The Relationship Behind the Request: Mastering the Donor Dialogue

Thursday, May 7, 2026  |  9:00 AM  - 12:00 PM
Sarasota Philanthropy Center - 1549 State Street, Sarasota
Facilitated by: Kristen Theisen, CFRE
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Fundraising success comes down to one thing: relationships. In this intermediate level interactive workshop, you’ll explore the communication techniques that build trust, foster emotional connection, and pave the way for a successful ask. Participants will break down the steps of donor engagement, from identification to stewardship, and practice real scenarios to enhance confidence, adaptability, and authenticity in every donor conversation.

Full participation in The Relationship Behind the Request: Mastering the Donor Dialogue is applicable for 3.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Hear from Kristen why you should attend!

Practical AI for Nonprofit Leaders

Wednesday, June 10, 2026  |  9:00 AM  - 12:00 PM
Sarasota Philanthropy Center - 1549 State Street
Facilitated by: Sam Stern
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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.

By the end of the workshop, participants will:

  • Understand what AI is (and what it isn’t).
  • Feel confident trying AI for donor development and communications.
  • Create donor thank-you and stewardship drafts during the session.
  • Leave with a co-created prompt library.
  • Know how to explain AI’s value to boards and funders.

NOTE: please bring a laptop or tablet to this workshop. Attendees will be have activities or exercises which require one to get the most benefit from this workshop.

Hear from Sam why you should attend!

Getting to the Point: Communicating with Brevity and Impact

Wednesday, June 17, 2026  |  9:00 AM  - 12:00 PM
Sarasota Philanthropy Center - 1549 State Street, Sarasota
Facilitated by: Joan Lowery
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This highly interactive seminar inspires leaders to become more engaging, effective, empathic, to-the-point communicators. Through discussion and the analysis of entertaining positive and negative video vignettes depicting relevant and sometimes difficult conversations, attendees are challenged to become more effective and customer-focused in their communications.

Participants will learn two core techniques to enable them to get to the point clearly and concisely.