Upcoming Invest In Incredible (I3) Workshops

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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