Course curriculum

    1. How to navigate the training software

      FREE PREVIEW

    2. Welcome! 👋

    3. Before you get started...

    1. What is philanthropy?

    2. Relationship-based fundraising

    3. RESOURCES: Philanthropy best-practices

    1. Understanding donor motivations

    2. ACTIVITY: Think of a donor

    3. Articulating your organization's 'why'

    4. ACTIVITY: Case for support

    5. Cultivating a culture of philanthropy

    6. ACTIVITY: How does your organization rate?

    1. Segmentation

    2. Outreach

    3. SAMPLE: Asking for a meeting

    4. Making the most of meetings

    5. Moves management

    6. The ask

    7. Gift restrictions

    8. ACTIVITY: Three high-potential donors

    1. Intro to systems

    2. DISCUSSION: Challenges in data management

    3. The systems journey

    4. DISCUSSION: Your own journey

    5. Data management

    6. RESOURCES: Recommended CRM core reports

    7. Working the plan

    1. Key takeaways

    2. DISCUSSION: Your action plan

    3. Continued Support

    4. Share your feedback

About this course

  • 31 lessons
  • 1 hour of video content
  • $50 for members - discount code in My Glue
  • $100 for nonmembers

What you'll learn

After completing this course, participants will be able to:

  • Identify their organization’s unique fundraising value proposition and core messaging

  • Understand how to spark conversations and build relationships intentionally with donors

  • Assess current fundraising systems gaps and efficiently work your plan

Instructor(s)

Vice President, Advancement Zoë Brunelle

Zoë joined the Idaho Community Foundation in 2025. As the Vice President of Advancement, Zoë is responsible for leading fundraising and development efforts in support of ICF’s mission to help Idahoans strengthen their communities through philanthropy, as well as managing the team of philanthropic advisors statewide. Prior to joining the Idaho Community Foundation, Zoë worked in major and planned giving, special events, and community partnerships for St. Luke’s Health Foundation, and spent the first part of her development career working in independent schools in New York City. She has a bachelor’s degree in journalism from the University of Oregon (go Ducks!). She is a member of the Idaho Women’s Charitable Foundation and serves on the alumni board of her high school, Marin Academy. Zoë enjoys spending time with her family and friends, trying new restaurants, traveling, and reading.

Donor Experience Coordinator Whitney Morgan

Whitney joined the Idaho Community Foundation in 2024, serving in a new-to-ICF position of Donor Experience Coordinator. In her role, Whitney oversees the services and stewardship provided by ICF to donors, fundholders, Legacy Society members and volunteers. With almost 10 years of experience in nonprofits, Whitney is excited to join the team and learn more about the collaborative efforts of Idahoans to make our communities stronger. She has a bachelor’s degree in communication studies from the University of Northern Iowa. Before coming to ICF, she worked at CATCH and The Idaho Foodbank. She is a member of the Boise Centennial Rotary Club and serves on the Board of Directors for the Idaho Botanical Garden. Whitney enjoys crafting, golfing, and spending time with her husband Andrew and daughter Aurora.

Pricing

Nonprofit Center members receive a 50% discount!

If you incorrectly register as a member, you will be asked to become a member or be billed for the remainder of the nonmember price.

Thank you to our training sponsors

LOGO: M.J. Murdock Charitable Trust
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