Certificate of Fundraising Descriptions and Details

2024 Curriculum & Certificate Details

Our 2024 curriculum of the Certificate in Fundraising Management (CFM) program features updated and revised strategies to reflect new trends and current best practices in fundraising, with a major rehaul in 2022. We have new instructors with fresh content and more flexible requirements.

The Certificate in Fundraising Management includes taking 10 courses. You will earn six hours of graduate credit, and the Certificate is discounted from taking singular classes.

The current curriculum offers these courses for 2024. Additional courses are in development.

• Understanding the Nonprofit Sector
• Fundraising Intelligence
• Annual and Sustainable Gifts; Donor retention, acquisition, and upgrading
• Planned & Major Giving
• Grant Writing, Reporting & Management
• Corporate Partnerships
• Donor Stewardship and Events
• Managing Volunteers
• Public Relations & Marketing
• Fundraising Campaigns

Requirements & Details

To earn the UNO Certificate in Fundraising Management you need to complete a total of 10 classes. You will also receive six hours of graduate credit from UNO School of Public Administration.

Individual classes: You may also attend an individual course or any combination of courses you choose if you would like to upgrade your skills in a specific area but not complete all of the Certificate requirements.

There are no prerequisites for these fundraising management courses.

Classes for 2024 are two days. Class meets from 8:30 A.M. to 5 P.M.

Discount!

Sign up for the entire course schedule of 10 classes, earn the certificate, and pay the discounted rate of $2600.

The registration for a single class is $299, which includes materials and parking.

Our Certificate is recognized by the CFRE National Organization.

Certified Fund Raising Executive

Full participation in a CFM class is applicable for 8 points in Category 1.B – Education of the Certified Fund Raising Executive International application for initial certification and/or recertification. Documentation of participation will be provided upon successful completion of a class.

Contact Information

Ellen Freeman-Wakefield, MPA, Director, Professional Programs efreemanwakefield@unomaha.edu

402.554.2636 (direct) | 402.554.2625 (office) | 402.669.2272 (cell)

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2024 Certificate in Fundraising Management Courses in Detail

Download Complete 2024 Descriptions and Schedule Here:

Orientation and Understanding the Nonprofit Sector January 25 & 26, Thursday and Friday

Description: The Orientation will provide an overview of program benefits, expectations of participants and faculty, schedule, and what to expect generally and specifically from the program. We will meet each other and start networking. We will stress the importance of networking and networking skills. A major portion of the Orientation will focus on the project and on the importance of writing to success in your career.

Objectives:

• Provide a foundational understanding of the nonprofit sector, specifically the role of fundraising and philanthropy within that sector.
• Define common terms and concepts that will feature significantly and be expanded upon in subsequent courses.
• Introduce and inculcate an understanding of the ethical and legal considerations inherent to nonprofit fundraising and how these should inform and guide study and practice.
• Spark critical thinking around organizational needs and future development plans, laying groundwork for the interactive and practitioner-oriented activities of subsequent courses.

Key Topics:

• Giving Structure, who gives and who benefits
• Define Terns (will be used throughout)
• Ethics and the law
• The Impact of trusts and wealth on US civil society
• Resource dependency and mission drift in relation to fundraising
• Top-down v. grassroots and community-centric fundraising models
• Budget and where the funds come from
• How to put together a development plan
• Psychology of why people give
• Overview of what is coming up

Fundraising Intelligence February 15 & 16, Thursday and Friday

Instructors: Liz Clarke & Amy Turbes

Description: Keeping your donor pool dynamic is vital to an organization’s success. To increase individual donor giving you need to better understand your donors and the impact they want to make in order to fully engage them with your organization. To do all those things well, you need to be flexible and strategic with focus on managing the right prospects.

This course will focus on identifying top prospects to your organization, how to manage them throughout the solicitation cycle and record interactions with them. We’ll discuss ways to use outside research and your own internal database to support the work. Participants should leave the course able to determine the top prospects, create solicitation plans for them and have a general understanding of key data points to record in a database.

Learning Objectives:

• Understand the role of prospect development as strategic piece of fundraising pipeline.
• Learn how to identify prospects and create portfolios of donors and potential donors.
• Develop yearly donor solicitation plans for top prospects
• Understand database management and key data points for your constituents.

Key Topics

• Budget and where the funds come from
• Putting together a development plan
• Fundraising pipeline
• Identifying prospects
• Managing portfolios
• Donor strategies and solicitation plans
• Solicitation cycle
• Managing donor data in database
• Prospect research

Planned and Major Giving March 28 & 29, Thursday and Friday

Description: Attendees will learn the positive and lasting impact a major donor/gifts program has on a nonprofit organization and within the fundraising department. The course will review the necessary steps to creating a new and/or improve an existing major gifts program. Participants will review the necessary steps to creating a successful program that engages donors to the fullest in an organization.

Instructor: Hillary Nather-Detisch, MPA, CFRE

Learning Objectives:

• Develop an understanding of major giving including how it can serve organizational outcomes, how major donors can influence mission drift, and how honest fundraisers should be with major donors when discussing organizational priorities.
• Participants will be able to define a major gift level for their organization and learn how to prospect for these gifts.
• Participants will learn the multitude of cultivation techniques available to customize for their organization/donor base.
• Participants will learn how to make a face-to-face solicitation as well as the cultivation and meeting strategy that needs to be in place before soliciting.
• Participants will learn the importance of stewarding and the various tools available to be successful.
• Participants will review the logistical components of a major giving program including gifts agreements, recognition and giving vehicles.

Key Topics:

• Solicitation – What to say, questions to ask, contacts and visits
• Vehicles – donor advise funds
• Proposal and pitch
• Impact
• Donor motivation
• Gift agreements/negotiations
• Major gift subtle (and not so subtle) influence on organizations
• Definition of differences
• Engaging others in the ask process, when necessary
• Recognition

Donor Stewardship and Events April 15 & 16, Thursday and Friday

Instructor: Emily Prauner

Description: A solid stewardship and engagement plan will focus on attracting and retaining donors by fostering engagement and providing exceptional donor experiences. This course will cover basics from donor acknowledgment to technical details such as proper gift compliance protocols. In addition, it will dive into event management, both in-person and hybrid models and determine metrics to measure the success of event beyond headcount. You’ll also learn tips for impact messaging to enhance your donor communications. By the end of the session, you will walk away with skills to tell the unique story of your organization in a deeper way, to help donors truly understand their impact, and to recognize and inspire them to engage in a way that is meaningful to them.

Learning Objectives

• Understand the unique role of donor stewardship when it is appropriate and how to drive your organization to engage donors in a deeper way to become their top philanthropic priority.
• Identify ways to attract and retain donors by fostering engagement through events and other opportunities.
• Define specific impact messages and communication unique to your organization to deepen their connection with your organization.
• Develop appropriate recognition of donors and volunteers throughout the course of the donor journey, to strengthen them for future giving

Key Topics

• Stewardship – recruitment, retention, growth
• Donor appreciation events/activities
• Acknowledgements
• Compliance
• Understanding the tax laws/guidelines
• Writing for donor Impact
• Recognition; Impact
• In-person, Virtual and Hybrid Events (both recognition and fundraising events)
• Pre and Post evaluation of Event

Grant Writing, Reporting & Management May 23 & 24, Thursday and Friday

Description: Attendees will learn the grant writing and management process start to finish; from becoming ‘grants ready’ to reporting to funders. This course will highlight best practices in grant research and writing, as well common pitfalls to avoid. Participants will receive tools and templates they can put to use in their own grant writing practice and have the opportunity to create a basic grant proposal.

Instructor: Rosey Higgs

Learning Objectives:

• Participants will have an understanding of how grants influence nonprofit operations and priorities, and which grants benefit which kind of nonprofit structures and sizes.
• Participants will identify grant research tools and how to use them
• Participants will assess grant opportunities and the degree to which they are appropriate to their project &/or organization
• Participants will practice telling the story of their organization through a case statement, budget, and narrative
• Participants will create a plan to demonstrate performance of grant-funded projects through program evaluation.
• Participants will develop a system for grant tracking & reporting

Key Topics:

• How to start grant writing
• Determine what grants to apply for
• Case statement
• Mission creep
• Sustainability and desirability of grant requirements
• Grant agreements
• Performance measures – accountability/stats
• Duplication and collaboration of services
• Writing style and budget
• Reporting the results
• ROI
• Organization of grant, researching, writing, submission, feedback, rewrite, award

Corporate Partnerships June 27 & 28, Thursday and Friday

Description: Attendees will learn the evolution of corporate social responsibility and how businesses are adapting to societal and employee needs. The course will highlight best practices in engaging employee resource groups, workplace giving campaigns and corporate match programs. Participants will be provided with templates and examples to create their own comprehensive corporate partnership plan.

Instructor: Haley Armstrong

Learning Objectives:

• Participants will have an understanding of corporate partnerships with nonprofits, how corporate partnerships can influence nonprofit activities, and the impact on clients
• Participants will be able to recognize and proactively identify volunteer driven fundraising programs
• Participants will learn how to analyze a 990 report
• Participants will assess and put into practice multiple approaches to corporate giving
• Participants will build a workplace giving campaign

Key Topics:

• What is the evolution of corporate social responsibility?
• Corporate match programs
• Dollars for Doers’ Program

Annual and Sustainable Gifts; Donor Retention, Acquisition and Upgrading July 25 & 26, Thursday and Friday

Description: Not all of our donors will be able to give at transformative levels. However, when we bring the many together through fundraising, we can secure vital resources for our nonprofits and build a more engaged and robust community of supporters. This course will cover annual and sustainable gifts – which are often the lifeblood of nonprofit organizations. In this session, you’ll learn about they many forms a robust annual giving program takes, how to develop an effective annual giving program, and what the future looks like for our fundraisers and loyal donors in the digital age.

Instructor: Dr. Joel Gehringer

Learning Objectives:

• Develop an understanding of annual giving – what it is, what it does for your organization, what it means for your donors, how it can influence organizational priorities and practices.
• Delineate the many forms that annual giving can take – direct mail and email, phone calling, social media, events and limited campaigns, face-to-face solicitation, digital efforts – and when it is most appropriate to deploy each.
• Build knowledge on how to properly segment audiences and personalize appeals in order to open intimate fundraising conversations with many via mass communication methods.
• Gain an understanding of the annual donor solicitation cycle – including awareness, education, engagement, solicitation and stewardship.

Key Topics

• What make annual giving unique
• Unrestricted v. restricted
• Traditional and grassroots annual giving campaigns
• Donor motivation
• How to create ask
• Audience segmentation
• Giving days - #GivingTuesday, etc.
• Traditional, online and multi social media
• How to write case statement
• Crowd funding
• Events and range of gift/donation
• Performance evaluation
• Personal solicitation

Managing Volunteers August 22 & 23, Thursday and Friday

Description: A strong volunteer engagement plan will focus on attracting and retaining volunteers to enhance the mission of your organization. This course will range from volunteer identification and recruitment to volunteer engagement. You will learn how to build a volunteer pipeline to assist with board development and how to craft a conflict-of-interest policy for volunteers. Identifying board giving expectations and board structure will also be covered. In addition, you’ll identify clear volunteer/board expectations and how to break up with a volunteer/board member who is not holding up their end of the bargain.

Instructor: Rosey Higgs

Learning Objectives:

• Understand the volunteers needs of your organization and how to best match them with volunteers to ensure a content volunteer focused on the true needs of the organization.
• Identify ways to attract, recruit and retain volunteers by fostering engagement through events and other opportunities.
• Determine appropriate board structure and giving requirements, as well as pipeline development for the future.
• Understand the role of volunteers and board members play in your organization and how to clearly communicate that expectation, as well as learn how to break up with a board member or volunteer who is not meeting those expectations.

Key Topics

• Board and guild members
• Everyday volunteers
• Recruitment, retention, and growth
• Board expectations – give/get commitments, structure

Public Relations & Marketing September 26 & 27, Thursday and Friday

Description: Attendees will learn how to craft impactful messaging, craft an organizational identity, and manage relationships with media partners. The course will highlight best practices in public relation efforts and social media strategy. Participants will be provided with tools and templates to create a marketing plan, news release and social media scripting.

Instructor: Haley Armstrong

Learning Objectives:

• Participants will recognize the variety of marketing mediums and identify which their organization will utilize
• Participants will understand how portrayals of clients impacts nonprofit activities
• Participants will enhance their public speaking skills
• Participants will design their own marketing plan
• Participants will complete a news release

Key Topics

• Creating an identity
• Various marketing mediums
• Marketing and social media plan outline
• Media relations

Fundraising Campaigns October 24 & 25, Thursday and Friday

Description: The goal of a fundraising campaign is to turn dreams in a strategic plan into realities. Campaigns are a specialized way of raising large amounts of money in a concentrated amount of time and they push organizations to think bigger and deepen relationships with donors and future donors. There are many important steps needed for a successful campaign, this session will define the various phases of a campaign and the tools needed to be successful each step of the way from analyzing your donor pool, understanding team and volunteer roles, messaging a campaign, recognizing donors, and evaluating the work.

Instructor: Hillary Nather-Detisch, MPA, CFRE

Learning Objectives:

• Understand the unique nature of campaign fundraising, when it is appropriate and how to prepare your organization for one including additional budgetary needs and expanded staff and volunteer roles.
• Define the phases of a campaign and create a realistic timeline.
• Outline the tools and resources needed including contracting with outside professional help to ensure success during each phase.
• Understand the need and components of donor pool analysis tools like feasibility studies and wealth screenings
• Define specific messages and communication for campaign support and the appropriate recognition of donors and volunteers throughout the campaign for future relationship building.

Key Points

• Budget and staffing
• Strategic planning
• Feasibility study internal and external
• Goal Setting – donor pyramid – general
• Wealth screening
• Messaging, Visioning, Communication for Campaign
• Recognition

Class Presentations – November 21, Thursday (and Friday, November 10 if needed)

Click on the Instructor for more information:

Instructor: Hillary Nather-Detisch, MPA, CFRE, Executive Director, Samuel Bak Museum and Academic Learning Center | UNO

Instructor: Haley Armstrong, Senior Communications Specialist of External Affairs, Kiewit

Instructor: Dr. Joel Gehringer, Director of annual campaigns, University of Nebraska Foundation.

Instructor: Amy Turbes, Senior Director of principal gift operations

Instructor: Liz Clark, Director of prospect management, Creighton University