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AFP TN, Southeastern Chapter: Fundamentals of Fundraising Series: Module 7 - Management & Accountability

February 26, 2013


Fundraising is about more than soliciting donors and prospects, and the development office is responsible for managing the development plan. This module will present an overview of the management aspects of fundraising including budgeting, records management, gift processing, program evaluation, and the key roles and responsibilities of staff and volunteer leadership. The module ends with a look at accountability, basic legal requirements, and fundraising ethics in practice.

Objectives: After this module, you'll be better able to:

• Participate appropriately in the organization's budget and planning process.

• Describe key considerations in receiving, accepting, recording, acknowledging, tracking, and reporting gifts and pledges.

• List the primary roles and responsibilities of the board, CEO and development officer.

• Discuss methods for evaluating development program performance.

• Identify basic accounting and tax requirements that apply to gifts and pledges.

• Discuss the relevant legal, regulatory, and ethical requirements for information maintained in a donor database, and state 
potential sources for this information.


Nationally and internationally recognized as a high-content and entertaining presenter, keynote speaker and workshop leader, Marcy Heim's sessions focus on major gift relationship building, creating a mindset for success, leadership and staff partnerships, staff and volunteer major gift motivation and coaching, and long-term visioning. She is author of Empowering Your Board to Serve as Effective Development Ambassadors and is soon to release her second book, Strengthening your C.O.R.E. in Advancement.  Marcy’s teaching is backed by over 20 years of firsthand experience as senior director at the University of Wisconsin Foundation, where she managed constituency development staff and programs for a college unit with more than 600 faculty and staff, 3,000 students and 40,000 alumni. Her unit experienced twenty-fold giving growth and completed a $50 million campaign under her leadership. In addition, Marcy coordinated the regional development efforts for the UW-Madison in the Pacific Northwest for 10 years throughout the UW’s successful $1.8 billion campaign.

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