Workshops

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.

Strategic. Impactful. Educational. Hear from Joe why he chose these three words to describe his workshop!

Bylaws are a nonprofit board’s operating manual. They contain rules that govern both the structure of the board and how it functions. These rules can support a positive and effective board culture, or they can cause confusion and undermine your best efforts.

This workshop will prepare directors to conduct a bylaws review that takes into account leading governance practices as well as this year’s changes to the Florida Nonprofit Corporation Act. Participants will learn about the important relationship between state law, Articles of Incorporation, and bylaws; discuss modernization of governance practices; and explore specific challenges participants are facing in the development of sound and understandable governing rules.

No More Legalese. Hear from Whitney why she commits to conducting this workshop in easy to understand language for everyone!

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.

Curiosity. Impactful. Knowledgeable. Hear from Joe why he chose these three words to describe his workshop!

Bylaws are a nonprofit board’s operating manual. They contain rules that govern both the structure of the board and how it functions. These rules can support a positive and effective board culture, or they can cause confusion and undermine your best efforts.

This workshop will prepare directors to conduct a bylaws review that takes into account leading governance practices as well as this year’s changes to the Florida Nonprofit Corporation Act. Participants will learn about the important relationship between state law, Articles of Incorporation, and bylaws; discuss modernization of governance practices; and explore specific challenges participants are facing in the development of sound and understandable governing rules.

No More Legalese. Hear from Whitney why she commits to conducting this workshop in easy to understand language for everyone!

Most organizations have a general ledger that has become much more complex over time. That’s because modifications occur in the “heat of battle” without much thought to the big picture.

This workshop will give you the tools to view your finances from a high-level perspective and simplify your reporting.

Do you have more than 10 revenue accounts? Do you have more than 30 expense accounts?

If you answered “yes” to either question, your accounting system is probably more complex and cumbersome than it needs to be.

Organization and clarity of financial information is key to making effective business decisions.

Simple. Effective. Best Practice. Hear from Dan why he would use these three words to describe his workshop!

Storytelling is essential to the success of any nonprofit. This workshop equips participants with practical tools to design and deliver impactful presentations. The session explores the importance of first impressions, body language, and vocal delivery as critical elements of communication and influence. We will also address the fears of public speaking, helping participants identify and unpack what holds them back, while developing strategies to manage nerves and harness a positive mindset for success. Through interactive practice rounds participants will develop their own captivating story to share for the purpose of attracting donors and team members/volunteers.