Grow to Incredible
Upcoming Invest In Incredible (I3) Workshops
Leveraging AI Ethically in Fundraising
Wednesday, March 12, 2025
Sarasota Philanthropy Center
1549 State Street, Sarasota
Facilitated by: Kristen Theisen, I3 Consultant
Work smarter, not harder! Discover how AI can automate administrative work, personalize donor outreach, and even predict fundraising trends, freeing you to focus on what matters most: building relationships and securing critical funding. We'll explore real-world examples and ethical considerations to ensure you harness AI's power responsibly.
The Skillful Board Chair
Tuesday, April 1, 2025
Venice Headquarters
601 Tamiami Trail South, Venice
Facilitated by: Betsy Steiner, I3 Director
The orientation and ongoing education of board chairs is essential to their effectiveness in this important leadership role. This half-day workshop provides current and prospective board chairs with information and resources that they need to be successful as a board leader.
Designing Productive Meetings
Thursday, April 17, 2025
Sarasota Philanthropy Center
1549 State Street, Sarasota
Facilitated by: Whitney Crettol, I3 Consultant
Productive meetings do not happen by accident! Investing effort in advance planning pays off with efficiency, effectiveness, and engagement during board and committee meetings. Topics covered in this session include agenda development and planning for high-level discussion, advance materials, using consent agendas, and how boards and board committees can work in unison.
Messaging for Maximum Fundraising Impact
Wednesday, April 23, 2025
Sarasota Philanthropy Center
1549 State Street, Sarasota
Facilitated by: Kristen Theisen, I3 Consultant
Fine-tune your messaging to create maximum impact. Learn to craft compelling narratives that resonate with diverse donors – from major philanthropists to passionate volunteers. Master the art of storytelling that conveys your message across channels, such as donor meetings, special events, or small gatherings. We'll ensure every touchpoint inspires action and deepens engagement.
Meeting Facilitation Skills
Wednesday, May 7, 2025
Sarasota Philanthropy Center
1549 State Street, Sarasota
Facilitated by: Betsy Steiner, I3 Director, & Whitney Crettol, I3 Consultant
Every nonprofit director wants time spent in the board room to be worthwhile, yet running a productive meeting seems to be a universal challenge. This session will help leaders rise to the challenge by building skills in both meeting mechanics and the human element.
Mastering the Art of Meeting Minutes
Wednesday, May 21, 2025
Venice Headquarters
601 Tamiami Trail South, Venice
Facilitated by: Whitney Crettol, I3 Consultant
Minutes are the official and legal record of your board meetings, and an essential practice used by well-organized committees. In this workshop we will cover what to include and what to leave out, setting the right tone, user-friendly formats, how to handle executive sessions, and audio recordings.
The Platinum Rule for Donor Relations
Wednesday, June 11, 2025
Venice Headquarters
601 Tamiami Trail South, Venice
Facilitated by: Kristen Theisen, I3 Consultant
Up-level your donor communications using The Platinum Rule. Move beyond the Golden Rule of treating others how YOU want to be treated. Instead, discover "The Platinum Rule" – treat others how THEY want to be treated. This workshop reveals how to understand your donors' unique preferences and motivations, leading to personalized communication that fosters lasting loyalty and increases giving.
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