Fundraising and Development

Overview

Syllabus

Courses

• 1 review

  16 hours 21 minutes

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  In this course, you will gain an introduction to the basic terminology and concepts in the field, along with an overview of the development cycle from identification and cultivation through stewardship and recognition. You will learn how to develop a case for support, identify and assess prospective donors, match a donor’s interests and needs with your organization’s mission and goals, recognize planned giving benefits to your donors, structure a successful solicitation, and respond to ethical dilemmas. You’ll also examine career opportunities in the field, along with contemporary issues and trends confronting today’s fundraising managers. Throughout the course you’ll gain hands-on practice developing an array of written products for your fundraising and development portfolio.
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  13 hours 19 minutes

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  In this comprehensive overview of planned giving, you’ll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor’s interests and needs with the appropriate planned giving options, and structure a successful solicitation. You’ll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors.
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  16 hours 35 minutes

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  In this comprehensive overview of annual giving programs, you’ll gain an introduction to the basic terminology and concepts of annual giving as well as the various solicitation channels and donor types. Learn how to write a direct mail appeal, craft an impactful email appeal, and develop a script for phone solicitation. You’ll learn how to build a leadership annual giving portfolio and maximize the impact of memberships and events in annual campaigns. You’ll complete the course with the knowledge and skills to build and implement a multi-channel solicitation strategy that achieves the goals of an annual campaign.
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  14 hours 51 minutes

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  This course will provide a comprehensive view of major and principal gift development work for students who seek to build upon their experiences gained in the introductory session. Participants will gain an understanding of the philosophy and strategies implemented in major gift development including prospect identification, how to initially engage a potential major gift donor, the process of cultivation and moves management, effective proposal writing, making a successful ask and on-going donor stewardship. Students will practice fundamental major gift development skills by developing their own prospect strategy, producing essential documents to support the process, and engaging in role playing activity to simulate interaction with prospects and donors.

Taught by

Angela Joens, Brian Casey, Jason Wohlman and Michelle Poesy

Tags

• united states