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Seven Simple Strategies to Creating a Wildly Successful Fundraising Program

  • CPA (US)
  • CMA

Free (Only Today)

2 Credits

Subject Area

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

Course Description

Course Description

Building the perfect fundraising plan for your nonprofit organization can seem overwhelming, especially if you don’t have years of experience conducting campaigns. 

However, building the perfect plan or enhancing your current strategy isn’t as hard as it might seem. While there are quite a few moving parts to coordinate, it’s simply an effort of understanding how those pieces fit together.

If you are unable to find the answers of following questions then this Seven Simple Strategies to Creating a Wildly Successful Fundraising CPE E-Book is for you.

Are you not meeting your fundraising budget?

Do you dread presenting that next financial report?

Were your fundraising results less than you expected?

Are you perplexed because even though your fundraising results are good, your non-profit can never seem to get ahead?

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

  • Simple ways to increase income without an increase in time, money, and effort
  • How to develop campaigns that best appeal to and attract individual, foundation, and corporate donors
  • How to maximize your planning activities
  • Deepening your relationships with donors, the crux of fundraising

More importantly, it gives you practical advice that you can easily implement without spending a ton of money.

Further, you will gain insights into the costs and benefits of different fundraising activities, including individual donations, grants, corporate giving, special events, and government contracts. You will learn how to connect with donors based on their unique motivations and preferences, designing strategies that they will respond to, resulting in bigger donations. You will be shown techniques that will maximize the time, effort, and money you spend in implementing fundraising activities. By the end of the E-book, you will be able to develop a fundraising plan that will increase your fundraising results, leaving you more money to implement your agency's mission and better serve the community.

Learning Objectives

  • To describe how to cut fundraising costs when costs cutting is necessary, using the remaining resources to maximum effect.
  • To compare the costs and benefits of different fundraising activities.
  • To describe how to design campaigns that respond to the unique generational cohorts' motivations and preferences for giving.
  • To discuss how to make the most of your grant-writing efforts.
  • To explain corporate motivations for giving.
  • To determine how to implement financially successful fundraising events.
  • To discuss how to create a profitable fundraising budget and calendar.

Course Qualification

Webinar Qualifies For

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

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • 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 Oppelt

Principal, Joanne Oppelt Consulting

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.
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  • 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.
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  • 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

4.4

35 Ratings

Excellent

16

Very Good

17

Average

2

Poor

0

Terrible

0

AH

Andrew Holman, CPA (US)

Oct 26th, 2023

A great analysis of the most effective effective strategies for fundraising. Very insightful on such matters as the importance of net versus gross fundraising revenue.

AC

Anne Christopher, CPA (US)

Jun 9th, 2024

Great strategies!

LM

Lawrence Mcmanus, CPA (US)

Apr 10th, 2022

good article

CB

Charles Bosler, CPA/ABV, CPA (US)

Jun 17th, 2024

Thank you, very valuable information

SB

Sohail Butt, CPA (US)

Nov 21st, 2023

somewhat effective and very broad view of fundraising area.