FUND 101: FUNDRAISING THEORY AND PRACTICE
This short course and workshop provides an overview of the fundraising process and surveys the principle fundraising techniques. The student will learn how to develop community support for the organization and be able to produce the basic documents needed to transform that community support into fundraising success. The student will understand how to select, plan, and design a successful fundraising appeal and put that appeal into operation.

Upon completion of this course the student will be able to:

1. understand and appreciate the ten steps in the fundraising process.

2. understand the importance of the case statement as a "case for support."

3. develop lists of prospective donors.

4. understand the process for organizing and conducting a face-to-face fund solicitation campaign.

5. know how to design each of the seven essential components of a direct mail fundraising package, write a fundraising letter, and conduct a direct mail campaign.

5. understand the principles of organizing, scripting, and conducting a phone-a-thon campaign.

6. Know how to organize and conduct a fundraising event.

This course is generally one day in length and includes lecture, focused discussion, and brief practical exercizes. After completion of this overview, the student is advised to enroll in
FUND 102, which focuses in depth on the Psychology of Philanthropy and provides insight into writing an effective fund appeal , ADM 101, which focuses on the design, writing, and presentation of the Case Statement, and FUND 103, which is a one-day writing workshop in which the student creates the documents necessary for the specific appeal processes.

COURSE CONTENTS

Fundamental Facts about Fundraising.

History of Fundraising from Ancient Times to the Present.

Ten Steps to Successful Fundraising.

I. Building a Supportive Environment by cultivating the organization's various publics through the use of "field theory" and "community development process."

II.  Writing the Case Statement, a 16-paragraph document that presents to potential donors both a description of the organization and the organization's "cause."

III.  Setting Fundraising Goals, including determinining the amount of funding needed and the time-table for soliciting the funding.

IV.  Securing Organizational Support and developing "ownership."

V.  Identifying Potential Funding Sources and developing the donor data base.

VI. Cultivating Potential Donors, or "friendraising before fundraising."

VI. Designing the Fundraising Appeal(s), including direct personal solicitation, direct mail solicitation, phone-a-thon, special events, and proposal writing.

VIII. Designing the Fundraising Message, and the use of psychological appeals to trigger donations.

IX. Initiating the Appeal, or putting the plan into action.

X. Thanking the Donors as a prelude to a second appeal.

Practical Problems and Applications


This course is recommended for fundraising professionals, chairpersons and members of fundraising committees, coordinators of volunteers, members of the organization's governing board, and fundraising volunteers.
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To obtain further information or to schedule this course for your organization, contact
Dr. Gordon Neal Diem
ADVANCE Education and Development Institute
113 South Queen Street, Lancaster, PA 17603
717-295-1746
or
1106 Arnette Avenue, Durham NC 27707
919-682-2677
or
AdvanceInstitute@yahoo.com