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

Philanthropy

• 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