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Upcoming Trainings

The Five Tool Fundraiser provides relevant training opportunities and personal coaching. Check out a handful of offerings below.

Latest Past Events

Performance Reviews and Promotions: Leading Growth with Clarity and Integrity (People Management Foundations)

VIA ZOOM – LINK SENT AFTER REGISTRATION

Performance reviews and promotion decisions are among the most sensitive and influential responsibilities an emerging leader will carry.
Handled well, they build trust, clarity, and momentum. Handled poorly, they create confusion, resentment, and disengagement.
This interactive training equips emerging nonprofit leaders with the tools and mindset required to lead reviews and promotion conversations with fairness, transparency, and confidence. Participants will learn how to structure meaningful performance conversations, give direct and development focused feedback, evaluate readiness for advancement, and navigate the organizational and emotional complexity that often accompanies these decisions.

The session addresses common nonprofit realities, including limited advancement pathways, internal equity concerns, budget constraints, and the challenge of balancing compassion with accountability.
 
Supervisors will find this session especially valuable for managers who are stepping into formal evaluation and promotion decisions for the first time. 
The training provides shared language, practical frameworks, and guardrails that strengthen consistency across teams.
 
This is not a theoretical session. It is practical, scenario based, and grounded in real nonprofit leadership experiences.

Hiring with Confidence: Tools for Building the Right Team (People Management Foundations)

VIA ZOOM – LINK SENT AFTER REGISTRATION

Hiring is one of the most consequential responsibilities an emerging nonprofit leader takes on and one of the least formally taught.

This interactive training is designed for nonprofit professionals who are beginning to hire staff, participate in hiring decisions, or influence hiring outcomes on their teams. The session moves beyond job descriptions and resumes to focus on how leaders make thoughtful, equitable, and mission aligned hiring decisions.

Participants will explore how to clarify what a role truly needs, design hiring processes that reduce bias, conduct interviews that surface real capability, and make decisions they can stand behind. The training will also address common hiring challenges in nonprofits, including limited budgets, urgency to fill roles, internal promotions, and navigating organizational culture.

Supervisors will find this session especially valuable for emerging leaders who are stepping into people management for the first time and need shared language, tools, and confidence to hire well.

This session is practical, reflective, and grounded in real nonprofit scenarios. Participants will leave with frameworks, sample questions, and a clearer understanding of their role in building strong teams.

If Image does not load correctly, please copy and paste this link in your browser to review the event flyer: https://fulcrumleader.com/wp-content/uploads/2026/02/FLI-Hiring-scaled.jpg

Check Out the “Five Tool Fundraiser” Substack Page

The Five Tool Fundraiser Substack page regularly posts fundraising tips, strategy, graphics, and more.

365 Fundraising Truisms

Each day we’ll bring you a new fundraising truism. If you’d like to read them all, purchase the book on Amazon.

365 Fundraising Truisms

365 Fundraising Truisms
Daily Wisdom for the Aspiring Five Tool Fundraiser

#219

Making big gifts is most often a function of age. The older you are, the more capable you tend to be of making a major gift. It’s perhaps one of the few areas where it’s more beneficial to be older rather than younger.

#139

Sometimes less is more. When you’re trying to create an emotional response with a written appeal, fewer words can often be more powerful.

#138

“Yes. We’ll make the gift.” Is there anything sweeter for a fundraiser to hear than this? Few things can make a fundraiser happier.

#137

Successful solicitation strategy is in the details…often the minutest of details. Failure to sufficiently think and spend time crafting strategy and setting plans in place prior to a major gift ask can often lead to disappointment for both you and the prospective donor.

#136

Capital campaigns are an incredibly effective catalyst toward building an organization’s major gifts program.

#135

The hiring practices of an organization can dramatically influence the effectiveness of a fundraising department. HR and hiring managers need a lot of training to identify, recruit, and retain top development talent.

#134

Philanthropy is complex. There are so many factors influencing growth or contraction, including governmental policies that inspire or inhibit charitable giving. For this reason and more, fundraisers need to care about and be informed on these issues and take action when necessary with policy makers and public officials.

#133

Placing the name of a donor (living and deceased) on your institution and/or institution’s building(s) can be fraught with peril. Nonprofits must carefully consider all factors when contemplating permanent physical naming opportunities including those circumstances where it is reasonable and necessary to remove the naming. Be sure to accurately record all potential circumstances in the gift agreement.

#132

Meeting the prospective donor where they are in their journey with you and your institution, and being donor-centric, is essential. That being said, you must also responsibly guide and direct the conversation and relationship toward the intended destination to prevent aimlessly drifting.

#131

The future will require us to operate in two worlds simultaneously – the virtual world and the in-person world. Without prejudice toward either, there will be choices to be made about which setting offers the greatest yield and this adds yet another layer of complexity to the already significant list of key questions you must answer in preparation for your next solicitation of a prospective donor.

#130

Philanthropy is always evolving. The acceleration of globalization means greater acceptance of and participation in philanthropy. Additionally, the number of donors giving across borders continues to grow, and this trend is very likely to continue.

#129

Volunteers are much more likely to give and give more significantly and more predictably. The talented development professional is uniquely adept at sourcing volunteer opportunities that increase engagement and giving.

#128

Many people use personal trainers. They can help teach you best practices, evaluate and correct your technique, motivate you, and often just keep you accountable to your goals. The development professional often serves as that personal trainer for the CEO, volunteers and Board members. Don’t underestimate the positive influence this type of “personal training” can have when it comes to enhancing fundraising success.

#127

The CFO and CDO often speak different languages when it comes to counting and recognizing philanthropic revenue. The CFO speaks a language called GAAP (Generally Accepted Accounting Principles) while the CDO speaks a language called CEYC (Count Everything You Can). We all know the language the donor prefers and which the auditor prefers. It’s not about right or wrong. It’s a necessary and healthy push and pull.

#126

Memorial gifts and honor gifts are very effective methods of raising funds. Memorial gifts provide thoughtful ways to remember loved ones who have passed away. Honor gifts celebrate special occasions or recognize someone special.

#125

You create your own luck in fundraising. John Milton named it when he said, “Luck is the residue of design.” I usually trace my good fortune back to the conscious, intentional steps I took earlier that supported my intended outcome.

If you’d like to access all 365 fundraising truisms, please purchase the 365 Fundraising Truisms book

The Five Tool Fundraiser

This best-selling book provides a thoughtful and strategic approach to understanding the work of the development professional and is a must-read book for fundraisers at all levels, especially for those desiring to achieve success in the industry.

I’m proud to have known and worked with Claudia and Chris as friends and colleagues the last two decades and have witnessed their dedication to the fundraising profession and non-profit sector. If you want to elevate your career and make a lasting impact on your organization, their book- The Five Tool Fundraiser- is a must-read with a tested and proven framework for you and your team members to achieve greatness in fundraising. – Nicole Suydam, President & CEO, Goodwill of Orange County.

Buy this highly recommended book and learn more about taking your own fundraising skills to the next level.

Five Tool Fundraiser

YouTube Channel

If you are looking for content that will help you elevate your fundraising knowledge and take you to the next level as a development professional, visit The Five Tool Fundraiser YouTube Channel. On the channel you will find all of our recorded webinars as well as interviews, shorts, podcasts, live streams, and so much more. While you are on the channel, please SUBSCRIBE so you will be alerted when new content is available.

AltruList

The best fundraisers rely on experts to assist in critical moments.

AltruList is the most robust and complete list of fundraising specialists available on the web and it’s completely free to use.

If you are a provider of fundraising support and services that would like to be listed on our site, register today. It’s free to list your services.

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