Global Fundraising. Presented by Eva E. Aldrich, M.A., CFRE President and CEO CFRE (Certified Fund Raising Executive) International
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1 Global Fundraising Presented by Eva E. Aldrich, M.A., CFRE President and CEO CFRE (Certified Fund Raising Executive) International
2 Fundraising is a global profession Growing body of identified knowledge Demand for professional development Emergence and expansion of professional associations for fundraising International Statement of Ethical Principles in Fundraising (2006) Global credentialing (Certified Fund Raising Executive)
3 If fundraising is a global profession, what do we have in common? CFRE Job Analysis (2009) indicates 90% of what fundraisers do is essentially the same, regardless of country of practice. Differences occur largely in areas of regulation, which are country-specific.
4 CFRE Job Analysis Articulates what members of the fundraising profession indicate is important to their work and the knowledge that must be mastered to conduct their work effectively. Divided into domains (key topics), tasks (specific fundraising actions within each domain), and knowledge areas (what fundraisers need to know to be effective).
5 Six domains of fundraising knowledge Current and prospective donor research Securing the gift Relationship building Volunteer involvement Leadership and management Ethics and accountability
6 Current and prospective donor research Identification and qualification of prospects Implementation and utilization of a secure data management system Analysis of donors to identify fit between prospects and organizational programs Donor rating Present donor list for action
7 Securing the gift Develop a compelling case for support Develop solicitation plans Plan a comprehensive solicitation program Prepare donor-focused, segmented solicitation communications Ask for and secure gifts Evaluate the solicitation program
8 Relationship building Initiate and strengthen relationships with constituents through systematic cultivation Develop and implement a comprehensive communications plan Promote a culture of philanthropy Acknowledge and recognize gifts in ways that are meaningful to donors and appropriate to the mission and values of the organization.
9 Leadership and management Foster and support a culture of philanthropy Ensure sound administrative policies and procedures to support fundraising Participate in strategic planning Design and implement fundraising plans and budgets Apply key principles of marketing and public relations Conduct ongoing performance analysis of fundraising Recruit, train, and support staff Contract for services in support of fundraising
10 Ethics and accountability Ensure that all fundraising activities are conducted in accordance with ethical principles and standards Create gift acceptance policies Clarify and honor donors intent and instructions Report the sources, uses, and impact of donated funds Comply with all reporting requirements
11 Commonalities across countries Domain importance Relationship building Securing the gift Ethics and accountability Leadership and management Current and prospective donor research Volunteer involvement
12 Commonalities across countries Time spent on tasks within domain Relationship building Leadership and management Securing the gift Current and prospective donor research Ethics and accountability Volunteer involvement
13 Differences among countries Differences occur depending on whether fundraising is an established or emerging profession Particularly evident in securing the gift, where more strategies are used where fundraising is an established profession In areas where fundraising is an emerging profession, knowledge is known but not put into use Major gifts, capital campaigns, and volunteer involvement less frequently used as strategies where fundraising is an emerging profession
14 Key concerns for the future Availability of talented fundraisers Succession planning in the face of retirement of large numbers of senior-level fundraisers Need for enhanced professionalization Long-term impact of economic downturn Increase expectations for accountability and transparency Increased use and integration of technology and social media
15 Trends Relationship building is an increasingly important part of fundraising Ethics and accountability most commonly known domain
16 Most commonly performed tasks Identification and qualification of donors Ask for and secure gifts Acknowledge and recognize gifts Ensure that all fundraising activities are conducted according to ethical principles and standards Clarify and honor donors intent and instructions Comply with all reporting requirements and regulations
17 Questions? Eva E. Aldrich, M.A., CFRE President and CEO CFRE International For information about the CFRE (Certified Fund Raising Executive) credential:
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