
Smart Practices in Association Fundraising

Course Description:
Philanthropy can serve as an important source of revenue to accomplish key association priorities, especially in the areas of research, professional education and workforce/talent development. But leveraging the generosity of stakeholders can only be achieved through a strategic, thoughtful approach which is carefully and professionally managed.
Whether your association is unsure of how to begin or seeking to ensure continued growth, this session will cover best and smart practices in all areas of a comprehensive association (or association foundation) philanthropic fundraising program, including:
• Volunteer Leadership
• Major/Planned Gifts
• Annual Giving
• Special Events
• Marketing/Communications
• Donor Stewardship/Recognition
Additionally, the session will focus on the importance of developing a compelling case for support to inspire the generosity of members, industry partners, and other stakeholder,s and review the components of an effective fundraising case for support.
Learning Objectives:
Analyze several strategic components of a comprehensive fundraising program and best/smart practices for each.
Identify the elements of a fundraising case for support and assemble them for their association’s fundraising program.
Apply provided templates on board fundraising expectations, annual meeting visibility initiatives, and other operational areas.
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Smart Practices in Association Fundraising (NASBA/CAE/CPE Course Credit Information)
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)







