Lilly Family School of Philanthropy

Effective Leadership, Successful Fundraising

Available dates

Jan 22—24, 2020
3 days
San Diego, California, United States
USD 990
USD 330 per day
Apr 27—29, 2020
3 days
Toronto, Ontario, Canada
USD 990
USD 330 per day


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About the course

You have developed significant fundraising skills, and now you have been promoted to lead the fundraising team. Especially for the new leader or the fundraising executive aspiring for a leadership position, in this course, you will learn how to develop and cast vision for your fundraising operation, recruit and retain talent, continually innovate, lead through consensus, address setbacks, and hold colleagues accountable for results.

After completion of this course, the participant will:

  • Internalize the personal traits necessary for effective leadership - especially how power, authority, and humility need to be understood and applied;
  • Recognize how the traits of a successful fundraiser translate into the qualities of an effective leader and how the application of leadership is distinct from management;
  • Understand how to recruit the right people to the team and then guide, correct, and encourage their collective efforts as an in-group, transformational leader;
  • Learn how to become an innovative leader who crafts and communicates a compelling vision, listens and responds to disagreement and resistance, and oversees responsive initiatives in the philanthropic sector;
  • Identify and address ethical challenges associated with effective leadership.



  • Participant Introductions & Expectations
    • Course Objectives
    • Philanthropy – Development – Fundraising – Leadership
    • Leadership v. Management
    • Fundraising Traits = Leadership qualities
  • Humility, Power, and Authority
  • Recruiting the Right People to Your Team Hiring Staff Members
  • Recruiting the Right People to Your Team
    • Celebrating Success & Correcting Underperformance
    • Terminating Employment
  • Summarize and Conclude
  • One-on-one sessions with faculty


  • Review Day One
    • The Four Roles of the Nonprofit Leader
    • Crafting a Compelling Vision
    • Transformational Leadership – Leading to the Vision
  • Transformational v. Transactional Leadership
    • Are You a Transformational Leader?
    • Change Agent: Leading Up
    • Change Agent: In-Group Leadership
  • Coaching: Authentic Leadership
  • Coaching: Implementation of a Culture of Discipline
    • Team Chemistry
    • Listening to and Addressing Disagreement and Resistance
  • Continuous Improvement
    • Leading the Innovation Process
  • Summarize and Conclude
  • One-on-one meetings with faculty


  • Review of First Two Days
    • Consensus Has Its Limits: Knowing When to Say “No”
    • Dealing with the Unexpected
  • Crisis Leadership
    • The Leader Shows Up
  • One-on-one meetings with faculty
  • Leadership Ethics
  • Leading with Urgency
    • Case Study (Newfields: Innovative Vision or Wayward Mission Drift?)
    • Review & Apply Course Materials & Develop List of Action Steps
    • Final Reflections
  • Adjourn
  • One-on-one meetings with faculty

Course reviews

Downloadable files