APRIL 21st
Sustainability: Strategic Planning, Fundraising, & Goal Setting
Using the Non-Profit Lifecycle assessment model:
• Peer-to-peer learning — share experiences and ideas
• Gain industry best practices
• Develop clearer priorities and simple evaluation frameworks
• Actionable steps ready for immediate implementation

What was your biggest success in 2025?

MAY 18th
Operations: Board Structure, Governance, & Code of Ethics
Focusing on strong organizational leadership and accountability:
• Board member review templates
• Bylaws vs. procedures
• Job descriptions for leadership and volunteers
• Reading financials and setting KPIs
• Fundraising Code of Ethics

What are the main KPIs your organization tracks?

JUNE 16th
Sustainability Resources: Database Options, Growing Prospects, & Endowments
Building long-term sustainability through systems and outreach:
• Database options and prospect development strategies
• Structuring and growing donor pipelines
• Integrating community events with fundraising
• Understanding and utilizing endowments

What is your organization’s sustainability plan?

JULY 21st
Gift Planning: Donor Interest Interviews & Legacy Giving
Strengthening donor relationships for long-term impact:
• Donor interest interviews
• Understanding donor motivations
• Building and promoting legacy giving programs
• Strategies to attract planned gifts

What does gift planning look like for your organization?

AUGUST 18th
Effectiveness: Partnerships, Year-End Letters/ Visits, & Nonprofit Filings
Maximizing impact through collaboration and planning:
• NDCF tools and techniques available
• Building and strengthening partnerships
• Year-end letters and donor visits
• EIN, state compliance, and 990 filings

What partnerships does your organization currently have and aim to obtain?

SEPTEMBER 22nd
Donor Stewardship Processes & Policies: Gift Acceptance & Legacies
Enhancing donor relationships and stewardship systems:
• Donor stewardship types and strategies
• Database tracking and communication alerts
• Non-cash gift review
• Gift acceptance policies and procedures
• Legacy giving: trusts and estates

How do you steward legacy donors?

OCTOBER 20th
Year-End Strategy: Mailings/Calls & Financial Planning
Preparing for successful year-end execution:
• Year-end mailings and donor outreach
• Legacy messaging and wording
• Budgeting and profit & loss review

Bring your budget and P/L for general discussion.