Roundtable Trainings

For over two decades Essex & Drake has brought development professionals and volunteers together to learn from the experts and one another at our Roundtable Trainings. Our seasoned presenters share effective strategies as well as insights on current trends in the ever-changing landscape of the social sector. There is no cost to attend.

Register – 2017 Fall Educational Sessions

Breathe California of the Bay Area | 1469 Park Ave., San Jose, CA 95126
Silicon Valley Community Foundation | 1300 S. El Camino Real, Ste. 100, San Mateo, CA 94402

The Fundamentals of Philanthropic Development | Chelsey Souza, CFRE

Register  10/19 @ 10:30 – 11:30 am | San Jose 
During this presentation, attendees will learn the key principles that drive philanthropic development. Chelsey will share her insights on building genuine donor relationships and the importance of ethical fundraising.

Using Technology to Advance Philanthropy | Medha Nanal

Register  10/26 @ 10:30 – 11:30 am | San Mateo
In this session, Medha will share her insights on the data related pain points, importance of setting a data strategy and best practices for using your CRM system to enhance all aspects of the Donor Cycle from identification of major donors to stewardship.

Inspiring Board Member Participation in Fundraising | Chelsey Souza, CFRE

Register  11/2 @ 10:30 – 11:30 am | San Mateo
Learn techniques for launching or re-energizing a board involved fundraising program. Chelsey will review key tactics ranging from providing your board with the appropriate training to stewarding the volunteer relationship.

Capital Campaign Planning; Ready, Set, Launch! | Chelsey Souza, CFRE

Register  11/7 @ 10:30 – 11:30 am | San Jose
During this presentation, Chelsey will review important elements of planning that will lay the foundation of a successful capital campaign. Learn what needs to be done internally and externally in advance of the campaign launch to ensure the goal is met or exceeded!

Weaving Philanthropy into Your Communications Plan | Kristine Austin

Register  11/9 @ 10:30 – 11:30 am | San Mateo
Learn strategies for preparing a Communications Plan that engages your donors and builds long-term relationships. In this presentation, Kris will share effective techniques for developing a Communications Plan that will enhance your organization’s visibility and bring important key messages to your most valuable donors.

2017 Fall Roundtable Sessions