Fundamentals of Fundraising Course
August 3 and 4, 2016
Just getting started in fundraising? Want to review your skills?
Know someone that fits the bill? Look no further!
The AFP Fundamentals of Fundraising Course offers a complete overview of the development function. Designed by experienced fundraising professionals, the two-day course addresses the real-world needs and challenges nonprofit organizations face every day. Recommended for professionals with zero to four years of fundraising experience.
2015 Course Flyer:
2016 Scholarship Opportunities are now OPEN.
Dates & Location:
August 3-4, 2016
8:00am - 5:30pm (both days)
Innovate New Albany
8000 Walton Parkway
$395 for AFP Members
$495 for Non-members
The AFP Fundamentals of Fundraising Course is composed of seven modules that have been designed by experienced fundraising professionals to meet the real-world needs and challenges non profit organizations face every day. This 16 hr course is meant to be taught in an active learning style and includes case studies and projects for groups and individuals, making the learning experience both substantive and enjoyable. The AFP Fundamentals of Fundraising Course offers a complete overview of the development function, featuring the most current information and techniques and will provide an overview of skills, techniques and program components for individuals with zero to four years of fundraising experience
The course objectives for The AFP Fundamentals of Fundraising Course represent the "big picture" overview of the course. Under these objectives, for each course module there will be additional learning objectives that will lead to accomplishment of these overall course objectives. The seven modules of The AFP Fundamentals of Fundraising Course are:
- Module 1: Overview of Fundraising
- Module 2: Developing an Integrated Fundraising Program
- Module 3: Marketing for Ongoing Success
- Module 4: Building & Sustaining Relationships
- Module 5: Securing the Gift
- Module 6: Volunteers - Partners in Fundraising
- Module 7: Management & Accountability
Module 1: Overview of Fundraising Back to top
A big-picture look at professional fundraising, including the important role philanthropy plays in organizations and key motivations behind why people give. Also included: the primary sources of contributions; what an integrated development program looks like and which essential components aid success; the fundraising profession as a career, focusing on key qualities for success and a basic path for personal and professional development in the field; an introduction to professional standards and ethics. Objectives: After this module, you'll be better able to:
- Explain the culture of philanthropy and the role philanthropy plays in organizations.
- Name 8-10 key reasons people give.
- Describe the primary sources of contributions.
- Describe the essential components of an integrated development program and the primary purpose of each one.
- State key qualities that every fundraiser should possess and describe a basic path for personal professional development.
- Describe the key principles of the Donor Bill of Rights and the AFP Code of Ethics.
Module 2: Developing an Integrated Fundraising Program Back to top
To effectively raise funds for an organization's mission, it's important to have a comprehensive plan in place that articulates the organization's case for support and includes appropriate giving opportunities. This module covers the importance of connecting that comprehensive plan with the organization's overall mission and strategic plan. The module features an overview of campaign types (annual giving, major gifts, planned giving) with a focus on the key role of annual giving. Content will include establishing/ensuring that appropriate policies and procedures are in place to both ensure integrity of donor intent and to honor donors/volunteers in appropriate ways. Objectives: After this module, you'll be better able to:
- Discuss the relationship between the organization's overall mission and strategic plan and the development plan.
- State the reasons for coordinating the budgeting and planning process of the fundraising department with that of the overall organization.
- Define elements in background information and in the case for support that will have the most appeal to appropriate stakeholders, both emotionally and rationally.
- Describe the essential components of an integrated development program.
- Identify stakeholders typically affected by a development plan.
- Distinguish the differences between and uses for annual giving, major gifts, and planned giving.
- Describe the key characteristics of individual and group solicitations, and when each is most effectively used.
- Define the reasons for and differences between gift acknowledgement, acceptance, and recognition policies.
Module 3: Marketing for Ongoing Success Back to top
Communicating information about fundraising activities to appropriate audiences (donors and prospects alike) and keeping all stakeholders informed about the organization's progress is critical to ongoing and future success. Effective marketing is a key part of building and sustaining relationships for fundraising purposes. This module will cover creating a plan for marketing and communications activities that support development goals and strategies. It will also touch on the growing roles and importance of the Internet and social media in fundraising. Objectives: After this module, you'll be better able to:
- Explain the definition of marketing and describe its application to fundraising.
- Cite examples of communications methods and describe how each might be used to cultivate and retain donors.
- Identify a variety of ways an organization's marketing message can be shared with stakeholders, and suggest which best fit particular stakeholders.
- Prepare donor-centered solicitation materials that will influence and facilitate informed gift decisions.
- Describe the roles of the Internet and social media in fundraising.
Module 4: Building & Sustaining Relationships Back to top
Relationships are the key to fundraising success, and successful relationships start with knowing current and prospective donors well. This module will introduce the powerful role of prospect and donor research, including identifying and segmenting prospects and donors according to appropriate variables as well as effective donor records management to support ongoing relationships. Finally, cultivation, establishing and maintaining relationships with individuals and organizations, and optimizing relationships to retain donors rounds out the module. Objectives: After this module, you'll be better able to:
- Explain the role of research in identifying individuals and groups with the capacity and potential to give in order to qualify them for further research and cultivation efforts.
- Describe examples of effective cultivation strategies and identify steps to use to maximize gift return on an ongoing basis.
- Identify the basic elements of good relationships with volunteers, donors, and qualified prospects.
- Cite examples of effective relationship-building strategies.
- Define "stewardship" and describe its role in building lasting relationships.
- Discuss application of appropriate acknowledgement, acceptance, and recognition policies and practices.
Module 5: Securing the Gift Back to top
Once the development plan is in place and appropriate policies and procedures are set up, it's time to actively solicit gifts from donors and prospects. In this module, a closer look will be taken at solicitation strategies for campaign types, focusing most closely on solicitation techniques for annual giving. Additionally, there will be an overview of techniques for soliciting major and planned gifts. Special emphasis will be placed on implementing critical acknowledgement, acceptance, and recognition practices. Objectives: After this module, you'll be better able to:
- Describe solicitation techniques used in annual giving programs.
- Identify, recruit, and prepare the appropriate mix of volunteers, staff, and professionals to carry out solicitations.
- Name the additional training needs for volunteers involved in solicitation.
- Discuss the six steps to a "model" major-gift solicitation.
- List strategies for obtaining support from corporations/businesses, foundations, and government entities.
- Describe the process for developing and presenting a written grant proposal.
- Discuss application of appropriate acknowledgement, acceptance, and recognition policies and practices.
Module 6: Volunteers - Partners in Fundraising Back to top
Fundraising just wouldn't be possible without dedicated volunteers supporting the organization's efforts. Establishing and maintaining a respectful relationship with volunteers is both art and science, beginning with how they are recruited. This module will explore effective ways volunteers can be recruited, trained, managed, motivated, evaluated, and recognized. As importantly, there are times when volunteers are best included in the development process to ensure they experience a sense of ownership in the organization's work and can effectively perform their roles. Objectives: After this module, you'll be better able to:
- Explain ways to use volunteers to help achieve organizational and fundraising objectives.
- Discuss the key elements of a structured process for identifying, recruiting, managing, motivating, evaluating, and retaining volunteers.
- Describe a model volunteer orientation program.
- Explain the board's role in fundraising.
- Describe methods for recognizing volunteers.
Module 7: Management & Accountability Back to top
Fundraising is about more than soliciting donors and prospects, and the development office is responsible for managing the development plan. This module will present an overview of the management aspects of fundraising including budgeting, records management, gift processing, program evaluation, and the key roles and responsibilities of staff and volunteer leadership. The module ends with a look at accountability, basic legal requirements, and fundraising ethics in practice. Objectives: After this module, you'll be better able to:
- Participate appropriately in the organization's budget and planning process.
- Describe key considerations in receiving, accepting, recording, acknowledging, tracking, and reporting gifts and pledges.
- List the primary roles and responsibilities of the board, CEO and development officer.
- Discuss methods for evaluating development program performance.
- Identify basic accounting and tax requirements that apply to gifts and pledges.
- Discuss the relevant legal, regulatory, and ethical requirements for information maintained in a donor database, and state potential sources for this information.
Seamless AFP Education Matrix:
In addition, the Task Force made the decision to align The AFP Fundamentals of Fundraising Course after the 2009 revised CFRE Review Course so that the material is taught in a way that takes the beginner from a fundamental understanding to a natural progression of skills and knowledge that the practitioner of 4-5 years would have prepping to write their CFRE. This also allows for a seamless transition across AFP curriculum that will be important as AFP expands its training and educational programming.
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Fundamentals of Fundraising and CFRE Review Courses Committee Chair
Jessica Gelin Grisez, CFRE
1651 King Avenue
Columbus, Ohio 43212
Position Title: AFP Education Course(s)
Capacity: Board member
Reports to: VP of Education
● Organizes and chairs regularlyscheduled Committee meetings.
● Recruits and enlists volunteer committee members; monitors the work of volunteers to ensure timely completion of assignments.
● Serves on the board of the Central Ohio AFP Chapter.
● Works with Chapter leadership to determine need for AFP IHQ Course offereings each year.
● Coordinates planning and implementation of CFRE Review course and/or Fundamentals of Fundraising
● Establishes best practices criteria for and selects course instructors.
● Serves as liaison with IHQ to schedule, promote, market and oversee CFRE Review course as per best practices IHQ handbook.
● Determines the location and timing of the CFRE Review course in coordination with the chapter education calendar.
● Coordinates registration and prepayment for all course participants.
● Maintains student database and sends followup letters after course; sends electronic certificate spreadsheet to Chapter Administrator for records.
● Obtains necessary supplies (folders, course materials).
● Monitors the student' attendance and course completion.
● Presents certificates to individuals who have completed the requirements.
● Compile class evaluations submitted by the students as per IHQ.
● Works with VP Communications and Marketing Chair to outline strategies for communicating course opportunity to members and nonmembers.
● With committee, personally promotes course opportunity through group and oneonone communications.
● Serves on or assigns committee member to serve on the CFRE Review Scholarship selection committee.
● Provides timely and uptodate content to Chapter Administrator for committee web page on chapter web site.
● Develops and submits a budget to the treasurer within designated deadlines; monitors committee income and expenditures.
● Works to successfully achieve goals outlined in Chapter Strategic Plan.
● Celebrates success; ensure that the celebration of success includes expressions of gratitude to volunteers.
● Adheres to policies and board member responsibilities adopted by the board.
● Upon leaving office, transfers all records in current condition to the successor.