Join us to discover how individual giving can propel your nonprofit to greater success. In Transforming Your Organization with Individual Giving, participants step through a practical toolkit that offers tangible next steps that can be applied immediately to bring your fundraising operation to the next level. This new workshop is designed specifically for nonprofit organizations looking to shift or further embrace individual giving strategies at their organization.

The live, virtual training experience provides nonprofit organizations with a multi-faceted roadmap for establishing an optimal infrastructure for maximizing the tremendous opportunity that individual giving represents. To maximize the impact of the session, this workshop is designed for multiple participants from each organization to attend together—executive directors, program directors, key executives, and development professionals—to help create a shift in their culture.

Experience this dynamic, highly interactive virtual training from the comfort of your own home or the privacy of your office. Walk away with a toolkit filled with essential development process concepts that will pave your organization’s way to success in individual giving fundraising. Both the knowledge shared by our accomplished facilitators and the invigorating conversations with your fellow participants will prime you for success in fostering donor-centric fundraising at your organization.


Upcoming Virtual Workshops

August 12–14, 2024

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Executive directors
Development directors
Other key executives interested in expanding their individual giving capacity

We recommend teams attend together to maximize the opportunity for application.



$400 USD per participant

To enhance the culture of philanthropy at participating organizations and strengthen working relationships, we highly encourage multiple participants from each organization attend together.

Optional Add-on: Group Coaching for up to 2 participants from you organization.

4 Coaching Sessions (up to 2 participants*): $1,200

*To be eligible for this reduced rate, all coaching participants must also be registered for the Transforming Your Organization with Individual Giving workshop.


Learning Objectives

  • Recognize the fundraising activities with the greatest return on investment.
  • Assess your organization’s philanthropic health based on the six key factors for individual giving success.
  • Create appropriate, realistic roles for organizational stakeholders in the culture of philanthropy.
  • Offer engagement opportunities and refer potential contributors.
  • Recognize the factors of ask readiness and craft and deliver an effective ask.
  • Show the impact of past contributions in a way that drives lasting support.

Download Transforming Your Organization with Individual Giving syllabus and learning objectives



“Going into this training, I was skeptical—especially with it being virtually-based. Following the training, this workshop is truly a TRANSFORMATION. My colleague and I have already brought concepts, tools, and ideas into strategic planning meetings within our organization.”

—Individual Donor Engagement Manager


“This Advancement Resources’ session was a strong reminder of what we do in Individual Giving and ensuring that I’m on the right track. I appreciated the concepts, the materials, the video segments, the breakout conversations and activities, and the overall flow of the session.”

—Senior Director, Development


“I really appreciated attending with my colleagues. This session provides the opportunity to have strategic conversations which naturally lead to application. Taking the time to have breakout discussions with my colleagues was very valuable, especially as we work remotely.”

—Senior Director of Philanthropy



CFRE ConEdLogo 2022


This workshop is applicable for continuing education points in the CFRE International application for initial certification and/or recertification.