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Fundraising Management Certificate

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: September 2007 - June 2008
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:
Nonprofit Handbook: Fund Raising - Third Edition
Author: James Greenfield
Publisher: AFP/Wiley Fund
This book will be available at the University Bookstore,
1754 Pacific Ave, Tacoma, WA 98402, 253-692-5784.

Instructor Class meets Location Fee Credit/Contact hours
Laura H. Edman, CFRE Tuesdays
10/9 - 12/11/2007
6:30 - 9:00 p.m.
CP 206C $425 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. The Nonprofit Handbook: Fund Raising, James Greenfield. Third edition.
AFP/Wiley Fund. Some used copies available online.

2. Getting Funded, Mary Hall, PhD, and Susan Howlett. Available at first class
session $38

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

4. Writing for a Good Cause, Barbato and Furlich, Simon and Schuster.

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
10/11 - 12/13/2007 (no class on 11/22)
6:30 - 9:00 p.m.
MAT 352 $425 2.25 CEUs
Course Information   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
Instructor Class meets Location Fee Credit/Contact hours
Caryl Zenker Tuesdays
1/8 - 3/11/2008
6:30 - 9:00 p.m.
PNK 104 $425 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
Jane Pryor Thursdays
1/10 - 3/13/2008
6:30 - 9:00 p.m.
CP 103 $425 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

This class will start one week late. New dates: Tuesdays, April 15-May 13, 2008.

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
Carol VanNatta

Tuesdays
4/8 - 5/6/2008
6:30 - 9:00 p.m.
This class will start one week late. New dates: Tuesdays, April 15-May 13, 2008.

CP 103 $315 1.25 CEUs
Course Information   Register for this course

Required textbooks: Dress for Success, John T. Malloy, Warner Books (any edition acceptable). Winning with People, John C. Maxwell, Nelson Business (any edition acceptable).

Recommended textbooks: A Gentlemen Pens a Note, Bridges and Curtis, Rutledge Hill Press. A Book of Courtesy, Sister Mary Mercedes, Harper San Francisco (Note: This book is out of print, it may be available on-line or eBay).

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
Caryl Zenker Thursdays
4/3, 4/24, 5/15, & 6/5/2008
6:30 - 9:00 p.m.
(includes 25 research project hours)
CP 331 $425 3.5 CEUs
Course Information Course Outline 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 2007-2008 program begins in October 2007. 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 Thursday, September 27, 2007. 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 $2440 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 5 p.m. Thursday, September 27, 2007.

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 UW Tacomapdctr@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.

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.

Jane Pryor, Master of Education, University of Washington Tacoma 2001, CFRE

Pryor is the is Vice President of Development at Northwest Kidney Centers in Seattle. She has served as Director of Major and Planned Giving at the Franciscan Foundation and has fund raising experience with the Wesley Homes Foundation, Clover Park Technical College, Tacoma Public Schools, and South Puget Sound Community College. Pryor is a Certified Fundraising Executive and is a member of the National Council on Gift Annuities, National Council on Planned Giving, Washington Planned Giving Council, Tacoma Estate Planning Council, and South Sound Planned Giving Study Group.

Carol Van Natta, Master of Public Administration, University of Missouri-Kansas City

Van Natta is currently the Vice Chancellor for Advancement at the University of Washington Tacoma . She has over 25 years of experience at six universities in areas such as budgeting, alumni affairs, communications, development, publications, and special events. She has capital campaign experience at three universities and has secured several major gifts. Van Natta has served on the executive advisory board of Philanthropy International Magazine and currently serves on the board of the Washington State Chapter of the Association of Fundraising Professionals.

Caryl Zenker, BA Liberal Arts, The Evergreen State University, Fundraising Management Certificate, University of Washington

Caryl Zenker is Executive Director of the Point Defiance Zoo Society. Previously she served as Vice President for Marketing and Development at TVW, Director of Marketing and Development for the Tacoma Art Museum, and Assistant Station Manager at KPLU, National Public Radio. Zenker serves on the Seabury School Board of Directors and is a National Award Winner and presenter for Public Radio Development Officers Association.

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