Fundraising is a team sport built on ethics and a healthy culture of philanthropy. This intro module will identify the ethics, players, and steps of the donor cycle that provide the foundation required for a healthy culture of philanthropy and successful fundraising. 

Annual giving is a foundational component of many development offices. This module dives into the components that support a successful annual giving program, including setting data-informed goals, segmenting constituents, messaging, and giving programs.

Following from Components of Annual Giving, this module examines the pros and cons of various strategies for reaching annual giving goals.

A campaign can be a great way to generate excitement, increase engagement, and accelerate fundraising efforts. This module will walk you through the steps of a successful campaign from initial planning to campaign closure.

Stewardship is absolutely critical to successful fundraising, and if you are doing it well, it should be happening all the time. This module dives into how to elevate your stewardship with small changes, and considers the unique needs of different types of donors, from first-time to loyal donors.

This module will identify the differences between corporate philanthropy, corporate sponsorship, and corporate partnerships, and equip you with strategies for building relationships with corporate partners, crafting compelling proposals, and closing gifts that support the goals of your institution and the corporations.

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

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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)

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)

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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)

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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)

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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)

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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)