Table of Contents
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
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.
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
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
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.
Completed our Advancement 101 program?
Please fill out this form to request a certificate.
Vice President, Technology, and Chief Innovation Officer, Oregon State University Foundation
Elise M. Betz
Executive Director, Alumni Relations, University of Pennsylvania
Senior Vice President and Chief Philanthropy & Communications Officer, San Diego Humane Society
Donor Relations Guru
Kathy Drucquer Duff, CFRE
Coach, Consultant, and Optimizer, KDD Philanthropy
Senior Director, Office of Gift Planning and Leadership Giving, University of Colorado Colorado Springs