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Instructor(s)

Melodie Durfee

Charitable Strategies Instructor

President and COO of Legacy Global Charities and entrepreneur of multiple companies, Melodie sets herself apart as an expert in charitable strategies and blended finance architecture.

Rick Durfee

Senior Instructor

Rick specializes in dynasty estate planning at his law firm, Durfee Law Group. He sets up business and charitable structures that help families and individuals protect their assets while making the most effective impact. Rick resides in Arizona with his wife and likes spending time with family and friends.

Amanda Adams

Charitable Strategies Instructor

Director of Charitable Guidance for Legacy Global and Founder of Adams Charities, Amanda is the expert on charitable guidance and the ins and outs of charitable structures and entities.

Course curriculum

  • 1

    How To Run An Effective Organization

    • Mission, Vision & Core Values

    • Conflict of Interest, Code of Ethics and Your Whistle Blower Policy

    • Strategic Planning Timeline

    • Sample Strategic Plan Document

    • How To Run An Effective Organization Quiz

  • 2

    Board Development

    • Sample New Board Member Application and Packet

    • Running Effective Nonprofit Programs

    • Finances, Accounting, Proper Resources Management

    • Fundraising Strategies

    • The Relationship with the For-Profit and Nonprofit Parts of an Organization

    • Board Development Quiz

  • 3

    How To Run An Effective Board Meeting

    • Parliamentary Procedures

    • How To Keep Meeting Minutes

    • Conflict Resolution

    • Additional Items Exam