Fundraising Strategy And Operations Certification

with
Ellen Bristol
  • On-Demand
  • Certification
From $499.00
Training Includes:
  • Fundraising Strategy and Operations Certificate
  • All resources and training materials
  • An on-demand recording will be available after each live presentation.

Fundraising expert Ellen Bristol will show you how to analyze and update your current fundraising strategy. You will learn how to develop, retool, measure, and strengthen your goals to guide your organization to a sustainable future.

Benefits of Certification

  • Take your fundraising strategy and operations to the next level
  • Discover a proven methodology to increase fundraising results
  • Review and retool to ensure consistent, predictable income
  • Demonstrate your in-depth knowledge of fundraising strategy and operations
  • Earn a prestigious certification and accelerate your career

Training Overview

Earn your fundraising strategy and operations certification in time for year-end giving. Use advanced strategy and operations tactics immediately.

The fundraising landscape has changed considerably over the last year. Development professionals are struggling to keep up and garner sufficient donations before the end of the year.

Nonprofits that invest time and effort to improve their fundraising strategies fare better than those that do not. You need to focus on well-run operations, precise performance metrics, and articulated fundraising goals.

Our Fundraising Strategy and Operations Certification program will enable you to:

  • Take your fundraising strategy and operations to the next level
  • Discover a proven methodology to increase fundraising results
  • Review and retool to ensure consistent, predictable income
  • Demonstrate your in-depth knowledge of fundraising strategy and operations
  • Earn a prestigious certification and accelerate your career

We have assembled this four-session professional in-depth certification program to revolutionize your fundraising strategy and operations.

Webinar 1: Track Progress With Metrics

  • Demystifying metrics
  • What to track, why, and how: choosing the vital indicators
  • Setting expectations with key performance indicators and success targets
  • Using metrics to manage your opportunity pipeline
  • Leading and trailing indicators: the difference and why it matters
  • Assigning metrics to the opportunity pipeline for major gifts or corporate sponsorships
  • Assigning metrics to direct appeal and annual fund campaigns

Webinar 2: Managing Large Investments

  • Opportunity management
  • What is a pipeline anyway?
  • What nonprofit fundraising can learn from for-profit sales management
  • Defining opportunity stages and conversion ratios
  • Progress versus plan: reading the story that the numbers tell you
  • Solving the right problem: root-cause analysis and other prioritizing tools
  • Wait, lock in, or improve: three key responses

Webinar 3: Managing Transactional Investments

  • Leading and trailing indicators for transactional initiatives
  • Reporting on transactional fundraising progress
  • Stewarding transactional donors
  • Converting transactional donors to higher giving levels, other forms of support
  • Evaluating marketing impact on transactional fundraising
  • Including program and administrative management in reviews

Webinar 4: Building Your Ideal Funder Profile

  • Understanding your value proposition
  • The importance of the ideal donor profile
  • Crafting the three parts of your ideal donor profile
  • Three profiles: ideal donor, ideal corporate sponsor, and ideal grant maker
  • Giving motivations of all three funder types
  • Profiles for qualifying, marketing, and outreach

 

 

Who Should Attend?

  • Chief executives
  • Executive directors
  • Board members
  • Nonprofit counsel
  • Senior management
  • Financial staff
  • Managers
  • Development staff
  • Program directors

Expert Presenter

Ellen Bristol

  • Founded Bristol Strategy Group in 1995
  • Thought leader in managing the performance of the revenue-generating teams in nonprofits, B-Corps, and social enterprises
  • Developer of the Fundraising the SMART Way™ methodology
  • Designer of the long-term research project The Leaky Bucket Assessment for Effective Fundraising
  • 20-year career as a major-account sales representative for Fortune 50 companies
  • Repurposed the most meaningful and proven disciplines of strategic sales management to the nonprofit sector

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