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.)

Filtering by: “Summer sessions”

Aperio summer sessions: Creating a roadmap to your goal
Aug
14

Aperio summer sessions: Creating a roadmap to your goal

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.

View Event →
Aperio summer sessions: Creating your donor engagement plan
Jul
31

Aperio summer sessions: Creating your donor engagement plan

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.

View Event →
Aperio summer sessions: Organizing your donor list
Jul
17

Aperio summer sessions: Organizing your donor list

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.

View Event →
Aperio summer sessions: Creating a roadmap to your goal
Aug
16

Aperio summer sessions: Creating a roadmap to your goal

Aperio Summer Sessions:
The relationship-based fundraising toolbox

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 on the fundamentals of relationship-based fundraising. 

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.

Session 3: Creating a roadmap to your goal

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.

Sign up
View Event →
Aperio summer sessions: Creating your donor engagement plan
Aug
2

Aperio summer sessions: Creating your donor engagement plan

Aperio Summer Sessions:
The relationship-based fundraising toolbox

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 on the fundamentals of relationship-based fundraising. 

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.

Session 2: Creating your donor engagement plan

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.

Sign up
View Event →
Aperio summer sessions: Organizing your donor lists
Jul
19

Aperio summer sessions: Organizing your donor lists

Aperio Summer Sessions:
The relationship-based fundraising toolbox

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 on the fundamentals of relationship-based fundraising. 

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.

Session 1: Organizing your donor lists

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 donors

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.

Sign up
View Event →

Past events