Mastering Fundraising: A Learning Series – TRACK 101 at – Charlotte, NC

See Mastering Fundraising: A Learning Series – TRACK 101 Live in Charlotte on Thursday, March 26, 2026, Doors Open at 8:30 AM

Mastering Fundraising: A Learning Series: Track 101
Eligibility Criteria:

Organization less than 10 years old
Philanthropic revenue under $1 million
Executive Director with 0–4 years of experience in the role
0–2 paid staff members
Founder remains active on the board
3–10 board members

Registration Guidelines:

Only one staff member per session may attend. Additional staff who wish to participate in Mastering Fundraising: A Learning Series must register separately via the provided ticket link. 

Fueling growth through Fundraising: January 29th (8:30 am – noon)
Workshop Highlights:

Understanding the Nonprofit Landscape: Explore current trends in philanthropy and what drives giving today.
Building Strong Donor Relationships: Learn strategies to cultivate meaningful, long-lasting connections with supporters.
Setting Healthy Boundaries: Protect your time and energy while maintaining professional relationships.
Navigating Challenging Donors: Gain practical tools for handling difficult conversations with confidence.
Planning for Year-Round Funding: Develop a strategic calendar to ensure consistent, sustainable fundraising throughout the year.

Who Should Attend: Anyone planning to join the individual sessions should first participate in the Overview of Fundraising, a foundation designed to set you up for success.

Unlocking Individual Donors: February 26th (8:30 am – noon)
Workshop Highlights:

Bring your mission to life: Learn how to weave your organization’s purpose into every message to inspire action.
Grow your donor base strategically: Set achievable goals for acquiring new supporters while renewing and upgrading existing donors.
Leverage volunteer power: Discover creative ways to actively involve volunteers in your annual giving initiatives.
Integrate giving channels: Strike the right balance between online campaigns, social media, and traditional mail to maximize impact.
Ensure smooth gift processing: Understand the importance of Gift Acceptance Policies and how they protect your organization.
Optimize donor communications: Design or refresh your Acknowledgement Matrix to ensure every donor feels recognized and valued.

Who Should Attend: Anyone involved in annual giving, individual gifts, Giving Tuesday, online fundraising, or monthly donor programs.

Strategies for Major Gifts & Planned Giving: March 26th (8:30 am – noon)
Workshop Highlights:

Cultivating a Culture of Philanthropy: Learn how to embed philanthropy into the DNA of your organization, inspiring both staff and supporters.
Crafting a Compelling Case for Support: Discover strategies to clearly communicate your mission and impact, motivating donors to give.
Identifying and Qualifying Major Donors: Gain practical tools to spot high-potential donors and understand their giving capacity.
Understanding Donor Motivations: Explore what drives people to give and how to connect their passions with your organization’s vision. Making the Ask with Confidence: Learn approaches to ask for major gifts with clarity, professionalism, and authenticity. Stewarding Gifts with Gratitude: Build lasting relationships by recognizing and appreciating donors in meaningful ways.

Who Should Attend: This workshop is designed for anyone involved in major gift efforts, including board members, chief executives, and development staff.

Strategic Philanthropy: Corporate & Family Foundations: April 23rd (8:30 am – noon)
Workshop Highlights:

Understanding Today’s Corporate Philanthropy Landscape: Explore current trends, priorities, and opportunities shaping corporate giving.
Types of Corporate Philanthropy: Gain clarity on the different ways companies support nonprofits, from grants to partnerships.
Effective Prospecting & Research: Learn strategies to identify and align funders with your organization’s programs and projects.
Crafting Winning Proposal Packages: Tips and best practices for creating compelling, funder-ready proposals.
Stewardship that Strengthens Relationships: Discover how to nurture prospects and funders for long-term engagement.
Creating Impact Reports that Inspire: Communicate your successes, progress, and outcomes in ways that resonate with supporters.

Who Should Attend: Staff and volunteers involved in non-event corporate giving and family foundation support. Please note: governmental funding will not be covered in this session.

Fundraising Events that Deliver: May 28th (8:30 am – noon)
Workshop Highlights:

Understanding Event Fundraising: Explore the scope and scale of different fundraising events and how to maximize impact.
Fundraiser or Community Builder? Learn to balance raising funds with strengthening community connections.
Budgeting and Planning for Success: Build a realistic budget and a strategic plan to ensure your event meets its goals.
Recruiting and Engaging Volunteers: Discover strategies to attract and motivate the right volunteers for a smooth, successful event.
Exceeding Your Fundraising Goals: Use a gift range chart to inspire donors and surpass expectations.
Recognition and Acknowledgement: Learn best practices for thanking supporters and volunteers in ways that build loyalty and long-term engagement.

Who Should Attend: This session is designed for staff and volunteers who plan and execute fundraising events, including peer-to-peer campaigns, table or ticketed events, golf tournaments, and DIY fundraising initiatives.

Bringing it all together – Creating your Annual Fundraising Plan: June 11th (8:30 am – noon)
Workshop Highlights:

Crafting a Compelling Sponsorship Case: Learn how to tell a story that resonates with potential sponsors and makes your event irresistible.
Designing Benefits and Sponsorship Levels: Explore creative ways to structure sponsorship packages that deliver value for both your organization and your supporters.
Prospecting and Making the Ask: Gain practical strategies for identifying prospects and confidently approaching them with a winning pitch.
Stewardship and Fulfillment: Discover how to maintain strong sponsor relationships, ensuring they feel appreciated and motivated to continue supporting your mission.
Understanding the Landscape: Clarify the differences between sponsorships, cause marketing, and foundation support—and when each is most effective.

Who Should Attend: Staff and volunteers who manage corporate and individual sponsorships for fundraising events. (Note: program support will be covered in the Corporations & Foundations session.)

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