The Whitestone Institute

The Whitestone Institute offers seminars, classes, workshops, and retreats.  These events are provided on-site or in our office in a format suitable to client needs, whether as one-hour presentations or in multiple sessions over several days or weeks.  Services may include pre-presentation consultation with clients, speaker or panel, program materials for participants, group interaction, Internet resources, and post-presentation evaluations. Topics offered include:

Trustee and executive leadership

  • How Leadership Makes the Difference:  Success at the Top Leads to Accomplishing the Mission
  • Principles of Giving and Receiving for Trustees
  • Strategic Planning: Charting the Course and Realizing the Vision
  • Three Duties of Trustees:  Care, Loyalty, and Obedience
  • Tough Times:  Nonprofit Survival in a Turbulent Economy
  • Trustee Roles in Major Donor Cultivation and Solicitation
  • What Trustees Should Know About Planned Giving


  • The Art of Giving:  How Your Philanthropy Can Change Lives

Development programs and operations

  • Basic Principles of Fundraising
  • Becoming Philanthropic Partners with Your Major Gift Donors
  • The Campaign Feasibility Study:  What, Why, How, When, and How Much
  • Charitable Planned Giving:  Making the Future Happen Now
  • Engaging Loyal Donors in Your Annual Fund
  • Essentials of Winning Development Programs
  • Major Gifts Make the Difference
  • Managing the One-Person Planned Giving Shop
  • Mystery to Reality in Capital Campaigns
  • Seeking Corporate Support
  • The Successful Search for Private Foundation Grants
Fundraising Counsel to Outstanding Organizations Since 1996
The Whitestone Group
100 North Lexington, Suite 60
Fort Worth, TX 76102
(817) 944-5562