PROGRAM
미국 CFRE 모금자격증 인증 과정
NPO스쿨
2024. 6. 19. 17:34
모금전문가를 꿈꾸시는 분들에게
희소식을 알려드립니다.
미국 <국제공인모금전문가> 자격증(certification)
CFRE(Certified Fund Raising Executive) 인증과정을
소개하게 되어 무척 기쁩니다!!!
CFRE는 전세계 30여개국에 약 8천명이 보유한 인증자격으로
모금의 전문성과 윤리성에 대한 글로벌 시험과정입니다.
NPO스쿨의 과정은
미국 CFRE International에서 공식인증받은 프로그램으로
CFRE 자격시험에서 40 credit이 인증됩니다.
NPO스쿨은 미국 CFRE의 공식인증을 국내 두번째로 획득했습니다.
이 프로그램의 특징은 최근 모금영역의 국제적 화두인
모금수행에서의 조직전문가와의 협업,
인공지능 활용방안이 포함되었다는 점입니다.
시험에 응시할 분들은 아래 프로그램을 참고하시기 바랍니다.
문의 최지혜(CFRE): wisdom3340@gmail.com
*수요가 발생하면 교육이 개최되는 on-demand 방식입니다.
*이 과정을 공동운영하고 싶은 기관은 연락주세요.
NPO School Specialist Course(CFRE official)
- The course operated by NPO School, the non-profit institution specialized in creating impact and securing sustainability of non-profit organizations with education, workshop, consulting and coaching service since 2015.
- Jihae Choi(CFRE, South Korea) is the manager of the course.
- Entire KDs are Knowledge Domains for CFRE test contents.
- The course provides totally 40 CFRE educaion credits.
- Trainee can participate all KDs or partially choose several KDs depending on their situation.
- ‘CFRE ABC’(CFRE Introduction) is provided all trainees not only who join in all KDs but also participate in specific KDs.
- All courses are conducted only by in-person for small group within 5 persons.
- Each KD includes discussion, case studies or book review sessions.
- The training fee is recorded in each course.
- The course needs 5 reading assignments.
| no | Book title | Author | Language |
| 1 | Generation impact: How next gen donors are revolutionizing giving |
Sharna Goldseker Michael Moody |
Korean (Translated version) |
| 2 | The essence of strategic giving: A practical guide of donors and fundraisers |
Peter Frumkin | Korean (Translated version) |
| 3 | Doing good better | Edfar Stoesz | Korean (Translated version) |
| 4 | Non-profit management | Lee Jaehyun | Korean |
| 5 | Beyond fundraising | Kay Sprinkel Grace | English |
| KD | Agenda | Details | Credit | |
| Intro | CFRE training course Beyond license itself but reaches basic concept and meaning to teach the harmony of empathy and profession as a expert |
|||
| - | CFRE ABC | What is CFRE? CFRE Introduction Introduction, perception, and expectations Application, study guide, sample test questions Objective of this training course |
1 | |
| KD1 | Current and Prospective Donor Research (6 credits) Not only skill set but seeking donors’ changing perspectives in philanthropy and maximizing competency in digital transforming period |
|||
| 1 | Philanthropy and fundraising |
What is philanthropy? Glance at evolution of communities and civil society Observing thoughtful philanthropic leaders’ idea Discussion: Public interest, public benefit and common good |
2 | |
| 2 | Fundraising for impact |
Why impact? Approaching social impact strategies on fundraising plans Driving ideas on social impact to expand philanthropic culture Discussion: Book review(Generation impact: How next gen donors are revolutionizing giving / Sharna Goldseker, Michael Moody) |
2 | |
| 3 | Optimizing strategies |
New chapter, new technology. Addressing philanthropic landscape to seeking prospective donors Donor research and evaluation process(Identifying, qualifying, rating) and donor data management in the era of advanced technology Developing donor prospects by analysis on limited information Discussion: How digital world changes fundraising fields? |
2 | |
| KD | Agenda | Details | Credit | ||
| KD2 | Securing the Gift (9 credits) Audacious and considerate invitation for mission |
||||
| 1 | Donor transformation | Why do donors give? Psychology of giving and understanding transformational donors Designing case for support and fundraising items Donor-focused solicitation strategies and fundraising programs Discussion: Negotiating and dealing with donor’s rejection |
2 | ||
| 2 | Major gift approach |
Framing major gift Defining major gift perception by distinction from grass-root fundraising Understanding capital campaign, planned gift, DAF, etc. Designing asking event and programs for high net worth donors Discussion: How set a case statement for stimulating lead gifts? |
5 | ||
| 3 | Effective marketing |
How to do marketing? Defining ‘non-profit’ marketing with mindset of mission Developing communication strategies and customer-centered branding Dealing with social media and A.I. such as ChatGPT, Co-pilot and Claude Discussion: Annual campaign with case studies |
2 | ||
| KD | Agenda | Details | Credit |
| KD3 | Relationship Building (6 credits) Getting to know each other to walk together sharing responsibilities for common mission |
||
| 1 | Cultivation and move management |
How to build mission driven relation with donors? Donor-centered perspective and its influence Initiate and strengthen relationship creating opportunities the point of contact with donors Move management cycle and communication skills with case studies Discussion: Fundraiser’s self-awareness |
2 |
| 2 | Donor engagement |
Mutual growth with donors Strengthen personalized donor experience Donor engagement strategies considering donor life cycle Discussion: Book review (The essence of strategic giving: A practical guide of donors and fundraisers / Peter Frumkin) |
2 |
| 3 | Donor Recognition |
Donor stewardship Honoring donor’s intent Designing stewardship policy with acknowledgment, recognition and report Recognizing the generosity of donors in various way as size of gift with case studies Discussion: Recognition policy with case studies |
2 |
| KD | Agenda | Details | Credit |
| KD4 | Volunteer Involvement (6 credits) Fundraising is completed through mission driven collaboration with donors and ‘volunteers’ |
||
| 1 | Stakeholders research |
Where are volunteers? Categorizing stakeholders to mobilize resources Framing stakeholder map and convert to donor map simply Mapping out a campaign that volunteers lead Discussion: Book review (Doing good better / Edfar Stoesz) |
2 |
| 2 | Volunteer engagement | Empowering and supporting volunteers Inviting people to inner circle of organization to maximize fundraising capacity Enhancing voluntary commitment by empowerment and activities Managing effective volunteer operation for optimizing volunteer’s time and talent Discussion: The limit and possibility of volunteering |
2 |
| 3 | Volunteer led capital campaign | Why capital campaign needs volunteer? The volunteers as driving force of capital campaign Finding right volunteer leaders for capital campaign committees The effective management of capital campaign committees Discussion: Good and bad practice case studies |
2 |
| KD | Agenda | Details | Credit | |
| KD5 | Leadership and Management (6 credits) Fundraising cannot go alone without healthy governance and leadership |
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| 1 | Governance as leadership | Who are leaders? Combining chairman group and president group as one Involving leadership group for successful fundraising results Discussion: Leadership, followership and stewardship |
2 | |
| 2 | Strategic planning |
How to plan? Exploring strategic planning with definition on core commitments Forming organizational profile: mission, vision and value Connecting mission, vision and value to fundraising plan Discussion: Book review (Non-profit management/Lee Jaehyun) |
2 | |
| 3 | Assessment for impact |
How to impact? Defining assessment, evaluation and measurement on fundraising Handling MBO, logic model, theory of change and OKR Combining strategic plan and impact plan for up-scaling campaign Discussion: Practical application on the job |
2 | |
| KD | Agenda | Details | Credit | ||
| KD6 | Ethics, Accountability and Professionalism (6 credits) The policy, attitude and capabilities for goodwork sustainability |
||||
| 1 | Ethics and accountability | Foundation of trust Understanding trusting relationship with donors and stakeholders Management system and policy for retaining mutual trust Applying social account and social audit to promote organizational transparency Discussion: Book review (Beyond fundraising / Kay Sprinkel Grace) |
2 | ||
| 2 | Accelerating fundraisers and fundraising team | Converting learning into action, and learning again Fundraisers’ own point of view for fundraising Fundraising powered down The strategy to accelerate action Discussion: The good example showing accelerating with case studies |
2 | ||
| 3 | CFRE as professions |
Why CFRE? Developing careers to step forward as CFRE Difference of skilled worker and expert Switching fundraiser to fundraising coach Discussion: Freelancing and being hired as an employee |
2 | ||
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Details
mycfre.cfre.org
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