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The Eight Principles® Curriculum

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The full curriculum gives you a comprehensive understanding of the universal principles of fundraising. It teaches you the skills that effective fundraisers must master. Finally, it shows you how to implement these principles into your fundraising efforts.

The curriculum is arranged in fourteen lessons. It moves sequentially through the Eight Principles then builds on that understanding with skill based lessons in planning and developing high performing cash based and asset based programs.

Although you’re free to wander around, I recommend working through the lessons sequentially, for maximum learning value. In addition to the videos and downloadable collateral, there is an audio podcast with each lesson. The podcast is an interview of a fundraiser, thought leader, philanthropist or volunteer speaking to the subject.

Lesson 1:      Donors are the Drivers®

The first principle of The Eight Principles®, Donors are the Drivers®, speaks to donors as the prime movers in philanthropy. They are the engine propelling fundraising forward. But their money is not the fuel. Ultimate fundraising success is inextricably tied to this principle.

6 videos, 1 case study, 4 worksheets, 1 exercise

Lesson 2:      Begin at the Beginning™

Objectives: To acquire an understanding of philanthropy. To explore how money influences relationships. To use this knowledge to create a workable fundraising paradigm for your organization.

5 videos, 1 case study, 2 worksheets, 2 exercises

Lesson 3:      Leadership Leads™

Objective: To acquire an understanding of the importance and components of effective leadership in sustained fundraising success.

6 videos, 1 case study, 3 worksheets, 3 exercises

Lesson 4:      Learn & Plan™

Objective: To learn the essentials of defining an organization’s donor constituency, then constructing a working plan to build awareness and support among the segments of that constituency.

6 videos, 1 case study, 4 worksheets, 4 exercises

Lesson 5:      Work From the Inside Out™

Objective: To understand the importance of interpersonal connections in a sustainable fund development program. To learn the essentials of constructing expanding, stable networks of volunteers, supporters and donors.

6 videos, 1 case study, 3 worksheets, 3 exercises

Lesson 6:      Divide & Grow™ I

Objective: To acquire an understanding of the natural differences between your donors and learn how these affect your ability to sustain and scale your fundraising revenue. To learn the various fundraising business models.

6 videos, 4 worksheets, 2 exercises

Lesson 7:      Divide & Grow™ II

Objective: To appreciate the natural differences between your donors and how these affect your ability to sustain and scale your fundraising revenue. To learn cost/benefit differences between various fundraising vehicles and how to choose between these to construct a program that generates the maximum sustainable revenue.

6 videos, 1 case study, 4 worksheets, 2 exercises

Lesson 8:      Renew & Refresh™

Objective: To understand that renewing your current supporters at the highest possible rate is your top priority for revenue stability, and secondarily, growth. Refreshing your donor base, although necessary and important, is always second to renewal.

6 videos, 1 case study, 4 worksheets, 3 exercises

Lesson 9:      Invest, Integrate & Evaluate™

Objective: To understand that giving your fundraising program the right fuel, removing needless headwinds and making periodic course corrections are essential to achieve the revenue stability and growth that is possible.

6 videos, 4 worksheets, 3 exercises

Lesson 10:      The Un-Plan

Objective: To create a practical understanding of the distributed planning process using input from primary sources–principally donors–to inform your fundraising multi-year planning. To create a multi-year plan using the approach of “little bets” or small experiments.

6 videos, 3 worksheets, 3 exercises

Lesson 11:     The Development Plan

Objective: To demonstrate the components of a workable development operations plan. To create a one-year fundraising operations plan.

5 videos, 1 worksheet, 4 exercises

Lesson 12:      Building Your Pipeline

Objective: To demonstrate the strategic role of current use cash gifts in a comprehensive fundraising program.

5 videos, 4 worksheets, 2 exercises

Lesson 13:      Current Use Cash as the Foundation for Asset Based Giving

Objective: To provide the tools and strategy for creating and maintaining a program of upgrading cash gifts.

5 videos, 4 worksheets, 2 exercises, 1 checklist

Lesson 14:     Getting There–Asset Giving

Objective: To provide the tools and strategy for creating and maintaining a program of asset gifts. Asset gifts generate the highest levels of revenue and provide the most revenue resilience in your fundraising program.

5 videos, 4 worksheets, 1 checklist

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