Course curriculum

  • 1

    Session 1: Understanding the Role of the Nonprofit and Those People It Serves

    • Handout to print: Session 1 - Understanding the Role of the Nonprofit and Those People It Serves

    • Slides: Session 1 - Understanding the Role of the Nonprofit and Those People It Serves

    • CFRE Attendance Tracker: Fundraising Certificate Program

    • Assignment: Session 1 - Understanding the Role of the Nonprofit and Those People It Serves

    • Handout: People Reading Guide
  • 2

    Session 2: Defining Your Nonprofit, Elevator Speech and Donor Bill of Rights

    • Class Slides: Session 2 - Defining Your Nonprofit, Elevator Speech and Donor Bill of Rights

    • HO for Printing: Session 2 - Defining Your Nonprofit, Elevator Speech and Donor Bill of Rights

    • Handout: Assignment Session 2

    • Handout: Code of Ethical Standards

    • Handout: Donor Bill of Rights

    • A Video About Starting A Movement
  • 3

    Session 3: Case Statement, Understanding and Creating Fundraising Campaigns, Appeal Letters, Events

    • Handout to print: Session 3 - Understanding and Creating Fundraising Campaigns, Appeal Letters and Events

    • Slides: Session 3 - Understanding and Creating Fundraising Campaigns, Appeal Letters and Events

    • Handout: Opening Case Statement examples

    • Handout: Template for Case Statement

    • Handout: Case Statement Description

    • Storybrand Model from Donald Miller

    • Handout: Assignment Session 3

    • Eagle Valley Trail Case Statement
  • 4

    Session 4: Critical Parts of Major Gift Prospecting

    • Handout to print: Session 4 - Critical Parts of Major Gift Prospecting

    • Slides: Session 4 - Critical Parts of Major Gift Prospecting

    • Handout: Assignment Session 4 - Critical Parts of Major Gift Prospecting
  • 5

    Session 5: Major Gift Cultivating, Soliciting and Stewarding

    • Handout to print: Session 5 - Major Gift Cultivating, Soliciting and Stewarding

    • Slides: Session 5 - Major Gift Cultivating, Soliciting and Stewarding

    • Handout: Article 5 Ways to Use Prospect Research from Bloomerang

    • Handout: Article Prospecting with Limited Resources from AFP

    • Handout: Assignment Session 5 - Major Gift Cultivating, Soliting and Stewarding

    • Handout: Ten Touch Example

    • Resources

    • Handout: Major Gifts Discovery Calls Article

    • Handout: Article Donor Cultivation During Crisis
  • 6

    Session 6: The Ask – Solicitation Strategies for Major, Annual and Planned Gifts

    • Handout to print: Session 6 - The Ask - Solicitation Strategies for Major and Annual Gifts

    • Slides: Session 6 - The Ask - Solicitation Strategies for Major and Annual Gifts

    • Handout: Assignment Session 6 - The Ask - Solicitation Strategies for Major and Annual Gifts

    • Handout: Article - Why Being Kind Helps You, Too—Especially Now - WSJ
  • 7

    Session 7: Planning, Budgeting and Strategies for the Fundraising Process

    • Slides: Session 7 Planning, Budgeting and Strategies for the Fundraising Process

    • Handout to Print: Session 7 Planning, Budgeting and Strategies for the Fundraising Process

    • Handout: Planned Giving Description Page 1

    • Handout: Planned Giving Descriptions Page 2

    • Protecting Donor Intent: Why It Matters

    • Handout: Article on Donor Relationships
  • 8

    Session 8: Development Audit Presentation

    • Slides: Session 8 Planning, Budgeting, and Strategies for the Fundraising Process (Cont.)

    • Handout to Print: Session 8 Planning, Budgeting, and Strategies for the Fundraising Process (Cont.)

    • Handout: Donor Meeting Model

    • Handout: Development Plan Template 2021

    • Handout: Key Performance Indicators for Development Plan Evaluation