Fundraising Basics and Beyond
  • Initiate and strengthen relationships with all constituents through a systematic cultivation plan designed to increase support of the organization over the long term
  • Acknowledge and recognize gifts in ways that are meaningful to donors and appropriate to the mission and values of the organization
  • Report to constituencies the sources, uses, and management of donated funds in order to preserve and enhance confidence in the organization
  • Ensure that the intent of gifts is honored so that public trust is established and preserved
  • Ensure that the solicitation of gifts is conducted in accordance with the regulatory environment in which fundraising activities are conducted
  • Clarify, implement, and monitor donors' instructions by ensuring that allocations are appropriate and documented in the organization's financial records
  • Comply with all reporting requirements and regulations in order to demonstrate commitment to accountability and transparency
  • Relationship between philanthropy and fundraising
  • Developing a compelling case for support

Key Knowledge Areas for the above tasks:

  • Donor Bill of Rights/Donors' Charter
  • Ethical principles relevant to cultivation, securing and accepting gifts
  • Laws and regulations affecting donors and not-for-profit organizations
  • Legal and ethical practices related to donor record maintenance, gift accounting, and audit trails
  • Development of /adherence to gift acceptance policies
  • Methods of recording, receipting, recognizing, and acknowledging gifts
  • Accounting principles for not-for-profit organizations
  • Personal privacy /information protection
  • Cultivation techniques as they relate to various prospective donor segments or other stakeholders
  • Methods for optimizing relationships between and among constituencies and external spheres of influence
This workshop includes an overview of fundraising techniques, vehicles, and media, such as: 
  • Direct mail Grant proposal writing (foundations, corporations, government) 
  • Cause-related marketing corporate sponsorship 
  • Gift planning, including legacies and bequests 
  • Major gifts 
  • Memorial gifts 
  • Special events 
  • Capital campaigns 
  • Membership programs 
  • Internet fundraising and online solicitations 
  • Matching gift programs 
  • Peer-to-peer solicitation 
  • Face-to-face solicitation 
  • Peer-to-peer principles and their application to fundraising
Instructor: Reid Zimmerman