Message Image  

CFRE Training in Tulsa

Chapter Contact for CFRE related questions: Julie Etchison
Chapter E-mail:
Chapter Phone: 918-978-9718
Register for Individual Classes or for the Entire Class Package:

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 31st 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

Non-Member Pricing: $50 per session or $225 for all 5 sessions

Topic: Current and Prospective Donor Research (May 29th Virtual Mtg.)

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

Topic: Relationship Building (June 19th Virtual Mtg.)

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


Topic: Securing the Gift (July 10th Virtual Mtg.)

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


Topic: Leadership and Management / Ethics and Accountability (August 14th at Legacy Plaza)

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


  • 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


Topic: Volunteer Involvement / CFRE Exam Preparation (September 11th at Legacy Plaza)

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
Interested in becoming a CFRE? You can learn more about the CFRE application requirements and credential benefits by visiting