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