This is a 60-minute training session built for nonprofit executives, development directors, and board leaders who want to move from reactive to ready before their most critical fundraising season begins. Nearly half of all annual giving happens in the fourth quarter, and nearly a third happens in December alone. Yet most organizations wait until November to start planning. This session closes that gap.

The training gives participants a full 90-day roadmap, covering everything from donor data cleanup and website optimization to AI-powered campaign creation and a week-by-week communication calendar. It blends proven fundraising fundamentals with live AI demonstrations, so attendees leave with both a strategy and the tools to execute it fast, all within a single focused hour.

Who It's For

Nonprofit executive directors, CEOs, development staff, and board members at small to emerging nonprofits who are responsible for year-end fundraising results and want a concrete plan rather than general advice.

Learning Objectives

By the end of the session, participants will be able to:

• Build a 90-day roadmap that outlines exactly what to do, and when, to maximize giving during the most critical months of the year
• Segment donors strategically so the right message reaches the right people at the right time, with particular focus on mid-level, major, and new supporters
• Strengthen donor relationships through intentional portfolio management and touchpoints that inspire deeper engagement and larger gifts
• Craft high-performing, story-driven campaigns using multichannel messaging, timely appeals, and emotional storytelling techniques
• Use AI tools directly and confidently to generate campaign themes, donor-segment appeals, and social content in minutes rather than hours