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Course 2 - Fundraising Process

Course 2 - Fundraising Process: Planning, Writing, Budgeting
Instructors: Caryl Zenker, VP of Development, Oregon Coast Aquarium and 
Tobey E. Goldfarb, J.D., LL.M.   

Session 1:  Tuesdays, 5:30pm - 8:30pm
11/18 - 12/16

Session 2:  
Tuesdays, 5:30pm - 8:30pm 
1/6 - 2/3


This course will be taught in two 5-week sessions. The first five weeks will be spent learning the ins and outs of budgeting and finance in nonprofits; the role they play in the health of an organization and the impact they have on fundraising. You’ll also learn about development audits and how to craft a development plan. From boards, to project management, metrics, volunteers and emerging trends you will see how to analyze and synthesize data into a useful planning document.

During the second five weeks, students will become familiar with some of the key writing skills for development professionals such as case statements, grants proposals and marketing communications. Rounding out this class, students will learn about corporate relations, cause related marketing, in-kind donations, volunteers and the triple bottom line. 

After this module, you will be better able to:

  • Articulate the integration of an organization’s mission, strategic plan and development plan and the role the Board, the Executive Director and the development team within the process
  • Understand basic budget models and how they impact and integrate with fundraising planning
  • Have a clear understanding of the elements involved in a comprehensive development audit and how an audit can help an organization achieve success
  • Articulate the role of a case statement and how to create one that’s effective for a variety of donor perspectives (annual donors, major donors, corporations, foundations, etc)
  • Understand the major elements included in accepting, recording, acknowledging and reporting gifts and pledges
  • Understand the changing landscape in corporate relations and cause related marketing
  • Understand the basic tenants of grant writing and the grant process
  • Be able to create marketing materials that support fundraising success 

After this module, you will have created the following for your professional portfolio:
  • Sample development audits and plans
  • Sample case statement documents
  • Sample grant proposals and foundation/grant communications
  • Sample marketing materials – appropriate for print, web and social media



Caryl Zenker, Vice President of Development, Oregon Coast Aquarium

Caryl Zenker has an extensive professional background in development and marketing in the Pacific Northwest. Zenker’s broad career includes fund-raising for TVW, a state-of-the-art television facility in Olympia, Wash.; development director for Odyssey Maritime Discovery Center in Seattle and assistant station manager for marketing and development for Seattle’s National Public Radio station KPLU. She earned prior experience working with the Tacoma and Seattle Art Museums, City of Tacoma and the 1989 Washington Centennial Commission. 

Zenker was born in New York City, received a B.A. in liberal arts from The Evergreen State College, Olympia; completed courses at the Evans School of Public Affairs, University of Washington; has a Certificat de la Langue Francaise, La Sorbonne, Paris, and attended the Pushkin Institute, Moscow and Leningrad.  She has completed professional training in grant writing and fund raising management.




Tobey E. Goldfarb, J.D., LL.M.                                 
 
An attorney by training, Tobey has always been drawn to social justice work. Over time, she found that the structured, persuasive writing of legal briefs and memoranda could be humanized and translated into a key piece of successful non-profit fundraising strategies. As demand for this skill set continues to grow, Tobey has carved out a consulting niche helping community-based organizations tell their stories to funders and supporters in compelling ways. She has worked with local, national and international organizations – including Bridge Meadows, YWCA and Women for Women International – to communicate impact, build relationships and inspire ongoing engagement. Tobey has an LL.M. from American University's Washington College of Law, a J.D. from California Western School of Law, and a B.A. from the College of Wooster. She is also a certified Community Mediator and Domestic Violence Advocate and a member of the State Bar of California.