Principles & Techniques of Fundraising

Lilly Family School of Philanthropy

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  • from 4 days
  • online, in person

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.

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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