Events
Aperio book club
Our free, virtual book club meetings are interactive, small-group events for nonprofit leaders and fundraisers. Don't have time to read the book? No worries! Join us anyway to share your experiences and learn from others.
[Sign up for an upcoming meeting]
Panel discussions
Panel discussions offer a free, virtual opportunity to hear from thought leaders on the most pressing issues we face as nonprofit leaders and fundraisers. Curious about a topic we’ve already covered? Visit our resources page to access recaps and videos of past panel discussions.
Networking events
In this evolving (and challenging!) fundraising landscape, it’s more important than ever to come together. Meet other nonprofit leaders and fundraisers, share your ideas, learn from others, and find a supportive and inspiring community.
Upcoming events
There are no events coming up. Join our mailing list below to be notified when we announce new trainings. (We only send one or two emails per month.)
Fundraising Reset: What to Do This Summer • #3 Create Your Engagement Plan
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.
Fundraising Reset: What to Do This Summer • #2 Organize Your List
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.
Fundraising Reset: What to Do This Summer • #1 Build Your New Case for Support
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
