Principles & Techniques of Fundraising

Lilly Family School of Philanthropy

How long?

  • from 4 days
  • in person, online

Lilly Family School of Philanthropy

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About the course

Maximize your fundraising success through this timeless course that teaches the tried-and-true practical skills of effective fundraising. Strengthen your fundraising abilities by learning proven fund development tools, and draft a specific fundraising plan to grow your organization. This course serves as the foundation for the rest of the curriculum.

Schedule

Principles & Techniques of Fundraising is offered in-person in multiple cities or online.

In-person Schedule

The in-person class is four days in length.

  • Day 1: 8:30 a.m.–5 p.m.
  • Day 2: 8:30 a.m.–5 p.m.
  • Day 3: 8:30 a.m.–5 p.m.
  • Day 4: 8:30 a.m.–5 p.m.

Online Schedule

The online course is eight weeks in length.

Each week you'll have a course module to complete. Each module consists of:

  • readings from a PDF study guide
  • viewing a pre-recorded narrated presentation
  • completing a 10-question quiz where you must score a 7 or higher
  • engaging in forum discussions with others
  • and submitting assignments.

AGENDA

DAY ONE

Opening session

  • Introductions
  • Expectations and Obstacles
  • Course Overview
  • The Cube
  • Giving USA Reports on Philanthropic Giving
  • Ethical Frameworks for Fundraising

The Fundraising Cycle

  • An Overview of Fundraising
  • Institutional Readiness – A Marketing Approach

Constituencies and Environments

Understanding the Marketplace

Case for Support

  • Institutional Readiness: The Case
  • Mission and Case Exercise

Adjourn

DAY TWO

Selecting the Right Fundraising Vehicle

  • The Annual Fund Program

Building the Base

  • The Internet, e-Fundraising, Social Media
  • Direct Mail
  • The Special Event

Prospective Donor Research

Major Gifts

  • Solicitation exercise

Adjourn

DAY THREE

The Capital Campaign

  • Working with Consultants

Planned Giving

Corporations and Foundations as Markets

In-Box Exercise

Adjourn

DAY FOUR

Budgeting and Managing for Fundraising

Volunteerism, Boards, Leadership, and Team-Building for Fundraising

Application of Principles, Part I,

Preparing a Fundraising Plan

Review of Expectations and Obstacles

  • Application of Principles, Part II, Resources Inventory Analysis
  • Preparing a Statement of Objectives
  • Course Evaluations
  • Awarding of Certificates of Completion

Adjourn

ONLINE COURSE AGENDA

WEEK 1: PHILANTHROPIC TRENDS AND THE FUND RAISING CYCLE

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Your Fundraising Plan
  • Assignment: Discussing Your Work

WEEK 2: CONSTITUENCIES AND CASE

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Your Constituency Model
  • Assignment: Your Case for Support
  • Assignment: Discussing Your Work

WEEK 3: THE ANNUAL FUND

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Create a Gift Range Chart
  • Assignment: Discussing Your Work

WEEK 4: MAJOR GIFTS AND PLANNED GIFTS

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Major Gift Solicitation
  • Assignment: Discussing Your Work

WEEK 5: THE CAPITAL CAMPAIGN

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Capital Campaign Readiness/Experience
  • Assignment: Discussing Your Work

WEEK 6: LEADERSHIP, MANAGEMENT, AND PLANNING

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: The Inbox Exercise
  • Assignment: Discussing Your Work

WEEK 7: GIFTS FROM CORPORATIONS AND FOUNDATIONS

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Corporate Giving
  • Assignment: Foundation Giving
  • Assignment: Discussing Your Work

WEEK 8: PROSPECT RESEARCH AND APPLYING WHAT YOU’VE LEARNED

  • Readings
  • Narrated Presentation
  • Quiz
  • Optional Assignment: Your Fundraising Plan
  • Assignment: Statement of Objectives
  • Assignment: Discussing Your Work
  • Optional Activity In Your Organization
  • Assignment: Course Evaluation

You’ll learn how to

  • Identify and validate prospective donors
  • Manage the fundraising process
  • Use research to match a donor’s interests and needs with your nonprofit’s mission and goals
  • Build an annual fund donor base that keeps on giving
  • Manage the process of raising money
  • Recognize planned giving benefits to your donors and to your nonprofit
  • Structure a successful solicitation
  • Respond to challenges and ethical dilemmas with professional skill

What you’ll receive

  • On a flash drive, a comprehensive 700-page study guide plus an accompanying workbook
  • Gift club ideas
  • Board strengths inventory
  • Donor evaluation forms
  • Invaluable bibliography from the Indiana University Lilly Family School of Philanthropy
  • Formulas for establishing best-practice benchmarks
  • A chance to network and build long-lasting, cross-mentoring relationships with other professionals

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Principles & Techniques of Fundraising at Lilly Family School of Philanthropy

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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