CFRE Study Group

AFP-IC offers a study group to help members prepare for the CFRE certification exam.  Our chapter boasts one of the highest percentages of CFREs among its membership.  If you have questions about the study group, please contact Paula Jenkins, CFRE at pj@indiana.edu. There is a fee to participate in this program.

2020 Study Group

The next CFRE Study Group will begin meeting on July 28 on a weekly basis for six weeks and conducted via an online platform of Zoom and CANVAS.  The dates and topics can be found below.  AFP members can participate for $150 and non-members for $225.  
 
 
 
 
The CFRE application should be submitted online to CFRE International, www.cfre.org, for testing cycle of July 15 - September 15, 2020.  Click here to view all testing cycles. 
 
APPLICATION DUE JULY 15, 2020.  (It has been confirmed there is the option to submit your application after this date and most participants do.) 
 
Tuesday, July 28
Study Session I
3:00 p.m. - 5:00 p.m.
 
Program:
 
Modules I and II - Module I: Why Philanthropy? (Culture of Philanthropy, Psychology of Philanthropy and an Overview of General Fundraising Concepts).  
Module II: Current and Prospective Donor Research (Laying the Foundation and Shaping the Environment for Philanthropy, Prospecting for Donors, Keeping Track of Donors and Prospects - Data Management Systems, Rating Prospects to Prioritize and Plan Solicitations). 
 
ZOOM ID to be provided.
Guest Speaker:  Derek Dixon, Director of Major Gifts, Jacobs School of Music 
 
 
 
Tuesday, August 4
Study Session II
3:00 p.m. - 5:00 p.m.  
 
Program:
Module III: Marketing and Communications for Fundraising and Development (Marketing: Creating, Enhancing and Nurturing Relationships, Communications: A subset of Marketing, Marketing for Specific Purposes, Marketing Online).
 
Module IV: Developing a Comprehensive Solicitation Program (Matrix of Case Categories and Examples, Developing the Case Statement, Development - An Ongoing and Integrated Process, Implementing the Development Program, Comparisons of Three Primary Campaign, Major Gifts and Capital Campaigns, Planned Giving).  
 
ZOOM ID to be provided
Guest Speaker:  TBD

Quiz Review:  Modules I & II 
 
 
Tuesday, August 11 
Study Session III
3:00 p.m. - 5:00 p.m.  
 
Program:
 
Module V:  Building and Sustaining Relationships (The Critical Balance: Organization Needs vs. Community Needs, Cultivation, Constituency Development, Relationships with Individuals and Organizations, Seven Types of Organizations - Typical Motivations and Strategies, Grant Support Also Requires Relationships, Organizing Relationships to Retain Donors).
 
Module VI: Securing the Gift (Setting Up an Acknowledgement and Recognition System, Asking for Gifts: The Roles of Volunteers and Staff, Securing Annual Gifts, Securing Major Gifts)
 
ZOOM ID to be provided 
Guest Speaker:
Colin Brown, Director of Development, Major Gifts, Kelley School of Business 
 
Quiz Review: Modules III & IV 
      
   
Tuesday, August 18 
Study Session IV
3:00 p.m. - 5:00 p.m.  
 
Program: 
Module VII: Volunteer Involvement (Differentiating Staff and Volunteer Roles, Identifying and Recruiting Volunteers, Orienting and Training Volunteers for Success, Engaging Volunteers in the Organization's Work, Evaluation and Feedback for Volunteers, Recognizing and Rewarding the Work of Volunteers).  
Module VIII: Management (Strategic Planning in Organizations, How development Fits Into Organizational Planning, Budget Planning, Analyzing and Evaluating Development Plan Performance, The Governing Board's Role, Staff Management, Working with Consultants and Other Vendors).
 
ZOOM ID to be provided 
Guest Speaker: TBD
 
Midterm Review
 
   
Tuesday, August 25
Study Session V
3:00 p.m. - 5:00 p.m.  
 
Program:
 
Module IX - Accountability (What Stakeholders Want to Know, Standards for Ethics and Accountability in the Profession, Donor Bill of Rights, Ethics in Practice, Maintaining Donor Records, The Board's Role in Accountability, The Legal and Regulatory Environment for Development)  
 
ZOOM ID to be provided 
Guest Speaker: TBD
 
Quiz Review:
Module V and VI     
 
 
Monday, August 31
Study Session VI
3:00 p.m. - 5:00 p.m.  
 
Program:
 
Practice Review Exam for CFRE Examination
 
ZOOM ID to be provided 
 
Final Examination Review
 
   
Wednesday, July 15 - Tuesday, September 15 
CFRE Examination Testing Period