CFRE (Certified Fund Raising Executive) Refresher Course
The CFRE Refresher Course will not be offered in Central Ohio in 2018
CFRE stands for Certified Fund Raising Executive. This certification serves as an impartial, third-party endorsement of your knowledge and experience against international standards in philanthropy. It adds to your credibility as a fundraiser and sets you apart from other professionals. The CFRE process requires a comprehensive written application followed by a written exam. Individuals interested in the CFRE designation must have at least five years of paid, professional practice in fundraising, meet all of the minimum eligibility requirements, and pass the written exam. The CFRE designation has on-going requirements in order to maintain the certification; the holder must demonstrate he/she continues to meet requirements.
AFP's revised CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program. It is a two-day, intensive program the purpose of which is to provide an overview of skills techniques, and program components base on fundraising experience at the five-year level.
The course was developed for intermediate-level fundraising professionals who want a quick and comprehensive overview of fundraising principles, at a step above the fundamental level. Its content is organized around the CFRE exam domains: Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Management, and Accountability. Participants engage in fundraising problem-solving with top-notch professionals and network with fundraising peers
The AFP CFRE Review Course consists of an introductory module and nine content modules. Each module contains content, questions for discussion, activities and other ideas and suggestions for engaging participants in reviewing the material.
- Module 1: Why Philanthropy?
Provides participants with an overview of philanthropy and fundraising through brief exploration of how and why people give. Sets the stage for how the general principles of research, marketing, building relationships, and ethics apply to fundraising. Introduces a glossary of common fundraising terms and definitions.
- Module 2: Current & Prospective Donor Research
Explores the strategies and tools needed to create, analyze, use, and maintain a prospect list. Examines methods for qualifying and rating prospects, and for conducting research to enable planning and evaluation of specific aspects of a fundraising program.
- Module 3: Marketing & Communications for Fundraising & Development
Provides participants with an overview of marketing and communications tools, techniques, and strategies for promoting organizations and their work to stakeholders.
- Module 4: Developing a Comprehensive Solicitation Program
Beginning with developing the case, this module covers the steps involved in planning and implementing a solicitation program encompassing a variety of fundraising programs, from annual through major-gift and planned giving.
- Module 5: Building & Sustaining Relationships
Once plans for and structure of the fundraising program are in place, attention may be paid to establishing, building, and maintaining the relationships that are the core of effective fundraising. This module covers the concepts of cultivation and stewardship as well as of the balancing act that nonprofit organizations must undertake. Both individual and organizational relationships are discussed.
- Module 6: Securing the Gift
This module focuses on the tools, techniques, and elements used in asking for and recognizing annual and major gifts from donors, including preparing volunteers with the content they need to successfully solicit contributions to the organization.
- Module 7: Volunteer Involvement
This module focuses on methods and strategies for engaging volunteers in the work of the organization. It covers recruitment and retention, orientation and training, engagement in fundraising planning and implementation, and delineates the roles of volunteers and staff.
- Module 8: Management
This module covers fundraising from the perspective of the development officer and/or CEO, touching on the various elements of strategic and operational planning, managing the fundraising process, staff management and development, and contracting outside services.
- Module 9: Accountability
This module provides participants with an overview of the legal, regulatory, and ethical considerations with which fundraisers must comply in order to ensure accountability and transparency for stakeholders.
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AFP International Education Courses Chair
Michael R. McGreevey
1 South Grove Street
Westerville, OH 43081
Position Title: AFP Education Courses Chair - (Fundamentals of Fundraising, CFRE Review Course, Fundraising Effectiveness Project)
Capacity: Board member
Reports to: VP of Education
● Organizes and chairs regularlyscheduled Committee meetings.
● Recruits and enlists volunteer committee members; monitors the work of volunteers to ensure timely completion of assignments.
● Serves on the board of the Central Ohio AFP Chapter.
● Works with Chapter leadership to determine need for AFP IHQ Course offereings each year.
● Coordinates planning and implementation of CFRE Review course and/or Fundamentals of Fundraising
● Establishes best practices criteria for and selects course instructors.
● Serves as liaison with IHQ to schedule, promote, market and oversee CFRE Review course as per best practices IHQ handbook.
● Determines the location and timing of the CFRE Review course in coordination with the chapter education calendar.
● Coordinates registration and prepayment for all course participants.
● Maintains student database and sends followup letters after course; sends electronic certificate spreadsheet to Chapter Administrator for records.
● Obtains necessary supplies (folders, course materials).
● Monitors the student' attendance and course completion.
● Presents certificates to individuals who have completed the requirements.
● Compile class evaluations submitted by the students as per IHQ.
● Works with VP Communications and Marketing Chair to outline strategies for communicating course opportunity to members and nonmembers.
● With committee, personally promotes course opportunity through group and oneonone communications.
● Serves on or assigns committee member to serve on the CFRE Review Scholarship selection committee.
● Provides timely and uptodate content to Chapter Administrator for committee web page on chapter web site.
● Develops and submits a budget to the treasurer within designated deadlines; monitors committee income and expenditures.
● Works to successfully achieve goals outlined in Chapter Strategic Plan.
● Celebrates success; ensure that the celebration of success includes expressions of gratitude to volunteers.
● Adheres to policies and board member responsibilities adopted by the board.
● Upon leaving office, transfers all records in current condition to the successor.