Certificates: Fund Raising Management
When and where
|Chicago||October 9, 2023–October 12, 2023||$1,695||One seat left! Please email firstname.lastname@example.org for regisgration details.|
|Fort Lauderdale||October 16, 2023–October 19, 2023||$1,695||Register|
|Atlanta||November 6, 2023–November 9, 2023||$1,695||Register|
|Indianapolis||November 13, 2023–November 16, 2023||$1,695||Register|
|Indianapolis||December 11, 2023–December 14, 2023||$1,695||Register|
|Indianapolis||January 16, 2024–January 19, 2024||$1,695||Register|
|San Diego||January 22, 2024–January 25, 2024||$1,695||Register|
|Online (Asynchronous)||January 29, 2024–March 24, 2024||$1,745||Register|
|Fort Lauderdale||February 19, 2024–February 22, 2024||$1,695||Register|
|Virtual (Live)||February 27, 2024–April 16, 2024||$1,695||Register|
|Atlanta||March 4, 2024–March 7, 2024||$1,695||Register|
|Indianapolis||March 11, 2024–March 14, 2024||$1,695||Register|
|Grapevine (Dallas-Fort Worth)||April 8, 2024–April 11, 2024||$1,695||Register|
|Online (Asynchronous)||April 15, 2024–June 9, 2024||$1,745||Register|
|Indianapolis||May 6, 2024–May 9, 2024||$1,695||Register|
|Denver||May 13, 2024–May 16, 2024||$1,695||Register|
|Indianapolis||June 3, 2024–June 6, 2024||$1,695||Register|
Schedule and Agenda
Principles & Techniques of Fundraising is offered in the following three formats:
The in-person class is four days in length.
Day 1: 8:30 a.m.–5 p.m.
Day 2: 8:30 a.m.–5 p.m.
Day 3: 8:30 a.m.–5 p.m.
Day 4: 8:30 a.m.–5 p.m.
Day 1 Agenda 8:00 Registration Check-in 8:30 Opening Session
Expectations and Challenges
Philanthropy, Development, and Fundraising
The Fundraising Cycle
10:00 Break 10:15 The Philanthropic Landscape
Research on Philanthropic Giving
Understanding the External Environment
Fundraising as an Exchange of Values
Cube: Institutional Readiness
11:45 Lunch 1:00 The Case for Support
Cube: Institutional Readiness
2:45 Break 3:00 Constituency Markets
Focus on individuals as constituency for fundraising
Cube: Institutional Readiness, Markets, and Vehicles
4:45 Day 1 Debrief 5:00 Adjourn Day 2 Agenda 8:30 Previous Day Review 8:45 The Annual Fund Program
10:00 Break 10:15 Building the Base of Support
Focus on digital fundraising, direct mail, and special events
11:45 Lunch 1:00 Prospective Donor Research and Major Giving
2:45 Break 3:00 Planned Giving
4:45 Day 2 Debrief 5:00 Adjourn Day 3 Agenda 8:30 Previous Day Review 8:45 Campaigns: Capital to Comprehensive
10:00 Break 10:15 Fundraising from Corporations and Foundations
11:45 Lunch 1:00 Solicitation Exercise
Cube: Dynamic Functions
3:00 Break 3:15 Volunteers, Boards, and the Staff Team
Cube: Human Resources
4:50 Day 3 Debrief 5:00 Adjourn Day 4 Agenda 8:30 Previous Day Review 8:45 Stewardship
Cube: Institutional Readiness
9:45 Break 10:00 Ethical Fundraising
Cube: Dynamic Fundraising
11:45 Lunch 1:00 Budgeting and Managing
2:15 Break 2:30 Action Planning 3:45 Application of Principles
Resources Inventory Analysis
Review of Expectations and Obstacles
Preparing a Statement of Objectives
Certificates & Celebration
- Online (Asynchronous)
The asynchronous online course is eight weeks in length.
Each week you'll have a course module to complete. Each module consists of:
- readings from a PDF study guide
- viewing a pre-recorded narrated presentation
- completing a 10-question quiz where you must score a 7 or higher
- engaging in forum discussions with others
- and submitting assignments.
More details about the online format and requirements may be viewed here.
WEEK 1 INSTITUTIONAL READINESS
Intro to Fundraising, Fundraising Cycle, Philanthropic Landscape
WEEK 2 INSTITUTIONAL READINESS
Case for Support, Constituency Markets
WEEK 3 VEHICLES AND STRATEGIES
Annual Fund and Building the Base of Support
WEEK 4 VEHICLES AND STRATEGIES, DYNAMIC FUNCTIONS
Prospective Donor Research, Major Gifts, & Solicitation
WEEK 5 VEHICLES AND STRATEGIES
Planned Gifts and Capital Campaigns
WEEK 6 MARKETS
Corporate and Foundation Markets
WEEK 7 HUMAN RESOURCES, DYNAMIC FUNCTIONS
Boards, Volunteers, Teams, Ethics
WEEK 8 MANAGEMENT PROCESS
Planning, Budgeting, Managing
To be eligible for the Certificate of Achievement, all coursework must be completed and submitted no later than Sunday of week 8 at 11:59 pm ET. This is a firm deadline and late work will not be accepted.
- Virtual (Live)
The February 27-April 16, 2024 virtual course will be held on the following dates:
Tuesday, February 27
Tuesday, March 5
Tuesday, March 12
Tuesday, March 19
Tuesday, March 26
Tuesday, April 2
Tuesday, April 9
Tuesday, April 16
Introductions and Expectations
The Philanthropic Landscape
Case for Support
The Annual Fund
Fundraising from Corporations and Foundation
Application of Principles
- CFRE Education Points
Full participation in many of The Fund Raising School’s courses fulfill education point requirements for Category 1.B-Education of the CFRE International application for initial certification and/or recertification.
Principles & Techniques of Fundraising qualifies for 27.0 CFRE Education Points/Hours.
IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card, check, or purchase order. All cancellations and transfers are subject to an administrative fee of $275.
The baseline course for all of The Fund Raising School courses.
Our trademark course—the definitive training program for fundraisers
Recognized internationally, Principles & Techniques provides you with the foundation and inspiration to achieve your organization's financial goals. This course presents the total framework for operating an accomplished fund development program. In just four days you will gain A-through-Z knowledge and skills that are essential for fundraising success.
You’ll learn how to
- Identify and validate prospective donors
- Manage the fundraising process
- Use research to match a donor’s interests and needs with your nonprofit’s mission and goals
- Build an annual fund donor base that keeps on giving
- Manage the process of raising money
- Recognize planned giving benefits to your donors and to your nonprofit
- Structure a successful solicitation
- Respond to challenges and ethical dilemmas with professional skill
What you’ll receive
The Fundraising Cube
The Fundraising Cube is a colorful desktop reminder of The Fund Raising School’s internationally-regarded fundraising management process. This handy reference is a source of pride for alumni.