Chapter Contact for CFRE related questions: Julie EtchisonChapter E-mail: julie.etchison@tulsaballet.orgChapter Phone: 918-978-9718Register for Individual Classes or for the Entire Class Package: http://www.afp-eastok.org/events/recentcommunityeventsdashboard
Increase your fundraising knowledge or prepare for the CFRE. All sessions are on Fridays from 11:30am – 1:30pm and will be held virtually via Zoom or in-person at Legacy Plaza (5330 E 31
st St). Each session will focus on a different fundraising topic aligned with the CFRE key knowledge areas. Sessions will be taught by multiple local fundraising experts. Feel free to enjoy your lunch during the session. In-person sessions will include light snacks.
Member Pricing: $35 per session or $150 for all 5 sessions (see alternate event) (LOGIN using your AFP Global password. For help remembering password contact afp@afpglobal.org)
Non-Member Pricing: $50 per session or $225 for all 5 sessions
Session will focus on knowledge areas such as:
Indicators that identify trends and define characteristics such as the socioeconomic status, giving history, generation, gender, and culture of a constituency
- Donor acquisition and retention principles
- Sources of financial support such as individuals, corporations, grant-making bodies, foundations, governmental agencies, and gaming
- Types of information needed to identify prospective donors and determine specific fundraising strategies
- Donor profile components
- Indicators of the donor’s ability to give, linkage, and interest
- Donor giving patterns such as recency, frequency, renewal rates, and value
- Data analysis techniques such as statistical analysis, data mining, and segmentation
- Data gathering techniques such as surveys, focus groups, interviews, and social networking
- Elements of a comprehensive data management system including data capture, storage, retrieval, maintenance, and security
- Prospective donor screening, qualifying, and rating methods
- Motivations, practices, and policies of various funding sources
- Prospective donor information sources such as people, written or published sources, and electronic or online sources, and their uses and limitations
- Elements or components of a fundraising program, including annual giving, capital/major giving, and planned giving/legacies
- Relationships between and among annual giving, capital/major giving, and planned giving/legacies programs
- Market research components and uses
- Privacy legislation and regulation
- Ethical use of data
- Elements of engagement, cultivation, solicitation, and stewardship plans
Session will focus on knowledge areas such as:
- Elements of a cultivation plan
- Components of a comprehensive communications plan
- Donor acquisition and renewal strategies
- Communication methods and messages to reach target audiences
- Oral and written communication techniques
- Components and uses of active listening
- Aspects of nonverbal communication such as body language and eye contact
- Interpersonal communication (for example, trust building, team building,)
- External spheres of influence such as corporate, governmental, social, civic, professional, and religious affiliations and their interrelationships
- Methods for optimizing relationships between and among constituencies
- Relationship between philanthropy and fundraising
- Benefits of fundraising programs for organizations
- Using incentives such as member benefits, special invitations, premiums, and naming rights
- Stewardship techniques such as recognition and impact reporting
- Use of electronic media in relationship building
- Definition of a culture of philanthropy
Session will focus on knowledge areas such as:
- Psychology of giving
- Sociological and cultural influences on giving
- Elements of an effective case
- Case statement construction
- Elements of an effective solicitation plan
- Types of gifts such as cash, securities, trusts, property, and gifts in kind
- Solicitation strategies and their effectiveness with different donor groups
- Components and uses of feasibility/planning studies
- Negotiation techniques
- External factors that may affect the viability of the organization and its programs and services
- Donor motivations, barriers to giving, and giving behavior
- Peer relationship principles and their application to fundraising
- Fundraising program evaluation standards, procedures, and methods including benchmark calculations such as cost of fundraising, ROI, fundraising metrics, average gift, and response rates
- Gift agreements and payment structures for contributions such as outright gifts, pledges, and installments
- Communication methods and messages to reach target audiences
- The use of prospect research to inform cultivation and solicitation strategies
- Fundraising techniques and programs such as:
- Direct marketing (for example, mail, telephone, electronic, direct dialogue)
- Special events (for example, dinners, walk-a-thons, tournaments, auctions)
- Grant proposal writing (for example, foundations, corporations, government)
- Corporate sponsorships, partnerships, and cause-related marketing
- Gift planning such as bequests, legacies, and trusts
- Major gifts
- Memorial and tribute gifts
- Capital and endowment campaigns
- Membership and alumni programs
- Workforce and payroll giving/federated campaigns
- Community, peer-to-peer, and third-party fundraising
- Involvement of donor advisors, consultants, and legal and financial experts
- Use of electronic media, such as web sites, email, text messages, and social media
Session will focus on knowledge areas such as:
- Components and uses of mission, vision and values statements
- Strategic and action planning methods
- Fundraising program evaluation standards, procedures, and methods
- Policy and procedure development and evaluation
- Elements of a fundraising plan
- Role of fundraising in the strategic planning process
- Impact of organizational structures and team dynamics on the effectiveness of fundraising programs
- Methods for ensuring the integrity of data management and record-keeping systems
- Components and uses of development audits
- Financial management including budgeting, financial statements, and audits
- Use and application of market research
- Marketing and public relations principles
- Methods for assessing the organization’s impact on the community
- Training resources appropriate to the different fundraising program elements
- Human resource management principles, strategies, and practices
- Fundraising roles, job design, and structure
- Culture and definition of philanthropy
- Tools to assess the need for contracted services or other resources
- Techniques for selecting, evaluating, and managing contracted services
- Principles of managing meetings
- Methods and strategies for managing change
- Principles of effective leadership
- Sources of historical and contemporary information about philanthropy and fundraising
- Concepts of organizational development
And
- Laws and regulations affecting not-for-profit organizations, including interactions with stakeholders such as donors, staff, and volunteers
- Legal and ethical practices related to donor record maintenance, gift accounting, financial management and audit trails
- Methods of recording, receipting, recognizing, and acknowledging gifts
- Elements of gift acceptance policies
- Elements of gift agreements
- Accounting and investment principles for not-for-profit organizations
- Organizational transparency, including methods for reporting fundraising performance, outcomes, and impact to constituencies
- Donor Bill of Rights/Donors’ Charter and International Statement of Ethical Principles in Fundraising
- Personal privacy and information protection
- Ethical principles relevant to cultivating, securing, and accepting gifts
- Methods and processes for ethical decision making
- Continuing professional development opportunities in fundraising such as professional organization membership, mentorship, research, committee involvement, and sources of continuing education
- Mentorship principles
- Professional organizations’ roles and resources to support advocacy
- Appropriate avenues for advocacy
Session will focus on knowledge areas such as:
- Personality types and attributes
- Volunteer roles in fundraising
- Components and uses of volunteer role descriptions and term commitments
- Skills training and competency development methods
- Strategies for optimizing volunteers’ time and talent
- Volunteer recruitment, orientation, training, management, motivation, retention, recognition, and evaluation techniques
- Governance principles and models for not-for-profit organizations
- Value of diversity and community representation
- Respective roles of volunteer board members and staff with respect to governance and management
- Trends and preferences in volunteering
- Organization’s structure, functions, and culture
- Preparing for the CFRE Exam
Our chapter is proud to have 21 members who have earned the CFRE credential. CFRE is a voluntary credential that is recognized worldwide and signifies a confident, ethical fundraising professional. Current CFREs report the credential has helped them gain credibility, improve career opportunities and advancement, demonstrate a commitment to the fundraising profession, and build self-esteem. Additionally, studies show that professionals with a CFRE certificate earn 17% more than then non-certified counterparts.
According to the 2018 International Certificate Survey:
- 91% of CFREs would recommend becoming a CFRE to a colleague
- 83% of CFREs say earning their CFRE has had value in increasing their salary
- 81% of CFREs say earning their CFRE enhanced their credibility with employers and clients
- 93% of CFREs say they have gained increased recognition from peers by earning their certification
- 99% of CFREs say earning their CFRE gave them a sense of personal achievement