Nonprofit Hub

The $250 Billion Opportunity: How to Drive More DAF Giving
2025-08-13 13:00 - 14:00 (America/New_York) | online
Donor-Advised Funds are the fasting growing form of philanthropy, but how do you know if your organization is realizing their full DAF potential? Join this session with DAF fundraising expert, Mitch Stein, to learn how exactly DAFs work, why donor use of DAFs is growing at such an astonishing rate and how nonprofits of any size can best position themselves to take advantage of this rapid shift in philanthropy.

Beyond One-Time Gifts: Building a Sustainable Monthly Giving Program
2025-08-20 13:00 - 14:00
Recurring donors are your nonprofit’s most loyal supporters, and your most reliable and predictable source of revenue. In this webinar, Ardee Coolidge, Vice President of Client Services at NextAfter, will walk you through proven strategies to grow your recurring giving program, increase donor retention, and create sustainable funding you can count on month after month.

Strategic planning with program and mission alignment
2025-08-27 13:00 - 14:00
This comprehensive session ensures organizations can articulate their “why,” design effective programming, and tell compelling stories to stakeholders and funders. Participants develop organizational clarity from foundational purpose through operational execution, creating a coherent framework that guides decision-making and demonstrates community impact.
Many organizations struggle with disconnected mission statements that don’t translate into clear programming, or well-intentioned programs that lack measurable outcomes. This integrated approach addresses the full strategic continuum, ensuring each element reinforces the others. Participants work through a systematic process that builds from core identity to operational excellence.
The session begins with foundational clarity work, helping participants distinguish between mission (why you exist), vision (what success looks like), and values (how you operate). This isn’t merely an academic exercise—these elements become practical decision-making tools that help organizations say “no” to attractive but off-mission opportunities and “yes” to activities that create authentic impact.
Throughout the session, participants practice translating their work into compelling narratives that resonate with diverse audiences—community members who need to understand relevance, board members who need to see strategic direction, and funders who need evidence of thoughtful planning and measurable impact.

Key Takeaways:

Strategic clarity drives operational effectiveness—clear mission, vision, and values enable better decision-making
Authentic programming flows from organizational purpose rather than funding opportunities
Measurable outcomes should be built into program design from the beginning, not added afterward
Compelling organizational narratives emerge naturally when mission, programming, and evaluation align seamlessly

Write It, Amplify It, Fund It: Hands-On Storytelling and AI Hacks for Year-End Success
2025-09-03 13:00 - 14:00
Are you ready to build a year-end campaign that truly delivers?
For more than a decade, we’ve helped countless nonprofits not only meet but exceed their fundraising goals — and now it’s your turn. In this hands-on workshop, we’re not just going to talk about what works; we’re going to roll up our sleeves and show you how to do it.
You’ll learn how to craft a compelling story and use AI tools to transform that story into a powerful, multi-channel year-end campaign designed to inspire action and drive results.
To get the most out of this session, come prepared with two essentials:
1) One client/program success story you’re proud to share (hint: this is ONE story about ONE person whose life has been transformed as a result of your work)
2) Your specific fundraising goal – how much you need to raise to accomplish something specific (i.e.: $10,000 will keep the heat for 150 neighbors this winter; or $100,000 will ensure that no family in need is turned away in 2026).”
Be ready to work! This isn’t a “sit-back-and-listen” kind of webinar. It’s a workshop built to give you the tools, confidence, and campaign plan you need for your most successful year-end yet!

How Nonprofits Can Unlock Greater Efficiency & Better Results
2025-09-17 14:00 - 15:00
AI tools are everywhere—but most nonprofits are still stuck in neutral. Complex terminology, resource limitations, and the fear of “breaking something”have slowed adoption across the sector. But in an era of shrinking budgets and rising donor expectations, standing still isn’t an option.
This session is designed to cut through the AI noise and give fundraising professionals a practical look at how modern tools can drive smarter systems, stronger segmentation, and better donor engagement—without multiplying overhead.
Learning Objectives:
By the end of this session, you’ll:
1. Demystify AI for Fundraising Ops: Understand what AI is (and isn’t), and how it can be applied by real development teams today.
2. Drive Efficiency Through Smart Automation: See how AI can clean data, score donors, automate follow-ups, and optimize campaign workflows.
3. Enable Human-Centered Fundraising at Scale: Use AI insights to unlock deeper relationships, sharper segmentation, and more relevant messaging.
4. Build the Tech Stack of the Future, Today: Walk away with real-world examples and strategies for integrating AI into your CRM and reporting systems—confidently and ethically.

Ask the Experts: Outsourcing 101
2025-09-24 13:00 - 14:00
Whether you are looking to outsource payroll, bookkeeping, marketing, or any other service, this webinar is for you. Experts from a variety of sectors will be available to answer your questions! They will be sharing advice on what to make sure you are looking for, how to find the right fit, and tips on managing those outsourced relationships.

Trust, Trickery and the Click: Defending Against Human Hacks
2025-10-08 13:00 - 14:00
This webinar explores how cybercriminals manipulate trust and human behavior —not just software— to breach organizations. With real-world examples and plain-language guidance, we’ll unpack how social engineering works, why nonprofits are often targeted, and what teams can do to spot and stop attacks before it’s too late.
Attendees Will Learn:

The psychology behind phishing and human-targeted attacks
How to recognize manipulative tactics like urgency and authority
Practical ways to build a “human firewall” without expensive tools
The #1 question everyone should ask before clicking

Ask the Experts! Q&A for Giving Tuesday Prep
2025-10-15 13:00 - 14:00
Are you ready for Giving Tuesday? Well ready or not here it comes! We have assembled a panel of fundraising and marketing experts to make sure you are prepared for a great kick off to the year- end giving season. We’ll be chatting strategies for gaining new donors, engaging current givers, and for making sure you wow them in your follow up so they stay with your organization as a longterm donor.

How to Capture and Share What You Know
2025-10-22 13:00 - 14:00
Nonprofits run on know‑how—often living in someone’s head. That can work when you’re small, but growth can slow things down. The person who “just knows how it’s done” can’t keep doing it all, and it’s hard to delegate when staff or volunteers don’t have a clear set of steps to follow. Without a simple way to capture how you do things, it’s harder to scale, onboarding drags, and quality wobbles.
Policies and procedures don’t have to be long or legalistic to work. A short, plain-language policy paired with a step-by-step checklist can create quick consistency. When you connect those documents to basic training—brief activities, a short video walkthrough, or a simple review—people understand what to do and why it matters. The goal isn’t to build a giant manual overnight; it’s to focus on a few high-impact areas and make steady progress you can sustain.
This webinar focuses on what’s realistic for busy teams. We’ll start by deciding what to tackle first using a simple lens—risk, frequency, and mission impact—so you’re not guessing where to spend limited time. Then we’ll walk through the basic steps to draft and roll out a policy: capture the purpose, define the scope, clarify roles, outline the steps, and set approvals and updates. Finally, we’ll look at quick ways to turn those documents into training your staff and volunteers can use right away. We’ll highlight straightforward options, including ready‑made resources, without assuming a big budget, a large team, or specialized tools. You’ll leave with a clear starting point, a repeatable approach, and simple ideas you can put to work after the session.
By the end of this webinar, you will be able to:

Identify and prioritize what policies to write
Follow basic steps to draft clear policies and procedures
Find simple ways to train staff and volunteers

From Planning to Action: Six Phases for Strategic Plans That Stick
2025-10-29 15:00 - 16:00
Great strategic plans increase your nonprofit’s ability to make an impact. Boards and staff know what to focus on and how to communicate organizational goals to increase fundraising outcomes. When planning is done well, it energizes teams, sharpens focus, and delivers results.
This webinar walks you through six practical, proven phases of strategic planning that help organizations move from good intentions to meaningful outcomes:

Phase 1: Planning to Plan – Build the foundation by aligning your team, clarifying your goals, and defining success from the start.

Phase 2: Access & Gather Input – Learn how to gather useful, focused insights from staff, board, and community—without getting stuck in the weeds.

Phase 3: Create – Draft goals and strategies that are measurable, realistic, and grounded in your mission.

Phase 4: Review & Refine – Strengthen your plan with thoughtful feedback and stress-testing that builds buy-in and confidence.

Phase 5: Implement – Move from strategy to execution with clear timelines, accountability, and momentum.

Phase 6: Monitor & Adapt – Keep your plan relevant and alive with tools to track progress and adjust as you go.

Throughout the session, you’ll see live demos of the PlanPerfect tools and templates that make these steps actionable—plus candid examples of how organizations keep their plans on track.
Whether you’re drafting your first strategic plan or refreshing one, this webinar gives you the roadmap, resources, and confidence to lead a process that works.
Reserve your spot today.

What’s Working in Recurring Giving: How to generate more monthly donors than ever
2025-11-19 13:00 - 14:00
In our latest 2025 Recurring Giving Benchmark Study we donated to roughly 140 national organizations across 8 sectors, and gave nearly 600 gifts to these organizations. In this study, we will demystify what it takes to begin acquiring monthly recurring donors and empower you and your team to implement tested and proven tactics that will fuel more sustainable revenue.

How to Identify, Plan, & Deliver Needed Training in 2026
2025-12-03 13:00 - 14:00
The right training can fix a lot of different problems, but how do you know which issue to fix first—or what kind of training is most likely to get the job done? In this session, we’ll use a simple approach to figure it out. You’ll answer four key questions to identify your most pressing training needs for the year ahead. Then, we’ll apply a simple scoring system to decide where to start—what to schedule first, what can wait, and what can come off the list altogether. The process works across departments and roles, so you can collaborate with others to create a shared view of what’s most important.
Finally, we’ll match each priority to the right type of training. You’ll see when cross-training or job shadowing builds flexibility, where mentorship and networking make the biggest difference, and when formal coursework or short tutorials offer the best return. We’ll also explore how to build training into your regular workflow so learning feels natural, not like an extra task. You’ll leave with a realistic plan for 2026 and a reusable framework to guide your team’s learning priorities every year.
By the end of this webinar, you’ll be able to:

Identify your key training needs for 2026.
Prioritize and schedule what to tackle first using a clear, repeatable method.
Choose the right type of training—cross‑training, mentorship, formal courses, or short tutorials—to fit different needs and objectives.

Modern Grantseeking 101: Practical Steps to Find, Match & Manage Grants
2026-01-14 13:00 - 14:00
Unlock a modern, practical approach to grant funding. In this session, we’ll break down how nonprofits of all sizes can use AI, 990 data, and peer insights to quickly identify aligned funders and uncover non-solicitation opportunities that often go unnoticed. We’ll also walk through simple, repeatable systems to manage your grant pipeline—from first match to final report.
What Attendees Will Learn

How to leverage AI and technology to uncover aligned funders, accelerate research, and eliminate guesswork.
How to interpret and use IRS 990 data—past, present, and even forward-looking—to identify funders who are most likely to say yes.
How to analyze your peers’ funding sources to discover hidden opportunities and build smarter prospecting lists.
Strategies for finding and winning non-solicitation grants, including those that fund only by invitation or referral.
A simple framework for managing the entire grant lifecycle, from prospecting to deadlines, reporting, and long-term stewardship.

Ask the Experts: Scaling and Growth
2026-01-21 13:00 - 14:00
As we dive into a new year, we know many of you have big plans for growth! If you have questions on scalability of programs, infrastructure, finances, or staffing, join us for this Interactive Q&A webinar where our team of industry experts will be available to provide valuable insights.

From P&L to People: The Numbers That Drive Nonprofit Sustainability
2026-01-28 13:00 - 14:00
Running a nonprofit doesn’t require you to be a CPA—but it does require understanding what your numbers and people are telling you. In this practical, no-jargon webinar, the team from Capital CFO will walk through essential finance and HR fundamentals, including how to confidently read a P&L and why staff retention is one of the most important indicators of organizational health. You’ll gain clarity on the metrics that matter, common mistakes nonprofit leaders make, and how financial insight and people strategy work together to build sustainable impact. If you want to lead with confidence and make better decisions, this session is for you.

The Toy Box Approach to Nonprofit Funding Diversification: Smart Funding Choices That Support Mission Over Time
2026-03-04 13:00 - 14:00
The Toy Box Approach to Nonprofit Funding Diversification uses a simple, relatable metaphor to help nonprofit leaders rethink how their organizations fund their work. The session explores how differing funding sources can create a more balanced mix that improves stability, flexibility, and long‑term impact. Participants will gain a practical framework for evaluating their current funding mix and making more intentional choices about where to focus time and resources. Moreover, this presentation seeks to reframe funding diversification as a core leadership strategy, not just a fundraising tactic.

Ask the Experts: New Donor Acquisition
2026-03-11 13:00 - 14:00
It’s time to Ask the Experts! Could your organization use some help attracting new donors or growing your list? Join us to ask our industry leading coaches all of your questions! They will be offering their wisdom focused on effective strategies and pitfalls to avoid to help organizations build their lists. This is a great opportunity for you to get coaching and support at no cost, so it’s a great resource for all fundraisers!

Ask The Experts: The Keys to Better Storytelling
2026-04-15 13:00 - 14:00
It’s time to Ask the Experts! If your marketing and fundraising feel disconnected or flat, the problem often isn’t effort—it’s story. In this practical, high-impact webinar, you’ll learn how to craft and communicate stories that actually move people to care, give, and act. We’ll break down the key elements of compelling nonprofit storytelling, explore what today’s audiences are really responding to, and share simple, repeatable frameworks your team can use across campaigns, donor communications, and social content. Whether you’re trying to increase engagement, strengthen donor relationships, or drive revenue, you’ll walk away with clear strategies to turn your everyday work into stories that stick—and inspire action.

How to Build a Training System, One Useful Program at a Time
2026-05-06 13:00 - 14:00
How to Build a Training System, One Useful Program at a Time

You know training is important, but building a system that meets all of your training needs can feel too big to tackle. When time is short and capacity is limited, it’s easy just to keep patching things together without a clear plan, and the results are usually inconsistent. The good news is that you do not need to build everything at once. A strong training system can begin with one audience, one priority, and one well-planned program at a time—whether that program focuses on onboarding, safety procedures, service standards, or another pressing need.
In this webinar, we’ll walk through a simple process for building that first program. You’ll learn how to choose where to start, define a clear outcome, identify what the program needs to cover, and gather the content you can reuse, adapt, or create. We’ll also look at how to shape the program itself: what pieces to include, how to organize them, and how to keep the first version focused and realistic. Rather than aiming for a perfect training system from day one, you’ll learn how to create one useful program that solves a real problem and gives you a foundation to build on.
Finally, we’ll talk about rollout and maintenance so your plan can move into practice. You’ll leave with a step-by-step framework for building a manageable training program for staff and volunteers, along with a clearer way to think about training as a system that can grow over time. Whether you are starting from scratch or trying to add more structure to existing training, this session will help you take the next right step.
By the end of this webinar, you’ll be able to:

Choose one audience and one training priority to focus on first.
Define a clear outcome and identify what a training program needs to cover.
Build a manageable plan for launching one useful training program and grow from there.

Register now to leave with a clear starting point and a repeatable approach for building your training system one useful program at a time.

Ask The Experts: Building Better Board Relationships
2026-05-13 13:00 - 14:00
Ask The Experts: Building Better Board Relationships

If you’ve ever felt the tension between your board’s expectations and your day-to-day reality, you’re not alone—and you don’t have to navigate it alone either. Join us for an interactive “Ask the Experts” session on Building Better Board Relationships, where we’ll tackle the real questions executive leaders face when it comes to engaging, aligning, and empowering their boards. From clarifying roles and responsibilities to building trust, communication rhythms, and shared ownership of the mission, this conversation is designed to be practical, honest, and immediately useful. Bring your toughest questions and walk away with clearer strategies to strengthen your board relationships—and make them a true asset to your organization’s growth.

Panel: Ben Mohler, Megan Frenz, and Lavon Simpson with host Meghan Speer

How to Build a Lead Magnet That Actually Acquires New Donors
2026-06-10 13:00 - 14:00
How to Build a Lead Magnet That Actually Acquires New Donors

Email list growth is often treated as a design problem or a copywriting exercise, when it’s really a research problem.
In this workshop, participants will be led through a practical, research-led approach to building lead magnets designed specifically for digital acquisition. Drawing on donor data, competitive analysis, and search behaviour, the session will explore what makes a lead magnet truly “ad-ready,” how to avoid common pitfalls that undermine conversion rates, and how to validate ideas before investing in paid advertising. This is ideal for organizations looking to grow their donor base in a sustainable, cost-effective way while aligning digital strategy with long-term mission impact.

Guest Speaker: MacKenzie Doherty with Meghan Speer

Facing Difficult Leadership Challenges for Executive Directors
2026-06-17 13:00 - 14:00
Facing Difficult Leadership Challenges for Executive Directors

Being an executive director can be incredibly rewarding—but it can also be one of the loneliest jobs in an organization. You’re expected to have answers, make difficult decisions, navigate competing priorities, and carry the weight of the mission, often with few places to openly process the challenges that come with the role.
Join us for Facing Difficult Leadership Challenges for Executive Directors, an interactive Ask the Experts webinar created specifically for nonprofit leaders who want a safe space to ask tough questions and learn from peers who have been there. Whether you’re wrestling with board dynamics, staff challenges, burnout, organizational change, fundraising pressures, or simply the isolation that can come with leadership, this conversation is for you. Bring your questions, hear real-world perspectives from experienced nonprofit leaders, and leave with practical insights, fresh encouragement, and the reminder that you don’t have to lead alone.

Guest Speaker: Deena Englander, Tamela Spicer, and Jim Irwin with Meghan Speer

The 'Dirty Word' Your Nonprofit Can't Afford to Ignore: A Guide to Advertising
2026-06-24 13:00 - 14:00
The ‘Dirty Word’ Your Nonprofit Can’t Afford to Ignore:A Guide to Advertising

Let’s be honest – when someone says advertising, most nonprofit leaders flinch. It feels corporate. It feels expensive. It feels like something other organizations do.
But here’s the truth: if your mission matters, people need to hear about it. And hoping word spreads on its own isn’t a strategy. In this candid, practical webinar, we’re cutting through the confusion around what advertising and marketing actually mean for nonprofits and what they don’t. Whether you’ve avoided the topic for years or you’re simply not sure where to start, this session will reframe the way you think about getting your mission in front of the right people.
You’ll walk away understanding

Why “advertising” isn’t a dirty word – and why avoiding it may be costing you donors, volunteers, and visibility
What nonprofit advertising actually looks like at your budget and scale
How to talk about promotion internally to get everyone on board

Guest Speaker: Isa Hasty with Meghan Speer
