top of page



Custom capacity building workshops tailored to the needs of your organization.

For many organizations the need to strengthen operations, enhance board and staff knowledge and gain valuable information and move into active fundraising is both urgent and, at times, daunting. From planning to implementation there are questions that need to be asked and answered. We offer a series of half and full-day workshops as well as coaching tailored to address your organization’s needs.

Focus areas include:

  • Organizational and Fund Development capacity building

  • Leadership Coaching

  • Strategic Planning

  • Fund Development Planning & Best Practices

  • Ethical Best Practices

  • Roles & Responsibilities

  • Boundaries and Donor Relationships

  • Whose Role is it Anyways – a look at Board and Staff roles and responsibilities

  • On the Hot Seat – a look at Confidentiality

  • How Anonymous is Anonymous

  • When the Rubber hits the Road – making the donor call

  • Gift Agreements

  • …and others tailored to your interests and needs

Workshops include:

  • Fund Development 101 – an overview of best practices in fund development

  • Succession Happens – Planning for Succession

  • Campaigns – Capital, Major, Planned, Annual – transitioning through and engaging with the language and best practices

  • Yesterday we needed $1M, today we need $5M, tomorrow we need $10M, $20M, $30M – Ready or Not, Here we Grow – planning for success

bottom of page