Purposeful Boards, Powerful Fundraising

Fundraising success depends on organization-wide efforts from the leadership of the board to the dedication of front-line staff. This course focuses on the role the board plays in fundraising and how to best structure the organization to support this role. Board members and staff will work collaboratively to develop an action plan to improve the culture of philanthropy in your organization, improve board recruitment and training, and ensure the organization has a solid case for support. This course is specifically designed for one staff person and one board member to attend together. 

Certificates: Non Certificate Course

When and where

LocationDatePriceRegistration
September 6, 2023–September 27, 2023$990Register
Important Registration Instructions
With each staff person registration, a complimentary board member registration is included. The registration form will have space for you to enter your board member's name.

Course Details

Virtual Class Schedule
The live, virtual class is held over four sessions from 2pm to 5pm Eastern and hosted using the Zoom platform.

Day 1: Thursday, May 4, 2023 from 2pm to 5pm Eastern
Day 2: Thursday, May 11, 2023 from 2pm to 5pm Eastern
Day 3: Thursday, May 18, 2023 from 2pm to 5pm Eastern
Day 4: Thursday, May 25, 2023 from 2pm to 5pm Eastern

Virtual Agenda
Introduction
     Introductions & Expectations
     Definitions: Philanthropy, Developing, Fundraising
     The Current Charitable Giving Landscape

The Roles and Responsibilities of the Board
      The Top Ten Responsibilities of All Board Members
       A Focus on Fundraising & 100 % Board Giving

Recruiting an Outstanding Board of Directors
       The Board Skills Chart
       How to Identify and Meet Potential Board Members
       Bylaw Basics - Term Limits & Other Essentials

Board Meetings & Effective Fundraising
        How to Structure a Productive Board Meeting
        The Role of Committees
        Why this Matters for Fundraising

Fundraising Tools & Techniques - What Board Members Need to Know
         The 14-step Fundraising Cycle
         The Fundraising Plan
         The Fundraising Pyramid
         The Gift Range Chart

Fundraising Markets
         Developing a Prospect List of Individual Donors
         Understanding Fundraising from Foundations
         Understanding Fundraising from the Business Sector

Making the Philanthropic Request

Supporting Board Member Fundraising
          The Board's Role in Stewardship
          How Can Staff Best Support Board Member Fundraising?
          Board & Staff: Moving Forward & Fundraising Together

Final Reflections

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.

Purposeful Boards, Powerful Fundraising qualifies for 12 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.

As a result of this class, participants will:

  • Communicate and demonstrate board and staff responsibilities to the organization
  • Understand what needs to be prepared and in place for board members
  • Review and adapt tools and strategies to recruit, train, mentor, and redirect board members to support overall fundraising