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Training and RetreatsOur Interactive training generates enthusiasm, insight and commitment. Fundraising training led by Maria Gitin, Certified Fund Raising Executive (CFRE) emphasizes individual giving and donor development in scale with your organization's staff and board. Board development and strategic plan retreats are co-led by Samuel Torres Jr. Retreats offer team building between staff and board, board orientations and re-orientations after organizational changes and a chance to pull out to the Big Picture to chart a strong course for the coming year. |
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Thank you for all you did as facilitator today - it was a great retreat! So much good energy to propel us into our Transition to Sustainability! I've been to so many purposeful Board retreats with other organizations and this was one of the best - thanks for all your hard work, you've really helped us!
Maria's understanding of community health centers' particular fundraising and planning needs is unique. Whenever a clinic contacts me for a referral she is always at the top of my list. Her informative and inspiring workshops help community clinics understand how they can launch private side fundraising.
Good ideas to bring to board meetings - how they run and how to keep them lively. The handouts will be extremely valuable in training my Board members. Board Staff Roles & Relationships Board Legal Responsibilities Dream Teams: How to Recruit, Train & Retain a Diverse Fundraising Board Good Cause, Great Board: Board Orientation The Board Smart CEO / Executive Director Board Policy Review Roberts Rules Revisited: Decision Making Models that Really Work Fundraising Training* Major Donor Solicitation Training - "The Ask" At the end of this training, each participant commits to soliciting a gift at a certain level (to be determined in advance) from a minimum number of prospects. Specialized Ask training includes: Corporate, House & Office Parties, Affinity Groups and Donor Circle Development. Fundraising Policy Development Training Overview of policy issues that arise in individual fund development and facilitated planning to adapt policy models for individual agency use. Based on Board Source policy models and extensive experience. Sessions co-facilitated and advance review of current policies conducted by Samuel Torres Jr., Attorney and Maria Gitin, Certified Fund Raising Executive. Capital Campaign Training* These sessions are intensive, enjoyable and interactive. They give staff and board the basic or advanced information needed to prepare for and conduct a successful campaign. Capital Campaigns 101 or 201 Campaign Leadership Development and Recruitment Training Acknowledgement and Recognition Tutorial Campaign Collateral (Materials) Development Tutorial Campaign Case Statement Development Campaign Event Planning: Groundbreaking, Dedication, Donor Recognition Training For Foundations* Advanced Fundraising Workshops Presented for the WK Kellogg Foundation 2006 Building Capacity with Capital Campaigns Presented for Tides Foundation seminars 2004-2006 and for Tides Foundation Community Clinics Initiative Technical Assistance team in 2005. Planning for Library Foundations Presented to the Watsonville Public Library Board 2005 Corporate Sponsorships for Management Assistance Programs Presented to the Community Foundation for Monterey County management team 2004 See more training titles at Presentations Strategic Planning Training and Retreats* Strategic Planning Values, Vision and Mission By-Law and Policy Review Organization Name Change Pre and Post Merger Cultural Integration *Write for full training descriptions. Please include title of session in your request. |
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