Course overview

Fundraising Essentials provides the basic knowledge and practical tools to help you get started as a fundraiser. The course covers key principles in ethical practice, reasons and vehicles for giving, core fundraising models to understand the donor journey, and how to build a case for support. This course will bring theory to life with best-practice fundraising techniques so you can hit the ground running and make an impact in your fundraising role.

What you’ll learn

• how the Australian and New Zealand fundraising sectors work
• key regulations that impact fundraisers and not-for-profits
• motivations for donor generosity and charitable giving
• various fundraising channels, trends and methodologies
• the role of quality data and people to acquire and retain donors

Who is this course for?

• people who are new to the fundraising sector with little or no knowledge of fundraising techniques and practice
• people already working in the not-for-profit sector but who are new to a fundraising role
• people who may be looking to enter the charity and not-for-profit sector in a fundraising role
• fundraisers in volunteer roles with little or no knowledge of fundraising practice

Topics

Module 1: Scope and Rules of Fundraising: This module provides students with an overview of the scope of fundraising, the types of fundraising, and key regulations to be aware of.

Module 2: Donor Motives and Fundraising Strategy: This module provides students with basic information about why donors give and key elements to consider when fundraising and defining a case for support.

Module 3: Donor Acquisition and Development: This module provides students with key information on acquiring donors associated with various fundraising channels and with key methods and frameworks for donor development and stewardship.

Module 4: Major Gifts and Gifts in Wills: This module provides students with the importance of major gifts program as an extension of donor development and tips on how to operate a Gifts in Wills program

Module 5: Data and Resources: This module provides students with the key issues associated with managing data in marketing and privacy along with some tips on how to recruit and manage volunteers.

Delivery

In-class is 1 x 8hr session hosted at a venue in Sydney, Melbourne, Brisbane and Perth

This course can be delivered in three ways to suit your preferred learning mode and availability.

• e-Learning is accessible over three months via our Learning Hub for strong independent learners who like a longer timeframe. The course is approximately 12 hours of study.
• Online—Facilitated is the one–day option via Zoom, led by a facilitator, for those wanting to complete it in a shorter timeframe.
• In-class is a one day in-person option, for those who learn best in a classroom environment, This option is available at a venue in Sydney, Melbourne, Brisbane or Perth.

Meet the Tutors

Click on each name to read the Tutor bios:

• Gilbert Lorquet - Sydney
• Alan White - Melbourne
• Luke Tobelmann - Brisbane
• Ellaine Hislop - Perth

Guidelines for enrollment

Note: The FIA website provides access to both the Member Portal and the Learning Hub. These have separate logins — your username and password may be different for each.

New Staff Member

Please ask your organisation’s nominated contact to add you to the Member Portal or email members@fia.org.au. Your details will sync within two hours.

To Access the Learning Hub

Once you've been added to the Member Portal, click “Reset Password / New Staff Login” to activate your Learning Hub access.

If you require assistance, please email training@fia.org.au.

CFRE

Full participation in Fundraising Essentials is applicable for up to 7.5 continuing education points in Category 1. B – Education of the CFRE International application for initial certification and/or recertification.

FIA Code

This course relates to the following aspects of the FIA Code of Conduct:

FIA Code 4.0 Conduct towards Donors, 3.0 Ethical conduct, 6.0 Conduct in Supplier relationships.