Secondary Banner

Academic Institutions

The Trustee and Fundraising


This dynamic four-hour workshop for trustees introduces participants to a new understanding of the donor development process and the role of trustees.

Syllabus

Participants learn the key roles, skills, and approaches for trustees:

  • Learn the organization’s vision and how funding priorities will help accomplish the vision
  • Carry the vision into the community
  • Discover potential donors’ personal stories that match the organization’s vision
  • Create connections: potential donors to the organization
  • Invest time and financial support in the vision for the organization
  • Help maintain long-term relationships and provide a meaningful Return on Philanthropic Investments

Participants also explore their own connections to the organization and re-evaluate their own philanthropy in terms of what they would like to accomplish with their money that would be meaningful to them.