for the
long run. Donor engagement is a mind shift that becomes integrated into every step of
fundraising from cultivation, to asking, to thanking and lastly to stewardship.
This two hour facilitated workshop will help participants to think outside of the box about
the various ways donors can become more engaged in your mission in meaningful ways
that capture their hearts and minds.
Includes: Facilitated learning, best practices and peer to peer learning for CEOs,
Development Directors, Fundraising Coordinators, and Board Members.
Time: Two-hour workshop, 9:00 a.m. – 11:00 a.m.

“Keep Donors Coming Back: Great Practices for Donor Stewardship”
For the first hour, Karen Revels will lead you through the Fundraising Effectiveness
Project report commissioned by AFP and the Urban Institute. The news in this report can
and should be an eye opener for every nonprofit engaged in fundraising.
Learn the root causes of poor retention rates and tips for improvement based on the
principles of Dr. Adrian Sargeant and Tom Ahern, two world-renowned authorities on
building donor loyalty. Based upon years of research in the sector, Sargeant and Ahern’s
principles can be used by any organization, whether you are a one-person shop or a
large department.
Through facilitated discussion explore examples of their principles in action and learn
how to put them into daily use in your nonprofit.
Includes: Facilitated learning, best practices and peer to peer learning for CEOs,
Development Directors, Fundraising Coordinators, and Board Members.
Time: Two-hour workshop, 1:00 p.m. – 3:00 p.m.
Facilitator: Karen Revels is the Senior Manager of Philanthropy at the Rollins College
Edyth Bush Institute for Philanthropy & Nonprofit Leadership overseeing the Annual
Philanthropy Conference, symposiums, research projects, and the Donors Forum of
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Central Florida. In addition, she oversees the Leadership Certificate and executive
transition and advanced fundraising programs and is an instructor for many Institute
workshops. Karen has more than 16 years of nonprofit management and fundraising
experience.
Second and Third Day of Training (April 7-8, 2016)
 “High Impact Donor Relationships: Developing Prospects to Donors”
In real estate, it's "location, location, location." In fundraising, it's "relationship,
relationship, relationship." No matter what fundraising vehicle you use - major gifts,
annual fund, special events, planned giving - success depends on relationship building.
This two-day workshop will help you learn to relate to each of your donors in a personal
way based on an understanding of their behavioral style as well as your own and
enhance your communication and rapport. Participants will complete the DiSC
assessment prior to attending the workshop. This workshop addresses intermediate-toadvanced level instruction in donor relationship building.
Time: Two days of training, 9:00 a.m. – 4:30 p.m.
Instructor: Marina Nice, Esq. is part of the SunTrust Bank’s Private Wealth
Management team in the Winter Park office. A Senior Vice President, Marina previously
served as the Regional Fiduciary Services Manager for SunTrust in the Central Florida
banking market. In addition, Marina serves as a director and as treasurer of The Martin
Andersen-Gracia Andersen Foundation, Inc and as a board member for several Central
Florida charities. A graduate of Rollins College and Duke University School of Law,
Marina practiced law in Central Florida before becoming a charitable gift planner and
investment officer for several charitable organizations over the last 15 years.
Participation Gift eligibility: $300 per person (Individuals must complete all three days of
training for their organization to be eligible for the Reinhold Foundation’s $300 gift. No partial
gifts for a single day attendance or half day attendance will be provided).
Apply for the 2016 Donor Stewardship Track:
12. How many members of your organization are you requesting to participate in the 2016
Donor Stewardship Track? ___________ (0 to 4 members). If you are requesting
participation for 1 to 4 members, please indicate the number in the blank and answer the
following questions.
a. What are your organization’s expectations and what do you hope to learn from these
workshops if selected to attend?
b. Please provide the names of the members (no more than four) your organization
wants to send to the 2016 Donor Stewardship Track, each member’s title and role
within the organization, and the length of time they have been involved with the
organization.
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Section 3c: Application for 2016 Operational Excellence Track
Workshop Dates: Thursday, February 11, 2016, and Wednesday, March 30, 2016 (This is a
two-day training track and individuals must be committed to attending both days of training.)
Workshop Curriculums and Instructors:
First Day of Training (February 11, 2016)
 “Social Enterprise 101”
Social enterprise as a strategy for nonprofit organizations is becoming more
commonplace, and this workshop provides an introduction for nonprofit leaders with the
hands-on learning and tools you need to start earning more revenue, attracting more
investors, and delivering better results. Understand what social enterprise is all about
and why unrestricted earned income is a “gold standard.”
Participants will learn key questions to help decide if social enterprise is right for your
nonprofit, gain useful tools that can be tailored to your organization's unique needs and
work on your organization's individual objectives and opportunities.
Time: Three-hour workshop, 9:00 a.m. – 12:00 p.m.

“Where Ideas Grow: Business Model Canvas”
So, you have a business idea, but do you have anything more than that? Find out by
using Business Model Canvas developed at the Harvard School of Business and used
by Fortune 500 companies for decades. Participants will brainstorm through the nine
building blocks of business and then create a next steps plan for the idea. Participants
will leave this workshop with two new tools in hand that can bring the idea to life. This
workshop is for new business ideas or expanding business ideas for existing nonprofits
and social enterprise nonprofit startups to determine if it can fly! This workshop includes
interactive peer to peer activities that build the first steps of a business plan to launch
ideas into action.
Time: Three-hour workshop, 1:30 – 4:30 p.m.
Instructor: Susie Richetti earned her BA in Organizational Behavior, with a
concentration in Social Impact from Rollins College. She is a business entrepreneur and
freelance consultant, and has been working with Central Florida nonprofits for over
twenty years. Susie has an international interest working on social impact with
organizations in Mexico, Kenya, Haiti, Dominica Republic, Guatemala, and Paraguay.
Currently, she is completing a graduate Certificate in Social Impact Strategy at the
University of Pennsylvania, School of Social Policy & Practice, Wharton School of
Business.
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Second Day of Training (March 30, 2016)
 “Nonprofit Accounting and Budgeting Basics”
Would you like to become more comfortable with your organization's accounting
system? Whether you are a CEO, COO, financial manager, program director, or board
member, learn basic accounting principles and terminology so you can become a better
financial manager. Receive an overview of fund-accounting and an understanding of
nonprofit financial statements.
Find out how a budget can shape your organization's direction by funding board priorities
and setting targets for evaluation. Learn how budgets can be used as management tools
to plan and monitor the use of resources. Learn techniques for developing a budget that
can be adapted to your organization.
Time: Three-hour workshop, 9:00 a.m. – 12:00 p.m.
Instructor: Carol Wilson is a CPA who has worked in the nonprofit sector for over ten
years. She completed her Master of Business Administration degree from the Roy E.
Crummer Graduate School of Business at Rollins College. Over the past eight years,
she has taught workshops on nonprofit accounting and budgeting for the Edyth Bush
Institute at Rollins College. Carol served as accounting manager in the Finance
Department at Rollins College from 2000 – 2008. In that role she enjoyed teaching
members of the campus community about budget management. Prior to Rollins, Carol
assisted with the startup and was executive director of Florida Bicycle Association, a
nonprofit organization. Currently Carol is a partner with Care Accounting Services where
she helps small businesses and nonprofit organizations set up and use accounting
systems. She is also a QuickBooks Advanced Certified ProAdvisor.

“Operational Excellence”
Fiscal responsibility can improve the bottom line and run an organization more efficiently
to enhance more time and dollars going toward the mission. This workshop covers
operational excellence best practices in accounting and internal controls, IT, program
operations to achieve operational efficiencies, cut cost, and make operations more
effective. Participants will be given a self-assessment checklist tool for operational
efficiency and financial internal controls.
Time: Three-hour workshop, 1:30 – 4:30 p.m.
Instructor: Carrie Schulz is the Rollins College Director of Finance & Strategic
Initiatives. She has worked in several aspects of Information Technology since 1995.
She has also functioned as a bookkeeper and/or accountant in a multitude of businesses
which range from Real Estate Development to Hospitality to Health Services. She takes
a special interest in nonprofit organization accounting and technology processes. In
2006, Carrie earned an MBA with honors and in 2014 she earned her CPA. Previously,
she held the position of Rollins Director of Instructional Design and Technology. This
experience coupled with her accounting experience allows the ability to offer a wide
range of services to clients.
Participation Gift eligibility: $200 per person (Individuals must complete both days of training
for their organization to be eligible for the Reinhold Foundation’s $200 gift. No partial gifts for a
single day attendance or half day attendance will be provided).
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Apply for the 2016 Operational Excellence Track:
13. How many members of your organization are you requesting to participate in the 2016
Operational Excellence Track? ___________ (0 to 4 members). If you are requesting
participation for 1 to 4 members, please indicate the number in the blank and answer the
following questions.
a. What are your organization’s expectations and what do you hope to learn from these
workshops if selected to attend?
b. Please provide the names of the members (no more than four) your organization
wants to send to the 2016 Operational Excellence Track, each member’s title and
role within the organization, and the length of time they have been involved with the
organization.
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Section 3d: Board Workshop Day (1 day of training/offered twice)
Workshop Dates: Friday, January 15, 2016 and Friday, April 1, 2016 (Participants may
register for either day. However, seating is limited and once a workshop fills, participants will be
directed to register for the remaining workshop date. Thus, early registration is encouraged to
ensure preferred workshop date.)
Workshop Title and Curriculum:
“Board Members as Excellent Fundraisers Building a Culture of Philanthropy”
In this workshop board members learn the importance they play in the cultivation of new
donors and thanking of existing donors. Board members will recognize their
responsibility to ensure the organization has sustainable funding and become more
comfortable with fundraising. Participants will learn Roles and Responsibilities, fiduciary
duties and best practices, Cycle of Involvement process of how board members get
engaged in building a Culture of Philanthropy that is sustainable for long-term success,
ways board members can engage in the fundraising process in a comfortable way
utilizing practical skills and techniques, understanding the leadership role that the board
of directors play in the fundraising process, board members as “ambassadors” to others
in the community, and develop priorities for a Culture of Philanthropy “action plan”
increasing board engagement and commitments. Includes: Group activities,
assessments and mini-lectures for teams of 4-6 board members, CEO and Development
Director.*
Time: Six-hour workshop, 9:00 a.m. – 4:30 p.m.
Instructor: Terri Chastain, CFRE, is an instructor for the Certificate in Fundraising &
Development at the Edyth Bush Institute. Currently, Terri is the lead fundraising
consultant for the $10 million capital campaign at Harbor House. She has over 25 years
of experience working for nonprofit organizations, including serving as development
director for the Adult Literacy League and UCP of Central Florida. Her experience
includes major gifts; training and management of staff, board, and volunteers; foundation
and corporate support; annual fund; special events; and in-kind support, as well as direct
program services in the fields of children, family, and disability/special needs services.
She is a member and a former board member of the Association for Fundraising
Professionals; a member and former board member of the Grant Professionals Network
of Central Florida; and was a Certified Fund Raising Executive.
*Organizations participating in any of the above 2016 training tracks (Donor
Stewardship, Fundraising, or Operational Excellence) are also expected to participate in
one of the Board Workshop days. It is recommended that organizations send several
members to participate as a team. Training includes group work. Organizations will be
invited and encouraged to send their executive staff (President, CEO, Executive
Director, etc.) and several board members, up to six people per organization.
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Organizations not attending a 2016 training track are also eligible to apply to attend the
Board Workshop but organizations participating in other tracks will be given seating
priority. All applying organizations must be a 501c3 charitable organization that serves
Clay County residents.
Apply for the 2016 Board Workshop Day:
14. How many members of your organization are you requesting to participate in “Board
Members as Excellent Fundraisers Building a Culture of Philanthropy”? ___________
(0 to 6 members). If you are requesting participation for 1 to 6 members, please indicate the
number in the blank and answer the following questions.
a. What are your organization’s expectations and what do you hope to learn from these
workshops if selected to attend?
b. Please provide the names of the members (no more than six) your organization
wants to send to Board Members as Excellent Fundraisers Building a Culture of
Philanthropy, each member’s title and role within the organization, and the length of
time they have been involved with the organization.
Notice: All above listed workshops and dates in this application are tentative. Based on the
demand seen in the completed applications, the Reinhold Foundation may elect to delete one or
some of the above workshops and/or provide one or more of the workshops more than once.
The Trustees will make final decisions in December based on the status of the completed
applications.
__________________________________________________________
Signature* (This application must be signed by your Executive Director, President or CEO, or Board Chair)
__________
Date Signed
____________________________________________________________________________
Printed Name and Title
*By signing you certify that the organization is tax-exempt under section 501 (c) (3) of the
Internal Revenue Code, in good standing, and that the information you provided in this
application is true to the best of your knowledge and belief.
All applications must be received in the Foundation office by Wednesday, November 18,
2015. Applications will be accepted by mail, email, or hand delivery at the following:
Amy Parker, Executive Director
The Paul E. and Klare N. Reinhold Foundation, Inc.
1845 Town Center Boulevard, Suite 105
Fleming Island, Florida 32003-3358
aparker@reinhold.net
For applications sent by email, please also call Amy at 904-269-5857 ext. 404 to verify receipt.
The Foundation will make grant decisions in December. Applying organizations will be notified
of the status of their application in January.
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