Fundraising Essentials Virtual Bootcamp

July 10 – 11, 2024
10 a.m. – 5:30 p.m. ET

2025 Bootcamp Dates 
January 15 -16, 2025
July 16 -17, 2025

Skilled gift officers build meaningful, impactful relationships that help move prospective donors to incredible generosity — but only if the work of relationship building is tethered to strategy and discipline.

Strategy and discipline play out across the donor cycle. Persistent outreach. Qualifying new prospects. Ensuring strategy guides each donor interaction. Building effective philanthropic invitations. These traits are a part of everything we do in advancement and should be invested in regularly.

Whether you’re an individual looking to refresh your skills, or a leader seeking to invest in your team, join me for my Fundraising Essentials Bootcamp, which provides this intensive training over 13 hours (two 6.5-hour days) with a mix of presentation, discussion and exercises. Affordable and featuring KDD Philanthropy’s practical and proven approach, the workshop will transform your approach to qualifying prospective partners and provide confidence for building critical relationships for your organization that lead to impactful solicitations.

Attendees leave our virtual workshop with tools to enhance the focus, discipline and best practices that support stronger outcomes for their organizations. And, organizations that invest in advancement training are not only supporting retention; they are also creating long-term, high-performing front line fundraising teams.

The Fundraising Essentials Bootcamp is a LIVE event (no recordings). Full participation in the Fundraising Essentials Virtual Bootcamp is applicable for 13.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

The agenda includes:

Emerging Trends in Philanthropy and Their Impact on Our Work

Qualification Elements/Initial Outreach

  • Frequency
  • Types of outreach
  • Language that works
  • Building hooks
  • Overcoming hurdles
  • Understanding objections

Language that Works

  • Philanthropy word game
  • “Elevator pitch” exercise
  • Golden rules of meetings
  • Conversation/meeting transitions
  • Transitions exercise (take home)

The Use of Strategy

  • Written prospect/donor strategies
  • Break-out exercise and share-out

Strengthening the Ask, With an Emphasis on First Asks

  • Includes asking for gifts on a first visit
  • Deepening donor understanding
  • Donor understanding exercise
  • Compelling partnership (ask) language
  • Most important ask exercise

Portfolio Prioritization

  • Managing a portfolio
  • Portfolio exercise
  • Masked portfolio exercise (take home)
  • Portfolio goal sheet

Focus on What Really Matters: Strategies for Prioritization and Focus

  • Two touches
  • Calendar exercise

Investment: $995 per individual (tiered registration pricing available for organizations registering 4+ individuals)

The Fundraising Essentials Virtual Bootcamp will take place on Zoom. Links to the Zoom sessions will be sent prior to the bootcamp.