LevelUP - Social Enterprise for Nonprofits (NEW)

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How to Generate Unrestricted Revenue for Your Organization

Fundraising professionals are weary of raising hundreds of thousands of dollars each year to sustain critical work. It’s no wonder that fundraisers experience high rates of burnout. Take heart; there is another way! Most organizations plan strategic solicitations, but only some plan strategic revenue generation. Would you like to increase organizational sustainability by creating recurring, predictable revenue streams for general operating expenses? Then join Stephanie Sample for the new LevelUP series, Social Enterprise for Nonprofits.

Topics covered will include:

  • how to identify and monetize your organizational assets;
  • examples of successful nonprofits with social enterprises;
  • components of a social enterprise business plan;
  • how your social enterprise impacts your nonprofit mission; and,
  • tax repercussions for nonprofit organizations who generate revenue through social enterprise.

You will walk away with:

  • a 360-degree inventory of your organization's assets;
  • 15+ ideas for potential social enterprises based on your assets;
  • detailed case studies of nonprofits that launched social enterprises in the pandemic;
  • a format for starting the conversation about social enterprise at your organization; and,
  • a tailored template for a social enterprise business plan.

If you are interested in taking this course, we suggest you talk with
Stephanie Sample (stephanie@fundraisingforthefuture.com)
to determine if this course will meet your needs.

Stephanie SampleEach participant will receive:

  • a video documentation of the lectures;
  • expert feedback on a grant proposal;
  • an electronic copy of Social Enterprise for Nonprofits;
  • a one-year GrantStation Membership (or a one-year extension of a current Membership); and,
  • certificate from the Grant Professionals Certification Institute (GPCI).

This course is for executive directors, board chairpersons, development directors, and/or entrepreneurs:

  • who have a basic understanding of nonprofit budgeting and fundraising plans;
  • who are working for a nonprofit organization with 501(c)(3) status;
  • who can dedicate two hours every week for six weeks of interactive sessions via Zoom; and,
  • who have the time to think creatively and outside of the box during our group sessions.

This course is limited to twelve participants.

Session 1: Social Enterprise Demystified: Who? What? How? When?

In this session we will cover:

  • An introduction to social enterprise: What is SE?
  • Social enterprise case studies: Who operates successful enterprises?
  • The importance of stakeholders in your SE plan: Building buy-in for SE
  • Which organizations are a good fit for the SE model: Values and culture that support SE

This session will be held on Friday, June 3, 2022, from 2-4pm EST.

Session 2: Selecting your Enterprise: Beyond Thrift Shops

In this session we will cover:

  • Social enterprise mindset and perennial budgeting technique: Where enterprise exists in your organization
  • Buying a business: Nuts and bolts of purchasing existing businesses
  • Conducting an asset inventory: Organizational strengths to launch your business
  • Developing objective criteria: The framework for evaluating enterprises

This session will be held on Friday, June 10, 2022, from 2-4pm EST.

Session 3: Market Research and Feasibility

In this session we will cover:

  • How to conduct market research for your enterprise: Determining your direct and indirect competition
  • Identifying your potential customers and defining your target market
  • Costing and break-even point: Calculating your profit margin for startup and Year 1 operations
  • Conducting a competitive analysis: Finding your competitive edge

This session will be held on Friday, June 17, 2022, from 2-4pm EST.

Session 4: Sales and Marketing Your Business

In this session we will cover:

  • Elements in a sales plan: Uncovering direct ties to nonprofit strategic planning
  • Promotional strategies: Visibility of your product or service
  • Market positioning: Identifying your position in the marketplace and the potential of different markets
  • Distribution methods: Accessibility of your product or service

This session will be held on Friday, June 24, 2022, from 2-4pm EST.

Session 5: Elements of your Social Enterprise Business Plan

In this session we will cover:

  • The basics of enterprise budget building: Projecting startup costs for Year 1
  • Cash flow projections: Tools for projecting operating costs and revenue for Year 1
  • Templates for building a business plan: Preparing to share your plan with investors
  • Setting short term and long-term profitability goals

This session will be held on Friday, July 8, 2022, from 2-4pm EST.

Session 6: Funding Your Social Enterprise

In this session we will cover:

  • An overview of venture funding sources: Secured and unsecured loans, angel investors, and funding campaigns
  • Deciding which funding source is right for you: Tools for evaluating lenders and investors
  • Funding your own business: Fundraising communications for your social enterprise campaign
  • Next steps for your organization’s social enterprise journey
  • Components of purchasing existing businesses and best practices for receiving in-kind donations

This session will be held on Friday, July 15, 2022, from 2-4pm EST.

GPC LogoGrantStation is a GPCI Accepted Continuing Education Provider. Full participation in this webinar is applicable for 2 pts points in Category 1, Education. Click to learn more about obtaining your GPCI credit.

120 minutes for each of the sessions
Questions? Call

You will receive 2 GrantStation emails:

1. A copy of your paid invoice
2. A confirmation email for the Zoom sessions with the login credentials

You will use the same login credentials for all of the sessions.

If you do not receive the confirmation email within 48 hours of registering, please email or call 1-877-784-7268.

All sessions are recorded and will be sent to you along with any notes within a week of the event.


Stephanie Sample

Founder and CEO of Fundraising for the Future, Stephanie Sample, supports organizations in leaning into the expansive nature of grant proposal writing and grant-making. Fundraising for the Future is a small but mighty grant writing firm based in New Mexico that has raised over $10 million writing federal, state, foundation, and corporate grants for the last 5 years. They also provide philanthropic consultation to a variety of local and regional funders. Their belief is that both traditional best practices and multidisciplinary tools such as futures thinking will be needed to usher organizations and funders into this new era of philanthropy.
Stephanie Sample