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2016 CFRE Review Course

September 15, 2016 - September 16, 2016

Have you thought about taking the CFRE? Are you ready to sit for the test? Do you want an overview of best practices in fundraising? If so, then the CFRE Review Course is for you.

The AFP CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program. It is a two-day, intensive program that focuses on the terminology, organization, and structure of a development operation.

Sponsored By:

 Hansen Henley Yoder Lamb logo

“Credentials increase compensation levels. Among the 440 fundraisers who had earned the certified fundraising executive, or CFRE, credential, the average salary was $84,360, compared with $69,535 for 491 fund raisers with no certification. And among 14 fund raisers who had earned an advanced version of CFRE credential, the average pay was $106,029.”                                                                                                                 

 Chronicle for Philanthropy
May 21, 2009

Topics include:

Why Philanthropy? An Overview of Fundraising & Its Concepts: Sets the stage for how the general principles of research, marketing, building relationships, and ethics apply to fundraising.

Current & Prospective Donor Research: Explores the strategies and tools needed to create, analyze, use, and maintain a prospect list.

Marketing and Communications for Fundraising & Development: An overview of marketing and communications tools, techniques, and strategies for promoting organizations and their work to stakeholders.

Developing a Comprehensive Solicitation Program: Covers the steps involved in planning and implementing a solicitation program encompassing a variety of fundraising programs, from annual through major-gift and planned giving.

Building and Sustaining Relationships: Covers the concepts of cultivation and stewardship as well as of the balancing act that nonprofit organizations must undertake. Both individual and organizational relationships are discussed.

Securing the Gift: Tools, techniques, and elements used in asking for and recognizing annual and major gifts from donors, including preparing volunteers with the content they need to successfully solicit contributions to the organization.

Volunteer Involvement: Covers recruitment and retention, orientation and training, engagement in fundraising planning and implementation, and delineates the roles of volunteers and staff.

Management: Various elements of strategic and operational planning, managing the fundraising process, staff management and development, and contracting outside services.

Accountability: An overview of the legal, regulatory, and ethical considerations with which fundraisers must comply in order to ensure accountability and transparency for stakeholders.

This is your opportunity to succeed by studying the best curriculum presented by local seasoned professionals.

Michael J. Henley, CFRE
CEO,
Hansen Henley Yoder & Lamb

Michael J. Henley has dedicated his career to the advancement of not-for-profit organizations, large and small.  Michael began consulting in 1996 and provides counsel to nonprofit organizations nationally and internationally. He brings extensive experience as a successful executive director, senior development staff member, board member and consultant and believes that having played all four of these roles enriches the counsel he provides. His 44-year career experience has included management and development experience with nonprofit organizations such as Diocese of Lansing Refugee Resettlement Program, Ronald McDonald House, Little Brothers – Friends of the Elderly, Junior Achievement of the Upper Midwest, American Refugee Committee, Maricopa Tech Community College, Glendale Community Council, Carmen Pampa Fund, Catholic Eldercare, Peace Corps and VISTA.

Michael has conducted workshops and seminars for local, regional and national organizations and has served as an instructor in Nonprofit Management for St. Mary’s University and the University of St. Thomas. He co-authored and published the book Fund Raising & Marketing in the One-Person Shop — Achieving Success with Limited Resources now in its fourth edition. In 2002, the Minnesota Chapter of the Association of Fund Raising Professionals (AFP) named Michael the Outstanding Professional Fundraiser. In 2003, the AFP International Organization, with 30,000 members worldwide, named Michael the International Outstanding Fund Raising Executive.

Brighid Holman Hansen, CFRE
President,
Hansen Henley Yoder & Lamb

Brighid Holman Hansen is a senior professional development consultant with more than twenty-eight years experience in annual, capital and endowment campaigns, board training, relationship building and public relations. She has secured major annual, capital, and capital funding for:  The Saint Paul Chamber Orchestra, The National Park Foundation, Catholic Charities, Minnesota Diversified Industries, and The Nature Conservancy. As Vice President for Development and Government Relations she headed the original $33 million capital campaign and state and federal lobbying campaigns to build the Great Lakes Aquarium. She has been a national Director of Development providing fundraising consulting services and producing events throughout the country for The National Park Foundation, an organization led by noted philanthropist David Rockefeller, Jr. During her career, she managed and staffed campaigns totaling over $150 million. She has worked in both areas of grant-making and grant seeking. She was the lead consultant in the development of the Mississippi River Fund and lead counsel for the Women’s Foundation of Minnesota’s $17 million comprehensive campaign. She was also chosen as the Minnesota consultant to produce the First Lady media visit to the State on behalf of the National Park Foundation.

Brighid is former Chair of the Association of Fundraising Professionals, Minnesota Chapter, and has served as a member of the Board of the Minnesota Citizens for the Arts, the Wayzata Yacht Club Foundation, and the National Society of Fundraising Executives. She has been a seminar speaker on Development topics at a number of venues and an executive coach for the Management Assistance Project (MAP). She is a Certified Fund Raising Executive and a member of the National Council on Planned Giving and the Association of Fundraising Professionals.

Tim Benz, CFRE

Tim Benz is President of the Minnesota Independent School Forum (MISF) which strengthens Minnesota’s K-12 independent schools by advancing positions of common interest with lawmakers, policymakers, and the general public; and providing member schools with resources, connections, education and expertise in critical disciplines. Tim has served in leadership roles with College of Saint Benedict, Catholic Charities of St. Paul and Minneapolis and Cretin-Derham Hall. Tim brings a focus on best practices and fostering a culture of philanthropy to his organizations.

An active volunteer with AFP, Tim is a past president of the AFP Minnesota Chapter and currently serves on the finance and resource development committees. He is a board member of Hopkins Early Learning Center (HELC). Tim received a Bachelor’s degree in marketing from the University of St. Thomas and has held the Certified Fundraising Executive designation since 2005.

Tina Palmer, MA, CFRE

Tina Palmer is a nonprofit professional with nearly 20 years experience with national and local agencies, focusing on Social Services and Higher Education. Most recently, she served as the Vice President of Development for Catholic Charities of St. Paul and Minneapolis, where she led a team raising more that 40 percent of the annual revenue for the agency. While at Catholic Charities, she led a successful capital campaign for the Dorothy Day Center to provide shelter and critical services for those suffering from homelessness and extreme poverty.

Ms. Palmer received the Certified Fund Raising Executive credential in 2003 and has her Master’s Degree in Philanthropy and Development from Saint Mary’s University of Minnesota in 2005.

Sarann Slattery

Sarann Slattery is retired as Senior Counsel to Hansen Henley Yoder & Lamb. For twenty years she was active in the Minnesota Philanthropic arena, providing leadership within the fundraising programs at Cretin-Derham Hall, a Catholic secondary school in St. Paul, and as Vice President of Membership for Minnesota Public Radio. She is particularly skilled in program and budgetary management, identification, cultivation and solicitation of major donors, database and record format design. Sarann has extensive experience in both annual and capital campaign design and management.

During her years at Cretin-Derham Hall the school was honored by CASE for its award winning campaign, Building for Excellence. The campaign had the distinction of bringing the school out of serious debt and ultimately into a new era that included $7+M of building renovations. Minnesota Public Radio saw individual gifts to annual giving increase from $7.5M to nearly $12M during her tenure. Her emphasis on building strong relationships with major donors resulted in tremendous growth of gifts of $1K+.  In addition to increasing the effectiveness of traditional Membership activities she led significant advances in direct mail, online fundraising and email communications.

She is former chair of the Association of Fundraising Professionals, Minnesota Chapter, has served as an adjunct professor at the University of St. Thomas in their MBA program, and is frequently asked to participate in strategic planning sessions with a host of organizations in the metro area.  In 2006, Sarann was named Outstanding Professional Fundraiser of the  year by the Minnesota Chapter of AFP.

Schedule

Thursday & Friday, September 15 – 16, 2016

8:30 AM to 5:00 PM both days

Food

Light continental breakfast, beverages and afternoon snack will be available.

Participation in the AFP CFRE Review Course may assist you in learning or reviewing concepts covered on the Certified Fundraising Executive (CFRE) examination as detailed on the Test Content Outline provided by CFRE International. However, the AFP CFRE Review Course is not designed specifically as a prep course for the exam. It is designed to provide a review of concepts one should know at the five-year experience level.

AFP highly recommends that the review course be just one of the resources you use in preparing to take the CFRE exam. Your study should also include reading books that appear on the CFRE Resource Reading List.

The Certified Fund Raising Executive (CFRE) professional certification program, is governed and administered by CFRE International, an independent international organization. CFRE International exists to uphold the public trust through voluntary certification of fundraising professionals. Through the CFRE credential, CFRE International supports and encourages fundraising professionals to aspire to the highest standards of professional competence and ethical practice in serving the philanthropic sector.

The designation “Certified Fund Raising Executive” (CFRE) is a mark of distinction, providing heightened professional recognition and greater career options and earning potential for fundraising executives with five years or more experience.

Candidates must complete a separate application for certification and submit all fees 60 days prior to the exam. No applications will be accepted less than 60 days prior to the exam.

If you are interested in taking the certification exam, please contact CFRE International to request a certification packet. Phone 703-820-5555; fax: 703-820-1117; email: info@cfre.org or visit the CFRE International website.

Please see registration details below.

Call the AFP Minnesota Office with any questions at 763-235-6488.

Details

Start:
September 15, 2016
End:
September 16, 2016
Event Categories:
,

Organizer

AFP Minnesota
Phone:
763.235.6462
Email:
office@afpminnesota.org
Website:
afpminnesota.org

Other

Register online:
http://afpminnesota.org/event-registration-september-15-16-2016-cfre-review-course/
Print registration form:
http://afpminnesota.org/wp-content/uploads/Form-CFRE-Review-Reg-Sept2016.pdf
Schedule details:
Thurs & Fri, Sept 15-16, 2016; 8:30am - 5:00pm both days
Cost:
$399 for AFP members; $499 for nonmembers
Advance Registration Closes:
4:30 pm, Thursday, September 8, 2016
Additional Details:
No Cancellations accepted after September 8, 2016

Venue

MN + Google Map

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