Wisconsin's Public Liberal Arts College

Fundraising Basics and Beyond

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Fund Development Certificate

University of Wisconsin-Superior

Old Main 102
Belknap and Catlin
P.O. Box 2000
Superior, WI 54880

ph. 715-394-8456

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Fund Development Certificate

Fundraising Basics and Beyond

Are you a volunteer, a director, or a staff member who has been charged with the responsibility of fundraising? If this is one of your roles and you want to develop your knowledge of fundraising, this is the workshop for you.

Topics to be covered include:

  • Legal and ethical considerations of Fundraising
  • First Steps: Setting the Stage for Success
  • Basic approaches to: annual campaigns, special events, direct mail, major gifts, capital campaigns
  • Personal solicitation: Preparation is key 
  • Who raises the money: staff or board?
  • What to include in a grant proposal
  • Donor's Bill of Rights
  • Key Pieces of a 'case statement'
  • Developing a strategic fundraising plan
  • Measuring fund development progress and success
  • Hear from guest experts about accountability

Lunch with a panel of local funders is included in this workshop.  Get the insider's perspective to fundraising and learn about local opportunities. Participants will need to bring program materials and brochures to class as well as information about sources and amounts raised in the previous year.  This class will be structured in an interactive way so as to allow participants to learn from one another as well.  Please bring your best fundraising ideas to share!

  • 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
  • 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

Instructor: Reid Zimmerman


What our participants said about this workshop:

  • "I'm excited to get to work tomorrow and start moving on some of these ideas!"
  • "Great information and perspective. Wonderful teacher."

Upcoming Sessions

Please visit University News for Upcoming Events.

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