Charitable Ventures’ 2023 Education Calendar

Charitable Ventures’ 2023 Education Calendar

Workshop Dates & Details

Workshop Dates & Details

February 28, 2023 | How to Make Fundraising Part of Your Nonprofit Growth Strategy | Iquo B. Essien with Adelante Partners

Fundraising is more than earning donations from supporters. It is driven by powerful storytelling, engaging with new and existing donors, all with the objective to fund and grow your mission. This workshop will discuss how to make fundraising part of your nonprofit’s growth strategy, improving your bottom line.

March 21, 2023 | Ten Critical Steps to Raising Funds for Early-Stage Nonprofits | Peter Chang, Nonprofit Consultant

This workshop will focus on realistic and effective strategies and tactics for new nonprofits that lack resources, member databases, and programming history.

March 30, 2023 | Cycle, Move, Repeat: A Donor Cultivation Approach for Nonprofit Sustainability | Diego Sepulveda with Adelante Partners

Donor cultivation is the backbone of your fundraising efforts and is critical to the development success of a nonprofit. This workshop explores the art and science of donor development, donor cultivation fundraising cycle, and best practices on how to engage with donors to advance mission impact.

April 19, 2023 | Donor Stewardship: Beyond the Acknowledgement Letter | Chris Baiocchi, CFRE, MAOL with Resolute Philanthropy

This workshop will cover the importance of stewardship and how to effectively manage donor relationships. We encourage you to bring your questions, concerns, and ideas to share with the group.

April 27, 2023 | The Silent Employee Strike: How to Prevent and Address Quiet Quitting | Brenda Godinez + Vanessa Alva with Adelante Partners

In the age of the Great Resignation, an alternative to resigning has surfaced as an increasing trend across the workforce: “quiet quitting”. This new concept has perplexed employers and with economic unpredictability, outright quitting becomes less feasible for many, making it both difficult to identify and address. This workshop explores how to prevent and address this shift in the workplace.

June 2, 2023 | A People's Guide to Healing Your Workforce | Brenda Godinez + Vanessa Alva with Adelante Partners

Burnout can prevent your ability to deliver on your organization’s mission. Identifying and taking time to address burnout around the day-to-day stress that you and your team members may experience enhances your ability to drive mission impact and improve workplace morale. Gain insights and best practices on techniques to keep your employees engaged and how to address burnout.

July 26, 2023 | Solving the Critical Issue of Board Engagement | Jacqueline Erickson Russell with Social Impact Advising Group

This workshop will address the challenges related to board engagement and offer best practices to help you meet your board where they are and create an effective plan for your organization.

August 22, 2023 | Nonprofit Boards 101 - Everything You Never Knew You Wanted to Know About Being a Steward | Claudia Morales with Adelante Partners

Finding the right board member for your nonprofit encompasses unique perspectives and new skills and is an important element to organizational success. In this session, learn the fundamental components of a strong and effective board focused on recruitment, evaluation, and innovation.

September 19, 2023 | Why Boards Need to Focus on Equity | Claudia Morales with Adelante Partners

In this session, we will deconstruct the origins of the nonprofit sector to uncover an inheritance of privilege and power that continues to perpetuate systems of oppression and inequity. We will discuss how ongoing demographic shifts are changing the landscape of board service and advancing the movement towards creating antiracist organizations.

October 4, 2023 | Digital Marketing Best Practices for Community Based Organizations | Israel Serna with Adelante Partners

With so many trends and technologies being introduced in digital marketing, how do you know which one is right for you to connect with community-based organizations? This session will present current social media trends, how to engage with your current followers, grow your email subscriber list and various tips for creating content that will keep community members and clients engaged.

October 24, 2023 | Harnessing the Power of LinkedIn | Tania Bhattacharyya with Lumos Marketing

In this workshop, you will learn how to make the most of LinkedIn to connect with individuals who can help you achieve your social impact goals.

November 1, 2023 | Tips to Make Your Organization More Accessible | Israel Serna with Adelante Partners

Implementing accessibility best practices that can help organizations grow and improve the experience for all users online. Learn tips and best practices for designing websites, email marketing campaigns and physical spaces with accessibility in mind.

About Our Workshop Partners

About Our Workshop Partners

Adelante Partners Inc. is a one-stop shop nonprofit consulting firm that empowers its clients to soar by providing growth strategies. Founded, owned and primarily staffed by people of color, Adelante’s Team of over 25 consultants, across the nation, have all worked in nonprofits and/or foundations, and are from the communities their clients serve. All aspects of Adelante’s business and work is done through the lens of Diversity, Equity and Inclusion working to advance the full potential of organizations that help our communities soar. Website:

Peter Chang, Nonprofit Consultant, brings a sought-after blend of entrepreneurial energy and deep nonprofit expertise to the community and is currently a member of the Nonprofit Advisory Council for OneOC and a member of the Board of Directors of the Orange County Asian Pacific Islander Community Alliance.

Resolute Philanthropy brings more than 20 years of experience to bear – from frontline fundraising to team leadership – supported with a passion for leadership development and creativity. We believe that philanthropy is a remarkable way to address societal problems – and that a culture of philanthropy is not just about money, but it is about giving people a chance to stand up for something, to stand alongside something, to see their values put into action in pursuit of a kinder, safer, healthier world. Website:

Social Impact Advising Group provides custom-designed solutions and consulting services that help businesses, philanthropic organizations, and non-profits align their purpose, community investments, stakeholders, and strategy. Jacqueline Erickson Russell leads the company using her past experience working at foundations, non-profits, and school networks. Her expertise is in strategy design, program launches, grantmaking management, community-designed processes, and complex organizational change initiatives. Click here for website.

Meet Your Workshop Facilitators

Meet Your Workshop Facilitators

Vanessa Alva
Adelante Partners

Chris Baiocchi
Resolute Philanthropy

Tania Bhattacharyya
Lumos Marketing

Peter Chang
Nonprofit Consultant

Iquo B. Essien
Adelante Partners

Brenda Godinez
Adelante Partners

Claudia Morales
Adelante Partners

Samantha Rodriguez
Adelante Partners

Jacqueline Erickson Russell
Social Impact Advising Group

Diego Sepulveda
Adelante Partners

Israel Serna
Adelante Partners