Advancement 101: A 7-Day Foundational Series

Last updated January 9, 2018

Course Length

3h 14m

Last Updated

January 9, 2018

Advancement 101: A 7-Day Foundational Series

Last updated January 9, 2018

Join our program to receive bite-sized lessons on fundraising basics daily for 7 business days. Complete the program to get a certificate!


This online program is an easy way to educate both new hires and existing staff (including academic leaders) with fundraising responsibilities on the important work of advancement. We worked with our top collaborators in each functional area across the shop to bring you a course that offers a high-level overview and provides connections to the donor pipeline and advancement’s goals. Topics covered in this program are:

  • Alumni Relations
  • Annual Giving
  • Major Gifts
  • Donor Relations
  • Planned Giving
  • Advancement Services

Who should attend?

This program was designed to provide an overview of advancement’s functional areas that will be beneficial to new advancement team members, as well as faculty, admissions, and student affairs professionals. After watching this course, you’ll be ready to support fundraising efforts or collaborate with your advancement colleagues more effectively.


For 7 days, you will get daily emails Monday through Friday with bite-sized videos that you can complete in 30 minutes or less each day. If you complete all modules within seven days, you will have the chance to request a certificate. New cohorts start every Monday.

Integrate professional development into your daily routine and establish a solid understanding of advancement in your work.


Week 1

Day 1 | 19 minutes

Introduction to Alumni Relations

Watch: Overview of Alumni Relations: Where it’s Been, Where it’s Going, Possible Structures, and Cultivating Awareness & Gratitude, Lead it to Giving



Day 2 | 17 minutes

Introduction to Alumni Relations and Annual Giving

Watch: Ongoing Alumni Engagement and Alumni Services, Understanding How to Quantify Alumni Engagement, and Overview of Annual Giving: Where it Has Been & Where it is Going



Day 3 | 20 minutes

Introduction to Annual Giving

Watch: Key Considerations & Understanding Structure, Building the Pipeline & Building Donor Loyalty, and Annual Giving Functions



Day 4 | 26 minutes

Introduction to Donor Relations

Read the article: Overview of Donor Relations, Key Considerations & Understanding Structure, and Donor Relations Functions



Day 5 | 28 minutes

Introduction to Major Gifts

Watch: Overview of Major Gifts



Week 2

Day 6 | 27 minutes

Introduction to Planned Giving

Watch: Overview of Planned Giving, Key Considerations & Understanding the Benefits of Planned Gifts, Understanding the Role of PGs in a Fundraising Department, and Planned Giving Stewardship



Day 7 | 28 minutes

Introduction to Advancement Services

Watch: Overview of Advancement Services, Advancement Services Roles & Functions, and Key Considerations & Understanding Structure

Completed our Advancement 101 program?

Please fill out this form to request a certificate.