Current Workshops


When: Wednesday, October 25, 2017 from 9:00 AM to 10:30 PM
Where: SUM Innovation | 40 W 27th Street, Floor 5, New York

Good financial reporting and analysis can help nonprofit leaders understand their organization’s health and monitor progress towards key milestones. But if revenue targets fall short, or if certain revenue models aren’t actually scalable, the need to address these issues goes well beyond accurate financial statements and back-of-the-napkin projections. A strong integration between your nonprofit’s finance and fundraising functions is critical for growth.

This is an intensive workshop designed to help you:
1. Improve your accounting & budgeting processes
2. Assess the scalability of your income sources
3. Develop new strategies to raise unrestricted income
4. Weigh your potential to raise more money from individuals
5. Engage your board in clear fundraising initiatives
6. Leverage technology to improve your finance and fundraising capabilities

Register HERE!



When: Wednesday, November 3, 2017 from 1:00 PM to 2:00 PM
Where: Convene Conference Center | 237 Park Avenue, New York

Hosted by the Rustandy Center for Social Sector Innovation at Chicago Booth, the On Board conference brings together Booth MBAs and business and nonprofit leaders to share key trends and insights in nonprofit board service. Whether you are large and established or smaller and just starting out, the On Board conference can help you build a board that best serves your nonprofit's unique needs. At the conference, Cause Effective's Associate Director, Greg Cohen, will be delivering a crash course on raising money, including techniques to extend your passion for the cause to make "the ask."

While fund-raising is among every board member’s responsibilities, it can seem intimidating. In this session for board members and nonprofit professionals, you will get a crash course in raising money and extending your passion for the cause to making "the ask." At the end of this interactive workshop, you'll be equipped with practical tools to help you achieve your fund-raising goals. This workshop is also designed for nonprofit professionals tasked with training their board members to effectively raise funds.

Use discount code "GCOHEN25" to receive $25 off your ticket price.

Register HERE!



When: Thursday, December 14, 2017 from 2:00 PM to 3:30 PM
Where: Live Webinar

The blush is off the rose: those well-heeled board members you finally recruited are neither making the significant gifts you expected nor asking for major gifts from within their networks. What’s going wrong? Gregory Cohen from Cause Effective will explore how to use your mission and peer-to- peer encouragement to create a culture that motivates all board members to give and fundraise generously.

Upon completion of this webinar you should be able to:
o Apply strategies for creating a peer-to- peer support and accountability for board fundraising
o Clearly communicate board members' roles
o Draft and facilitate a board action plan
o Guide board member's fundraising success via relationship-building rather than more frequent asking

Registration HERE


BREAKFAST CLUB is a monthly support group co-hosted with the Foundation Center for directors of small development shops to share challenges and strategies for personal and organizational success.  In an informal round-table format, members share their insights, gain practical solutions, and remedy the on-the-job isolation and stress they might experience.

Past topics include:

  • Board Motivation and Management

  • Prioritization: Strategic Use of Limited Resources

  • Corporate Sponsorship

  • Expanding Individual Giving - Care of Major Donors

  • Annual Campaigns

  • Board Fundraising 

Applications for Breakfast Club 2017 are now closed. Check again in February 2018


COACH ON CALL ROUNDTABLES are facilitated conversations held regularly for Cause Effective clients.

Past topics include:

  • Creating and Implementing your Fundraising Plan

  • Planned Giving

  • Board Recruitment

  • Creating a Young Professional Board

  • Year End Campaigns

  • Encouraging Board-led Fundraising


Check out our past workshops