Nonprofit Trainings

Upcoming Nonprofit Learning Opportunities



What To Do Now for Year-End Giving




Executive Director Roundtable

What to Do Now for Year-End Giving

Facilitated by Chany Ockert, CFRE
October 12, 2023

11:30 a.m. – 1 p.m.
Online only

Did you know that 31% of all annual giving occurs in December and 12% of all annual giving is in the last 3 days of the year?  These numbers highlight the need for a well-planned year-end giving strategy. In this fast-paced workshop, you will learn the current research for using both physical and digital appeals,  effectively segmenting donor audiences, and stewarding and thanking donors.  Whether you are new to year-end planning or looking to tweak your established plan, this session will assist your organization to have a successful year-end giving season. The follow-up to this session will be a two-part class at Flathead Valley Community College where attendees will leave with actionable year-end plans, reviewed year-end appeal letters, and additional best practices to implement.

Chany Ockert, CFRE, combines deep fundraising expertise with an engaging presentation that allows the attendees to “always walk away richer because of her shared information.” Nationally, she specializes in adapting the fundraising best practices and lessons across various sub-sectors of nonprofits. She hosts the weekly 5-minute podcast, Reflections on Generosity. She has presented for all sizes of nonprofits from all-volunteer organizations to NonprofitPRO and Meta’s Social Impact Partnerships. As a consequence of working with missions ranging from human services to conservation to arts and culture to animals, she brings the best fund development ideas to each presentation.


Nonprofit Executive Director Roundtable

October 19, 2023
12 – 1 p.m.
Online only

Executive Directors of Flathead Valley nonprofits are invited to this informal roundtable discussion to ask questions, share insights, and learn from each other.


The Whitefish Community Foundation nonprofit training programs are sponsored by:

Dennis & Phyllis Washington Foundation Logo

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