Geri Stengel

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Creating Critical Long-Term Revenue Streams Through Social Enterprise

Date/TimeTuesday, September 10, 2013 10:00 am - 12:00 pm in NYC at the Foundation Center

How do you ensure your nonprofit has the money it needs to do good when there is increasing competition for limited resources? Starting a social enterprise that generates earned income that is directed back into the nonprofit is increasingly becoming a way that organizations can diversify and increase revenue. But is this the right solution for your nonprofit? This session will help you determine if social enterprise is right for your organization by providing:

  • questions you should ask yourself before undertaking such an endeavor
  • case histories
  • lessons learned
  • techniques used for developing and screening entrepreneurial ideas

About the speakers:
Joe Hunt has been a successful business owner and social entrepreneur for more than 25 years. He has launched and managed two direct response agencies; and been a strategic consultant to nonprofits, enhancing their performance and improving their earned-income potential. In February 2009, Joe co-founded Workforce Enterprises a New York-based, social enterprise offering a unique workforce development and job placement program within a commercial copy center setting. Its primary goal is to train and place New Yorkers who face barriers to employment in promising careers in digital document management at above minimum wage salaries. Prior to Workforce Enterprises, Joe was the COO of a nonprofit vocational training school. As COO, he formed strategic partnerships with for-profit businesses that expanded training, placements and employment retention rates by 20%. Under his management, the organization’s program performance improved; and resulted in a 27% increase of earned-income.

Russell Pomeranz has twenty five years experience leading the finance departments of nonprofit organizations. He started The Claverack Advisory Group, to focus on the critical connection between the nonprofit financial function and organizational programmatic and strategic trajectories. Pomeranz has been the COO / CFO of the Vera Institute of Justice, Director of Finance at the Council of Foreign Relations and, Controller at ICP. He is currently an Adjunct Professor at NYU Wagner, on the Advisory Board of the Berkshire Taconic Center for Non-Profit Excellence, is President Emeritus of the Columbia County Historical Society, and has an MBA from the University of Michigan.

Geri Stengel is president of, which connects nonprofit execs, social entrepreneurs, and socially responsible small business owners with the knowledge they need to build sustainable, vital and vibrant organizations. For the past 10 plus years has applied her corporate and small business skills to helping nonprofits diversify funding and become nimble. Geri has worked with nonprofits such as, Catapult (a crowdfunding site for nonprofits raising money for women and girls), the Rescue Mission, New York Botanical Garden, Praxis Housing Initiatives, Public Allies and Thirteen WNET New York Public Media on conceiving, testing, planning, launching, marketing and turning around their enterprises.

Building Donor Loyalty: What it takes and how your database can help

Date/TimeTuesday, June 18, 2013 3-4pm ET


Most nonprofits work so diligently to secure the first gift with little plan for how to develop a deeper relationship with the donor. This personal connection results not only in increased commitment and donor loyalty, but also in as much as doubling the lifetime value of your donors.

This session will explore the fundamentals for creating Donor Loyalty. We will share the latest findings from the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every non-profit engaged in fundraising.

We will also explore the Donor Loyalty principles of Dr. Adrian Sargeant, the world-renowned authority on donor retention and donor loyalty! Dr. Sargeant’s principles are based upon years of research conducted in the sector and can be used by any organization — whether you are a one-person shop or a large department.

You will be surprised at how simple it can be!

Simplified Data Mining for Direct Mail

Date/TimeTuesday, May 28, 2013 3-4pm ET

 Don’t waste time and money by trying to communicate to those who have shown little or no affinity to your cause.

Our webinar will examine how to look at your constituents through the filter of your database, thus providing a better understanding of who they are and what they are interested in.

Know your audience…manage your data. Successful fundraising strategies depend upon it!

7 Ways to Make LinkedIn Board Connect Work for Your Nonprofit

Date/TimeThursday, May 16, 2013 at 8:30-10:30am

With nearly two million nonprofit Board seats open, good Board members are hard to find. Yet, according to Taproot Foundation, many professionals want to be on Boards.

How do nonprofits attract the right professionals to their Boards, the ones who want to do the job and who have the particular skills needed by the organization?  The simple answer is - just ask. The longer answer is that you need a conduit to professionals who are genuinely interested.  LinkedIn Board Connect now provides that conduit for nonprofits, at no cost.

Ensure your success with 7 tips from a panel of Board governance and LinkedIn experts including, Michael Davidson, Marc Halpert and Geri Stengel; moderated by Ron Ries.

On LinkedIn, nonprofits must take seven steps to reach and recruit Board members:

  1. Determine the skills and expertise you need on your Board.
  2. Look your best.
  3. Build your network before you need it.
  4. Experiment with search.
  5. Be introduced or go direct.
  6. Build relationships.
  7. Orient nonprofit Board members to ensure their success.


Free Nonprofit Board Portal

Date/TimeTuesday, March 12, 2013 3-4pm ET

I will demonstrate the comprehensive and intuitive XCEO BoardPortal PLUS which provides a confidential environment for board members of nonprofit organizations to communicate and share information with each other easily and securely.

This webinar is hosted by CJW Consulting Services through a partnership with Nonprofit Webinars.

7 Ways Planning Improves Social Impact and Sustainability

Date/TimeWednesday, March 13, 2013 3-4pm ET

The planning process is an essential tool for guiding organizational performance, identifying the resources you’ll need and keeping you on track. It addresses funders most basic questions:

*Whom do you serve?
*How do you serve them?
*What resources do you need?
*How will you reliably raise financial and in-kind resources?
*How will you measure performance and incorporate feedback for continuous improvement?

In this session you will learn how this tool lays the foundation for successful fundraising efforts.

This webinar is hosted by CJW Consulting Services through a partnership with Nonprofit Webinars.

What Executive Directors Desperately Need to Know About Fundraising

Date/TimeTuesday, February 12, 2013 3-4pm ET

Our webinar will focus on addressing the essence of a non-profit leader’s job function – fundraising. This is ironic because the overwhelming majority of executive directors we’ve surveyed tell us it’s the part of the job they enjoy the least. We’ll focus on why EDs struggle with this most essential of tasks and what they can do to significantly direct sufficient time and effort to ensuring organizational sustainability.

This webinar is hosted by CJW Consulting Services through a partnership with Nonprofit Webinars.

35 Ways to Maximize Fundraising through Your Website

Date/TimeTuesday, January 29, 2013 3-4pm ET

Your website has two strategic objectives – first, to inform the website visitor about your organization and its mission. However, the second, more important objective is to get the website visitor to SUPPORT your nonprofit.

This webinar is hosted by CJW Consulting Services through a partnership with Nonprofit Webinars.

Show Me the Money: Fundraising That Taps into The 90% of All Wealth That Is Not Cash

Date/TimeTuesday, January 22, 2013 3-4pm ET

Want some great reasons for your charity to take any and all non-cash donations? Wonder why other charities seem to increase their fundraising in good years and bad years, quickly build up their endowments, have the resources they need? Well, find out in the webinar. Here’s the real story:

This is personal. Russ’s wife was diagnosed with a rare terminal disease some years ago. She owes her life to the extraordinary work of the charity that supports her illness. That charity has had the resources to provide so much because it takes advantage of almost anything a generous donor wants to contribute.

That got Russ to thinking: What if the charity had not taken those donations? Would his wife and other needy people still be alive? Would she be doing as well as she is doing? Why are charities leaving so much money on the table? If 90% of the wealth is not cash, why shouldn’t charities be thinking out of the (cash) box? What would it do for the world if all charities took advantage of the 90% of wealth that donors want to contribute?

This webinar is hosted by CJW Consulting Services through a partnership with Nonprofit Webinars.

Improving Long-term Performance: Business Planning for Nonprofit of All Sizes

Geri Stengel , President, Ventureneer

Geri Stengel is founder and president of Ventureneer, a content marketing, marketing research and education company that helps companies reach small businesses. As a writer (author of Forget the Glass Ceiling: Building Your Business Without One and Stand Out In the Crowd: How Women (and Men) Benefit From Equity Crowdfunding and Forbes contributor writing about the success factor of women entrepreneurs), consultant, teacher (Kauffman FastTrac facilitator and former adjunct professor at The New School) and speaker, Geri has helped thousands of entrepreneurs take their vision to reality, develop their business plan, and learn the strategies and tactics they need to grow their businesses.

Geri Stengel


DateFebruary 7, 2013

A business plan is a crucial tool for nonprofits of all sizes. It sets out the strategic goals of the organization along with cohesive financial, marketing, and operational plans that together demonstrate the organization's ability to meet those goals. Business planning is no longer limited to the largest nonprofit organizations, as small and medium nonprofits adopt this planning process to better plan for long-term sustainability. 

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