We invite our community of nonprofit fundraisers to join us for this informal 'coffee chat' conversation.

This event will be an opportunity to connect with your peers, exchange ideas and strategize about the evolving nonprofit landscape. 

Note: This will be an interactive, small group event. Please join us to share your ideas and learn from others.  

We invite our community of nonprofit fundraisers to join us for this informal 'coffee chat' conversation.

This event will be an opportunity to connect with your peers, exchange ideas and strategize about the evolving nonprofit landscape. 

Note: This will be an interactive, small group event. Please join us to share your ideas and learn from others.  

Co-hosted by Aperio Philanthropy & the South Tampa Chamber of Commerce

Aperio Philanthropy and the South Tampa Chamber of Commerce will co-host Leading with impact: A board member’s role, a two-hour interactive training followed by a networking reception. This timely event will bring together nonprofit executives and board members from across Tampa Bay to explore best practices in board leadership, engagement, and philanthropy.

At a moment when nonprofit organizations are navigating uncertainty and increasing need, the role of strong, engaged board leadership has never been more critical. By equipping board members with tools to lead effectively, bridge communication with nonprofit executives, and steward resources responsibly, we can strengthen our community from the inside out.

This community event is open to all nonprofit leaders and board members in the Tampa Bay area. Registration for this event is free of charge, but space is limited so be sure to reserve your seat today by visiting the registration page linked below.

Networking reception to follow from 6-7pm at The Dan, 905 N Florida Ave, Tampa. More information and registration details for the networking reception can be found here.

We invite our community of nonprofit fundraisers to join us for this informal 'coffee chat' conversation.

This event will be an opportunity to connect with your peers, exchange ideas and strategize about the evolving nonprofit landscape. 

Note: This will be an interactive, small group event. Please join us to share your ideas and learn from others.  

We invite our community of nonprofit fundraisers to join us for this informal 'coffee chat' conversation.

This event will be an opportunity to connect with your peers, exchange ideas and strategize about the evolving nonprofit landscape. 

Note: This will be an interactive, small group event. Please join us to share your ideas and learn from others.  

Join us for a free roundtable event organized for fundraisers by fundraisers at a time when our sector is navigating unprecedented changes and challenges.

Through interactive discussions and expert insights, you’ll learn how to leverage compelling stories that resonate with your community in the current landscape—capturing attention and inspiring action.

This event is meant for nonprofit leaders and fundraisers who are interested in: 

• Exploring storytelling techniques that resonate with diverse audiences and address current challenges

• Learning from experienced fundraisers who have expertise in uncovering and articulating your organization’s ‘why’

• Sharing your own experiences and insights on the power of storytelling in building strong donor relationships

• Collaborating with peers in the sector to develop compelling narratives that highlight your organization's mission and impact

Don't miss this opportunity to come together in community with fundraisers to learn, to share, and to support each other. 

Spots are limited (30 total!) so register soon. Free consultations with a fundraising expert will be offered to all who register before May 31st.

There will be a happy hour at a nearby venue after the event to continue connecting with Philly fundraisers. More details to come!

This event is offered in collaboration with Temple University’s Office of Non-Credit and Continuing Education. 

We invite our community of nonprofit fundraisers to join us for this informal 'coffee chat' conversation.

This event will be an opportunity to connect with your peers, exchange ideas and strategize about the evolving nonprofit landscape. 

Note: this will be an interactive, small group event. Please join us to share your ideas and learn from others.  

We invite our community of nonprofit leaders to join us for this informal 'coffee chat' conversation.

This event will be an opportunity to connect with your peers, exchange ideas and strategize about the evolving nonprofit landscape. 

Note: this will be an interactive, small group event. Please join us to share your ideas and learn from others.  

We invite our community of nonprofit fundraisers to join us for this informal 'coffee chat' conversation.

This event will be an opportunity to connect with your peers, exchange ideas and strategize about the evolving nonprofit landscape. 

Note: this will be an interactive, small group event. Please join us to share your ideas and learn from others.  

Fundraising success depends on creating a plan that is both strategically visionary and rigorously practical—simplifying the path to achieving your goal.

Through creating a roadmap, you will be able to drive pace, productivity, and results—all while making sure you are cultivating and building relationships authentically and with intention. 

In this session you’ll learn:

• How to create a donor pyramid

• How to plan for your specific number of asks

• How to identify what gaps exist and how to close them

Do you need customized, hands-on support to kickstart your relationship-based fundraising program? At Aperio, our experts work alongside your team to produce results quickly—and set you up for future success. We are offering a free 30-minute consultation to Summer Session attendees. Just sign up, attend, and you’ll receive an email invitation to schedule your consultation.

About the series

In nonprofit fundraising, summer is the season to regroup and plan for the coming year. This year, Aperio is going back to the basics with a three-part series, The relationship-based fundraising toolbox. In these free, online lunchtime discussions, you’ll learn to organize your donor lists, create your donor engagement plan, and develop a roadmap to your goal.

When your team strategically invests in cultivating donor relationships, the result is increased donor loyalty, increased engagement, and increased revenue for your mission.

A donor engagement plan ensures that every donor has a meaningful experience that grows their relationship, engagement, and giving over time—and creates a roadmap for your team to make the best use of their time.  

Combined with organized donor lists—the focus of the first event in this series—creating a donor engagement plan builds donors’ confidence that their gifts are making the intended impact, their partnership makes a difference, and they play a crucial role in the future of your mission.

In this session you’ll learn:

• What a donor engagement plan is   

• How to create a donor engagement plan   

• How to use a donor engagement plan  

Do you need customized, hands-on support to kickstart your relationship-based fundraising program? At Aperio, our experts work alongside your team to produce results quickly—and set you up for future success. We are offering a free 30-minute consultation to Summer Session attendees. Just sign up, attend, and you’ll receive an email invitation to schedule your consultation.

About the series

In nonprofit fundraising, summer is the season to regroup and plan for the coming year. This year, Aperio is going back to the basics with a three-part series, The relationship-based fundraising toolbox. In these free, online lunchtime discussions, you’ll learn to organize your donor lists, create your donor engagement plan, and develop a roadmap to your goal.

When your team strategically invests in cultivating donor relationships, the result is increased donor loyalty, increased engagement, and increased revenue for your mission.

Organizing your lists is the first step to cultivating donor relationships to their highest potential—and for everyone on your team understanding their part in the process.

How well do you know your donor lists? When was the last time you studied their potential? How confident are you that you are interacting with the right donors in the right way at the right time?

Combined with an engagement plan—which we’ll discuss next in this series—list organization builds donors’ confidence that their gifts are making the intended impact, their partnership makes a difference, and they play a crucial role in the future of your mission.

In this session you’ll learn:

• How to get a basic understanding of the donors in your database 

• How to create basic donor segments 

• How to narrow down a shortlist of highest-potential donor

Do you need customized, hands-on support to kickstart your relationship-based fundraising program? At Aperio, our experts work alongside your team to produce results quickly—and set you up for future success. We are offering a free 30-minute consultation to Summer Session attendees. Just sign up, attend, and you’ll receive an email invitation to schedule your consultation.

About the series

In nonprofit fundraising, summer is the season to regroup and plan for the coming year. This year, Aperio is going back to the basics with a three-part series, The relationship-based fundraising toolbox. In these free, online lunchtime discussions, you’ll learn to organize your donor lists, create your donor engagement plan, and develop a roadmap to your goal.

When your team strategically invests in cultivating donor relationships, the result is increased donor loyalty, increased engagement, and increased revenue for your mission.

Grab a drink and mingle with other nonprofit professionals and the Kansas City Aperio team at King G’s in the Pit Bar on October 20th from 5-8 pm. Invite a friend and join us—drinks and good company await!

Are you interested in becoming a fundraiser? Already in the field and ready to explore what’s next? Thinking about working toward a leadership role?

This roundtable is for you. Join your fellow nonprofit leaders, fundraisers, and soon-to-be fundraisers for an in-depth conversation about opportunities in the profession, moderated by experienced fundraising leaders. We’ll discuss what’s inspiring us, how COVID has affected our work, and how to create pathways to fulfilling career growth.

The program will include a brief opening presentation and in-depth conversation on breakouts.

Breakout session themes:

• I’m interested in becoming a fundraiser

• I’m a fundraiser looking for growth

• I’m ready for a leadership role

Facilitators to include:

• Toryah Cameron, Director of Client Services, Aperio Philanthropy

• Sue Davies, Senior Consultant, M3 Development

• Joe English, Founder and Executive Director, Hope in a Box

• Robin Rosenbluth, adjunct faculty, NYU SPS George H. Heyman, Jr. Program for Philanthropy and Fundraising

This roundtable is offered in collaboration with the NYUSPS George H. Heyman, Jr. Program for Philanthropy and Fundraising.

In fundraising, summer is the season of organization. We step away from our busy day-to-day and prepare for the year ahead. This summer, a reset is especially important. We need to get focused and organized to prepare for an uncertain future. In this three-part series, we’ll walk you through what to do this summer—and, most importantly, how to do it.

Session 3: Create engagement plan

You’ve crafted your new case for support. You’ve organized your list. Now it’s time to bring them together into an engagement plan for the coming months.

In this session we’ll walk through:

• How to gather engagement ideas

• How to map out engagement plans by segment

• How to touch on all aspects of stewardship: thanking, demonstrating impact, and creating community

• How to integrate touchpoints with your moves management plans for top donors

This will be a 45-minute training with 45 minutes available for Q&A.

In fundraising, summer is the season of organization. We step away from our busy day-to-day and prepare for the year ahead. This summer, a reset is especially important. We need to get focused and organized to prepare for an uncertain future. In this three-part series, we’ll walk you through what to do this summer—and, most importantly, how to do it.

Session 2: Organize Your List

All fundraising starts with a list. When your list is organized, it becomes simple to provide your donors the best possible experience throughout the year—and inspire them to stay engaged and giving.

In this session we’ll walk through:

• How to get a basic understanding of your database

• How to create basic donor segments

• How to narrow down a shortlist of highest-potential donors

• Resources for intermediate & advanced programs

This will be a 45-minute training with 45 minutes available for Q&A.

In fundraising, summer is the season of organization. We step away from our busy day-to-day and prepare for the year ahead. This summer, a reset is especially important. We need to get focused and organized to prepare for an uncertain future. In this three-part series, we’ll walk you through what to do this summer—and, most importantly, how to do it.

Session 1: Build your new case for support

As our country navigates crisis, people are looking for ways to help through their donations. For the foreseeable future, your organization will need to speak to your relevancy in this moment. Why is your mission right now? What are you contributing to the response? How will a donation make a difference?

In this session we’ll walk through:

• How to articulate your relevancy this year

• How to make your case clear and compelling

• How to align your team around a case

• How to translate your case to collateral and communications

This will be a 45-minute training with 45 minutes available for Q&A.

Upcoming Sessions

• Session 2: Organize your list

• Session 3: Create your engagement plan