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Kits

Currently there are two Express Learning Kits available. Here’s what they cover:

Kit 1

How to Ask for Major Gifts: Maximizing Your Fundraising Team’s Impact

Presented by noted fundraiser Andy Robinson

Buy now »

What Will Be Discussed?

While asking people for money is the best way to raise money, it is also the hardest way to raise money.
If anyone on your board has ever said “I can’t ask people for money!” then this is the Express Learning Kit is for your team. Expert fundraiser Andy Robinson provides an overview of:

  • How to identify prospects
  • How to ask those prospects for money
  • What you need to do following a successful ask

Along with the webinar recording, there are seven exercises that will get you started on identifying your land trust’s prospects, preparing a persuasive pitch to potential donors and then practicing making that pitch. Also included is a sample donor tracking form that you can customize to your land trust’s needs.

Estimated time to complete: 4 to 4.5 hours

What's Included?

  • Three 20-minute webinar recordings
  • Facilitator’s guide
  • Seven exercises will lead your fundraising team in learning how to prepare for an ask, make a successful ask, and how to follow-up after an ask
  • List of additional resources

About Andy Robinson

Andy RobinsonAndy Robinson has over 34 years of experience working with a variety of nonprofits as a fundraiser, facilitator, trainer and community organizer. Andy is the author of a number of books including Grassroots Grants and Selling Social Change, How to Raise $500 to $5000 From Almost Anyone, Great Boards for Small Groups, The Board Member’s Easier Than You Think Guide to Nonprofit Finances (with Nancy Wasserman) and Train Your Board (and Everyone Else) to Raise Money (with Andrea Kihlstedt) from which these exercises are taken.

Kit 2

Powering Up Board Financial Oversight

Two editions are available to address both staffed and all-volunteer land trust considerations.

Presented by experienced consultant and accountant Kay Sohl

Buy the version for staffed land trusts »

Buy the version for all-volunteer land trusts »

What Will Be Discussed?

While boards are responsible for the financial health of their land trusts, if they do not understand how to read a financial statement, they put their land trust at risk of embezzlement, financial collapse or even IRS scrutiny.

Kay Sohl takes the fear and confusion out of understanding the board’s fiduciary responsibilities in this easy-to-follow webinar video-recording and discussion guide. The kit includes exercises that will help you engage or re-engage your board members in their financial oversight job. Also included are sample financial dashboards to make tracking finances easier for board members. There are two editions, each containing content specifically relevant to all-volunteer land trust boards and those with staffed land trusts.

Estimated time to complete: 90 minutes

What's Included?

  • A 30-minute webinar recording
  • Facilitator’s guide
  • Participants’ discussion guide
  • List of additional resources

About Kay Sohl

Kay SohlA licensed public accountant, Kay Sohl has over 30 years of experience in helping nonprofits with financial management, sustainability and capacity-building strategies, board development and strategic planning. Kay co-founded and served as Executive Director of TACS (now known as the Nonprofit Association of Oregon), the Northwest's largest resource for nonprofit capacity building assistance. She also co-authored The Oregon Nonprofit Corporation Handbook, which includes extensive information for professional nonprofit managers, lawyers, accountants, consultants, and board members.

Kit 3

EMERGENCY Succession Planning: On the Pathway to Sustainable Leadership

Presented by experienced consultant Dale Bonar of Solid Ground Consulting

Buy now »

What Will Be Discussed?

Preparing for leadership transitions is critical to the stability of your land trust. This kit will help your
land trust plan for an unexpected leadership transition, whether short- or long-term. The organizational
questionnaire includes information on preparing for the video and discussion, facilitating the
discussion and determining what information participants will need to make decisions.

Along with the two 10-minute webinar recordings, there is an organizational questionnaire to prepare your land trust for inevitable leadership transitions, and a contact information sheet that you can customize to your land trust’s needs.

Estimated time to complete: 85 minutes

What's Included?

  • Two 10-minute webinar recordings
  • Facilitator’s guide
  • Organizational questionnaire
  • Contact information sheet
  • List of additional resources

About Dale Bonar

Dale Bonar was director of the Land Trust Alliance Northwest program, and recently retired as the first executive director of the statewide Hawaiian Islands Land Trust. He is now a consultant with Solid Ground Consulting, an organizational and leadership development consulting firm based in Portland, Oregon.

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