The Art of the Fundraising Ask
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The Art of the Fundraising Ask

A Beginners Guide to Fundraising Success in "Asks"
3.0 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
518 students enrolled
Last updated 10/2015
Current price: $10 Original price: $45 Discount: 78% off
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  • 43 mins on-demand video
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Students will understand the feasibility of their project, conduct research, successfully ask for large amounts of money.
  • Successfully ask for large amounts of money.
  • Create a successful fundraising campaign Asking for major gifts from donors of large amounts of money for a non-profit organization.
  • Understand how to follow up with and retain donors for long lasting donor relations.
View Curriculum
  • Knowledge about the non-profit and it's mandate and benefits to the community.
  • Ability to conduct research
  • Comfortable talking to people

The Art of the Fundraising Ask course will guide you step-by-step through the process of preparing to ask for "major gifts" - a significant financial donation - from donors. You will learn what you will need to do to prepare yourself and your team. How much should you ask for. You will be able to identify specifically who should you ask (how to find donors of large gifts, whether they are in the $thousands, or even the $millions). How to rehearse an Ask. Who should do the Asking. The importance of formal recognition. And how to follow up for future success.

The course is taught be two very experienced fundraising professionals, who have raised $millions - and are very happy to share the processes and secrets of how you, too, can be very successful.

Who is the target audience?
  • Fundraisers or Board members who need large gifts for a project, or for operational funds.
  • This is complete, but basic information, suitable for those starting out in fundraising.
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Curriculum For This Course
Introduction to the Course, and the Instructors
4 Lectures 02:20

What you will learn from the course.

Who should take the course.

Summary of topics.

Preview 01:34

A few introductory words from instructors Karen Young and Vicki Raw.

Preview 00:46

Karen Young's experience in fundraising is outlined.

Instructor, Karen Young
1 page

Vicki Raw's experiencem in fundraising is outlined.

Instructor, Vicki Raw
1 page
4 Lectures 17:43

Defining what an Ask is. What should you Ask for? Describing the mindset of a donor; Creative Asks that work.

Preview 04:10

Defining a Campaign. Who needs to be involved? Feasibiity study. Research.

Preview 04:46

Defining your Case for Support. The Case for Support document. Setting fundraising goals. Rule of thirds when goal-setting.

Case for Support

Preparing your Asks team of volunteers. Being sensitive and flexible when required. How to Ask. Practice!

Preparing People
Preparing to Ask
4 Lectures 09:44
Feasibility: community scan. Identifying who to Ask. Finetune the timing of the Ask. Identify what work you may need to do before launching your Ask. Who else might help? Feasibility questionaire sample. How to present the Feasibility study, and it's real benefits. Who to contact for your Feasibility Study.

Who do you Ask for funds? How to identify them. How to connect with them. Build your own team. Even if you don't know anyone, do this. Hiring a professional, what you should know. About your data.
Who do you Ask?

A worksheet to help you determine

1. who you might Ask

2. who can introduce you

Who do you Ask - Activity
1 page

Prospective Donor data and research. Door Openers. Make a plan.

Next Steps
The Ask
2 Lectures 09:36

Who should be there? How to ask for a meeting. General outine of an Ask meeting Agenda.

Successful Ask: the actual Ask. How to respond if the donor doesn't say "yes" immediately. When to reschedule the Ask. What if they... don't respond, or other situations and how to handle them.

What paperwork to bring. Follow up.

The Ask

Recognition Plan and Policy. Different levels of recognition, in proportion to generosity. From naming opportunities to media mentions. Charitable receipting guidelines (confirm your local law).

Why recognize donors? Several reasons...


Describe several specific Recognitions

3 questions
After the Ask
2 Lectures 02:03

Documentation of the donation. Your database information. What to ask for besides money.

After the Ask

With your prepared documents, also ask these organizations for funds.

Who Else Can you Ask?
Retaining Donors
1 Lecture 01:00

Why work at retaining your existing donors? Simple steps to take to retain donors.

Retaining Donors
In Closing
1 Lecture 00:52
Review of what we have covered in the course.
In Closing: Review and Thank you!
About the Instructor
Karen Young
3.6 Average rating
31 Reviews
1,374 Students
4 Courses
Educator, entrepreneur, author, publisher

Karen Young brings over 20 years of business experience to effect a clear goal: to provide individuals with the skills they need for success.

Applying prior marketing and management experience in the service industry, Karen grew her small communication and marketing business into an accredited career college, preparing many hundreds of people for the workplace.

Not limited to the Boardroom or to the classroom, in 2008 Karen shifted focus, applying her broad experience in non-profit management and fundraising, to the alleviation of poverty in Vancouver's Downtown Eastside, in the role of Director of Resource Development. She has built relationships in various sectors and communities around the region, participating in all aspects of fund development, volunteer management, and social enterprise creation. Karen has worked with non-profit organizations of all sizes, from micro start ups to large multi million dollar service agencies.

Karen's proven community building approaches are an asset to participants. Her involvement in the community won her the distinction of Woman of The Year for leadership with the Business and Professional Woman's Association, Fraser Valley.

Her volunteer experience includes former President of the local Symphony Orchestra Society (1999 - 2007), appointee to a government Arts grant-giving agency, BC Arts Council (2007 - 2012), a capital campaign Executive for a hospital, and on the organizing committee for Summer Games (1992 - 1995). In addition, Karen is former President of the local Chamber of Commerce.

She is an author of various books on fundraising and personal development, for example "Fundraising Primer", "101 Fundraising Events", and "Fundraising Handbook for Interns", as well as "Seven Simple Steps to Happy". And she is co-author of "Your Path to Success", a workbook and program.

Vicki Raw
3.0 Average rating
1 Review
518 Students
1 Course
Non-Profit Ninja

I am a senior executive with 19+ years of experience in the philanthropic, non-profit, health care sector.

I consider myself extremely fortunate to have developed a career where I get to cultivate genuine relationships, share the joy of giving with others, and help so many people make a positive, lasting impact on our communities.

In my 14+ years as the Executive Director of the Fraser Valley Health Care Foundation I was instrumental in raising more than $22 million for the hospitals and health care services throughout the Fraser Valley Regional Hospital District.

Over the years I have developed:

- a respectful, inclusive leadership/mentorship style

- exceptional marketing, communication and presentation skills

- a solid understanding of CRA and BC Gaming rules, regulations and guidelines

- a firm understanding of non-profit accounting procedures

Through a passion for learning - and sometimes through necessity - I have had the opportunity to explore many areas of non-profit fundraising and have developed strong skills in:

- planned giving

- event planning

- project management

- major gifts acquisition

- grant writing

- strategic planning

- direct mailing

- human resource management – staff/volunteer

My specialties include:

- non-profit management

- revenue assessment/development

- donor recognition/stewardship

- stakeholder relations/Board engagement

- capital campaigns

- budgeting/non-profit accounting procedures