Module #3. Fundamentals of Advancement / Development

Module #1.  Fundamentals of advancement / development, the specific knowledge and skills that are necessary to build a successful and sustainable fund advancement / development program in the context of one’s own personal and professional gifting and equipping, and in the context of a knowledgeable and appropriate strategy and implementation plan.  All amidst a peer group or industry that has similar challenges and opportunities.

  • The Annual Fund – Philosophy, Methodology + Components of a Direct Mail Program.  In this course participants will receive a broad and strong education as to how an Annual Fund fits into a holistic development plan. Additionally, participants will receive a primer on the components of an effective direct mail and direct response program. All aspects of the rationale and methodology for developing, running, and measuring an annual fund program will be presented.
  • Newsletters, Social Media & Mass Constituent Communications In this course, participants will be exposed to various methods of mass communications and develop analytical tools to evaluate the current and future development initiatives that communicate with groups of donors and prospects.
  • Special Events In this course participants will receive a thorough overview about the variety of special events that are available to aide in advancing the mission and funding of an institution of higher education. The various types of events will be contrast for visibility, profitability, and community building, among other attributes. This will be a component of the course project, your Fund Development Strategic Plan.
  • Foundation Relations & Your Case for Support In this course participants will understand the fundability quotient that applies the factors which make an institution attractive to the right funders. Disciplines in developing a compelling case for support will be taught and participants will work to craft their own case for support in this course and as part of their final strategic plan project.
  • Major Gifts & Mega Gifts In this course, participants will learn the opportunities for major and mega gift fund raising and donor cultivation and the various approaches that are most effective in bringing larger gifts to an institution.
  • Asking Questions & the Art of the Interview This course builds on Course No. 20 in the context of major and mega gift donor cultivation but is applicable for every donor relationship and gift size. The art of listening and learning about a donor’s core desires and intent are the keys to cultivating a gift that honors God. In this course, individuals will role play with the facilitator and with each other to help develop this skill.
  • The Role of the Board & CEO in Donor Relations In this course, participants will gain understanding of the critical role that leadership plays in positioning the institution for gifts as well as direct relationships with key donors. Emphasis will be placed on the relationship between the board chair, CEO, and advancement officer along with engaging other board members and key executives.
  • Capital Campaigns & Major Initiatives In this course, participants will gain understanding of the role that capital campaigns and major project initiatives play in the overall fund development plan. A chronology of historic capital and project activity will be requested along with a sense of future activity. The appropriate application, timing, and execution of capital campaigns and major project initiatives will be discussed.
  • Planned Giving, Estates, Endowments & the use of Foundations In this course, participants will explore the opportunities for gift planning in these various areas and consider the creation and use of a specific institutional foundation to come alongside the core organization’s annual fund raising plan.
  • Closing Retreat & Plan Presentations – Course Evaluation & Oral Examination.  In this closing course, participants will be asked to dialogue with a key facilitator to express their own understanding of the course content. Additionally, feedback from each participant will be sought by the facilitators to help ensure that quality programs are continually enhanced and delivered to our participants.

Module #1; Module #2; Module #4

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