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Foundations of Fundraising
About the Course
Designed for professionals new to fundraising, this on-demand onboarding course will provide the foundational knowledge needed to further your career and support the fundraising work at your institution. 

Modules include:
  • Introduction
  • Components of Annual Giving
  • Strategies of Annual Giving
  • Stewardship and Donor Relations
  • Major Gifts
  • Campaigns
  • Corporate Fundraising

Modules will begin releasing in June 2024.
If you are unsure if your institution is a member or you'd like to become one, visit the CASE Membership page
or email for assistance. 


Pre-Launch Pricing through June 28, 2024

Early Bird Pricing June 29, 2024 - July 26, 2024

July 27+


305 AUD

270 CAD

185 EUR

160 GBP

3,410 MXN

270 SGD

195 USD


380 AUD

340 CAD

230 EUR

200 GBP

4265 MXN

335 SGD

250 USD

450 AUD

400 CAD

270 EUR

235 GBP

5,030 MXN

395 SGD

295 USD


425 AUD

380 CAD

260 EUR

220 GBP

4,775 MXN

375 SGD

280 USD


535 AUD

470 CAD

320 EUR

280 GBP

5,970 MXN

470 SGD

350 USD


630 AUD

560 CAD

380 EUR

330 GBP

7,080 MXN

560 SGD

415 USD

About the Speakers
John Wolfkill
Executive Director
Community College of Aurora
Sarizan Ahmad
Annual Giving Manager
Singapore American School
Makenna Daniels
Associate Director of Advancement
Ohio Wesleyan University
David Smith
David Smith Consulting
Sarah Jeffs
Director, Major Giving
London Business School
Jessica Constable
Strategic Philanthropy Manager
University of Glasgow
Penny Clarke
Development Manager
Western Sydney University
Shara Freeman Hoefel
Assistant Head of School for External Relations
Francis Parker School
About the Course Modules

Module 1: Components of Annual Giving

Module 2: Strategies of Annual Giving

Module 3: Stewardship and Donor Relations

Module 4: Major Gifts

Module 5: Campaigns

Module 6: Corporate Fundraising
CASE Career Level

Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)

Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)


Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)


Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)


Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)


Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)

CASE Competencies

Global and Cultural Competence
Working effectively with and for people from different geographies and cultural perspectives (Cultural intelligence, understanding bias, creating a safe work environment for all)

Integrity and Professionalism
Excellence in conduct representing oneself and one’s institution and the profession (Builds and maintains trust, ethical conduct, personal accountability, storytelling, effective communicator, presenter and facilitator)

Business and Financial Acumen
Understands the business situation and financial factors and takes responsibility for the best course of action (Data based decision making, financial fluency, institutional business knowledge, industry business knowledge)

Industry/Sector Expertise
Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)

Relationship Building
Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)


Emotional Intelligence
Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)


Strategic Thinking
Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)


Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact.  The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)
Availability: On-Demand
Credit Offered:
No Credit Offered
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