Event Type : COE Training

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.

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This session covers the need-to-know basics about donor-centered gifts including tax benefits and donor psychology.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to leave a gift that can give back forever.

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March 3 & 10

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.

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This session introduces strategies to identify planned giving prospects and how to prepare for your conversation.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to have meaningful conversations that seek to meet your donors’ needs.

Register to attend.

March 3 & 10

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 will discuss ways to package and present opportunities for a forever gift to your longtime donors.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to identify evocative giving opportunities that paint a picture of philanthropy and feature your donor at the center.

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We’ll look at a successful endowment drive: the preparations, tools, communications and conversations that made for a winning campaign.

Who should attend: Staff or board members who want to invest in their endowment in a strategic way, using all the tools at their disposal to garner community support and build perpetual support for their mission.

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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.