About This Event
Join us for our February Chapter Meeting!
Where: Virtual
When: 2/11/26 | 11:45 am – 1:00 pm
Cost: Members - $5 | Non-members - $10
The Nonprofit Planning Playbook: Connecting Strategy, Fundraising, and Marketing
Effective nonprofit growth doesn’t happen by accident—it’s built through intentional, connected planning. This session introduces a practical, sequential approach to nonprofit planning that aligns organizational strategy with fundraising and marketing efforts, ensuring clarity, focus, and momentum across teams.
Participants will explore how the Strategic Plan establishes the foundation by clarifying organizational priorities, articulating a compelling case for support, and defining measurable goals. From there, the session demonstrates how strategic direction informs fundraising priorities and is amplified through a cohesive Marketing and Communications Plan that aligns audiences, messaging, and brand positioning.
Designed as a hands-on workshop, this session emphasizes how to plan, not just what to plan. Participants will be guided through adaptable templates, checklists, and tools they can immediately apply within their organizations to strengthen alignment, decision-making, and execution. While fundraising planning will be introduced at a high level, deeper development planning will be addressed in a separate, future session.
Key Takeaways
-
The Why and How of Planning:
Participants will gain a clear understanding of the purpose, benefits, and sequence of interconnected nonprofit plans—and how thoughtful planning helps leadership stay focused, aligned, and accountable. -
Strategic Planning Foundations:
Practical templates will guide participants through developing a case for support, conducting a SWOT analysis, and setting SMART goals, supported by checklists to streamline and structure the planning process. -
Fundraising Planning Overview:
Participants will be introduced to the role of fundraising audits and readiness assessments in shaping goals, strategies, and budgets, with tools designed to prepare organizations for deeper planning work later. -
Marketing and Communications Alignment:
Templates will support the development of target audiences, value propositions, brand positioning, and philanthropic messaging, reinforcing how marketing extends and activates strategic priorities.
Webinar Presented by Jack Alotto, MA, CFRE
Jack is a graduate of Glassboro State College (now Rowan University) and he holds a Master’s degree from the State University of New York at Oswego, both degrees are in Psychology. Throughout his career, Jack has served in a variety of fundraising positions in hospital, social service and the arts as executive director, development director, major gift and legacy giving manager, and foundation and corporate relations manager.
Jack is an AFP Certified Trainer, and he has taught a variety of fundraising classes at JFK University and at the Fundraising Academy at National University, where he is currently a Trainer. Jack is a California CFRE Ambassador and runs CFRE Study Groups and has taught CFRE Review classes in the US and Canada.
Jack has presented workshops at AFP Global and has published several articles and blogs. Jack is a hiker and traveler, and he is committed and passionate to philanthropy and works diligently to advance diversity, equity, inclusion, and access in the sector.
About This Event
Join us for our February Chapter Meeting!
Where: Virtual
When: 2/11/26 | 11:45 am – 1:00 pm
Cost: Members - $5 | Non-members - $10
The Nonprofit Planning Playbook: Connecting Strategy, Fundraising, and Marketing
Effective nonprofit growth doesn’t happen by accident—it’s built through intentional, connected planning. This session introduces a practical, sequential approach to nonprofit planning that aligns organizational strategy with fundraising and marketing efforts, ensuring clarity, focus, and momentum across teams.
Participants will explore how the Strategic Plan establishes the foundation by clarifying organizational priorities, articulating a compelling case for support, and defining measurable goals. From there, the session demonstrates how strategic direction informs fundraising priorities and is amplified through a cohesive Marketing and Communications Plan that aligns audiences, messaging, and brand positioning.
Designed as a hands-on workshop, this session emphasizes how to plan, not just what to plan. Participants will be guided through adaptable templates, checklists, and tools they can immediately apply within their organizations to strengthen alignment, decision-making, and execution. While fundraising planning will be introduced at a high level, deeper development planning will be addressed in a separate, future session.
Key Takeaways
-
The Why and How of Planning:
Participants will gain a clear understanding of the purpose, benefits, and sequence of interconnected nonprofit plans—and how thoughtful planning helps leadership stay focused, aligned, and accountable. -
Strategic Planning Foundations:
Practical templates will guide participants through developing a case for support, conducting a SWOT analysis, and setting SMART goals, supported by checklists to streamline and structure the planning process. -
Fundraising Planning Overview:
Participants will be introduced to the role of fundraising audits and readiness assessments in shaping goals, strategies, and budgets, with tools designed to prepare organizations for deeper planning work later. -
Marketing and Communications Alignment:
Templates will support the development of target audiences, value propositions, brand positioning, and philanthropic messaging, reinforcing how marketing extends and activates strategic priorities.
Webinar Presented by Jack Alotto, MA, CFRE
Jack is a graduate of Glassboro State College (now Rowan University) and he holds a Master’s degree from the State University of New York at Oswego, both degrees are in Psychology. Throughout his career, Jack has served in a variety of fundraising positions in hospital, social service and the arts as executive director, development director, major gift and legacy giving manager, and foundation and corporate relations manager.
Jack is an AFP Certified Trainer, and he has taught a variety of fundraising classes at JFK University and at the Fundraising Academy at National University, where he is currently a Trainer. Jack is a California CFRE Ambassador and runs CFRE Study Groups and has taught CFRE Review classes in the US and Canada.
Jack has presented workshops at AFP Global and has published several articles and blogs. Jack is a hiker and traveler, and he is committed and passionate to philanthropy and works diligently to advance diversity, equity, inclusion, and access in the sector.