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Nonprofit Organizations

Envisioning & Articulation

Designed for organizational leaders, this four-hour workshop is a hard-working session that utilizes inspiration and tools for defining vision and gives participants the opportunity to craft an Opportunity Story for larger initiatives. Participants will also learn methods of articulating philanthropic opportunities in ways that are compelling to donors and potential donors.


Participants collect their thoughts about the current vision for organization, project, or program, and identify funding priorities that are applicable for philanthropy.

A brief overview of the workshop, including a review of the important role of leadership in the donor development process, a review of the Five Key Donor Perspectives, donor motivation, and ROPI.

Crafting Your Compelling Opportunity Story
Participants explore the anatomy and purpose of an Opportunity Story, why it is important, and what components make an Opportunity Story compelling. Leaders work with their development professionals to apply the model both to wider Opportunity Stories and individual funding priorities, utilizing the Opportunity Story Worksheet.

Articulating Your Compelling Opportunity Story
Participants examine concepts for presenting a compelling Opportunity Story, then analyze different delivery styles before practicing articulating their own Opportunity Story.

Action Planning
Participants reflect on the learning and establish a plan for applying new knowledge and skills to implement across the organization.