New Workshop! From Reactive to Strategic: Build Your 12-Month Fundraising Plan in 3 Hours (with AI as Your Co-Strategist)

If You Register and Cannot Attend, You Will Get the Workshop Recording, Slides and Bonus Materials

Workshop Date & Time:

Wednesday, March 11th
1:00–4:00 PM ET

This Workshop is Perfect for you if:

• You know your organization needs a cohesive 12-month fundraising plan but you don’t have time to build one from scratch.
• You’re tired of planning cultivation, solicitation, and stewardship in disconnected pieces.
• You want to align your fundraising strategy with your actual capacity and donor behavior.
• You’re curious about using AI strategically - not just for content, but for structured planning.

Whether you’re creating your first comprehensive fundraising plan or refining an existing one, this hands-on session will help you map out a realistic, adaptable 12-month roadmap using AI as a structured planning partner.

AI won’t hand you a plug-and-play plan. But it will help you think more clearly, organize more effectively, and build faster.

What Makes This Workshop Different

Instead of running dozens of disconnected prompts, we’ll guide you through three core planning engines that build on each other.

You’ll leave with a cohesive fundraising roadmap, not a collection of isolated tactics. 
 

During This Workshop, You Will Build Your 12-Month Fundraising Plan in Three Clear Phases:

Phase 1: Clarify Your Strategic Foundation

• Clarify revenue goals
• Identify priority donor segments
• Align your plan with real capacity and bandwidth
• Define your top fundraising priorities for the year

Phase 2: Map Your 12-Month Cultivation & Solicitation Plan

• Map a realistic annual fundraising calendar
• Design campaign anchors and fundraising moments
• Build multi-channel cultivation pathways
• Sequence outreach logically across the year

Phase 3: Design Your Stewardship & Retention System

• Create a practical stewardship matrix
• Define donor experience pathways
• Strengthen retention through intentional follow-up
• Integrate stewardship into your broader fundraising strategy

You Will Also Learn:

• How to use AI as a structured co-strategist, not just a writing assistant.
• How to build a 12-month fundraising plan that reflects real constraints and real opportunities.
• How to align cultivation, solicitation, and stewardship into one cohesive system.
• How to refine AI outputs using layered participant input and strategic adjustments.
• How to avoid rushed planning and instead create sustainable momentum.

What to Expect:

This is a highly interactive, strategy-driven workshop.

You will:

• Participate in guided planning exercises.
• Contribute live input that shapes example development plans.
• Work on your own 12-month roadmap during the session.
• Learn how prompt quality and clarity directly affect plan quality.

We will run fewer demos than in traditional AI workshops but go much deeper with each one - using real participant scenarios to refine and strengthen outputs together.

You’ll Leave With:

• A structured 12-month fundraising plan framework
• A realistic cultivation and solicitation sequence
• A stewardship matrix you can implement immediately
• A refined prompt library for future planning
• A repeatable process for updating your fundraising strategy year after year

You’ll Get These BONUS Materials:

1. 12-Month Fundraising Plan Template
2. Cultivation Planning Framework
3. Multi-Channel Solicitation Template
4. Stewardship Matrix Template
5. Fundraising Planning Prompt Library
6. Workshop Slides

The Bottom Line

Stop planning in pieces.

Build one cohesive, realistic, and adaptable 12-month development plan - in three focused hours - with AI as your co-strategist.

About Your Topic Experts:

• Angela D. Barnes:

Time wizard: Found ways to give fundraising teams their evenings back while raising more
Event simplifier: Turned complex galas into micro event successes (less stress, more funds!)
Team player: Jumped in as interim leader to help organizations through transitions
Change guide: Walks alongside organizations during fundraising transitions

• Dan Drucker

Research equalizer: Helps small and midsized nonprofits use AI and smart research to play like the big brands
Partnership strategist: Guides fundraisers in finding and securing values-aligned corporate support that sticks
Time liberator: Frees teams from busywork so they can spend more time doing what they do best—building real relationships
Sales transplant: Brings 35 years of B2B experience to help nonprofits connect with clarity, confidence, and purpose

If You Register and Cannot Attend, You Will Get the Workshop Recording, Slides and Bonus Materials