Course curriculum

  • 1

    Giving USA 2024 Discussion | June 2024

    • June 2024 | Giving USA 2024 Discussion
  • 2

    Strategies for Uncertain Economic Times | June 2025

    • June 2025 | Strategies for Uncertain Economic Times

    • Economic Uncertainty by Frank Bealer

    • Economic Uncertainty by Carla Maxwell Ray
  • 3

    Donor Search | July 2025

    • July 2025 | Donor Search
  • 4

    Blog Process & Updates | August 2025

    • August 2025 | Blog Process & Updates
  • 5

    BWF Relationship | September 2025

    • September 2025 | BWF Relationship

    • Systems and Operations CRM and Technology Selection

    • Systems and Operations Assessment

    • Systems and Operations Training

    • Systems and Operations Raiser's Edge and Managed Services

    • Systems and Operations Project Management

    • Systems and Operations CRM Implementation Counsel

  • 6

    Matching Gifts vs Challenge Gifts | October 2025

    • October 2025 | Matching Gifts vs Challenge Gifts
  • 7

    Goal Setting for Advancement Campaigns | November 2025

    • November 2025 | Goal Setting for Advancement Campaigns

    • Legacy Giving Update Resources
  • 8

    Engaging Volunteers | January 2026

    • January 2026 | Engaging Volunteers

    • Volunteer Engagement Strategy Document from Jeff Hensley

    • Additional Resources
  • 9

    Onboarding Processes | February 2026

    • February 2026 | Onboarding Process

    • Onboarding a Client Overview