Training Services

*Write for full training descriptions. Please
include title of session in your request.

Cultural Diversity Training*
see complete description of Cultural Diversity Training Services

Fundraising Training*

Fundraising 101 or 102
Orientation and planning sessions tailored to help your organization use current and new strategies for best results while planning to build capacity for even greater results.

You were incredible last evening! My board was completely inspired and I am so excited to be working with you again.
- Nancy Sherrod, Executive Director, CASA of Santa Cruz County.

Maria's understanding of community health centers' particular fundraising and planning needs is unique. Whenever a clinic contacts me for a referral she is always at the top of my list. Her informative and inspiring workshops help community clinics understand how they can launch private side fundraising.
- Andra Lichtenstein, Principal, Capital Incubator

Good ideas to bring to board meetings - how they run and how to keep them lively. The handouts will be extremely valuable in training my Board members.
-Participant, in Good Cause, Great Board, Santa Cruz Community Foundation

Prospect & Cultivation Training
This training and facilitation package will enable and inspire staff and volunteers to succeed with cultivating and soliciting individual gifts for the capital campaign including gifts from the full spectrum of potential donors. This training can be tailored for first time campaigns and for campaigns of any size.

Major Donor Solicitation Training - "The Ask"
At the end of this training, each participant commits to soliciting a gift at a certain level (to be determined in advance) from a minimum number of prospects. Specialized Ask training includes: Corporate, House & Office Parties, Affinity Groups and Donor Circle Development.

Fundraising Policy Development Training
Overview of policy issues that arise in private side fund development and facilitated planning to adapt policy models for individual agency use. Based on Board Source policy models and extensive experience. Sessions co-facilitated and advance review of current policies conducted by Samuel Torres Jr., Attorney and Maria Gitin, Certified Fund Raising Executive.

Capital Campaign Training*
These sessions are intensive, enjoyable and interactive. They give staff and board the basic or advanced information needed to prepare for and conduct a successful campaign.

Capital Campaigns 101 or 201

Campaign Leadership Development and Recruitment Training

Acknowledgement and Recognition Tutorial

Campaign Collateral (Materials) Development Tutorial

Campaign Case Statement Development

Campaign Event Planning: Groundbreaking, Dedication, Donor Recognition

Board Development Training*

Board Styles And Substance: Re-Thinking The Role Of Your Board

Good Cause, Great Board: Board Orientation

The Board Smart CEO / Executive Director

Board Policy Overview and Implementation

Roberts Rules Revisited: Decision Making Models that Really Work

Board Development Series based on Board Source Manuals

Training For Foundations*

Building Capacity with Capital Campaigns
Presented for Tides Foundation seminars 2004-2006 and for Tides Foundation Community Clinics Initiative Technical Assistance team in 2005.

Planning for Library Foundations
Presented to the Watsonville Public Library Board 2005

Advanced Fundraising Workshops
Presented for the WK Kellogg Foundation 2006

Corporate Sponsorships for Management Assistance Programs?
Presented to the Community Foundation for Monterey County management team 2004

See more training titles at Presentations

Strategic Planning Training*

Strategic Planning

Values, Vision and Mission

Organization Name Change

Pre and Post Merger Cultural Integration

*Write for full training descriptions. Please include title of session in your request.