Event Type : COE Training

This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how the Community Foundation can support your planned giving efforts and how to present opportunities to your donor base.

Register to attend.

All about marketing donor-centered gifts across your many communications channels and through personal conversations, including leveraging your access to OCCF’s legacy giving site and other online tools.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to market your planned giving program across your many communications channels.

Register to attend.

June 9 & 16

This two-part, hands-on workshop will help you plan for endowment investment, move past your obstacles and start an endowment growth campaign. Please commit to attend both sessions.

Who should attend: Staff or board members who wish to explore strategies and tools for a successful endowment growth campaign. These interactive sessions give attendees the opportunity to gather information, ask questions and converse with peers about the challenges and successes of endowment growth.  This workshop is offered quarterly.

Register to attend.

June 9 & 16

This two-part, hands-on workshop will help you plan for endowment investment, move past your obstacles and start an endowment growth campaign. Please commit to attend both sessions.

Who should attend: Staff or board members who wish to explore strategies and tools for a successful endowment growth campaign. These interactive sessions give attendees the opportunity to gather information, ask questions and converse with peers about the challenges and successes of endowment growth.  This workshop is offered quarterly.

This session covers endowment fund basics and how to leverage this important resource for your nonprofit.

Who should attend: Staff or board members who wish to understand OCCF’s Charitable Organization Endowment program. Learn the details of how the program works, how you keep up, how to apply for matching grants and how to use this strategic vehicle to create sustainable, reliable support for your mission. This workshop is offered quarterly.

Register to attend.

August 11 & 18

This two-part, hands-on workshop will help you plan for endowment investment, move past your obstacles and start an endowment growth campaign. Please commit to attend both sessions.

Who should attend: Staff or board members who wish to explore strategies and tools for a successful endowment growth campaign. These interactive sessions give attendees the opportunity to gather information, ask questions and converse with peers about the challenges and successes of endowment growth.  This workshop is offered quarterly.

Register to attend.

August 11 & 18

This two-part, hands-on workshop will help you plan for endowment investment, move past your obstacles and start an endowment growth campaign. Please commit to attend both sessions.

Who should attend: Staff or board members who wish to explore strategies and tools for a successful endowment growth campaign. These interactive sessions give attendees the opportunity to gather information, ask questions and converse with peers about the challenges and successes of endowment growth.  This workshop is offered quarterly.

How to acknowledge gifts and grants and use the new fund account portal and other online tools to maximize your success.

Who should attend: Staff or board members who want to learn about the online tools that make your endowment information self-serviceable and how to use this information for both compliance and development.

Register to attend.