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Course 3 - Digging into Fundraising

Course 3 - Digging into Fundraising
Instructor: Lori Sweeney, Senior Director of Development, OHSU Foundation

Tuesdays, 5:30pm - 8:30pm
2/10 - 4/21 (off 3/24 for Spring Break) 

Peel back the layers of the development operation and become familiar with key tools such as prospect research, database management, and stewardship to see how they are applied in today‚Äôs fundraising environment. You will learn about major and principle gifts, planned giving, moves management and capital campaigns. 

After this module, you will be better able to:

  • Understand the key elements of a strong database and how data is the backbone of fundraising success
  • Understand the legal and ethical considerations in maintaining donor information
  • Be able to articulate how you can use metrics to analyze and strengthen fundraising
  • Understand the role of research in the pursuit of major gifts --  in identifying, qualifying, and cultivating
  • Be able to explain the core reasons donors make major gifts to an organization and how to solicit and steward key donors
  • Describe effective cultivation tools and how moves management works
  • Explain the basic planned and estate giving options available to donors
  • Understand the role of capital campaigns and how they work
After this module, you will have created the following for your professional portfolio:
  • Sample database analysis documents
  • Sample donor and information privacy policy
  • Sample major donor proposal documents
  • Sample major donor stewardship documents

Lori Sweeney, Senior Director of Development, OHSU Foundation

Lori has worked in development for almost 30 years with experiences ranging from her undergraduate alma mater, Whitworth University, to a prep school in Brentwood, California to Oregon State and OHSU Foundations. Lori holds a M.Ed. from UCLA. She is a native Oregonian who knows the broad landscape of fundraising in this region and is enthusiastic about development. She is the proud (and harried) mother of a teenage boy.