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Fundraising Excellence for Nonprofits: A Comprehensive Course

This course offers a deep dive into nonprofit fundraising, covering philanthropy, fund development, ethics, and more. Participants engage in peer learning through case studies, assignments, and a final portfolio. Grading is based on attendance and completion of assignments, with a focus on practical application in the field of fundraising. Contact the instructor for any questions or concerns regarding the course content. Prepare to enhance your fundraising skills and knowledge with this valuable educational opportunity.

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Fundraising Excellence for Nonprofits: A Comprehensive Course

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  1. WELCOME • NPST 402: US Nonprofits and Philanthropy • Part II • Instructed by • Michele R. Berard, MBA, CFRE

  2. Course Overview • Introduction to the Instructor • Contact Information: • Cell: (401) 263-4902 • Email: mrberard@butler.org or mberard@ascentadvisors.net • For whom this course is designed • New Entrants • Experienced Fundraisers/CFRE Track • Non-profit volunteers • Learning Opportunities • Peer learning via case assignment • Cases presented in lectures • Assignments

  3. Course Overview • The Text • Achieving Excellence in Fund Raising by Hank Rosso – 3rd Edition • Can get for under $50 on amazon.com • Worth the investment • Resources – www.micheleberard.com/resources • Research • Articles • Staples

  4. Course Overview • Course Objectives – by the end of this course you will have an understanding about: • Philanthropy’s role and benefit to a non-profit organization • The vehicles through which to recruit philanthropy • The fund development process and integration into organizational planning • Fundraising ethics • CFRE exam content (see www.CFRE.org for more information) The Syllabus is a guide…

  5. Course Overview • Grading Policy • Based on assignments and personal case portfolio • Attendance Policy • After two absences 5 points will come off your final grade for each class missed • Perfect or near perfect (only one missed class) attendance with receive 5 or 10 point on their final grade

  6. Course Overview First Assignment : • Why are you taking this course? • What is your experience in fundraising?

  7. Your Assigned Case • Each student will work with one organization and development professional • Assignments will be based on the class lecture • Students will develop a portfolio that will be comprised of all assignments and other components. The Portfolio is your final exam and will serve as a resource for the future.

  8. Your Contact Information Update the Class Roster My preferred method of contact is email • Please verify that I have the correct email address for you • Please allow my emails to come through to you (for those of you who have picky spam filters) Comments, Questions, Concerns?

  9. In Class Assignment Pretend you are a donor interested in making a contribution to your individual case organization but want to call to speak to someone to inquire about the process. • Does the organization’s website provide clear information on who to contact and their phone number? • Call or email your contact person and introduce yourself and exchange contact information.

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