myCPE

How to Ensure Your Nonprofit’s Financial and Fundraising Success 1 Credit

How to Ensure Your Nonprofit’s Financial and Fundraising Success 1 Credit

  • Rating

    4.5

  • Reviewed on

    February, 2025

  • Subject Area

    Specialized Knowledge

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To identify the elements that make up a financially successful fundraising plan.
  • To rebalance your development budget to maximize the efficiency of scarce resources.
  • To recognize common points of tension between the development and finance offices and establish processes to overcome them.
  • To optimize development-finance office relationships.

Course Overview

There is a deep, underappreciated source of funding just waiting for you in a game-changing strategy that will rapidly take your organization to the next level in fundraising. 

Hint: It’s not the usual “textbook” source of funding.

What if your organization can attract significant new funding from the business community? 

Intrigued?

Speaker Linda lizakowski and Joanne Oppelt will show you how to build relationships with business leaders, present your case to businesses, cultivate business leaders, run volunteer-driven business appeals, and much more to successfully raise money from your business community.

In this CPE/CPD course, attendees will start by learning what kinds of businesses in your community are likely to support your non-profit. 

Speaker will show you how to present a case for support for companies that shows your economic impact on the community. You will also learn how to set up and run an annual business appeal using peer business volunteer leaders. And you will learn to analyze your results so that you can build on your success and raise even more money.

During this course, you will learn how to create a budget so that profitable, mission-oriented fundraising activities make a substantial financial impact and focus resources such that they bring the greatest financial return. We explore the successful elements of a development plan, bringing your fundraising results to the next level. 

Speakers Linda lizakowski and Joanne Oppelt in this CPE webinar will show you techniques that lead to the greatest organizational returns possible, improving your non-profit’s financial position while achieving significant mission impact. 

We also examine the interrelationships between the finance and development offices, sources of their common tensions, and how to get the best from all involved to achieve your respective goals.

On Demand Credits for All Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Non-profit Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Linda Lysakowski|CPE/CPD Webinars for Candian CPAs & CMA

Linda Lysakowski

Owner, Linda Lysakowski, LLC

  • 4.3
  • rating
  • rating
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I am one of approximately 100 people world-wide who hold the coveted Advanced Certified Fundraising Executive (ACFRE) designation. I have been in the fundraising profession for 25+ years and have written numerous books on successful fundraising. I do virtual consulting, webinars, training and a mentor to authors.

I have trained more than 30,000 professionals in Mexico, Canada Bermuda, and Egypt as well as in almost all of the fifty states in the United States. I have led numerous web conferences and audio conferences for AFP, Charity Channel, Affinity Seminars, Junior Achievement, The Philanthropy Journal and many others.

I also serve as Acquisition Editor for CharityChannel Press and For the GENIUS Press.

I would love to talk to you about publishing your book and serving as a mentor. 


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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JC

Julie Carew, CPA (US)

5

I really liked the statistics about the importance of keeping current donors.

JS

Jessica Smith, CPA (US)

5

Good thought provoking material!

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