Upcoming Invest In Incredible (I3) Workshops

Grant Writing: Measuring Impact

Friday, December 5, 2025

Sarasota Philanthropy Center

1549 State Street, Sarasota

Facilitated by: Whitney Crettol

Today, funders are holding grantee organizations to a higher standard, shifting the focus from activities to outcomes in order to answer the question “what difference do our efforts make?”. In this workshop, participants will explore the use of logic models in planning project proposals, advance their knowledge of evaluation methods, apply these concepts through case studies, and learn the benefits of being a data-driven organization.

The Best Fit: Recruiting the Right Board Members for your Nonprofit

Thursday, December 11, 2025

Sarasota Philanthropy Center

1549 State Street, Sarasota

Facilitated by: Tracy Vanderneck, MSM, CFRE

The strength of a nonprofit’s board lies not in numbers, but in who is at the table, and why they are there. This interactive workshop covers how to determine your organization’s unique board profile, how to recruit board members who align with your mission and values, and the importance of ensuring solid representation. Using tools like the BoardSource Board Composition Matrix, you’ll learn how to identify your organization’s most pressing governance and leadership needs. We’ll also cover how to set clear expectations—ensuring new board members are not only aligned, but engaged and effective.

Creating an Effective Fundraising Plan: Your Roadmap for Success

Thursday, January 15, 2026

Venice Headquarters

601 Tamiami Trail South, Venice

Facilitated by: Kristen Theisen, CFRE

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.

The Fundamentals of Planned Giving SARASOTA

Friday, January 30, 2026

Sarasota Philanthropy Center

1549 State Street, Sarasota

Facilitated by: Joe Carter, CAP®

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.

Conflict Prevention and Resolution

Thursday, February 5, 2026

Sarasota Philanthropy Center

1549 State Street, Sarasota

Facilitated by: Mitch Lomazov

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.

The Fundamentals of Planned Giving VENICE

Wednesday, February 11, 2026

Venice Headquarters

601 Tamiami Trail South, Venice

Facilitated by: Joe Carter, CAP®

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.

Practical AI for Nonprofit Leaders

Thursday, February 19, 2026

Sarasota Philanthropy Center

1549 State Street, Sarasota

Facilitated by: Sam Stern

This workshop introduces nonprofit leaders, fundraisers, and communications staff to artificial intelligence (AI) in a simple, practical way. It is designed for beginners but also includes “stretch” options for participants with more experience. Everyone will leave with AI examples they create themselves, a “prompt library,” and a clear roadmap for using AI safely and strategically.

Developing an Impactful Marketing Plan

Thursday, March 5, 2026

Venice Headquarters

601 Tamiami Trail South, Venice

Facilitated by: Tracy Spalsbury

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.

Planned Giving Instruments and Strategies

Wednesday, March 11, 2026

Sarasota Philanthropy Center

1549 State Street, Sarasota

Facilitated by: Joe Carter, CAP®

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.

Designing and Facilitating Engaging and Impactful Board Meetings

Wednesday, March 25, 2026

Venice Headquarters

601 Tamiami Trail South, Venice

Facilitated by: Whitney Crettol, MA

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.

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