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Secure Transaction CPE Credits
8 Credits: Finance
Course Level
Overview
Format
Self-Study
Course Description
The Essentials of Nonprofit Fundraising course provides a comprehensive overview of key fundraising principles, strategies, and best practices that are essential for nonprofit organizations. It covers topics such as donor behavior, fundraising ethics, event planning, donor retention, and performance measurement, equipping participants with the knowledge to develop and execute successful fundraising campaigns. It also explores various fundraising methods while emphasizing ethical considerations and relationship-building. This course serves as a foundational resource for nonprofit professionals looking to enhance their fundraising effectiveness.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Identify the purposes of the various types of fundraising activities.
- Specify the reasons for high turnover among fundraising professionals, and how this turnover rate can be reduced.
- Describe the ethical concerns related to fundraising, and why these concerns are important.
- Identify the factors that create differences in donation behavior.
- Specify the purpose of a fundraising assessment.
- Identify the reasons why donor stewardship is so important to a nonprofit.
- Recall the types of key performance indicators that may be used to evaluate fundraising activities.
- Specify the methods that can be used to develop donor support.
- Describe why storytelling is so important for fundraising campaigns.
- Specify the ways to establish credibility with donors.
- Specify the goals of the different types of fundraising campaigns.
- Recall the types of direct response fundraising methods.
- Recall the advantages of using digital advertising for fundraising campaigns.
- Specify how A/B testing can be used in direct response fundraising.
- Identify how donors can be segmented for fundraising purposes.
- Recall the benefits of multi-channel fundraising strategies.
- Recall how remarketing works as a fundraising activity.
- Specify the challenges associated with direct response fundraising.
- Identify the ways in which donor fatigue can be reduced.
- Recall the advantages of using text messaging as a fundraising tool.
- Specify how to enhance the effectiveness of a nonprofit’s email fundraising activities.
- Identify the best fundraising performance measures for a nonprofit.
- Recall why nonprofits have a difficult time retaining their existing donors, and what they can do to improve the situation.
- Specify the benefits of hosting ongoing fundraising events.
- Identify the success factors for fundraising events.
- Recall the advantages of running recurring donation programs.
- Specify the factors that can influence a nonprofit’s donor retention rate.
- Recall the possible options for ensuring a nonprofit’s financial sustainability.
Course Specifics
SS325426871
March 31, 2025
There are no prerequisites.
None
193
Compliance Information
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …
QAS Self-Study
