Upcoming Offerings

February 2 – December 7, 2018

9:00 am – 4:30 pm  |  Austin, TX

Apply Now!

Overview

Association of Fundraising Professionals Austin Chapter is a strategic partner in the development and execution of this Certificate in Effective Fundraising.  The curricula is based upon a review of professional literature and the content of Dr. Kathleen S. Kelly’s Effective Fund-Raising Management.  It addresses the key competencies and processes required for a self-aware, confident, reflective, ethical fundraising professional with a strong sense of professionalism, commitment and passion for the nonprofit sector.

CEF is a comprehensive and systematic learning opportunity for:

  • A professional or volunteer fundraiser who is seeking greater competence and career advancements;
  • Someone looking to make a career change and wants a comprehensive and systematic way to acquire the competencies needed to be an ethical and effective fundraiser;
  • A graduate of a nonprofit academic program and looking for a pragmatic, experience-based learning opportunity that will help you advance in your career;
  • A fundraising professional seeking further education and credits toward your CFRE.

CEF builds on the success of Center for Nonprofits’ other Certificates in Nonprofit Leadership & Management, Grant Writing, Volunteer Management, and Marketing and Promotion for Nonprofits, with their combined alumni of 673 individuals.

All CEF participants receive a copy of Kathleen Kelly’s Effective Fund-Raising Management, which serves as the Certificate’s text.  Participant cohorts will engage in doing research on topics relevant to the Central Texas philanthropic community that will be a lasting contribution to the field. Participants’ research will be published.

cfre_conted_logo16Participants will receive 80 CFRE Continuing Education Points upon full completion of the program. Full participation in Certificate in Effective Fundraising is applicable for 80 points in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification.

Strategic Partnership

Feb 2 – Dec 7, 2018
9:00 am – 4:30 pm
$2500 ($1250 per semester)*
$2100 for AFP members (at time of registration) ($1050 per semester)

* Eligible for AmeriCorps education award funds and Hazlewood Act tuition exemption program

Apply Now!

Part 1: The Fundamentals (Jan-Jul)

The Philanthropic Tradition and Basic Principles of Fundraising
  • CEF Orientation: Logistics and Expectations

  • The Philanthropic Tradition:

    Dr. Kenneth L. Gladish, President/ CEO, Seton Foundations, will explore the rich Philanthropic Tradition in the United States and its English foundations.  Building on Dr. Kelly’s November 21, 2016 public presentation, Dr. Gladish will explore the evolution of the fundraising function, the professionalization of fundraising, the various organizational roles of fundraisers, and the scope and depth of the nonprofit sector and giving over time.

  • Basic Principles of Fundraising:

    Fayruz Benyousef, CFRE, Fayruz Benyousef Consulting LLC, and Kristi Katz, CFRE, Executive Director, Children’s Medical Center Foundation of Central Texas, will explore mission, vision and values centered fundraising; the diverse nature of what constitutes fundraising; the integration of fundraising within an organization and fundraising staffing, policies and procedures.

Diversity and Donor Motivations
  • Pam Owens, Director of Human Resources and Operations, Austin Presbyterian Theological Seminary, will explore the diverse value systems of diverse populations a fundraiser may serve; how different cultures express communal responsibility (e.g., Christians engage in charity, Jews engage in tzedekah, Muslims engage in zakah, etc.), and engage in philanthropic activities; understanding the diverse value systems of diverse populations; the different motivations and ways diverse groups relate to giving and fundraising; and ethical considerations.
  • Panel of representatives of faith, racial and ethnic groups to explore the philanthropic issues of concern and most effective approaches to their communities (e.g., Jewish, Muslim, Catholic, Protestant, Black, Hispanic, Asian, and LGBTQ).
Legal, Regulatory and Ethical Considerations
  • MariBen Ramsey, Lawyer, Philanthropy Expert, Former Vice President and Legal Counsel, Austin Community Foundation, will explore the legal and ethical context of fundraising; Texas regulated fundraising issues (e.g., consumer fraud and gambling); Internal Revenue Service regulations (e.g., Section 501 (c)(3) considerations); the theoretical context of fundraising (e.g., Philanthropy theories, accountability and economy); and professional ethics and excellence (e.g., AFP professional code of ethics); different motivations and ways diverse groups relate to giving and fundraising; and ethical considerations.
The Fundraising Process
  • Donna Budak, FAHP, CFRE, Executive Director, The Seton Fund, will explore ROPES; strategic planning (e.g., the Annual Development Plan); research, stewardship; staffing and budgeting; policies and procedures; and evaluation and analysis.
Social Media and E-Giving
  • Julie Niehoff, Speaker, Author, Small Business & Nonprofit Community Advocate, Host of The Easy Marketing Guide, Founder of Small Biz Camps, and former Director of Education & Field Enablement, Constant Contact, will explore giving and promotion via various online strategies and tools; day of giving; and programming like Ice Bucket Challenge.
Research & Handling Data & Fundraising Operations
  • Ali McLane, McLane Consulting, Rice University Center for Philanthropy and Nonprofit Leadership, will explore gift administration; constituent relationship management; fundraising analytics and leveraging data; fundraising systems management; and prospect research and analysis.
Donor Publics and Donor Centric Communications
  • Donna Budak, FAHP, CFRE, Executive Director, The Seton Fund, will explore fundraising communications for individuals, corporations and foundations; the importance of identifying and cultivating the various publics appropriate to the fundraising initiative; and analyze participants’ communications strategies and tools.
Grants – Corporate and Foundation Perspectives
  • Nikki Graham, Austin Market President, Bank of America, will explore trends and practical considerations in soliciting and receiving grants and donations from corporations and foundations; how to build lasting mutually beneficial relationships; and evaluating effectiveness of seeking and receiving such funding.
  • A panel of the CEOs of leading area foundations will share insights and perspectives; and participate in cultivation and solicitation role playing.

Part 2: Fundraising In Depth (Aug-Dec)

Creating an Organizational Culture that Supports Fundraising – A Culture of Philanthropy
  • Cookie Gregory Ruiz, CFRE, Executive Director, Ballet Austin, will explore creating a climate of “giving” within your organization; its integration into every aspect of organizational goals, strategies and initiatives; the role of the Board in fundraising; effective use of volunteer leadership; identifying, recruiting and supporting fundraising volunteers; and creating fundraising advisory entities to support organizational initiatives.
Financial Management, Accounting and Financing
  • Dena Jansen, CPA, Audit Partner, Maxwell Locke Ritter, will explore the financial management processes required to administer and insure compliance of fundraising operations; the relationship between the fundraiser and the organization’s financial managers; and the impact and implications of nonprofit financial audits for agency fundraising.
New Philanthropy Overview
  • Jessica Weaver, Director, Community Affairs, Notley Ventures, CPA will explore how both Funders and Fundraisers are taking a new approach to supporting their organizations that begins with data. A commitment to data ensures that problems are illuminated and targeted solutions are uncovered. Collaborative decision making and collaborative giving are becoming more prevalent in our socially connected world. We can do more when we do it together. Today we will discuss examples of how these approaches, as well as earned revenue models and Program Related Investment are changing philanthropy in Austin.
Annual Giving and the Annual Development Process
  • Donna Budak, FAHP, CFRE, Executive Director, The Seton Fund, will explore annual giving as a strategy/program, and the development of an annual giving plan; the different forms of annual giving (e.g., cash, appreciated securities); direct mail; special events; raffles’ principles of proportionate giving; and individual giving; marketing strategies and tools.
Major Gifts and Special Projects
  • Fayruz Benyousef, CFRE, Fayruz Benyousef Consulting LLC, and Kristi Katz, Executive Director, Children’s Medical Center Foundation of Central Texas, will explore the identification, cultivation and solicitation of major gifts; strategies for recognizing major donors; negotiating major gifts; and endowments.
Planned Giving
  • MariBen Ramsey, Lawyer, Philanthropy Expert, Former Vice President and Legal Counsel, Austin Community Foundation, will explore the various financial vehicles available to potential donors; the pros and cons of each vehicle for donors and the receiving agency; the research process involved prior to solicitation; and the process and practicalities of establishing a planned giving program.
Capital Campaigns
  • Fayruz Benyousef, CFRE, Fayruz Benyousef Consulting LLC, will explore the development of a capital campaign; its management and leadership; underlying motivations of givers; conducting a feasibility study; developing the case for support; researching, cultivating, and soliciting prospects; donor recognition; establishing naming opportunities; and capital campaign management and leadership (e.g., volunteer leadership, steering committee).
Engaging Future Generations
  • Jessica Weaver, Director, Community Affairs, Notley, will explore developing and delivering programs that promote philanthropic motivation among the young; giving circles; and other strategies and tools that ensure philanthropic continuity with Central Texas.
  • Panel of community leaders engaged in developing and delivering philanthropic programming for future leaders and givers.
  • Class evaluation of Certificate experience.
CFRE Continuing Education Points

cfre_conted_logo16Participants will receive 80 CFRE Continuing Education Points upon full completion of the program. Full participation in Certificate in Effective Fundraising is applicable for 80 points in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification.

Participation in the Certificate in Effective Fundraising may assist you in learning or reviewing concepts covered on the Certified Fund Raising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. CFREInternational does not sponsor or endorse any educational programs and the Certificate in Effective Fundraising was not developed in conjunction with CFRE International.

Join the AFP Greater Austin Chapter

AFP Members receive a $400 discount on tuition!

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2018 Class Dates

Feb 2, Feb 23, Mar 23, Apr 13, May 4, May 25, Jun 15, Jul 13, Aug 3, Aug 24, Sept 14, Oct 5, Oct 26, Nov 16, Dec 7, 2018