2.0 CFRE Credits

In the second session, we'll deep dive into the participant's specific donor communication challenges and opportunities. Through peer review and building on best practices from earlier coursework, participants will have a new communications materials and strategies for the future.

2.0 CFRE Credits

Participants in session one will review different types of donor communications as well as different media used to distribute those communications. The primary focus of this session to understand principles and practices that reflect academic, scientific study in the philanthropic sector.

4.0 CFRE Credits

In this session, participants will understand the key elements of prospect research for new or existing donors. In addition to evaluating capacity, linkage, and affinity, we'll explore tools that are most effective for making actionable decisions as well as how to secure data properly in a CRM. A focus on this session will be on data privacy and best practices. 

4.0 CFRE Credits

This session is designed for fundraisers who are working with either governance boards or operating boards; it is not designed for board members. While the session will address board responsibilities, this will be framed in terms of board orientation, job descriptions, expectations, ongoing training, and evaluation. Participants will review best practices and discuss documents related to board roles.

4.0 CFRE Credits

The second session is focused on the implementation of the plan including the private and public phases of the campaign, unrestricted and restricted giving (purpose and time), pledge payments, and complex gift vehicles including blended gifts.

4.0 CFRE Credits

Participants will develop a framework for building a successful campaign that includes planning, timelines, and resources. This session will explore feasibility studies, hiring outside counsel, and creating a case statement for the campaign.

4.0 CFRE Credits

The second session will focus on the tactical implementation of planned giving marketing, living donor testimonials, advanced gift vehicles, prospecting tools, and proposal building. Participants will work through templates for bequests and CGAs in this session. 

4.0 CFRE Credits

Participants will begin with a basic introduction of planned/legacy gift terms, potential uses and benefits, and a flowchart of how to connect planned giving with donor interests. This session will be focused on structuring a planned giving program with timelines, budgets, and resources. 

8.0 CFRE Credits

The Association of Fundraising Professionals presents AFP Donor Retention: A Self-Assessment Workshop. The workshop will answer questions such as:

· Why do organizations lose donors and money?

· How does donor retention influence fundraising success?

· How do you develop a successful donor retention plan?
At this workshop, you will begin to develop a donor retention plan based on best practices. By showing the value of tracking overall gains and losses in gifts and donors, you will learn to use that information to develop cultivation strategies to improve donor retention. To register, Click the link below.

4.0 CFRE Credits

Participants will design and review a volunteer management plan that includes job descriptions, monitoring and evaluation, and recruitment. In the session, participants will discuss budgeting and return on volunteer investment as well as key components of building a culture of volunteerism in your organizations. 

4.0 CFRE Credits

This session dives deeper into operations by looking at donor records, gift processing, as well as procedures and process documentation for each aspect of the fundraising office. Participants will use provided templates to help create one process document during the session. 

4.0 CFRE Credits

This session focuses on budgeting and policies such as gift acceptance and donor privacy, that help structure a fundraising office.  In addition, participants will gain a better understanding of the legal and regulatory environment in Iowa and in the US that will impact fundraising strategy and practice. 

4.0 CFRE Credits

In this session, participants will gain a better understanding of the ethical theories, dilemmas, and resolution strategies for ethical challenges in the fundraising industry. Rather than providing the "right" answer, participants will develop a way of thinking that allows them to resolve the ethical issues that they confront on a day-to-day basis with thoughtful analysis and reasoning. 

4.0 CFRE Credits

Session two is more tactical in nature focusing on the cultivation and solicitation steps of major gifts as well as in reporting and evaluation. Participants will role play scenarios, learn to address objections, build a set of participant-specific questions that would be used in face-to-face meeting, and learn how to build a proposal for a major gift. 

4.0 CFRE Credits

Participants will understand the planning, timeline, and resources needed to build a major gifts program. The course will address prospect research and analysis, identification, cultivation, solicitation, and stewardship. This session will be focused on the planning process for major gifts so participants will be able to concentrate on strategies in the second session

4.0 CFRE Credits

Building on the first session, participants will dive deeper into advanced strategies for annual fund campaigns including the best practices for giving clubs, matching gifts, and retention strategies customized to the participants' experience. Participants will look at different print and electronic campaigns and provide peer-to-peer feedback based on principles from earlier coursework as well as have the opportunity to establish reporting and evaluation tools for annual giving campaigns. 

4.0 CFRE Credits

Participants will gain an understanding of the components of acquisition and renewal of individual donors. A major focus of this session will be on strategic prioritization within the annual fund and metrics that matter. In addition to setting SMART goals, participants will understand best practices in direct mail, telemarketing, digital, and special events. 

4.0 CFRE Credits

Building on the first session, the second session will address ethics and accountability of nonprofit organizations and fundraisers as well as include a brief overview of case statements, development planning, donor relations and marketing, and a how-to approach to securing gifts. Join us if you’d like to gain confidence in structuring a fundraising plan in the proper order and executing that plan.

4.0 CFRE Credits

Join us for the first of two sessions designed to equip you with all the fundraising basics! Participants will obtain a core understanding of key concepts, terms, historical approaches, and industry structures in fundraising.

This overview session describes the role of the donor, the fundraiser, the beneficiary, and the nonprofit organization. Participants will be able to describe how and why people give, understand integrated development, and a culture of philanthropy.