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Lilly Family School of Philanthropy

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  • Purposeful Boards, Powerful Fundraising

Purposeful Boards, Powerful Fundraising

Fundraising success depends on organization-wide efforts from the leadership of the board to the dedication of front-line staff. This course focuses on the role the board plays in fundraising and how to best structure the organization to support this role. Board members and staff will work collaboratively to develop an action plan to improve the culture of philanthropy in your organization, improve board recruitment and training, and ensure the organization has a solid case for support. We recommend that a staff person and a board member attend together but it’s not a requirement for the course.

Certificates: Fund Raising Leadership,

Course Dates
LocationDatesCostRegister
Virtual (Live)September 24, 2025 - October 15, 2025$990.00Register
Fort LauderdaleNovember 13, 2025 - November 14, 2025$990.00Register
Virtual (Live)March 18, 2026 - April 08, 2026$990.00Registration opening soon

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 24-October 15, 2025 virtual class will be held on the following dates:

Session 1: Wednesday, September 24, 2025
Session 2: Wednesday, October 1, 2025
Session 3: Wednesday, October 8, 2025
Session 4: Wednesday, October 15, 2025

The March 18-April 8, 2026 virtual class will be held on the following dates:

Session 1: Wednesday, March 18, 2026
Session 2: Wednesday, March 25, 2026
Session 3: Wednesday, April 1, 2026
Session 4: Wednesday, April 8, 2026

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
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