Important Registration Instructions
With each staff person registration, a complimentary board member registration is included. The registration form will have space for you to enter your board member’s name.
Don’t have a board member available to attend with you? We recommend that a staff member attend with a board member but it’s not required.
Watch a short video about this course on YouTube
Course Details
Please review the attendance policy and cancellation/transfer policy before registering.
Schedule
Virtual Class Schedule
The live, virtual class is held over four sessions from 2pm to 5pm Eastern and hosted using the Zoom platform.
The September 9-30, 2026 virtual class will be held on the following dates:
Session 1: Wednesday, September 9, 2026
Session 2: Wednesday, September, 16, 2026
Session 3: Wednesday, September 23, 2026
Session 4: Wednesday, September 30, 2026
The March 10-31, 2027 virtual class will be held on the following dates:
Session 1: Wednesday, March 10, 2027
Session 2: Wednesday, March 17, 2027
Session 3: Wednesday, March 24, 2027
Session 4: Wednesday, March 31, 2027
Agenda
Virtual Agenda
Introduction
Introductions & Expectations
Definitions: Philanthropy, Developing, Fundraising
The Current Charitable Giving Landscape
The Roles and Responsibilities of the Board
The Top Ten Responsibilities of All Board Members
A Focus on Fundraising & 100 % Board Giving
Recruiting an Outstanding Board of Directors
The Board Skills Chart
How to Identify and Meet Potential Board Members
Bylaw Basics - Term Limits & Other Essentials
Board Meetings & Effective Fundraising
How to Structure a Productive Board Meeting
The Role of Committees
Why this Matters for Fundraising
Fundraising Tools & Techniques - What Board Members Need to Know
The 14-step Fundraising Cycle
The Fundraising Plan
The Fundraising Pyramid
The Gift Range Chart
Fundraising Markets
Developing a Prospect List of Individual Donors
Understanding Fundraising from Foundations
Understanding Fundraising from the Business Sector
Making the Philanthropic Request
Supporting Board Member Fundraising
The Board’s Role in Stewardship
How Can Staff Best Support Board Member Fundraising?
Board & Staff: Moving Forward & Fundraising Together
Final Reflections
CFRE Education Points
Full participation in many of The Fund Raising School’s courses fulfill education point requirements for Category 1.B-Education of the CFRE International application for initial certification and/or recertification.
Purposeful Boards, Powerful Fundraising qualifies for 12 CFRE Education Points/Hours.
IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card or check. All cancellations and transfers are subject to an administrative fee of $275.
As a result of this class, participants will:
- Communicate and demonstrate board and staff responsibilities to the organization
- Understand what needs to be prepared and in place for board members
- Review and adapt tools and strategies to recruit, train, mentor, and redirect board members to support overall fundraising
