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Fund Development

The Institute on Philanthropy offers week-long institutes on fund development in the summer and winter that cover current fundraising and development techniques for nonprofit professionals.

We also offer individual sessions from the summer and winter institutes to address specialized professional development needs. And we periodically offer individual classes on topics that are important to nonprofit fund development staff members.

Participants in Fund Development Institutes earn a professional certificate from the University of Richmond. 

Select a class below for details and online registration. You may also register using the paper registration form.

Fund Development Institute

Overview

Knowledge of current fundraising techniques and skills is essential for nonprofit professionals. It’s not enough to know the “what” of fundraising; nonprofit professional also need to know the “how.” This redesign focused on the “Art and Science” of fundraising and the work that fundraisers do.

The format of the week will be guided by the fundraising cycle and the culture of philanthropy and will incorporate fundamentals, practical application and dedicated, facilitated work time each day. The week begins with individual and organizational assessments using the StrengthsFinder 2.0 and an updated SCOC analysis focusing on internal and external strengths and challenges. At the end of the week, students will leave with a personalized roadmap that will be based on their individual and/or organizational needs.

The Fund Development Institute is an intensive 45-hour, week-long certification program. At the conclusion of the program, you’ll earn a certificate in Fund Development from the University of Richmond.

Printable Institute Summary

Registration & Details

Online registration or paper registration form.

  • Dates: Sunday, July 30–Friday, August 4, 2017
  • Fees
    • Early registration rate: $1,650 (through April 15, 2017)
    • Standard rate: $1,850 (starting April 16, 2017)
    • Scholarships are available. Fee includes Sunday dinner, lunches & snacks
  • Deposit: $125 nonrefundable; credited toward the final cost
  • Schedule: Review the weekly planning calendar
  • Accommodations: Book a nearby hotel room and transportation or consider the new HI Richmond hostel or the Bottomley House on campus

Winter 2018 dates: January 21-26, 2018

Outcomes & Requirements
Fund Development Institute Outcomes
  • Learn to incorporate the Art of Fundraising into your organization by using the fundraising cycle as the foundation of your fundraising strategies.
  • Incorporate the Science of Fundraising with the fundamentals of the culture of philanthropy, into the way you work with your volunteer leaders and donors.
  • Create a Roadmap with a personalized action plan for you and your organization.
  • Learn how to identify and build your giving constituency and set up your development team for success
Institute Modules

The Fundraising and Development program includes 43 contact hours of instruction. A certificate in Fund Development from the University of Richmond Institute on Philanthropy will be awarded at the conclusion of the program.

Individual learning modules are clustered around the following themes. Review the schedule to see how these themes and modules are organized.

1. Assessment

  • Individual: StrengthsFinder 2.0
  • Organizational: SCOC (Internal Strengths/Challenges, External Opportunities/Challenges)

2. Fundraising Cycle

  • Identify
  • Inform (Interest)
  • Involve (Cultivate)
  • Invest (Ask)
  • Steward

3. Fundamentals & Application

  • Creating Fundraising Flow: Setting Up for Success, Policies & Procedures
  • Developing a Giving Constituency
  • The Role of Volunteer Leadership
  • Practicing the Art of the Candid Conversation
  • Breaking Down the Silos: Creating a Culture of Philanthropy

4. Types of Giving

  • Annual Fund
  • Grants
  • Gift Planning: Major Gifts & Planned Giving
  • Capital Campaigns

5. Roadmap

  • Daily facilitated work time focused on individual and organizational path to success
  • Built around Institute’s themes and modules
  • Includes reporting of daily takeways and roadmap steps identified 
Completing Your Certificate

If you started a Fund Development certificate in the past and wish to complete it now, please contact the program manager to develop a personalized plan to complete.

Institute/Course Listing & Registration

Fund Development - Annual Fund
Course Offerings (1)
Monday, July 31, 2017; 
1:00 - 5:00 pm
Instructors: Dan Stackhouse James Wasilewski
CRN: IOP317.FD-ANNUAL
Fee: $165
If eligible for UR Tuition Remission, the Tuition Remission benefit will not be refunded in the event of cancellation.
Description
A well-run annual giving program not only provides critical funds to operate not-for-profit organizations but also serves as the platform for major gifts, capital campaigns, planned giving, and endowments. Yet many organizations operate the annual fund primarily through mailings and special events that only scratch at the surface of fundraising potential. The best annual funds know their donors and they know fundraising takes a village. The most successful programs understand how to operate using the cycle of fundraising; constantly identifying prospects, communicating reasons to give year after year, and stewarding donors so they have a reason to give again. They have a good development team of board members, chief executive, and development staff who know their roles and pull their weight in fundraising. They are strategic in the development of an annual fund campaign plan. They view the various methods direct mail, events, grant process, personalized contacts not as separate activities but as parts of a total fundraising program to acquire, keep, and upgrade donors over their lifetime. They analyze fundraising methods and set realistic goals. They have a personalized component, some one-on-one aspect. This course will focus on: * Identifying your annual fund strategies and identifying the techniques for success; * Defining and communicating the annual fund case the fundraisers best friend; * Building your annual fund constituency; * Maximizing relationships the role of the board, volunteer and staff in the annual fund.

Fund Development - Capital Campaigns
Course Offerings (1)
Thursday, August 3, 2017; 
1:00 - 5:00 pm
Instructor: Ruth Modlin Ellet
CRN: IOP317.FD-CAPCAMPAIGN
Fee: $170
If eligible for UR Tuition Remission, the Tuition Remission benefit will not be refunded in the event of cancellation.
Description
he most important part of capital campaigns is the preparation and planning stage. Students will learn about the different stages of a capital campaign and what resources are needed for success. Topics will include all aspects and systems supporting campaigns: staffing and preparing the organization; leadership structures and managing volunteers; research; office systems and reporting; strategic communications and cultivation; managing all levels of requests, gifts, pledges; stewardship; audit support; recognition; celebration and evaluation; and more. The day will conclude with facilitated work time where students work on their roadmap, strategic action plan. This plan will build on what is learned during each day and will identify next steps, time frames, and responsible parties that need to be involved. This roadmap will become an individualized strategic fundraising plan based on where each student is both personally, and organizationally. This session is part of the Fund Development Institute.

Fund Development - Corporate & Foundation Funding/Grants
Course Offerings (1)
Tuesday, August 1, 2017; 
1:00 - 5:00 pm
Instructor: Laurie Rogers
CRN: IOP317.FD-GRANTS
Fee: $170
If eligible for UR Tuition Remission, the Tuition Remission benefit will not be refunded in the event of cancellation.
Description
This session will explore the steps necessary to ensure your agency is "grant ready" and will offer a broad over view of the grants processes that link directly to the fundraising cycle: identify and locate funding sources for your program, how to determine if you are a good match to the funder's interests, how best to tell your story (hint: start with why), develop relationships with corporate and foundation funders whenever possible, the importance of timely and accurate reporting and learn why stewardship is just as critical in the grants process as it is with every other investor in your organization. The day will conclude with facilitated work time where students work on their roadmap, strategic action plan. This plan will build on what is learned during each day and will identify next steps, time frames, and responsible parties that need to be involved. This roadmap will become an individualized strategic fundraising plan based on where each student is both personally, and organizationally. This class is part of the week-long Fund Development Institute.

Fund Development - Gift Planning
Course Offerings (1)
Wednesday, August 2, 2017; 
1:00 - 5:00 pm
Instructors: Wendy Eastman Rhonda Sherman
CRN: IOP317.FD-GIFTPLANNING
Fee: $170
If eligible for UR Tuition Remission, the Tuition Remission benefit will not be refunded in the event of cancellation.
Description
This session will build on The Cycle of Fundraising and on developing and managing a major gifts program. We will cover the basics of planned giving and the importance of combined current and deferred gift plans to an organization's overall fundraising success. Other topics will include identification of prospective major and planned gift donors, managing philanthropic relationships, working with volunteer and board leaders, and gift planning sources and processes. The day will conclude with facilitated work time where students work on their roadmap, strategic action plan. This plan will build on what is learned during each day and will identify next steps, time frames, and responsible parties that need to be involved. This roadmap will become an individualized strategic fundraising plan based on where each student is both personally, and organizationally. This session is part of the Fund Development Institute.

Fund Development Institute
Course Offerings (1)
Sunday, July 30, 2017; 
1:00 - 5:00 pm
Monday, July 31, 2017; 
8:00 am - 5:00 pm
Tuesday, August 1, 2017; 
8:00 am - 5:00 pm
Wednesday, August 2, 2017; 
8:00 am - 5:00 pm
Thursday, August 3, 2017; 
8:00 am - 5:00 pm
Friday, August 4, 2017; 
8:00 am - 3:00 pm
Instructors: Melissa Murchison Ruth Modlin Ellet
CRN: IOP317-FD
Fee: $1,650 early (through Apr 15); $1,850 standard (starts Apr 16)
Deposit of $125 is non-refundable. If eligible for Tuition Remission, the Tuition Remission benefit will not be refunded in the event of cancellation.
Description
Join us for an intensive "redesigned" week-long program where the focus is on the "Art and Science of Fundraising" and structured around the work that fundraisers do. The format of the week will follow the fundraising cycle and incorporate fundamentals, practical application and dedicated, facilitated work time each day. Students will leave with a personalized body of work that will be based on their individual needs. This could include a development plan, a strategic action plan, a roadmap or a work plan outlining next steps to implement change. The Fund Development Institute is designed around the individual needs of fundraising professionals, executive directors, career switchers and development or program staff who want to learn more to enhance their careers. Classes are taught by nonprofit and fundraising professionals who are experts in their fields and share the real world knowledge as well as their love of fundraising.

Nonprofit Persuasive Writing Workshop
Course Offerings (1)
June 8, 2017 through June 22, 2017
Thursdays: 9:00 - 11:00 am
Instructor: David Hogge
CRN: IOP317.PERSUASIVEWRITINGWORKSHOP
Fee: $170
Description
All writing aims to persuade. That's the underlying principle of this course. While your written communication certainly lets people know about your organization's mission and vision, as well as the success you've achieved serving your constituents, your ultimate goal is to convince donors and prospects to offer volunteer and financial support. For that reason, every word, picture, and nuance must work together to create a message that?s compelling, credible, and convincing. In this course, we'll work together to define your audiences and discern what motivates them to contribute their time and money to an organization. We'll then discuss the various devices you can use to engage them and how each can be tailored to a specific medium, from grants and brochures to web sites and social media. With a stronger awareness of who you're trying to reach and how to cast your message effectively, we'll evaluate your current communications with the entire class. Looking at your marketing and fundraising material with a fresh eye will enable you to revise and articulate your message in ways that inspire generous giving and support.

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Institute on Philanthropy
Professional & Continuing Studies
28 Westhampton Way
Univ. of Richmond, VA 23173

Kathy Laing, Manager
Miriam Blackmon, Assistant
Phone: (804) 287-1290

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