|
CFRE Study Group
The next CFRE Study Group will begin meeting January 26 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 January 15 – March 15, 2021.
APPLICATION DUE JANUARY 15, 2021
Tuesday, January 26
Study Session I
3:00 p.m. - 5:00 p.m.
Program:
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).
Join from computer or mobile:
link to follow
Guest Speaker: TBD
Tuesday, February 2
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).
|
Join from computer or mobile:
|
|
link to follow
|
Guest Speaker: TBD
Quiz Review: Modules I & II
Tuesday, February 9
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)
|
Join from computer or mobile:
|
|
link to follow
|
Guest Speaker: TBD
Quiz Review: Modules III & IV
Tuesday, February 16
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).
|
Join from computer or mobile:
|
|
link to follow
|
Guest Speaker: TBD
Midterm Review
Tuesday, February 23
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)
|
Join from computer or mobile:
|
|
link to follow
|
Guest Speaker: TBD
Quiz Review: Module V and VI
Tuesday, March 2
Study Session VI
3:00 p.m. - 5:00 p.m.
Program:
Practice Review Exam for CFRE Examination
|
Join from computer or mobile:
|
|
link to follow
|
Final Examination Review
Wednesday, March 3 – Monday, March 15
CFRE Examination Testing Period
|