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

This session is VIRTUAL and 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

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.