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Fundraising Success: The Complete Development Plan

Your A-Z Guide to Creating a Year Round Development Plan - Approved for 3.0 CFRE points
4.6 (9 ratings)
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40 students enrolled
Last updated 6/2016
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  • 2.5 hours on-demand video
  • 1 Article
  • 14 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
Create a development plan that will allow you to increase fundraising results for your nonprofit organization
Select the fundraising activities that will work best for your organization
Create a useful timeline of fundraising activities
Differentiate between fundraising and development in order to increase the effectiveness of both
Determine the effectiveness of current fundraising activities
Evaluate the internal and external factors that impact your fundraising effectiveness
Identify your fundraising team (and that’s not just you)
Set achievable financial goals
Set meaningful strategic goals for your development program
Full participation in Fundraising Success: The Complete Development Plan is applicable for 3.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
View Curriculum
  • While not necessary, it is helpful to have a copy of any current fundraising plans with you as you work through this course
  • You will need a desire to improve your fundraising and a willingness to invest the time in creating a practical development plan

Do you hold countless fundraising activities, trying to bring in more dollars for your nonprofit organization?

Do you feel like you're on a hamster wheel of special events and direct mail campaigns?

Want to get off the hamster wheel?

A well-constructed development plan is your ticket!

Create a Development Plan So You Can Raise More Money.

Start by determining where you are. Then decide where you want to go. Finally set a map for getting there.

This course will walk you step by step through the techniques necessary to create a development plan that will get the staff and volunteers around you working toward well-crafted financial and strategic fundraising goals. Many nonprofits launch into fundraising by creating a special event and before they've recovered from that event, they launch into another one. If this sounds like your organization, we've got a better way to do things.

This course provides you with tools and resources to use again and again when creating your fundraising plan. Whether you are approaching the beginning of your fiscal year or already in the middle of it, this course teaches you to create a comprehensive plan to complete the fundraising cycle: identify, cultivate, solicit and steward donors.

Brand new fundraisers and experienced professionals will benefit from the comfortable discussion style with over 2.5 hours of video lectures, Sara Leonard, CFRE, MBA, and Louanne Saraga Walters. You’ll become part of the discussion as you determine what to keep, what to add and what to eliminate from your nonprofit’s development plan.

Full participation in Fundraising Success: The Complete Development Plan is applicable for 3.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Who is the target audience?
  • This course is meant for anyone with responsibilities for fundraising in a nonprofit organization
  • Both paid staff and volunteers can benefit from this class
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Curriculum For This Course
Expand All 23 Lectures Collapse All 23 Lectures 02:47:15
Course Introduction
3 Lectures 19:05

A brief look at what we cover in the course, how I structured the course and how to find out what each lecture contains. This lecture includes a downloadable PDF of the Table of Contents.

If you are interested in receiving 3.0 points for CFRE certification or recertification, please make sure you complete 100% of the lectures. Udemy will e-mail a certificate of completion to you. Once received, please message Sara Leonard via this course to notify her. She will send you the CFRE course tracker for your records. 

Preview 06:49

In this lecture, we will show you how a development plan will help your organization raise more money year round.

Preview 05:24

In this lecture we delineate between fundraising and development. We also introduce the Fundraising Cycle.

Fundraising and development defined
Where are you now?
3 Lectures 37:00

In this lecture we determine the fundraising activities your organization is already conducting.

Review fundraising activities

In this lecture we determine which of your current fundraising activities are effective and should be kept and which ones are not effective and should be eliminated.

What is working and what is not working?

We use this lecture to evaluate the current climate inside your organization and how it will impact your fundraising. We also review the external factors that will impact your fundraising.

What is the current climate inside and outside your organization?
Identify your fundraising team
2 Lectures 15:53

The good news in this lecture: your fundraising team should include more people than just you. We will identify who on your staff should be part of your development activities.

Identify the staff members on your fundraising team

This lecture looks beyond the paid staff on your team to determine the roles available for volunteers and board members.

Identify volunteers on your fundraising team
Where do you want to be?
2 Lectures 12:00

This lecture identifies the wrong way and the right way to set your financial fundraising goals. We will walk through setting your goals the right way.

Setting your financial goals

Because development is about more than just the dollars that you raise, this lecture will identify possible strategic goals for your development plan.

Setting your strategic goals
How do we get there?
3 Lectures 22:01

We begin defining the specific fundraising activities that should have a place in your development plan. We've provided a useful worksheet to guide you through this process.

Define specific activities

In this lecture we will revisit the Fundraising Cycle to make sure that the fundraising activities you are planning cover all of the steps in the cycle.

Compare activities to the fundraising cycle

For this lecture, you will consider how much you will need to spend on your fundraising activities and how that compares to the funds you will raise.

Consider the numbers
When? Putting your plan on a schedule
2 Lectures 12:42

In this lecture we will teach you to create a timeline for all of the activities in your development plan.

Create a timeline

This lecture takes you step by step through the creation of your development plan timeline.

How to build your timeline
Putting the plan together
2 Lectures 14:48

In this lecture we will assemble the pieces you have created and create your development plan.

Putting it all together

Now that your plan is assembled, this lecture will guide you through comparing your plan to the strategic goals you set then give you a chance to adjust as necessary.

Review for strategic goals
Evaluation of your development plan
4 Lectures 21:58

In this lecture we'll teach you how to keep track of your plan and make it a useful tool for the entire year.

Monitor your development plan

In this lecture we will cover how to evaluate your plan, who should be involved and how often you should evaluate.

Evaluate your development plan

Because your development plan isn't written in stone, adjustments will be possible. This lecture covers how to make adjustments - both large and small.

Adjust your development plan

This lecture gives you the how and when of creating your next development plan.

Make the next plan
2 Lectures 04:53

This lecture provides a summary of the concepts and materials covered in this class.

Congratulations on completing this course. If you are interested in receiving 3.0 points for CFRE, please make sure you have completed 100% of the lectures. Udemy will e-mail a certificate of completion to you. Once received, please message Sara Leonard via this course to notify her. She will send you the CFRE course tracker for your records. 

Summary overview

About the Instructor
4.4 Average rating
47 Reviews
357 Students
9 Courses
Former News Anchor, Udemy Instructor, Online Talk Show Host

Louanne has coached and mentored students in video production, personal and spiritual growth, social media, organizational management and finance over the past two and half decades, helping them discover, develop and deepen their talents and skill sets.

Louanne has over 30 years in communications, teaching, finance and tourism including:

* A TV news reporter/anchor with three NBC affiliates (KPOM, KRIS, KWQC)
* A video programmer and cruise director with Royal Caribbean Cruise Lines (RCCL)
* A financial advisor with Raymond James & Associates
* Director, Marketing & Communications at the Community Foundation of Tampa Bay
* Instructor to entrepreneurs, small businesses and nonprofits
* Co-Producer and Host of The Philanthropy Show®, an internet talk show program of My Video Voice Productions, the full scale video production company she owns with her wife, Sharon.

Louanne began working in radio in the mid 1980's learning all aspects of live and programmed radio broadcasting, and transitioned to television a few years later. She has 'grown up' with video production from the old school tape shooting and linear editing, to HD cams/DSLR's and using post production software and editors like Avid, Final Cut Pro, Motion and Compressor.

In addition to her behind the camera expertise, she's made the rare transition to 'on cam', capable of planning a project as producer, host, shooter and editor.

During her time as a Cruise Director with Royal Caribbean, the cruise line brought her off ships and into the Miami Headquarters to produce and host three 30 minute videos which aired during every cruise fleet-wide for more than 10 years.

"I'm grateful to be able to serve thousands more students through this amazing platform Udemy has provided! I look forward to connecting with you in class - and please let me know if you have any comments or questions in the Discussion sections!"

B.A. Communications and Political Science, Trinity University, San Antonio, Texas

4.6 Average rating
9 Reviews
40 Students
1 Course
Trainer, Consultant, Coach

Sara Leonard, MBA, CFRE, is a solutions-oriented consultant, trainer and coach. She received her Bachelor’s Degree in Business Administration from the University of Tampa and an MBA from the University of South Florida. She is a Certified Fundraising Executive, has been named as a Master Trainer by the Association of Fundraising Professionals and completed the BoardSource Certificate of Nonprofit Board Education.

She founded the Sara Leonard Group to deliver excellent professional guidance, education and facilitation to those responsible for governance and board development. Instruction is based on nonprofit sector best practices prescribed by the Association of Fundraising Professionals (AFP) and BoardSource. She works with each client to create custom solutions. She strives to be “your partner in doing more good” with each engagement.

As the founding director of the Nonprofit Leadership Center’s Fund Development Academy, Sara created an extensive curriculum of fundraising and board governance courses. She has had the privilege of working with organizations to achieve their fundraising goals through instruction, coaching and consulting. She continues to serve as an instructor for the Fund Development Academy. She has worked in the nonprofit sector raising funds for healthcare, educational and cultural organizations.

Sara serves on the board of directors of the Suncoast Chapter of the Association of Fundraising Professionals and New Tampa Young Life. She is a former board member of the AFP Florida Caucus. She lives in Tampa with her husband and two children.

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