Advanced Topics in Fundraising


Units: 6


This course will go beyond the basics introduced in External Relations: Fundraising & Individual Giving and cover a number of special topics including fundraising campaigns, planned giving, special events, individual major gifts, the use of fundraising consultants, and the creation of a development plan. In smaller organizations, every member of the development office likely needs to have at least a passing familiarity with these topics. In a larger organization, you might be in a position focused on only one area. In either case, having an understanding of these topics and the strategies that inform their use will be a valuable tool. In each section, we may hear from experts in that particular discipline to provide context based on their own experiences.

Learning Outcomes:

By the end of this course you will understand the basic principles of a number of specific topics in fundraising. Specific learning objectives include:

• Classify the different types of fundraising campaigns, planned gifts, special events, major gifts, and assess their place in an overall development plan.

• Illustrate the reasons why a non-profit organization might choose to utilize a fundraising consultant and list the services that may be provided.

• Formulate a compelling Case for Support in anticipation of a fundraising campaign or as part of ongoing fundraising solicitations.

• Define the needed relationships between development and institutional staff, board members, and other volunteers to make a campaign successful.

• State the major types of planned giving vehicles and explain how a fundraiser works to incorporate them into a development program.

• Compare the different kinds of special events that happen in fundraising programs, explain how are they planned, and devise a formula to determine their return on investment (ROI).

• Summarize the process for identifying, qualifying, cultivating, soliciting, closing, and stewarding major gift donors.

• Plan for making a major gift solicitation.

• Demonstrate how to incorporate the different components of fundraising into a comprehensive organizational development plan.

Prerequisites Description:

93826 and 93827