Course curriculum

  • 1

    Getting Started

    • Welcome

    • Your Roadmap for Get That Money, Honey Kit!

    • Annual Goal Setting Sheet
  • 2

    Module One: Money Mindset

    • Why is Money Mindset Important in Fundraising?

    • Scarcity + Trauma

    • Fear + Your Brain

    • How Do I Know If I Have Scarcity Mindset?

    • Where Does Scarcity Mindset Come From?

    • How Do I De-Program Myself?

    • Your Assignment: Money Mindset
  • 3

    Module Two: Jeffersonian Dinners

    • Introduction

    • What is a Jeffersonian Dinners?

    • Why Jeffersonian Dinners?

    • Who to invite to Jeffersonian Dinner

    • How to arrange a Jeffersonian Dinner

    • When to have a Jeffersonian Dinner

    • Where to host a Jeffersonian Dinner

    • Your Assignment: Plan a Dinner
  • 4

    Module Three: Your Donors

    • Introduction

    • Why do people donate?

    • Dating Your Donors

    • Your assignment: Donor Avatar Interview
  • 5

    Module Four: Messaging

    • Messaging Intro

    • Why should I donate + Worksheets

    • Why should I donate to YOU?

    • What do you want me to feel?

    • What do you want me to DO? Call to action

    • Biggest Website Mistakes

    • Understanding Your Donor Pipeline

    • Fundamentals of Email list-building

    • Masterclass: Optimizing Your Website for Donors with Lou Koutsinis

    • Your Assignment: Website review
  • 6

    Module Five: Methodology

    • Introduction

    • Identification

    • Increasing Your Donor Prospect Pool

    • Sample Donor Segmentation Exercise

    • Qualification

    • Cultivation

    • Solicitation

    • Stewardship

    • Workflows

    • Metrics

    • Your Assignment: Map Your Workflow

    • Masterclass: Fundraising Systems with Duane Rohrbacher

    • Masterclass: Deep dive on Survey + Invitation strategy
  • 7

    Module Six: Storytelling

    • Overview

    • Why Stories?

    • What do you want your listener to do?

    • Example of a Story of Self, Story of Us, Story of Now

    • Story of Self

    • Example of Marshall Ganz's Story of Self

    • Story of Us

    • Example of a Story of Us

    • Story of Now

    • Example of a Story of Now

    • Linking it together

    • Your Assignment: Practice
  • 8

    Module Seven: Major Donor Ask

    • Introduction

    • Ask Good Questions

    • Shut the f*%$ up

    • Get that BDE

    • Story of Self, Us and Now

    • Ask Culture Vs. Guess Culture

    • Before the Ask

    • The Ask

    • Anatomy of an Ask: Deeper Dive

    • Rhe-ology: My Catchy Phrases

    • Your Assignment: Ask Practice
  • 9

    Module Eight: Money, power and race

    • Organizational values

    • Developing a personal fundraising philosophy

    • White Allyship

    • Resources

    • Masterclass: Fundraising as a Woman of Color with Maleka Lawrence

    • Masterclass: Power, Race and Fundraising with David McGoy

    • Your Assignment: Case Studies
  • 10

    Module Nine: Your Board

    • Introduction

    • Role of Board Chair and Development Committee

    • 5 Most Common Reasons Your Board is Not Fundraising

    • They Don't Know They're Supposed to

    • They Have Money Baggage (like all of us)

    • They Don't Know What To Do

    • They Don't Have Training, Guidance and Direction

    • They're Not Fired Up and Emotionally Committed

    • Suggested Board Activities + Resources

    • Webinar Interview: Getting Your Board Excited about Fundraising with Marti Fischer

    • Additional Podcast Interviews with Rich Berlin, Jay Frost and Heather Malin

    • Magic Emails

    • Your Assignment: Board Survey
  • 11

    Masterclass: Developing, Launching and Sustainining a Monthly Giving Program

    • Designing Your Program

    • Telling Stories of Impact + Building Your List

    • Part Three: Storytelling and Questions
  • 12

    Bonus Lessons

    • Organizing Your Time

    • Delegation and how to free up your time to fundraise

    • Core Elements of Scaling Your Organization with Brooke Richie-Babbage

    • Masterclass: The State of Fundraising Talent with Dana Hagenbuch

    • Masterclass: Foundation Fundraising with Gabe Scheck

    • Masterclass: Website Critique with Chijo Takeda for Cohort 5

    • Masterclass: Planning Your 12 month grants calendar

    • End of Year Giving campaign

    • Hiring Training: How to Hire Your Next "A" Player

    • How to Use MailMerge to Send 100 Donor Emails in Minutes!
  • 13

    Chat GPT for Fundraising

    • Copy of Introduction to Chat GPT

    • Copy of Content Creation and Social Media

    • Copy of Marketing

    • Copy of Conversion

    • Copy of Fulfillment

    • Copy of Last thoughts

    • Copy of Resources: Chat GPT prompts and Suggested Tools
  • 14

    Planned Giving Training

    • Planned Giving seminar with Tony Martignetti