FANO

Time: 10-12

Location: Webinar is online

Registration: Please note:  This workshop is full

Project Planning and Financing For Nonprofits

Building, buying or financing a new facility is an exciting, but complex endeavor that requires a lot of planning and effort. There is no question that construction projects and acquisitions are well served by proper planning ahead of time. It is imperative that the project evolves from a framework that is firmly rooted in reality from cost, financing and timing perspectives. A successful project has many ingredients, the most important of which is a viable plan. This 3-hour course will provide an overview of the project planning process, including the basic tools needed to develop a comprehensive project and financing plan.  Topics addressed will include how to do a feasibility study, gain site control, how to develop a project team, and identifying financing options.  Additionally, financing methods such as low-interest loans and federal subsidies programs such as the New Markets Tax Credits program will be identified – all of which can help accelerate the project development process at a reduced cost to nonprofit organizations. This seminar will not be writing sample plans during the course.  This workshop is for Executive Directors, Finance Officers, Board Members, and those who are responsible for expanding the organization’s service area. There are no course prerequisites.

Speaker Bio –

Craig W. Stanley, President CBO Financial, Inc.

Mr. Stanley is the President of CBO Financial, Inc. and has played a direct role in funding over $200 million in loans for nonprofit organizations. CBO Financial specializes in project planning, management and financing for nonprofit organizations, and has assembled a team comprised of experts in all aspects of project planning and development, including site selection, financing, client marketing, project planning and management.  Successful projects are brought to fruition with pragmatic planning, attention to detail, and an eye toward minimizing costs in all aspects of the project. Mr. Stanley has been, and is currently, involved with many nonprofit organizations and has intimate knowledge of their financing needs and the market overall. CBO Financial, Inc. has spearheaded initiatives utilizing the New Markets Tax Credit program and its subsidiary, Community Development Funding, which has received a $92 million in allocations in three rounds under the New Markets Tax Credit program.