Developing an Impactful Marketing Plan

Thursday, March 5, 2026  |  9:00 AM  - 12:00 PM
Venice Headquarters - 601 Tamiami Trail South, Venice
Facilitated by: Tracy Spalsbury
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This interactive workshop will equip nonprofit professionals with the essential skills to create an effective marketing plan. Participants will learn how to segment their audience, set SMART goals, choose the right marketing channels, and implement a strategic marcom plan. Through hands-on activities and guidance, attendees will leave with a solid framework for developing a marketing strategy that aligns with their organization's mission and drives impact.

Hear from Tracy why you should attend!

The Fundamentals of Planned Giving VENICE

Wednesday, February 11, 2026  |  9:00 AM  - 12:00 PM
Venice Headquarters - 601 Tamiami Trail South, Venice
Facilitated by: Joe Carter, CAP®
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This introductory session breaks down the basics of planned giving and why it matters for every nonprofit—no matter the size. Learn how planned gifts work, what motivates donors to make them, and how these future-focused contributions can create lasting impact. We’ll cover simple ways to start a planned giving program, key terms and gift types to understand, and how to begin meaningful conversations with donors about leaving a legacy.

Hear from Joe why you should attend!

Conflict Prevention and Resolution

Thursday, February 5, 2026  |  9:00 AM  - 12:00 PM
Sarasota Philanthropy Center - 1549 State Street, Sarasota
Facilitated by: Mitch Lomazov
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Research shows the majority of employees rely on avoidance to handle workplace conflicts drastically impacting employee engagement and retention. Learn how to identify your strengths in conflict resolution, practical steps to prevent it, and practice live scenarios to help you feel equipped when returning to your workplace. Participants will walk through the importance of conflict resolution, identify their own conflict styles, and engage in an interactive activity.

Hear from Mitch why you should attend!

The Fundamentals of Planned Giving SARASOTA

Friday, January 30, 2026  |  9:00 AM  - 12:00 PM
Sarasota Philanthropy Center - 1549 State Street, Sarasota
Facilitated by: Joe Carter, CAP®
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This introductory session breaks down the basics of planned giving and why it matters for every nonprofit—no matter the size. Learn how planned gifts work, what motivates donors to make them, and how these future-focused contributions can create lasting impact. We’ll cover simple ways to start a planned giving program, key terms and gift types to understand, and how to begin meaningful conversations with donors about leaving a legacy.

Hear from Joe why you should attend!

Creating an Effective Fundraising Plan: Your Roadmap for Success

Thursday, January 15, 2026  |  9:00 AM  - 12:00 PM
Venice Headquarters - 601 Tamiami Trail South, Venice
Facilitated by: Kristen Theisen, CFRE
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No more flying blind! Develop a strategic fundraising plan that aligns with your organization's mission and drives sustainable growth. This workshop provides a practical framework, proven tools, and expert guidance to map out your goals, diversify income streams, and achieve fundraising targets. Hear from Kristen why you should attend!

Full participation in Creating an Effective Fundraising Plan: Your Roadmap for Success is applicable for 3 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Hear from Kristen why you should attend!