Day 1: Introduction to Fundraising

In this class, students will learn the difference between successful and mediocre fundraising -- why one process is sustainable and builds capacity in every part of the organization, and the other is short lived and often comes with high costs in overhead and long-term relationships.  Students will also learn the attributes of a successful fundraiser. 

  • Philosophy of Successful Fundraising
  • Understanding the Fundraising Cycle
  • Qualities of a Successful Fundraiser

Learning Objectives:

  • Understand the purpose and philosophy of fundraising
  • Explore current conditions and trends in fundraising and how to stay abreast of changes
  • Understand the Five Elements of Emotional Intelligence and learn to apply this to the job of fundraising
  • Create messaging that differentiates the nonprofit while appealing to the head and heart.  Become familiar with internal vs. external case statements.

Day 2: How to Structure Fundraising

A winning fundraising plan should have an annual fund, major gifts, capital gifts and planned giving.  In this workshop, students will learn how to successfully plan for each of these campaigns in order to create a total development plan. Participants will receive formulas for goal setting, the most successful solicitation methods, and how to rally staff and volunteers to reach goals.  The course will also discuss how to research donors, segment them, and the best databases for keeping all the information straight.

  • Running a successful Annual Fund
  • Donor segmentation and database management
  • Raising money through major gifts, planned giving and capital campaigns

Learning Objectives:

  • Understand the elements in a successful fundraising plan.
  • Understand the importance of the annual fund and how to effectively use donor database segmentation and management
  • Understand cultivation and solicitation of major donors and gifts for capital campaigns
  • Understand the basics of planned giving and how to market these gifts to your constituents 

Day 3: The Art of the Ask

Now that we have researched, set goals and prepared a plan we need to learn to make the ask.  There are several methods for raising money and we will discuss them all from special events to direct mail.  This workshop will focus on talking to on individual about a major gift to talking to 100 at a banquet.  Just as important is stewardship, how do you keep these donors once you get them.  What internal processes do you need in place to make each donor feel appreciated and build their interest in your organization?  How often and what methods should you use to communicate with donors to ensure they stay committed?

Methods for fundraising including direct mail, personal solicitation, and e-solutions

  • Guidelines for successful special event fundraising
  • Building relationships with existing donors

Learning Objectives:

  • Understand best practices for different solicitation methods:  Direct Mail, Telephone Solicitation, Direct Mail, Marketing, Email and Internet Solicitation, Personal Solicitation and Special events
  • Using social media to engage volunteers and donors
  • Understand the importance and principles of gift stewardship 

Day 4: Engaging Volunteers/ Corporate and Foundation Fundraising

A fundraising plan is only successful when it is carried out.  This course discusses the role of the board and how to develop a thriving fundraising committee.  We will also cover the attributes of different types of donors.  A majority of this workshop will cover prospect research, corporate giving, and foundation giving including grant writing.  We will look at individual giving and how gender, ethnicity and generational differences can influence their giving.

  • Engaging Board and volunteers in fundraising
  • Finding foundation prospects
  • Approaching foundations and corporations

Learning Objectives:

  • Understand how to engage the Board in fundraising, and recruit and manage volunteers.  This will include the principles of Servant Leadership.
  • Understand how to approach corporations and foundations and how to apply for grants.  Also covering prospect research.
  • Understand how gender, age, and ethnicity impact giving

Day 5: Manage a Successful Process/ Careers in Fundraising

This workshop will put it all together!  We will focus on what you need to do internally to support the plan and ensure fundraising success.  How do you budget, market and create staff performance goals that support your fundraising efforts?  How can marketing and communication efforts support your fundraising efforts?  We will also cover how to work with consultants. 

  • Managing the fund development plan
  • Tips for job search

Learning Objectives:

  • Understand how to build a team, budget, evaluate performance, market and communicate for fundraising, work with consultants.
  • How to look for a job, tips for successful resumes and cover letters.  Networking for positions.

Fundraising: Capstone

This module is designed to enhance your fundamental knowledge of fundraising and allows you to complete your fundraising certificate. Meetings are held completely online, allowing you to work at your own pace within an allotted time period while completing a project to be critiqued by the instructor. This module is held for a total of ten hours; you will be required to complete eight hours of coursework and two online Q and A sessions with the instructor. Should you not be able to meet the pre-set deadlines for submission of the capstone project, extensions MUST be requested by notifying the advisor, in writing, of your situation. Your request will be reviewed by the program and the instructor to make a determination of appropriate deadlines. By policy, one extension will be granted unless there are extenuating circumstances.

Capstone Components:  Students will need to complete 10 assignments to create a Learning Portfolio.  Students will need to identify a nonprofit organization of interest, and are encouraged to choose an organization in which they currently work or volunteer.  Assignments will be based on information gathered from the nonprofit and include:

  • Case Statement and Gifts Profile
  • Assessment of Mission Statement
  • Needs Assessment Statement
  • Direct Mail Letter
  • Capital Campaign Test for Readiness
  • Foundation Letter of Inquiry
  • Logic Model