The Uplift Workshop: The Secret to Donor and Stakeholder Relationships that Pay Off for Everyone

About this event

This workshop is being co-convened by: The Santa Barbara Foundation, The McCune Foundation, The Fund for Santa Barbara, NPRN, Leading From Within, Association of Fundraising Professionals (Santa Barbara/Ventura County Chapters), and CLU Center for Nonprofit Leadership. 

Description:

Do you have major donors or other stakeholders to cultivate? Would you like to use your staff’s and committee’s time in a highly productive and engaging way? If so, this workshop is for you!

This workshop will seek to build upon the foundations of your current fundraising and relationship-building by sharing a model for pursuing your development objectives in a methodical, strategic and personally-customized way.  Using the Relationship Building for Prosperity® strategy process, attendees will learn to apply a practical and effective methodology to boost donor and stakeholder cultivation.

This workshop will be facilitated by Patricia Rachel Schwartz, (MA, MCC, NBC-HWC) and emceed by Lauren Trujillo (MLIS, CFRE), Executive Director of the Santa Barbara Library Foundation.

Workshop participants can expect to:

• Reconnect with your “why” for the work you do.
• Learn about a model to engage your donors/stakeholders that builds trust, connection and resilience, while leading in a natural way to major gifts.
• Discover powerful questions to expand active participation and deepen commitment.
• Experience the power of lived experience stories in building relationships between constituents.
• Walk away with at least one significant action step to bring your key prospects closer to your organization, and closer to a higher level of investment in your organization.

Note:  Each attendee will receive a complimentary copy of the book Your Nonprofit’s 360Win: How to Build Relationships that Pay Off for Everyone®written by the facilitator, Patricia Rachel Schwartz. This book is being generously provided through the support of:  The Santa Barbara Foundation, The McCune Foundation and CLU Center for Nonprofit Leadership. The book will be used during the workshop.

Who Should Attend:

This workshop is designed for nonprofit executive directors, development staff, nonprofit marketing / communication leads, and/or board/committee members actively engaged in donor solicitation. You are strongly encouraged to send one staff person and one board or committee member from your organization. 

Through the generous support of the Santa Barbara Foundation, this workshop is being offered free of charge to staff and board members of nonprofits serving communities in Santa Barbara County. It is also being offered free of charge for AFP (SB/VC Chapter) members.

Faculty

Patricia Rachel Schwartz

Patricia Rachel Schwartz, MA, MCC (Master Certified Coach), NBC-HWC (National Medical Board of Examiners Health and Wellness Coach) is an executive coach, major gifts coach, team coach, facilitator and author. She partners with c-suite/senior leaders and teams to maximize engagement and results. Her focus areas include major gifts strategy, stakeholder engagement, strategic visioning, team and organization development, emotional intelligence and change leadership. She works with staff and board leaders to maximize engagement of donors, board, staff, community, etc., and has raised over 12 million dollars. Patricia has been an executive director, development director and program director.

Ms. Schwartz specializes in a strengths-based approach to donor, board and staff engagement. This approach helps all stakeholders build on what’s already working to ignite innovation,  increase bottom line results, and contribute to wellbeing. She has developed the Relationship Building for Prosperity® Model, which is the basis for her recently published book, Your Nonprofit’s 360Win: How to Build Relationships that Pay Off for Everyone.

With over forty years of experience in leadership development, business development and management, Patricia has worked with over 350 C-suite or VP level leaders from 6 continents. She has been coaching for over 20 years across sectors/industries, including: nonprofits, higher education, food and beverage, government, military, manufacturing, tech, retail and health care.

Client sample; non-confidential listing:

Alpha Resource Center SB and CA, Anthem, Antioch University, Boys and Girls Clubs of Greater Oxnard and Port Hueneme, Coca Cola, DreamWorks Animation, Dunes Center, Fielding Graduate University, Foodbank, Foundation for Hearst Castle, Girl Scouts, Golden Brands, Google, Jackpocket, Inc, Maritime Museum SB, Mayo Clinic, Museum of Contemporary Art SB, NY Foundation for the Arts, Reiter Affiliated Companies (RAC), Santa Barbara Foundation, Starr-King School, Salvation Army, SB Jewish Federation, SB Library Foundation, Toad &Co., Treebones Resort, US Navy, United Way, UCSB, University of Chicago, Ventura College Foundation, Verizon, Wayfinder Family Services, Women’s Economic Ventures and approximately 3,500 small business leaders and entrepreneurs.