CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Hiring Professional Fundraising Consultants

  • CPA (CA)
  • CMA
  • CPA (US)
Hiring Fundraising Consultants CPE webinar

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

Are you thinking about hiring a consultant to help you with your fundraising needs? The first question you need to answer is what exactly do you need and expect from the consultant? Is it a job for a consultant or a staff member? Once you’ve answered those questions, then you need to find a consultant. We’ll talk about what to look for, where you can find consultants, and how to narrow the field to the right person or company for your non-profit. While not meant to provide legal advice, we’ll tell you some of the things you need to know about the ethics and legal issues you might encounter. If you need to hire someone to help with your fundraising needs, whether it is a capital campaign, a development audit, planning, annual fundraising, grant writing, or board training, you will want to attend this webinar.

Key topics: 

  • When do you need to hire a fundraising consultant?
  • Do you need a staff member or a consultant?
  • What is the difference between a consultant and a fundraising?
  • What should you know about the firm/consultant you want to hire?
  • Legal Issues and state registration requirements is any required of the firm/ consultant
  • Finding the right company, were to find a consultant, interviewing the consultant
  • Working with the Consultant, his/ her working style, fee structure and  the contract

Learning Objectives

  • To understand the difference between a contractor, a staff person, and a consultant
  • To know the legal and ethical issues involved with hiring a fundraising consultant
  • To outline the list of criteria to look for in a consultant

Who Should Attend?

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