Workshops

Explore the tools and techniques that help donors make meaningful, lasting gifts to your organization. This session demystifies planned giving options—from bequests and charitable gift annuities to trusts and beneficiary designations—and shows how each can align with donor goals and your nonprofit’s mission. Learn how to identify the best strategies for your organization, communicate their benefits with confidence, and build a sustainable pipeline of future gifts that secure your mission for generations to come.

Hear from Joe 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!

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!

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!

Succession planning for both board and staff is essential for smooth leadership transitions and business continuity. This workshop will help leaders design and implement a clear process for planned and unplanned transitions. Personnel development and budgeting, also vital to succession planning, are incorporated into the process. Participants will leave with tools and templates to create succession plans for their organization.

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.

Hear from Kristen why you should attend!

This highly interactive seminar inspires leaders to become more engaging, effective, empathic, to-the-point communicators. Through discussion and the analysis of entertaining positive and negative video vignettes depicting relevant and sometimes difficult conversations, attendees are challenged to become more effective and customer-focused in their communications.

Participants will learn two core techniques to enable them to get to the point clearly and concisely.