Unrestricted Asset Building

Responding to the COVID-19 crisis has taught us all the importance of having flexible funds available to quickly and effectively meet community needs. We can’t predict what needs your Community Foundation or United Way will be asked to meet in the future, but we do know that growing your community grant funds today will help prepare you for the work to come!

Philanthropy WV is pleased to be hosting a special learning series that gives you tools, strategies, a plan of action, and confidence to do this work within your organization, community, and across nonprofit partners.   Plus, you’ll be able to build strong partnerships among your peers to attract more giving to grow the financial resources in your community and our state.  
This multi-session coaching series is led by Ralph Serpe and Bryan Tate of Building Unrestricted. LLC starting in late February.  

Who should participate:

  • Development Directors, Fundraisers, Volunteer Development Committee Chairs/Members, and/or event fundraising chairs/volunteers
  • Program Officers/Directors, Community Impact Directors, VP of Programs/Grantmaking, and any Program staff/volunteers (grant committee members)
  • Executive Directors, Presidents, CEOS, and staff leaders 
  • Board of Directors and/or volunteer supporters 

Unrestricted Asset Building 101

  • Six 75-minute facilitated and focus-driven calls
  • Gain Confidence and experience talking with donors, prospects and professional advisors about organizational focus and needs
  • Topics include: evaluating your asset-building work to date, helping your board become ambassadors, effectively communicating your organization’s unique value, donor engagement, and more
  • Leave the session with a DRAFT unrestricted case statement

Unrestricted Asset Building 201

  • Six 75-minute facilitated and focus-driven calls
  • Gain confidence and experience qualifying, cultivating, asking and thanking prospects, donors and professional advisors
  • Sessions will walk you through evaluating your existing assets and network, donor prospecting, cultivation, making an effective “ask”, closing a major gift, and maintaining an ongoing relationship with your donors


Your registration price is linked to whether a Transfer of Wealth (TOW) study has been completed in your region and if you helped to fund that effort. If you don’t know if you qualify for the reduced rate please reach out to Philanthropy WV staff at info@philanthropywv.org for clarification.

Community Foundations who have completed a TOW (Member)$105
Community Foundations who have completed a TOW (Member)
Have two attend and save!
Community Foundations who have NOT completed a TOW (Member)$175
United Way (Member)$175
Non Members$250

You may register for the 201 series online by clicking HERE or by check. If you are registering by check, be sure to download and fill out the registration form HERE.