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Raising Lots of Money: Essential Measures to Grow Your Finances and Excel at Fundraising

  • CMA
  • CPA (US)

Free (Only Today)

1.5 Credits

Subject Area

Specialized Knowledge
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Charities have a wealth of information about donors, and a growing number of organizations are using data analytics to determine which supporters are most likely to make a big gift or give in response to a direct-mail appeal.

“Your database is a gold mine,” says Emily Courville, director of analytics at the Humane Society of the United States.

Is one of your goals to build fundraising capacity?

Do you feel anxious when you have to run the numbers?

Are you frustrated when you get the results?

Are you nervous when you deliver fundraising reports?

Do you want to objectively show the value of your work?

If so, then this CPE E-book on Raising Lots of Money: Essential Measures to Grow Your Finances and Excel at Fundraising is just for you!

In this E-Book for CPAs the Author Joanne Oppelt has discussed the following major topics:

  • What fundraising, financial, and marketing data to collect
  • How to organize your records
  • How to use your data to analyze financial success
  • How to use your data to improve your fundraising results

Learning Objectives

  • To discuss how to calculate the most important fundraising metrics and apply them to your everyday work.
  • To review how to influence more people to give more money.
  • To analyze what marketing metrics to track and why.
  • To describe how to improve your donor journey and donor experience.
  • To explain how to objectively show the return on investment of your different fundraising activities.
  • To discuss how to use the metrics we covered to create budgets, evaluate performance, and analyze impact.

Course Qualification

Webinar Qualifies For

  • 1.5 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Specialized Knowledge for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit for CPA in Canada
  • 1.5 CPE Credit for Certified Management Accountants (CMA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Joanne is the creator of The Sustainable High ROI Fundraising System and co-creator of the Nonprofit Quick Guide series. She helps executive directors create vibrant fundraising cultures, adopt simple financial techniques, and find hidden resources to grow their agencies and advance their missions. During her twenty-five-plus years working in the nonprofit arena, she has helped numerous organizations build fundraising programs with high returns on investment, reducing their fundraising costs while raising more money.

Joanne works with local, regional, national, and international nonprofits, helping them increase their revenues and realize continuous net surpluses. She has held positions from volunteer to executive director, working in both small and large organizations. She has experience in a variety of fields including the arts, at-risk youth, child welfare, disabilities, early childhood education, maternal and child health, mental health, parent education, public health, rape prevention, suicide prevention, supportive housing, and youth development. Her extensive background with various agencies in a variety of roles enables her to understand the challenges nonprofit leaders face–both internally and externally.

Joanne is the author of five books and coauthor of fourteen. She has taught at Kean University as an Adjunct Professor in its graduate program. She is also a highly sought-after speaker and presenter.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
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Ratings and Review

3.8

33 Ratings

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LM

Lawrence Mcmanus, CPA (US)

Apr 10th, 2022

good article

GM

Gregory Massarella, CPA (US)

Dec 27th, 2023

Fairly comprehensive course content