2017 Fundamentals of Fundraising Course
Monday, June 5 and Tuesday, June 6, 2017
Delta Hotels by Marriott, Baltimore Hunt Valley
(formerly the Hunt Valley Inn)
Hunt Valley, Maryland
The Fundamentals program is designed for fundraising professionals with 0 to 4 years of experience and provides a comprehensive overview of our profession. This two-day program is offered concurrently with Fundraising Day in Maryland, so you can review the basics to jump start or reignite your career, network with Fundraising Day in Maryland attendees, and attend the Award Luncheon.
Monday, June 5th
7:30 – 8:30 a.m. Registration
Module 1: Overview of Fundraising
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.
Module 2: Developing an Integrated Fundraising Program
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.
12:30 – 2:00 p.m. Award Luncheon
Module 3: Marketing for Ongoing Success
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.
Tuesday, June 6th
Module 4: Building & Sustaining Relationships
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.
Module 5: Securing the Gift
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.
Module 6: Volunteers - Partners in Fundraising
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.
Module 7: Management & Accountability
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.
Register for the FUNDAMENTALS OF FUNDRAISING Course (includes luncheon):
EARLY REGISTRATION: through APRIL 30, 2017
$320 for AFP members / $420 for nonmembers
REGULAR REGISTRATION: MAY 1 through MAY 26, 2017*
$340 for AFP members / $440 for nonmembers
*After MAY 26, 2017, a $25 late fee will apply to ALL Fundamentals of Fundraising registrations.
Scholarships Availalable for both Fundraising Day in Maryland and the Fundamentals of Fundraising Course. Download the application for more details.