Boards and Teams CAN Work Together AND Raise More Money

We have seen it work: when a board or a team takes the time to create an aligned story, every one of them steps into the role of ambassador for their organization. 

We work with teams to create a shared story of the organization: powerful, current, urgent. Then we help each team member find his or her own personal connection. This work is the "heavy lifting" of fundraising.  From here, board members are more willing to engage and to find comfort in raising dollars for their organizations.

You Will Learn How To

  • Work as a team to co-create a compelling story about the organization

  • Help board members understand how to move donors with storytelling

  • Each team member understands how to connect personally with the story

  • Build team confidence and cohesiveness with an essential shared activity

Workshop Includes

Group exercises to build a story -- and strengthen your board or team

Expert facilitation by two leadership trainers

An experiential training to help turn board members into fundraisers

Workshop Schedule


Modules (3 Hours of Learning)

  • Introductions and orientation (consciously designing the workshop)
  • Design the desired impact of the story
  • Understand storytelling arc
  • Co-create the organization's compelling story
  • Help each team member find his or her personal connection to the story
  • Practice and feedback
  • Completion (consciously completing the workshop)

This Program Works Equally Well Onsite or Online

Workshop Facilitators

Margaret Katz Cann is a Professional Co-Active Coach (CPCC).  She specializes in executive fundraising coaching, board training, and consulting, Margaret works with nonprofit executives to stop tripping over their ask, to connect to passion and leadership – and to step into the world of compelling fundraising. Margaret is an experienced and joyful fundraiser, having spent 22 years at the Community Foundation Boulder County. She is passionate about the intersection of coaching with fundraising, and the way leaders who are willing and wanting to up their game can step away from anxiety and dread can step into their leadership as fundraisers for their organizations. Her nonprofit clients include executive directors, board members, and development staff, where she works with organizations to plan and then adds coaching to make the plans become reality.

Michelle Maloy Dillon (CPCC, PCC) is an experienced entrepreneur, trainer, and certified professional Co-Active coach who specializes in leadership development. With over twenty years of entrepreneurial business experience, she brings a playful and creative mindset to leadership development. As a coach, she is passionate about helping her clients be aware of their strengths and stretching themselves as leaders to be conscious of their impact. Michelle holds a PCC certification through the International Coach Federation (ICF) and a CPCC certification through the Co-Active Training Institute (CTI). She is also a CTI faculty member, teaching coaching skills that shift the leadership paradigm to one of self-authorship, self-authority, and relationship. As a volunteer, Michelle provides coaching to United Nations humanitarian staff located around the world.


David Langiulli is a certified professional coach (PCC, CPCC) who helps nonprofit executives and their teams flourish, thrive, and get results. David's experience spans the university and corporate sectors for over three decades. Most recently he led a fundraising team at Princeton which consisted of 10 professionals responsible for $35 million in annual support to the University. Several thousand nonprofit leaders interested in self- development, leadership, and management follow David's blog on LinkedIn. He’s a graduate of CTI’s Leadership program and holds master’s degrees in business and engineering, as well as an undergraduate degree in mathematics and physics-engineering. As a volunteer, David coaches youth classes at his Jiu-Jitsu Academy and serves on the Board of Directors of the Association of Fundraising Professionals Collier-Lee Chapter.

What People Say About This Workshop

"Great! Very interactive."

"I was originally disappointed about no powerpoints. Activities made up for it!"

"Really great."

"Interactive.  Super wonderful."

"Very insightful and instructive."

"Really opened my eyes to what's possible for our team."

"This workshop was powerful and transformative."