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. 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.

This session is planned for in-person meeting, unless circumstance change due to COVID-19. We 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

Earn 2 CFRE continuing education points per session

Questions? Contact Julie Etchison at julie.etchison@tulsaballet.org

 *Our AFP Chapter will continue monitoring the COVID-19 crisis and adapt the format of the sessions as needed based on the feedback of the registered participants and the recommended safety protocols, i.e. a virtual session may be held in-person and/or an in-person session may be held virtually.