REIMAGINE FUNDRAISING. INSPIRE GENEROSITY

DREAMS™ Generosity Accelerator Retreat

Retreats overview
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Let's Connect
Let's Connect

This is not your ordinary training.

Ordinary training happens in ordinary places. You take notes, check your email, sit through another Zoom call with your camera off. You walk away with a few key takeaways—if you're lucky.

But this? This is different.

This is an experience. A journey. A transformational moment that asks for all of you—your heart, your presence, your willingness to grow. Because when we talk about inspiring generosity, we’re not just talking about a skill. We’re talking about a way of being. And that kind of shift? It doesn’t happen in a conference room.

This training demands your full attention—not because it’s complicated, but because it’s transformational. This is where the journey starts. This isn’t just learning. This is the kind of experience that changes the way you lead, the way you show up in the world … the way you inspire generosity.

Are you ready? Because this is where everything changes.

The Process

The Journey

Step 1: Take the Assessment

Answer a few questions to uncover your strengths, challenges, and hidden opportunities.

Step 2: Book Your 45-minute Discovery Session

Meet with Joanna to explore your results and create your custom generosity plan.

Step 3: Get Your Insight Report

Receive a personalized report highlighting where you are, what’s working, and what kind of support would help most. 

Step 4: Plan Your Next Step

Get next-step recommendations that help you invest in your mission and activate generosity with clarity and confidence.

a new way
What You'll Gain

Inspiring generosity isn’t just about changing fundraising tactics; it’s about shifting your entire perspective and approach. Your experience level doesn’t matter—what matters is your willingness to see things differently. When you open yourself to new possibilities, real transformation begins.

Let's Connect
Let's Connect
Break free from fundraising myths with a fresh perspective.
Gain insights from thought leaders, board members, and philanthropists.
Learn a clear process to attract and retain committed supporters.
Understand and engage your giving partners on a deeper level.
Build authentic relationships based on trust and commitment.
Leverage personal recommendations to strengthen connections.
Turn supporters into champions for your mission.
Cultivate a culture of generosity.
Invite generosity with confidence and authenticity.
Create meaningful experiences that leave a lasting impact.
Build a lasting legacy of generosity.
how we can support you

Frequently
Asked 

Questions

Who are these retreats for?

These retreats are created for those who lead the work of fundraising and are ready to inspire generosity in a way that is authentic, mission-centered, and profoundly effective. This is a space intentionally designed for you to step away, reflect, and reimagine your approach in community with others who understand the unique joys and challenges of this work.

How do I sign up?

Step 1: Take the DREAMS™ to Reality Assessment

Start by completing our online assessment. This intentional process gives us a clear picture of where your organization stands today—what’s working, what’s not, and where you’re feeling stuck. Your honest reflection lays the groundwork for a truly personalized experience.

Step 2: Schedule Your Discovery Call with Joanna

After completing the assessment, you’ll be invited to book a 45-minute Discovery Call with Joanna. This is a relational, no-pressure conversation where we explore your results and what’s most important to you moving forward.

Step 3: Receive Your Personalized Insight Report

Following your call, you’ll receive a custom Insight Report that outlines your strengths, growth opportunities, and next best steps to help you start inspiring generosity in a way that feels aligned and sustainable.

Step 4: Step Into the DREAMS™ to Reality Generosity Accelerator

If it’s a good fit, you’ll be invited to join the DREAMS™ to Reality Generosity Accelerator—beginning with a powerful in-person retreat and followed by ongoing support to bring your generosity vision to life.

What should I bring to the retreat?

Just yourself. We provide all materials, and we’ll send you a packing checklist so you feel fully prepared.

Are meals and accommodations provided?

Yes, every meal, snack, and overnight stay is covered. We’ll check in with you about dietary needs in your welcome packet.

Do you help with travel arrangements?

Yes. We offer complimentary assistance with flights, car rentals, and logistics to make your trip as smooth as possible.

What does a typical day at the retreat look like?

Mornings begin with breakfast and reflective sessions, followed by engaging group activities. Afternoons allow for personal reflection and deeper discussions. Evenings are all about connection with shared meals, meaningful conversations, and time to absorb everything you’re learning.

How many participants will be at each retreat?

Most retreats are designed for 6 to 12 participants, depending on the location. Some venues allow for larger groups, but even in those settings, we create smaller, more intimate learning experiences so you always feel seen and heard.

What happens if I need to cancel?

Due to the intimate nature of this retreat and detailed planning involved, all payments are nonrefundable. However, I understand that life happens. If you're unable to attend, you may transfer your spot to another nonprofit leader by notifying me in writing at least one week before the retreat begins.

The Journey Starts Here

This is your moment to step out of urgency and into clarity.

The DREAMS™ to Reality Assessment is a two-part experience designed to help you move from survival mode to alignment—so you can lead with purpose, invite generosity with confidence, and build support that’s actually sustainable. 

What You’ll Reflect On

Part 1: Journey to Generosity Focuses on how you're approaching fundraising, especially with individuals, families, and foundations.

Part 2: Strategic Sponsorship Explores how sponsorship fits into your funding model, especially when engaging companies or corporate partners. 

Not every question will apply. You can mark responses as “Not applicable” based on your role or focus.

Begin Your Journey
Begin Your Journey

If you’re ready to stop fundraising and start inspiring generosity, this is where we begin.