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Creating a Development (Fundraising) Plan for Your Non-profit

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
Creating a Development (Fundraising) Plan for Your Non-profit

1.5 Credits


Subject Area

Specialized Knowledge

Webinar Qualifies For

1.5 CPE credit of Specialized Knowledge for all CPAs

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Is your organization stuck in the special event mode? Does your board refuse to accept their fundraising responsibility? Does the rest of your organization’s staff wonder what the development office actually does all day? Is your organization dependent on grants as its sole source of funding? Have you wondered why your development plans do not get implemented? If so, this webinar is for you. In this session, we will discuss the reasons a development plan can help assure success in your fundraising efforts; how to involve your organization's leadership, both staff and volunteers, in the process; how to assure that the plan will be implemented; and how to evaluate success. This webinar will teach you how to develop a plan that works.

Key topics: 

  • Why a development plan
  • What happens when there is no plan?
  • How the plan fits in with the organization’s strategic plan
  • How often does the plan need to be updated?
  • Who should be involved in the planning process?
  • The role of development staff, involving non-development staff and the role of the board and the development committee
  • Implementing the plan, establishing and monitoring goals and objectives and assigning responsibility
  • Timelines, budgets and evaluating progress

Learning Objectives

  • To discuss how to develop a plan to involve board, staff, and volunteers in the planning process.
  • To describe how to outline the components of the development plan.
  • To review how to develop an evaluation system for the plan.
  • To identify the role of the board and development committee.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA