Integrated Planned Giving Opportunities

Planned giving programs are an effective way to raise money from your most loyal donors. Integrating planned giving strategies into your annual or major gift program will not only secure dollars upon the maturity of the gift, but can also open the doors to discussions for meaningful gifts during a donor’s lifetime. This session will: […]

How to Build a Marketing Strategy with Limited Resources

We know we need to do more marketing to get more people to know about us but how? We don’t have any staff/funding/time to do it. There are many marketing strategies that can be implemented with little to no resources and leveraging current staff/volunteers. Learn techniques and templates to build and execute a marketing plan […]

Funders’ Forum

Space is limited for this high-quality event! Join us for an afternoon online with some of the top funders in the Dallas/Fort Worth Metroplex. Christy Livingstone, Community Relations Lead, will moderate this panel of funders representing three different DFW-area funders: Lynn Fisher, The Rosewood Foundation Garrett March, The North Texas Community Foundation Kelly Hanley, Wells […]

You’ve Got The Data, Now What?

Data management and data analysis are two important contributors to program success. This workshop will introduce you to easy and manageable approaches to data management and data analysis. In this workshop, we will share information that will help you to determine when to include data management and analysis in your work, as well as, tools […]

Using Special Events in Fundraising

Special events should be a very strategic part of any comprehensive annual development plan. Events are a great opportunity to increase awareness and engagement for any organization; however, expectations should be right-sized regarding dollar generation. This session will evaluate the use of special events to enhance your overall program and maximize follow up after events. […]

Take Your Fundraising to the Top

You are needed daily. Every moment you spend balancing the demands of fundraising employs your unique gifts, skills and knowledge. This session considers the success factors concerning leadership self-awareness, management style that influence you. Bringing your own self to the art of fundraising is a measure of your success. In this course you will learn how to:  Lead with strength and by […]

Volunteer Management Certificate Program

Develop and strengthen your volunteer program with CNM’s signature The Volunteer Management Certificate.  This program is ideal for individuals new to the field or for those wanting to formalize their knowledge in volunteer management.  Over three days of intensive instruction on the essential elements of an effective volunteer program, the Volunteer Management Certificate is designed […]

15 Tools for Motivating Your Board

Why are so many volunteers and staff members reluctant to participate in approaching prospects and donors?  How can board chairs, development committee members, nonprofit CEOs and professional fundraising staff lead their board and volunteer teams to own - and even enjoy - the essential and ultimately rewarding work of major gifts fundraising? This workshop provides […]

Successful Small Shop Fundraising

When you’re part of a small organization and hold responsibility for everything in development from annual giving to planned giving, it can be a challenge to keep all the plates spinning at once. Things inevitably get put on the back burner from time to time. This session will help you discover ways to manage the myriad tasks […]

Developed for Impact: Realizing Your Nonprofit’s Best Board

This course will provide you with an understanding of the fundamental principles and best practices for developing and working with an impactful nonprofit board of directors.  Whether you serve on a board of directors or work closely with one, this class will help you understand:  board roles and responsibilities (including legal obligations of the board […]

Managing the Development Office

Have you wondered how to build an effective development program and juggle all the infrastructure responsibilities at the same time? There are many roles and competing demands that development staff must be attentive to in the course of raising funds. Staying focused on fundraising goals, while cultivating and stewarding donors and planning, forecasting and reporting […]

What’s the Secret Sauce to Donor Retention?

Nationally donor retention rates are in the tank and the development office is at its highest turnover in nonprofit history. Let’s explore the varied elements that impact your retention story and discuss who is responsible for it anyway. Learning Objectives:  Understand your numbers and how to track and report them for benchmarking Learn how to build a unique matrix […]

Communicating and Applying Evaluation Results

An important step in program evaluation is the effective communication of results to stakeholders. Results can be communicated to a wide variety of audiences ranging from program staff to foundations, corporations, or other funders – and for a variety of reasons (e.g., program improvement, fundraising, and marketing). Once an evaluation is complete and findings have […]

Making Anniversaries Work For You

Organizational anniversaries often arrive without much planning or consideration on how to use these key moments in your nonprofit's history to raise funds to support your organization's mission. Join Dini Spheris fundraising consultants to learn how to celebrate important anniversaries and key milestones and how to strategically maximize these important moments to boost fundraising, deepen relationships […]

Nonprofit Financials – Understanding Reality and Ensuring a Future

Often, the quietest part of a staff or board meeting is the financial portion of the agenda. Financials can be overwhelming and confusing if you don’t understand what you are looking at or aren’t comfortable asking questions. However, it is important for nonprofit professionals and board members alike to be able to understand financial statements […]

A Supervisor’s Guide to EEO Fundamentals

In this session you will learn the basics of EEO that all supervisor should, but so often don’t, know.  You will learn how illegal workplace discrimination is proven, and you will hear practical tips for staying in compliance with the law when hiring, promoting, disciplining or discharging an employee.  The session will cover workplace harassment […]

Grant Readiness: A Basic Guide to Grant Preparation

Are you a new grant writer and don’t know where to start? When is your nonprofit organization ready to start writing grants? Are you having limited success with grants and need strategies to improve your proposals for funders? Where do you find potential grant funders and what do funders look for in effective proposals? You […]

How to Raise Up Your Board for Fundraising Success

Is your board actively engaged in the fundraising process? Do they fully understand their role as a board member and the impact they can have in sharing your story with the community? This session will address the important role of our volunteer leadership, and how we as staff can help advance their participation, especially in the area of fundraising. In this course you will: Understand the foundational and […]

Nonprofit Board Diversity Forum

Join CNM for this moderated panel discussion with a focus on creating a board that is welcoming of members from different backgrounds and experiences. Hear from our panelists as they share their experiences, reflect on what has and hasn't worked in diversifying the boards they serve on, and offer suggestions on ways you can improve the diversity of your organization's […]

Social Media Boot Camp

Social Media Marketing is a fantastic method of promoting your nonprofit and telling your stories.  Are you overwhelmed at the thought of planning, strategy, writing content and scheduling? Join us for a “Hands On” training experience. After attending this workshop you will be able to: Review the current platforms for your nonprofit Write a plan […]

The Self-Aware Leader

Most leadership issues within organizations arise due to a lack of self-awareness. During our busy days, leaders rarely have time for self-reflection, to receive meaningful feedback and have a clear view on how their blind spots impact their teams and the organization. The Self-Aware leader provides tools to help leaders take their organizations to the […]

A Guide to Goal Setting: Ensuring Your Team is Set Up to Succeed

Whether you have five employees or 500, setting goals for every person on your team is crucial to your organization’s success. Having a “people plan” is just as important as having an operations or financial plan. However, most leaders overlook or are unsure of how to build a strategic plan that ensures employees are set […]

Creating Engaging and Successful Virtual Events

Learn how to adjust your special event strategy from in-person to virtual. This course will outline how to repurpose your current event to reach your organization’s goals while engaging with your supporters. Virtual events are new to the majority of us, let’s take some of the guess work out of the experience. This course will […]

Strategic Planning 101

Strategic planning is a central activity for nonprofits in every mission space, but it can be an intimidating project to tackle. Horror stories abound of strategic plans that are too complicated to implement but cost too much to ignore. Where to begin? How do you design and execute a strategic plan that will be actionable […]

Funders’ Forum

Join us for a morning online with some of the top funders in the Dallas/Fort Worth Metroplex. Christy Livingstone, Community Relations Lead, will moderate this panel of funders representing three different DFW-area funders: Katie Robbins, Hoblitzelle Foundation Susan Harris, Atmos Energy Terry Loftis, TACA - The Arts Community Alliance Hear directly from them on their […]

Beyond Grant Readiness: Next Level Grant Strategies

Beyond grant basics, this workshop will prepare you with more advanced grant writing strategies and will help you expand your skills as you grow in your grant career. This course is intended for staff and board members of nonprofits that engage in charitable fundraising activities. This course will include: Types of grant funding Project/program budgets […]

Virtual Volunteering

Virtual volunteering is not new, in fact it has been successfully utilized by volunteer managers for over 30 years. However, the COVID-19 pandemic has created a renewed interest in this form of volunteer management. Many nonprofits are offering alternatives to volunteering in-person to support the needs of the individuals they serve and citizens (tired of being […]

Planned Giving: Raise More Money Now

Would you like to raise more money for your nonprofit…now?  For many of us, starting a planned giving program is something we will do “someday.”  Well, together, let’s make “someday” today! This interactive course introduces the concept of planned giving, as well as an overview of strategies and technical requirements needed to create a successful […]

Successful Small Shop Fundraising

When you’re part of a small organization and hold responsibility for everything in development from annual giving to planned giving, it can be a challenge to keep all the plates spinning at once. Things inevitably get put on the back burner from time to time. This session will help you discover ways to manage the […]

Nonprofit Management Certificate Program – Seven Sessions

The Nonprofit Management Certificate Program is a cohort of seven full-day sessions that provide in-depth instruction on the key components of the operations of a nonprofit. As a cohort, students learn what it takes to operate a nonprofit organization in a rapidly changing environment. A mix of theory and practice, the certificate program covers board […]

The Bedrock of your Organization: The Individual Donor

The cornerstone for all fundraising is the individual donor. This large segment of your donor database is where you will find your major gift donors, your event attendees, and your planned giving donors. You may also find individuals who will become the conduit to corporate support. Yet, this segment of your database is not researched, […]

Introduction to Program Evaluation

Program evaluation is a systematic, data-driven review of a program within an organization designed to: Answer questions about program effectiveness and efficiency Ensure program activities are connected to the organization’s strategic goals Provide information that helps increase an organization’s ability to fulfill its mission. Program evaluation allows program staff, and other stakeholders, to make evidence-based […]

What’s the Secret Sauce to Donor Retention?

Nationally donor retention rates are in the tank and the development office is at its highest turnover in nonprofit history. Let’s explore the varied elements that impact your retention story and discuss who is responsible for it anyway. Learning Objectives:  Understand your numbers and how to track and report them for benchmarking Learn how to build a unique matrix […]

Developed for Impact: Building a High-Performing Board

This course will provide you with an understanding of the fundamental principles and best practices for developing and working with an impactful nonprofit board of directors.  Whether you serve on a board of directors or work closely with one, this class will help you understand:  board roles and responsibilities (including legal obligations of the board […]

Creating Logic Models, Goals, and Indicators

A logic model is a visual representation of how a results-based program is designed to work. Many evaluation experts agree that the use of the logic model is an effective way to ensure program success, as it helps organize and systematize program planning, evaluation, and improvement. A logic model outlines the resources needed to run […]

Creating Compelling Messages that Engage Donors and Raise Money

Successful fundraising depends on compelling messages.  Vision, mission and values statements are essential, but are not substantive enough to compel a prospect to give.  Strategic plans are vital, but not compelling to read.  How, then, do we talk compellingly to prospects and donors?  How can we ensure the messages communicated by board and staff members […]

Public Speaking

Sales pitches, department updates, board meetings, keynote addresses, toasts, or interviews— every public speaking platform is a place to create connections and activate new opportunities. There are many ways to become a great public speaker; this course will provide tools that help you identify your speaking strengths and polish the areas that need improvement. The […]

Volunteer Management Certificate Program – Three Sessions

Refresh and elevate your volunteer program with CNM’s signature The Volunteer Management Certificate. This program is ideal for individuals new to the field or for those wanting to boost their confidence in engaging volunteers. This certificate includes three days of personalized instruction on the critical elements for creating a robust and welcoming volunteer program. The […]

Major Gifts: Anatomy of a Prospect Call

What is your pipeline to cultivating and requesting major gifts for your organization? How do you begin to secure a plan and move a donor forward to making a major gift? Learning Objectives:  Fill your pipeline with the right people Identify and develop your cultivation plan and keep it on track Establish a purpose and goals […]

Change Management: How to Lead Change In a Meaningful Way

Change isn’t new, and we have all certainly experienced a lot of change this last year. In our professional lives many of us have been part of “transitions”, “restructures”, “pilots”, “refreshes” and “realignments”. Change can be scary which is why people like to call it something else. Change doesn’t always have to painful or scary. […]

Data Collection Planning for Program Evaluation

There are wide varieties of data collection tools available for use in program evaluation, each with their own benefits and drawbacks. Determining which type of data collection tool to use will be based on the specific goals, needs, and resources of your program. In this seminar, you will learn the different types of available data […]

Why Grant Reporting Matters: Best Practices in Post Grant Awards

This course will prepare you to effectively set and track goals, milestones, objectives and outcomes for grant reporting. You will be able to enhance your grant reporting efforts using best practices and strategies proven to be successful. This course is intended for staff and board members of nonprofits that engage in charitable fundraising activities. This […]

Nonprofit Management Certificate Program – Seven Sessions

The Nonprofit Management Certificate Program is a cohort of seven full-day sessions that provide in-depth instruction on the key components of the operations of a nonprofit. As a cohort, students learn what it takes to operate a nonprofit organization in a rapidly changing environment. A mix of theory and practice, the certificate program covers board […]

Content Marketing

By now, you’re well-aware that building your brand and promoting your organization requires posting on social media, sending emails, writing blog posts, and updating your website. But who has the time? Where do you start? What do you say? What you really need is a plan. This seminar covers the who, what, when, where, and […]

The Art of Conversation

 In today’s world we have so many ways to connect with donors. But, are you truly connecting? It’s the simple art of communication that helps you stand apart in our message filled world. Gain insight, new skills, and techniques to make an impression that lasts. Learning Objectives: Learn the key elements of building a professional connection Utilize the 3 R's […]

FAQs on Nonprofit Tax and Financial Management

No matter what your tax and finance experience is, the nonprofit world is unique. In this course, we will discuss FAQs which address the following topics: In-kind donations Restricted and conditional contributions Allocation of expenses for reporting purposes and for grants Form 990 Agency transactions Tax acknowledgements and disclosures for donations Third-party events Accountable versus […]

Building a Culture of Philanthropy in Your Organization

A culture of philanthropy is an organizational culture where everyone in an organization understands the importance of philanthropy and has a role in encouraging it. From the receptionist to direct service providers (insert teachers, docents or another appropriate word within the context of your nonprofit) to the executive leader and board members, everyone has a […]

Managing the Development Office

Have you wondered how to build an effective development program and juggle all the infrastructure responsibilities at the same time? There are many roles and competing demands that development staff must be attentive to in the course of raising funds. Staying focused on fundraising goals, while cultivating and stewarding donors and planning, forecasting and reporting […]

Nonprofit Financials – Understanding Reality and Ensuring a Future

Often, the quietest part of a staff or board meeting is the financial portion of the agenda. Financials can be overwhelming and confusing if you don’t understand what you are looking at or aren’t comfortable asking questions. However, it is important for nonprofit professionals and board members alike to be able to understand financial statements […]

Survey Says: Master the Art of Effective Survey Design

A well-designed survey can serve as a powerful tool to capture client feedback and measure program outcomes. Although some aspects of survey design may seem like common sense, there are research-based practices that are effective in addressing issues related to low response rates, bias, survey fatigue and data quality. In this workshop, we will share […]