Watermark Philanthropic Advising

Workshops and Training

Watermark offers training, workshops and retreats on the following topics, and can also develop a program customized to the needs of your family, team, organization or Board.


  • Philanthropic Autobiography
  • What ‘Money Messages’ Do You Carry?
  • Creating a Legacy
  • Family Quest Philanthropic Conversations
  • Generational Personalities and Profiles
  • What am I inheriting?


  • Board Leadership & Engagement: Fundamentals for Success
  • Show Me the Money: Creating a Philanthropic Culture
  • Strategic Board Recruitment and Development
  • The Board/Staff Partnership: How to Share Leadership and Get Results
  • Practices of High-Performing Boards: What the Best Boards Do Well
  • Board Self-Assessment and Action Planning

Fund Development

  • Fund Development Essentials Workshop Series
  • Fundraising in Uncertain Times
  • Philanthropic Culture within Your Organization
  • Women and Philanthropy
  • Social Justice Fundraising, Programs and Teams
  • Vocational Exploration and Values for Fundraisers


What session participants have said

“Best session I’ve ever been to at AFP!  Excellent reflective format for experienced fundraisers.”   

– AFP Toronto Congress session attendee

“The quality of Sharilyn’s presentation was excellent.  Her “real world” experiences that she shared were invaluable.”

Jill, Centre on Philanthropy workshop

“Sharilyn showed us how major gift and diaspora fundraising can play a bigger role in moving our new initiatives to scale.  We’re grateful for her fresh perspective on Caribbean generosity.”     

-Wamite Muthara, United Way Worldwide

“A fabulous workshop! Sharilyn is an effective speaker.  She provided useful tools that you can take away and apply.”

– Fiona, Centre on Philanthropy workshop

“Thank you very much for joining the conference and inspiring us.  Your participation encouraged us a lot, and all of the delegates felt that we are a part of the global fundraising community.”                                                                     

– Masa Uo, CEO, Japan Fundraising Association