Virtual Visits: Cultivating Funder Relationships Online

Live and Interactive via Zoom

3 CEUs

Virtual visits, which have significantly increased since the start of the COVID-19 pandemic, offer new opportunities for connection and partnership.

This workshop, led by a seasoned grant-maker who has also overseen several fund-raising efforts, will help nonprofit staff members understand how to conduct a meaningful and mutually rewarding virtual visit with a potential or current funder. This workshop will clarify definitions and roles for virtual visits; consider frameworks to improve relationship-building; provide ideas for goal- and agenda-setting processes; and explore the use of story-telling, visual data, and media to communicate mission, programs, and outcomes.

This workshop will also provide insight into the grant-maker’s mindset and how to work to align your organization’s priorities with their strategies. This interactive session will help debunk myths about virtual visits and provide tools and techniques to help reduce stress and provide support for nonprofit staff.


This workshop will take place via Zoom. Access information will be shared via email at least 48 hours prior to the start of the course. The workshop will not be recorded.

If you have any questions about access or to request a reasonable accommodation that will facilitate your full participation in this event such as ASL interpreting, captioned videos, Braille or electronic text, food options for individuals with dietary restrictions, etc. please contact the event organizer.