Creating A Development (Fundraising) Plan For Your Non-profit

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: April, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • The Development Plan
    4 mins
  • Strategic Plan to Development Plan
    14 mins
  • Identifying Making Connections
    36 mins
  • Do We Need Donor Software?
    55 mins
  • Setting Goals
    73 mins

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

Course Qualification

Webinar Qualifies For

  • 1.5 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1.5 CPD Credit of Strategy and Governance for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper
  • 1.5 CPD Credit for CA - ICAEW
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • 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

Linda Lysakowski

Owner, Linda Lysakowski, LLC

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. 

Faq

FAQs content

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Ratings and Review

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