CRDI Curriculum Overview
Fundamentals of Development (FOD)
- The Annual Fund – Philosophy, Methodology + Components of a Direct Mail Program
- Newsletters, Social Media & Mass Constituent Communications
- Special Events
- Foundation Relations & Your Case for Support
- Major Gifts & Mega Gifts
- Asking Questions & the Art of the Interview
- The Role of the Board & CEO in Donor Relations
- Capital Campaigns & Major Initiatives
- Planned Giving, Estates, Endowments & the use of Foundations
- Closing Retreat & Plan Presentations – Course Evaluation & Oral Examination
Strategy & Planning of the Development Program (SPD)
- The Role of Strategy & Planning in Fund Development / Overview of Course Project
- Market & Constituent Research
- Case Studies in Strategy
- Data Analysis – How to read & develop Donor & Financial Reports & Dashboards
- Resource Allocation - Staff, Volunteers, Outsourcing, Tools, Technology, & Equipment
- Developing a Comprehensive Donor Revenue Portfolio Plan
- Budgeting, Forecasting, Timelines, and Assumptions
- Closing Retreat & Plan Presentations – My Strategic Ministry Fund Development Plan
Peer Networking & Team Building Skills (PTB)
- Peer Introductions & Course Overview
- Peer Reflections on Leadership of Self & of Teams
- Personal & Professional Assessment – Results, Review, and Relevance
- Volunteer Teams and Group Events
- Staff Assessment – The Team I need to follow me
- Executive / Board Assessment - The Team(s) I need in front of me
- Peer Assessment – The Team(s) I need beside me
- Closing Retreat & Plan Presentations – How you’ll build your Team(s)
Personal & Professional Growth of the CEO/CDO Professional (PPG)
- The Successful & Sustainable Development Professional
- Foundations in Biblical Stewardship, Development, and Philanthropy – What do “we” believe?
- Foundations in Biblical Stewardship, Development, and Philanthropy – What do “I” believe?
- Life Plan, Path, and Progress (To-Date)
- Life Plan, Path, and Progress - My Goals & Desires for the years God grants me.
- The Mentor/Protégé Relationship
- Family Dynamics and Career Demands
- Life & Time Priorities – The Tools, Resources & Relationships that Leverage my Time & Talents
- Closing Retreat & Plan Presentations – My Personal & Professional Growth Plan
- Components of Personal/Professional & Family Life Integrated Plan