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Test workshop

Sun, Jul 19

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Virtual Event

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Test workshop

Test workshop

Time & Location

Jul 19, 2026, 10:20 AM – 2:20 PM MDT

Virtual Event

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FIA Group Grant

Theory of Change & Impact Frameworks: Designing systems to measure and prove social return on investment.

Donor/Funder Data Infrastructure & Architecture: Building CRM pipelines, tracking metrics, and integrating donor databases.

Program Data Infrastructure & Architecture: Building pipelines, tracking internal metrics, and managing program databases.

Sustainable Development Goals (SDGs): Aligning impact portfolios with global framework standards.

Data and Metric Development: Creating specific internal metrics to track progress.

Major Gifts & Institutional Philanthropy: Securing high-net-worth donors, family offices, and foundation grants.

Blended Finance & Impact Investing: Exploring structures that combine philanthropic capital with private investment.

Annual Giving & Digital Campaigns: Optimizing recurring monthly donor programs and digital fundraising funnels.

Grant Writing: Finding and drafting proposals for foundational or government grants.

Donor Outreach or Stewardship: Cultivating long-term relationships with existing and potential donors.

Asset Giving: Managing non-cash charitable donations like stock, real estate, or crypto.

Grant Opportunities: Researching and tracking available funding sources.

Donor-Centric Transparency Reports: Building dynamic, clear reporting dashboards that visually prove impact.

Trust & Regulatory Compliance: Navigating local fundraising laws, tax structures, and data privacy.

International Fundraising & Compliance: Navigating international laws, global structures, and cross-border data privacy.

Ethical Storytelling & Communication: Merging hard impact metrics with human-centric narratives to drive retention.

Annual Reports and Evaluations: Compiling yearly impact and performance data for stakeholders.

Human Resources: Managing personnel, recruitment, and employee relations.

Project Management: Overseeing timelines, deliverables, and team execution.

Accounting and Finance: Managing daily bookkeeping, cash flow, and financial tracking.

Financial Integrity: Ensuring internal controls, audit readiness, and fraud prevention.

Organizational or Program Budget Design: Creating financial blueprints for the entity or specific programs.

Organization Restructure: Re-aligning departments, reporting lines, and roles for efficiency.

Policies and Procedures: Drafting employee handbooks, compliance manuals, and internal rules.

Contracts and Vendors: Negotiating, drafting, and managing external vendor agreements.

Board of Directors Development: Recruiting, training, and engaging governing board members.

Starting a Charity/Nonprofit (501c3): Navigating the foundational setup and legal incorporation process.

Cross-Sector Partnerships: Structuring collaborations between corporate CSR programs, government agencies, and non-profits.

Capacity Building & Change Management: Scaling internal teams and technical capabilities to match growth.

Marketing and Branding: Defining public messaging, visual identity, and brand positioning.

Website Design: Building, optimizing, and maintaining user-friendly web platforms.

Team KPI & ROI Tracking: Setting staff key performance indicators and measuring return on investment.

Corporate Charity Umbrella: Development and operational management.

Staff Mentorship and Leadership: Developing internal talent and leadership pathways.

Training and Workshops: Developing or attending professional development sessions.

Diversity, Equity, and Inclusion (DEI): Building equitable internal cultures and external programming.

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