Training & Coaching Services

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Fundraising & Executive Coaching

Unlock your full potential as a fundraising professional or executive!

Our coaches will help you uncover the secrets to setting and achieving goals, building powerful investor relationships, and effectively recruit, manage, and retain exceptional fundraising talent.  

We'll provide you with a few simple tools to better understand fundraising and your fundraising staff, so you can more effectively communicate and build  your relationship management and solicitation skills, build your understanding of various funding streams and identify the best fits for you, and chart out a career development plan to help you navigate towards your ultimate goals.  

Team Training & Retreat Facilitation

We provide customized training for your team and leadership.  

Launching a capital campaign?  Struggling with diversity, equity, and inclusion with your internal or external stakeholders?  Taking your Board through strategic planning?  Want to innovate your PTA's fundraising?  Recruiting help with the next fundraising round for your new venture? 

Whatever your specific team need, we have the tools and experience to facilitate training sessions for large and small groups, team retreats for vision setting and annual planning, and workshops on collaboration and diversity/inclusion/equity.

Board Leadership & Fundraising

We can help your organization develop the capacity and contributions of your Board of Directors.  

See what new ideas and processes you might find at the Fundraising Well that can help you elevate your Board's efforts and take your organization to the next level. 

With certified BoardSource consultants on our team, we can deliver trainings on governance and compliance, fundraising and friendraising, and developing purposeful board leadership.