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Fundraising Management Certificate

We are now accepting applications for the 2009-2010 Certificate Program and individual classes.

Enrollment in Individual Courses
A limited number of spaces in courses designated by an asterisk (*) may be available to professionals who do not intend to pursue the certificate. You must complete and qualify for admission in the program to be eligible to take individual courses. Please submit your application noting that you are interested in the individual course option.

> Program Overview
> Course Descriptions
> How to Apply/Tuition and Fees - Application Form
> Information Meetings
> Scholarship Information

PROGRAM OVERVIEW

Also offered in Seattle>>

As organizations compete for donor dollars, they have a great need for fundraising professionals. With the focus increasingly on the individual contributor, fundraisers recognize the growing importance of planned and major gifts, the fundamental relationship between good management, financial and marketing skills, and the ability to develop strong case statements for grant proposals.

The Certificate Program in Fundraising Management reflects the changing trends and new directions of the field. This program is appropriate for fundraisers, board members and volunteers seeking additional skills, or for those seeking careers in development.

  • Planned in cooperation with the Northwest Development Officers Association, the Association of Fundraising Professionals, and Philanthropy Northwest
  • Designed by an advisory board of UW faculty and development professionals representing major Puget Sound organizations.
  • Recipient of an Award of Excellence from the National University Continuing Education Association.
  • Presents opportunities to network with other fundraising professionals and make contacts you will value throughout your career.
  • Taught by instructors who have years of experience in development.
  • Offers a certificate and 14.5 Continuing Education Units (CEUs) to participants upon completion of the program.

COURSE DESCRIPTIONS
Program length: October 1, 2009 - June 3, 2010
Classes meet: Tuesdays & Thursdays, 6:30 - 9:00 p.m.

First-Term Courses
Fundraising Basics*
Survey course of ideas, concepts, methods, and language familiar to fundraising professionals. Offers an introduction to the theory and practice of fundraising for nonprofit organizations. Topics:

  • History of philanthropy
  • Structure of a successful fund raising program
  • Role of volunteers and staff in fundraising
  • Who is a donor and why?
  • Building your donor base
  • Planning and implementing a capital campaign
  • Northwest fundraising; Donors, motivations, and changing trends
  • Ethics and best practices

Textbooks for this class:

1. Understanding Philanthropy: Its Meaning and Mission Authors: Robert L. Payton & Michael P. Moody Publisher: Indiana University Press, ISBN 978-0-253-35049-3

2. Keep Your Donors: The Guide to Better Communications & Stronger Relationships Authors: Tom Ahern & Simone Joyaux Publisher: John Wiley & Sons, ISBN 978-0-470-08039-9

These books will be available at the University Bookstore, 1754 Pacific Ave, Tacoma, WA 98402, 253-692-5784.
Instructor Class meets Location Fee Credit/Contact hours
Fred Matthews Tuesdays
10/06 - 12/08/2009
6:30 - 9:00 p.m.
UW Tacoma:
TBA
$562 2.5 CEUs
Course Information Course Outline Register for this course

Writing for Development*
Focuses on developing the necessary written fundraising messages to reach different audiences for fundraising success. Students will gain practice in writing case statements, appeal letters, grant proposals and press releases. Topics:

  • Overview of writing for development
  • Writing to the target audience
  • Writing the case statement and letter of appeal
  • Writing the grant proposal and letter of inquiry
  • Stewardship: Developing relationships with funders and donors
  • Media communications: Getting your organization method

Textbooks required for this class:

1. Making the Case-the no-nonsense guide to writing the perfect case statement,
Jerold Panas. Institutions Press.

2. Keep Your Donors: The Guide to Better Communications & Stronger Relationships Authors: Tom Ahern & Simone Joyaux Publisher: John Wiley & Sons, ISBN 978-0-470-08039-9

These books will be available at the University Bookstore, 1754 Pacific Ave, Tacoma, WA 98402, 253-692-5784.

Instructor Class meets Location Fee Credit/Contact hours
Miriam Barnett Thursdays
10/01 - 12/03/2009
6:30 - 9:00 p.m.
UW Tacoma:
TBA
$505 2.25 CEUs
Course Information Course Outline Register for this course

Second-Term Courses

Management and Finance for Fundraising*
Covers managing a fund development program, the use of technology in fundraising and provides a working understanding of financial systems and budgeting. Topics:

  • Role of the chief development officer
  • Personnel management
  • Working with volunteers, consultants and other outside vendors
  • Selecting and using donor information systems
  • Online fundraising
  • Nonprofit accounting
  • Budget building, tracking and recordkeeping
  • Using financial knowledge to assess fundraising productivity

Textbooks required for this class:

1. Keep Your Donors: The Guide to Better Communications & Stronger Relationships Authors: Tom Ahern & Simone Joyaux Publisher: John Wiley & Sons, ISBN 978-0-470-08039-9

Instructor Class meets Location Fee Credit/Contact hours
Benjii Bittle and David Fischer Tuesdays
01/05 - 3/09/2010
6:30 - 9:00 p.m.
UW Tacoma:
TBA
$562 2.5 CEUs
Course Information Course Outline Register for this course

Major and Planned Gifts*

  • Overview, theory and best practices in major and planned giving programs
  • Prospect identification and research
  • Cultivation methods & closing gifts in the real world
  • Assessment of board and organizational readiness for major and planned gifts
  • Major gifts in a capital and endowment campaign
  • Planned giving, basic and advanced concepts
  • Planned giving marketing strategies
  • Strategic planning for implementing major and planned giving programs
Instructor Class meets Location Fee Credit/Contact hours
Laura H. Edman, CFRE Thursdays
1/07 - 3/11/2010
6:30 - 9:00 p.m.
UW Tacoma:
TBA
$562 2.5 CEUs
Course Information Course Outline Register for this course

Recommended Text:
Prospect Research: A Primer for Growing Nonprofits, 2nd edition, Cecilia Hogan, Jones and Bartlett Publishers, Inc. - Available at the University Bookstore, 1754 Pacific Ave, Tacoma, WA 98402, 253-692-5784.
Complete Guide to Planned Giving, Rev 3rd edition, Debra Ashton, Ashton Associates. - Available on the author's website; see syllabus for instructions on how to order this book.


Third-Term Courses

Fundraising as a Profession *
Covers professional aspects of the field of philanthropy. Topics:

Note: You may register for the Fundraising as a Profession class without filling out an application for acceptance into the Fundraising Management Certificate Program. However, if you wish to continue in the program to earn the Certificate, you will need to submit your full application for review and acceptance (see 'application form' above).

  • Achieving a professional appearance
  • The importance of manners and attitude
  • Developing a professional communication style
  • Building relationships with constituents
  • The Fundraising Code of Ethics
  • Value-based decision making
  • What employers look for in fundraising professionals
  • Developing an effective resume
  • Participating in professional organizations
Instructor Class meets Location Fee Credit/Contact hours
Miriam Barnett

Tuesdays
4/06 - 5/04/2010
6:30 - 9:00 p.m.

UW Tacoma:
TBA
$337 1.25 CEUs
Course Information   Register for this course

Required textbooks:
Winning With People, John C. Maxwell, Nelson Business (any edition acceptable)

Available at the University Bookstore, 1754 Pacific Ave, Tacoma, WA 98402, 253-692-5784. Please note, you are not required to purchase new editions of these books; most are available used at bookstores and online.


Research Project and Internship
Project coordinator oversees the research papers. Senior level development officers (Senior Readers) mentor 5-8 students each and support students in the conceptual phases of the project.

  • Orientation Session (Week 1)
    • What is the assignment?
    • Role of project coordinator and Senior Readers
    • Resources needed
    • English Dept./ writing lab brief introduction
  • Mid-point Check-in Session (Week 4 & 7)
    • Senior Readers meet with students to review bibliography or survey methodology and instrument and to read an abstract of paper’s topic
  • Independent Study (Weeks 2, 3, 5, 6, 8, & 9)
    • Students work independently on their research projects, checking in with their Senior Readers as needed to make appropriate progress
  • Students submit completed papers for Senior Readers to comment upon (Week 10)
Instructor Class meets Location Fee Credit/Contact hours
Miriam Barnett

Thursdays
4/01 - 5/03/2010
6:30 - 9:00 p.m.
(includes 25 research project hours)

UW Tacoma:
TBA
$562 3.5 CEUs
Course Information   Register for this course

 


HOW TO APPLY

Admission Requirements
Participation is open to individuals with at least two years of college or two years experience in the field of development and fundraising.

Earning the Certificate
Participants are evaluated in each course and, at the end of each course, are notified of successful or unsuccessful completion. Participants need to successfully complete each course in the previous term before they advance to the next term. The certificate is awarded upon completion of the nine-month course of study.

Application Process
The 2009-2010 program begins in October 2009. Applications are now being
accepted; qualified students will be accepted on a first-come, first-served basis until the program reaches enrollment, or until 5 p.m. on Friday, September 25, 2009. After this date, applications may be accepted on a space-available basis.

To apply you must submit one copy of the application form with a $50 non-refundable application fee and application set, to include:

  • Your résumé listing education and applicable experience,
  • A typed (250-word maximum) letter of application describing (a) your relevant work and volunteer experience, and/or transferable skills and knowledge of the field, (b) how you expect the program will help you to meet your professional goals, and
  • Why you are committed to a career in development.

Applicants will receive written notification of their acceptance, placement on a waiting list, or non-acceptance after review of submitted materials. Accepted
applicants will be sent registration information for the first-term courses.

Fees and Tuition
Tuition is payable on a term-by-term basis. Tuition for the entire program is $3090 excluding application and registration fees and textbooks. There is a $50 non-refundable application fee to apply to this program and a $10 non-refundable registration fee for each term. First-term tuition and $10 registration fee are due by three business days before class begins.

The University's tuition exemption policy does not apply to this program. Fees and tuition are subject to change.

Information on registration and refund policies and procedures will be included with registration materials sent to you upon acceptance in the program.

Enrollment in Individual Courses
A limited number of spaces in courses designated by an asterisk (*) may be available to professionals who do not intend to pursue the certificate. You must complete and qualify for admission in the program to be eligible to take individual courses. Please submit your application noting that you are interested in the individual course option. Students taking individual classes will need to purchase the text for this program (The Nonprofit Handbook: Fund Raising, James M. Greenfield, Third edition. AFP/Wiley Fund Development Series, ISBN 0-471-403040, approx. $120.00.) in addition to any textbooks required for specific classes

Refunds
Students must make a written request to withdraw. Written requests should be sent to uwtpdctr@u.washington.edu or mailed to the KeyBank Professional Development Center, UW Tacoma, 1900 Commerce Street, Tacoma, WA 98402. Students withdrawing by 5 p.m. 24 hours BEFORE the program begins, are eligible for a full refund of all fees except the $50 application fee and $10 registration fee. There is no refund for withdrawals after the first day of class.

Cancellations
UW Tacoma reserves the right to cancel programs or classes with low enrollments.


ABOUT THE LEAD INSTRUCTORS

Dedicated to their profession, these experienced working professionals share their on-the-job experience with students.

Miriam Barnett, B.A., Liberal Arts, The Evergreen State College

Barnett has been in the non-profit world since 1987 when she became the Executive Director of Allied Arts of Whatcom County. Following Allied Arts, she was the Executive Director of the Whatcom Symphony. She served as Development Director for the Broadway Center for the Performing Arts and the Director of the Fund for Women and Girls at the Greater Tacoma Community Foundation. Barnett has been the Executive Director for the YWCA Pierce County since 2005. She is a member of several boards including the Mary Redman Foundation, the Community Trade and Economic Development Social Services Facilities Board, and was inducted into the Northwest Women's Hall of Fame in 1999.

Benjii B. Bittle

Bittle served in a leading role in several nonprofit agencies in the Tacoma-Seattle area since 1993.  Currently he is the Deputy Executive Director for the Broadway Center for Performing Arts.  In his former position with the City of Tacoma Community and Economic Development Department he worked to partner with philanthropic and business community to encourage economic and cultural development, and to promote Tacoma to the world as a progressive, livable, beautiful international and diverse City.  He participated in the Creative Cities Leadership Seminar with the Chamber of Commerce and was a Fellow in the American Leadership Forum in 06-07.  He serves on several nonprofit boards including Emerging Leader Task Force, Americans for the Arts, and Cultural and Heritage Tourism Alliance.

Laura H. Edman, CFRE, B.A., Wilamette University, Salem, Oregon, and postgraduate work at the University of Puget Sound, Tacoma, Washington.

Edman is Vice President for The Alford Group Inc. in Seattle, Washington. She has held positions of leadership in the nonprofit world for more than 20 years, as Executive Director for the Mary Bridge Children's Foundation, Director of Gift Planning at MultiCare Health System, and Director of Special Giving at the University of Puget Sound. Edman is active in the Tacoma community, serving as co-chair for Bellarmine Preparatory School's 2004 PRIDE Auction, founding member of the City Club of Tacoma, Board Chair for Planned Parenthood of Pierce County, and President of the Kiwanis Club of North-West Tacoma.

David J. Fischer, M.F.A., San Francisco State University, B.A. SUNY, Credential in Executive Leadership, Stanford Graduate School of Business

Fischer is Executive Director for the Broadway Center for the Performing Arts in downtown Tacoma.  He formerly served as executive director for the Wells Fargo Center for the Arts, Santa Rosa, California; Pierce County Government Arts Program, Tacoma; and was the Producing Artistic Director for Tacoma Little Theatre in Tacoma for four years.  Fischer’s involvement in the nonprofit field, with a focus on the Arts, is voluminous; he has been twice appointed by National Endowment for the Arts Chairman – 2004, 2006 Peer Review Panel; served as the Board Vice-President for the Western Arts Alliance; as a board member for Santa Rose Chamber of Commerce, Arts Network of Washington State, Theater District Associates, Tacoma Pierce County Convention and Visitor Bureau, Arts Alliance of Washington State, to name a few.  He has served on many steering committees, advisory committees, and special projects, including Opera America, SF Museum of Modern Art, U.S. National Park Service, Institute for Non-Profit Development, Pierce County Arts Partners in Education, Tacoma/Pierce County Arts Consortium, and more.

Fred Matthews, M.A., Pacific School of Religion, Berkeley; B.A., Whitman College

Matthews is Senior Donor Advisor for Planned Parenthood of Western Washington.  He has held leadership positions at MultiCare Health Systems, American Red Cross, Ryther Child Center, Virginia Mason Medical Center, Seattle Symphony Orchestra, and more.  He is principal and Senior Consultant for Matthews Philanthropic Strategies.  Matthews is a member of several organizations including Washington Planned Giving Council, NDOA, Washington State Charitable Solicitations, and is involved in Greater Redmond Foundation, The Mountaineers, Rotary International, Sierra Club, Global Partnerships and several others.  He has published more than 25 articles and reviews on topics in fundraising.

Instructors and courses are subject to change.


INFORMATION MEETINGS

For information about our meetings please click here. Information about our Contract Management Certificate Programs and all other programs will be available at these meetings; staff and instructors will be available to answer your questions. Contact the Office of Continuing Studies at UW Tacoma for details (253-692-4618, uwtpdctr@u.washington.edu ).

KeyBank Professional Development Center
University of Washington Tacoma
(253) 692-4618, uwtpdctr@u.washington.edu