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Author: andrew

In Conversation with CFA: Finance for Fundraisers III

Posted on April 25, 2025April 25, 2025 by andrew
In Conversation with CFA: Finance for Fundraisers III

This webinar shares tips for initiating your development department’s budgeting process by incorporating historical data, determining realistic assumptions, and setting achievable expectations for your fundraising team in the coming fiscal year.

Posted in Resources Only

In Conversation with CFA: Finance for Fundraisers II

Posted on March 28, 2024September 10, 2024 by andrew
In Conversation with CFA: Finance for Fundraisers II

This webinar explores nonprofit financial statements and common information needed for grant applications, budget narratives, and annual reporting.

Posted in Resources Only

CFA’s Guide to Endowments

Posted on December 29, 2023December 29, 2023 by andrew
CFA’s Guide to Endowments

Learn the basics of endowments, including funding sources, allocation methods, and creative applications to inform your endowment planning.

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CFA’s Guide to the Annual Giving Cultivation Cycle

Posted on December 29, 2023March 20, 2024 by andrew
CFA’s Guide to the Annual Giving Cultivation Cycle

Learn about the key steps of the Annual Giving Cultivation Cycle.

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CFA’s Guide to the Major Gifts Cultivation Cycle

Posted on December 29, 2023March 20, 2024 by andrew
CFA’s Guide to the Major Gifts Cultivation Cycle

Learn about the key steps of the Major Gifts Cultivation Cycle.

Posted in Resources Only

In Conversation with CFA: Better Prospecting

Posted on December 14, 2023September 10, 2024 by andrew
In Conversation with CFA: Better Prospecting

This webinar shares tips on how to target your prospect research for improved accuracy and results.

Posted in Resources Only

In Conversation with CFA: Finance for Fundraisers

Posted on December 13, 2023September 10, 2024 by andrew
In Conversation with CFA: Finance for Fundraisers

This webinar explores basic accounting principles required for grant reporting, budgetary projections, and financial reconciliation. Learn about the different functions of development and finance departments and how to optimize your internal communications for better record-keeping.

Posted in Resources Only

CFA’s Comparison Chart: Major Gifts vs Annual Giving

Posted on October 1, 2023December 29, 2023 by andrew
CFA’s Comparison Chart: Major Gifts vs Annual Giving

Learn about the necessary components and key differences between the Major Gifts and Annual Giving Donor Cultivation Cycles.

Posted in Resources Only
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