CFRE Study Group

AFP-IC offers a study group to help members prepare for the CFRE certification exam.  Our chapter boasts one of the highest percentages of CFREs among its membership.  If you have questions about the study group, please contact Paula Jenkins, CFRE at pj@indiana.edu. There is a fee to participate in this program.

2023 Study Group

The study group will begin July 27 and run through August 31. It will be held on Thursdays from 3:00 p.m.  – 5:00 p.m. Participants should arrange to take the exam any time between July 15 – September 15.

 

The fee for the study group is $225 for non-members and $150 for AFP members.

 

The CFRE application should be submitted online to CFRE International, www.cfre.org, for testing cycle of July 15 – September 15, 2023.

 

APPLICATION DUE, JULY 15, 2023 

The dates and topics can be found below.  AFP members can participate for $150 and non-members for $225.  
 
 
 
 

Thursday, July 27
Study Session I
3:00 p.m. - 5:00 p.m.

Program:
Module I: Why Philanthropy? (Culture of Philanthropy, Psychology of Philanthropy and an Overview of General Fundraising Concepts).
Module II: Current and Prospective Donor Research (Laying the Foundation and Shaping the Environment for Philanthropy, Prospecting for Donors, Keeping Track of Donors and Prospects - Data Management Systems, Rating Prospects to Prioritize and Plan Solicitations).

 

Join from computer or mobile: https://iu.zoom.us/j/83891721495?pwd=SG5NU0NjM0FDK0N4TGFKWVZFalVCUT09 

Meeting ID: 838 9172 1495

 

Guest Speaker: TBD

 

Thursday, August 3
Study Session II
3:00 p.m. - 5:00 p.m.

Program:

Module III: Marketing and Communications for Fundraising and Development (Marketing: Creating, Enhancing and Nurturing Relationships, Communications: A subset of Marketing, Marketing for Specific Purposes, Marketing Online).
Module IV: Developing a Comprehensive Solicitation Program (Matrix of Case Categories and Examples, Developing the Case Statement, Development - An Ongoing and Integrated Process, Implementing the Development Program, Comparisons of Three Primary Campaign, Major Gifts and Capital Campaigns, Planned Giving).

Join from computer or mobile: https://iu.zoom.us/j/85834853470?pwd=VVRjbGdNUFk4TGVGZktVMldONEFhZz09 

Meeting ID: 858 3485 3470

 

Guest Speaker: TBD

Quiz Review: Modules I & II    

 

 

Thursday, August 10

Study Session III
3:00 p.m. - 5:00 p.m.

Program:

Module V: Building and Sustaining Relationships (The Critical Balance: Organization Needs vs. Community Needs, Cultivation, Constituency Development, Relationships with Individuals and Organizations, Seven Types of Organizations - Typical Motivations and Strategies, Grant Support Also Requires Relationships, Organizing Relationships to Retain Donors).
Module VI: Securing the Gift (Setting Up an Acknowledgement and Recognition System, Asking for Gifts: The Roles of Volunteers and Staff, Securing Annual Gifts, Securing Major Gifts)

Join from computer or mobile: https://iu.zoom.us/j/89411962417?pwd=Z2ovWDh4aWhGSVVaRy9YNHYrQmQ1dz09 

Meeting ID: 894 1196 2417

 

Guest Speaker:
Quiz Review: Modules III & IV     

 

Thursday, August 17

Study Session IV
3:00 p.m. - 5:00 p.m.

Program:

Module VII: Volunteer Involvement (Differentiating Staff and Volunteer Roles, Identifying and Recruiting Volunteers, Orienting and Training Volunteers for Success, Engaging Volunteers in the Organization's Work, Evaluation and Feedback for Volunteers, Recognizing and Rewarding the Work of Volunteers).
Module VIII: Management (Strategic Planning in Organizations, How development Fits Into Organizational Planning, Budget Planning, Analyzing and Evaluating Development Plan Performance, The Governing Board's Role, Staff Management, Working with Consultants and Other Vendors).

Join from computer or mobile: https://iu.zoom.us/j/81161282471?pwd=Sm9XcDhCUGh0elNXY3VMY0Q5QlNvUT09 

Meeting ID: 811 6128 2471

 

Guest Speaker: TBD

Midterm Review

 

Thursday, August 24
Study Session V
3:00 p.m. - 5:00 p.m.

Program:
Module IX: Accountability (What Stakeholders Want to Know, Standards for Ethics and Accountability in the Profession, Donor Bill of Rights, Ethics in Practice, Maintaining Donor Records, The Board's Role in Accountability, The Legal and Regulatory Environment for Development)

Join from computer or mobile: https://iu.zoom.us/j/84553330302?pwd=T3pEL2tQV2JTOFBWTlo0VUpITGJ2Zz09 ,

Meeting ID: 845 5333 0302

 

Guest Speaker: TBD

Quiz Review: Module V and VI     

 

Thursday, August 31
Study Session VI
3:00 p.m. - 5:00 p.m.

Program:

Practice Review Exam for CFRE Examination

Join from computer or mobile: https://iu.zoom.us/j/87698269934?pwd=dWlScGFSQ2NjVnZlWjUwMFRPOXMrUT09 
Meeting ID: 876 9826 9934

 

Final Examination Review

 

Friday, July 15 – Friday, September 15, 2023

CFRE Examination Testing Period