Zimmerman Lehman: Workshops

Zimmerman Lehman Workshops

Zimmerman Lehman's workshops focus on "how to" and use interactive settings and the most up-to-date techniques with professional, user-friendly materials. Effective training for the board of directors and staff keeps an organization on the leading edge of quality service. Our unique approach trains boards of directors, staff, and volunteers to solicit funds enthusiastically, effectively, and without fear. We combine our passion and can-do attitude with practical and straightforward methods.

Upcoming Public Workshops by Zimmerman Lehman
These workshops are open to the public and hosted by different nonprofit resource centers. The fees are set by each center. Current workshops and details.

Testimonials
What others had to say about recent workshops and trainings.

Zimmerman Lehman's Private Nonprofit Workshops
Zimmerman Lehman's interactive sessions draw on our combined experience working in the nonprofit sector variously as staff, executive directors, board members, and consultants. Our insightful facilitation skills are joined with proven adult learning techniques. Professional materials tailored to your organization's specific needs are included with each training. Zimmerman Lehman has trained thousands of individuals in the art and science of fundraising and board development. For a sampling of our most popular workshops see below. To obtain more information about creating a workshop for your organization call (415) 986-8330 or email zl@zimmerman-lehman.com.

Fundraising campaigns

How To Conduct A Successful Major Donor Campaign

Diversifying Your Funding Base
High-End Donation Development
Selling The Invisible
Cultivation and Solicitation (And How Do You Approach Those Closest To You?)
Individual Solicitations: Get Started and Remove The Fear

Boards of Directors

The Strategic Board of Directors: Board Responsibilities and Recruitment

Boards That Love Fundraising

Advocacy for Board Members: What is it? And why should I care?

Strategic Recruiting and Orienting New Board Members

New Trends of Boards: Public Policy, Accountability, and Transparency

Fundamentals of Fundraising: Diversifying Your Funding Base

Grantseeking: A Step-By-Step Approach

Who Should Be Raising Money: Board Or Staff?

Upcoming Public Workshops by Zimmerman Lehman

Ann Lehman will present at the Progressive Consultants Network meeting on "Advocacy for Board Members: What is it? And why should I care?" Ann has been involved with advocacy for over 30 years. She works as a senior policy analyst for the SF Department on the Status of Women and brings her advocacy background to her work as a partner at Zimmerman Lehman, a consulting firm working exclusively with nonprofits. She is the co-author of Board Members Rule: How to Be a Strategic Advocate for Your Nonprofit and Boards That Love Fundraising. The meeting will take place at Solano Grill and Bar at 1133 Solano Avenue in Albany (cross street Kains). Tuesday, July 22nd, from 5 to 7 pm. Please RSVP to judithkatz@yahoo.com. Background material. A similar presentation was conducted for the CBO Center Policy Day in March. You can download the materials from Workshop: Board Members Rule.

Recent Workshops by Zimmerman Lehman

Board Members Rule! - How to be a Strategic Advocate for Your Nonprofit
CompassPoint, San Francisco, June 04, 2008, 4:00 pm - 6:00 pm Being a truly effective board member requires time and effort - just showing up to meetings isn't enough. In Ann Lehman's new book, she explores how busy board members - or those considering joining a board - can make their board service experience more productive, meaningful, and enjoyable. In this workshop, Ann will touch on best practices she outlines in her new book on accountability, transparency, advocacy, and strategic governance. No more listening to boring reports! Come and learn how to engage in meaningful and strategic discussions that will help you and your fellow board members fulfill your organization's vision for the future. For information.

Zimmerman Lehman E-mail Communication
E-mail communication quickly has become a staple of outreach for nonprofits, but do you know how effective your e-mail communication is? We've all had different experiences with e-mail newsletters, and this Zimmerman Lehman workshop will address some issues you may want to consider to improve your e-mail newsletters and e-solicitations. The workshop, led by Felicity Ayles and Andy Krackov, Zimmerman Lehman Team member, from the Lucile Packard Foundation for Children's Health. The format will be highly interactive, using the foundation's own e-mail communication as case studies. Attendees are encouraged to bring questions and share successes and challenges about their own newsletters for what promises to be an invigorating discussion about what works - and what doesn't work - in the realm of e-mail communication.

How to Launch a Successful Major Donor Campaign This workshop will answer the most common questions about major donor solicitation, including: What is a major donor? How does an organization locate major donors? How are effective solicitations structured and conducted? Bob Zimmerman, presenter. Volunteer Center of Sonoma County, Santa Rosa. Information and registration, call 707-573-3399 or click here.

Developing Your First Board and Governance System Webinar for board members available through the Foundation Center. For more information call (415) 397-0902 or visit .

Boards That Love Fundraising Volunteer Center of Sonoma County, Santa Rosa, CA. For more information call (707) 573-3399 x115 or email ccram@volunteernow.org.

NTEN 2008 Nonprofit Technology Conference The Nonprofit Technology Network hosts "Building Community: Connections around the globe and around the corner." New Orleans, LA. Andy Krackov, Zimmerman Lehman's Web Communications Specialist, will be presenting a workshop entitled, Make Your E-Newsletter Work Better: Visions and best practices for cutting through the clutter. More information.

TESTIMONIALS FROM RECENT WORKSHOPS AND TRAININGS

"I feel like I've been to a revival meeting."
- Overheard at a recent Bob Zimmerman training

"Dynamic, no-nonsense speaker. Very engaging – great for the first session of the morning. Bob’s enthusiasm for fundraising – and his no nonsense and humorous style – make him an excellent presenter."
- Comments from a recent AFP workshop

"Bob Zimmerman is not only an industry leading fundraising expert, but an engaging, dynamic speaker to boot! Our audience of hundreds of nonprofit leaders consistently tells us that many of his ideas provide realistic solutions to the everyday problems associated with running and funding their organizations."

- Darian Heyman, Craigslist Foundation

"I engaged a professional fundraising trainer (Bob Zimmerman) with long time legal services experience to train board members and others to ask for donations from law firms as part of the annual campaign at Sonoma County Legal Aid. Our proceeds increased by 50% the first year."
- Andrea Agloro, former Executive Director of Sonoma County Legal Aid

Mr. Zimmerman is a very motivational & gifted speaker... I want Bob Zimmerman on my team. His experience and enthusiasm came through... wonderful, practical, down to earth, no nonsense advice... Inspiring, entertaining, and informative... Bravo! Very pertinent... fabulous and informative.... valuable and encouraging... Excellent Speaker! Highly motivational with a lot of good solid information... I felt that if Bob could tell the story of how he conducts individual fundraising so frankly, then it must be true... gave (us) confidence that the money could be raised, techniques did exist for accomplishing the impossible, and we were the people to do the fundraising... Bob was the most fluid, real presenter I've ever taken a workshop with... I learned to overcome my fear of asking and how to ask... This was the best class in your nonprofit curriculum... I thought the day (with Ann Lehman) was wonderfully productive and masterfully executed... definitely worth the price of admission...

Comments on what participants liked best at the BOARDS THAT LOVE FUNDRAISING workshop in 2004:

Trainer's (Bob Zimmerman) depth of knowledge and experience...Information given concisely and with examples...good give and take...relevance of information...Bob was realistic, offered applicable things to practice and has a sense of humor. (19/20 rated the workshop excellent or very good, 1 said good)

Comments on what participants liked best at the CONDUCTING A MAJOR DONOR CAMPAIGN workshop in 2004:

Specifics about setting up the meeting and the ask...Depth and breath of knowledge...Made simple clear steps...Relaxed atmosphere...Workbook handouts....Very usable information for our organization. (10/10 rated the workshop excellent or very good).