A strategic plan for development is critically important and essential for all charities who depend on gifts from private sources to fund all they do. It is the roadmap for steady progress and growth.

 

 

 

Most nonprofit organizations have a strategic plan for their organization. However, very few have a strategic plan for their development (fundraising) department. This may be because they simply do not know how to create one. They may not have anyone on staff with the expertise and experience to do so. Moreover, they may not even know where to look to find a qualified, credentialed third party to create a strategic plan for them.

 

A comprehensive strategic plan, one tailored to the needs of the organization, is critical to its success. It plans and guides every facet of the development effort and will surely result in significantly increased giving to the organization.

 

The Development Fundamentals and Strategic Planning course is a complete tutorial designed to help nonprofit organizations from small to large build and grow their development programs, increase giving from private sources and ultimately expand all they do for those they exist to serve.

 

This course will guide your nonprofit organization through all the steps needed to create a truly comprehensive strategic plan complete with all the needed policies and procedures, donor contact plans, direct mail strategies, job descriptions for board members, case statement and major gift planning.

 

Beyond learning the “why” and “how” behind the planning, upon completion of the course all students receive digital files with templates so they can easily take that new knowledge and create tailor-made strategic plans, policies and procedures, job descriptions for board members, case statements and more.

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Students completing this course will:

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• Gain a true understanding of philanthropy and fundraising

• Be able to create a tailor-made strategic plan specifically designed for their organization

• Be able to create a budget specifically designed for their organization

• Be able to create and execute an effective Annual Fund

• Be able to create and execute a donor contact plan specifically designed for their organization

• Be able to create and execute a direct mail plan specifically designed for their organization

• Be able to create and execute a major gift plan specifically designed for their organization

• Write job descriptions specifically designed for their board members

• Write policies and procedures specifically designed for their organization

• Write a case statement specifically designed for their organization

 

 

 

What is the target audience?

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Non-profit development staff, executive directors/presidents/CEOs, and board members

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This course is the roadmap for steady progress and growth in fundraising.

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Module 1: Fundraising 101

Module 2: The Strategic Plan Overview

Module 3: Developing your Policies & Procedures

Module 4: Developing Your Fundraising Philosophy & Case Statement

Module 5: Developing your Annual Fund

Module 6: Developing your Direct Mail Strategies and Communications Plan

Module 7: Segmenting your Donor Database

Module 8: Developing your Donor Contact and Major Gift Plans

Module 9: Board Development

Module 10: Ethics in fundraising

​Bonus Module: Fundraising for Christian Non-Profit Organizations

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All students receive digital files for the Strategic Plan, all the needed Policies and Procedures, the Case Statement, board job descriptions, donor reports, the Donor Contact Plan, budgets, Direct Mail best practices, as well as examples of direct mail letters and reply forms, fundraising philosophies, calendars for direct mail, annual fund and major donor strategies. Also included is an extensive list of resources for fundraising trade organizations, certifications, free resources and recommended vendors for direct mail and other needs.