Workshops

This workshop introduces nonprofit leaders, fundraisers, and communications staff to artificial intelligence (AI) in a simple, practical way. It is designed for beginners but also includes “stretch” options for participants with more experience. Everyone will leave with AI examples they create themselves, a “prompt library,” and a clear roadmap for using AI safely and strategically.

By the end of the workshop, participants will:

• Understand what AI is (and what it isn’t).
• Feel confident trying AI for donor development and communications.
• Create donor thank-you and stewardship drafts during the session.
• Leave with a co-created prompt library.
• Know how to explain AI’s value to boards and funders.

NOTE: please bring a laptop or tablet to this workshop. Attendees will be have activities or exercises which require one to get the most benefit from this workshop.

Hear from Sam why you should attend!

Fundraising success comes down to one thing: relationships. In this intermediate level interactive workshop, you’ll explore the communication techniques that build trust, foster emotional connection, and pave the way for a successful ask. Participants will break down the steps of donor engagement, from identification to stewardship, and practice real scenarios to enhance confidence, adaptability, and authenticity in every donor conversation.

Full participation in The Relationship Behind the Request: Mastering the Donor Dialogue is applicable for 3.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Hear from Kristen why you should attend!

Learn how an endowment can strengthen your nonprofit’s long-term stability and mission impact. This session covers the essentials of creating and growing an endowment, using it strategically, and communicating its value to donors. Discover why endowments inspire lasting support and how to have meaningful conversations that turn donor passion into permanent resources for your organization’s future.

Hear from Joe why you should attend!

Creating an effective nonprofit budget involves more than just estimating future revenues and expenses. There are many aspects to consider. Various strategies for improving cash flow will be explored including measuring cash flow, investing excess cash, managing receivables and receipts, managing payables, the single most significant thing you can do to increase fundraising and revenues, and other impactful strategies.

Hear from Dan why you should attend!

Every nonprofit director wants time spent in the boardroom to be impactful, yet running a highly productive meeting seems to be a universal challenge. This session will help leaders rise to that challenge by building skills in advance planning and group dynamics. Topics to be covered include best practices in agenda development and preparing for high-level discussion, selecting advance materials, using consent agendas, basics of parliamentary procedure, group facilitation & listening skills, dealing with difficult behaviors, and how to use meeting evaluation for continuous improvement.

Hear from Whitney why you should attend!