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.

This session is VIRTUAL and 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

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.