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Fundraising and Development

Course Overview

Nonprofits provide donors with ways to support the community, causes, and organizations they value. As agents of philanthropy, nonprofits have ethical and fiduciary obligations to handle funds appropriately, honor donors' wishes, and have sufficient funds to carry out its mission. Fundraising and Development is one of nine courses in the Nonprofit Credential Program designed to provide you with the resources you need to make an even greater impact.

This course builds the capacity of your fundraising and development program and covers four main topics:

  1. Ethical and Effective Fundraising: Do you take a best practices and highest standards approach when generating resources?
  2. Funding Diversity Strategies: Do you have a diverse funding portfolio and/or are you diversifying your portfolio effectively?
  3. Resource Planning and Evaluation: Do you have an effective goal setting, planning, and evaluation process?
  4. Staff and Board Roles: Do you involve stakeholders effectively and appropriately?

Fundraising and Development will be held in 2025.

Each of the nine UNA Credential courses is offered online, once in a calendar year.
Please check the UNA Event Calendar for all upcoming courses.

UNA Member Rate: $180 for the first person/$40 for each additional participant
Not-Yet-Member Rate: $360 for the first person/$80 for each additional participant

Fundraising and Development Badge Requirements

In order to receive the Nonprofit Credential Badge in Fundraising and Development, the organization must complete submit the following items for review and approval by the Subject Matter Expert.

Ethics Policy
Provide the portion of your organization’s ethics policy that relates to resource development. Include revision or version date.

Ethics Training
Document proof of ongoing ethics training. A training calendar, sample of recent ethics training, document outlining how ethics trainings occur in the organization, or similar proof will satisfy this requirement.

Gift Acceptance Policy
Provide a copy of your gift acceptance policy. Include revision or version date

Donor Bill of Rights 
Provide a copy of your organization’s Donor Bill of Rights or similar document provided by your organization to its donors which designates their rights as donors. The Association of Fundraising Professionals (AFP) has a sample your organization may choose to adapt and/or adopt. Include revision or version date.

Donor Cycle
Document how you track where your organization is at with donors in each of the Donor Cycle stages (identifying, cultivating, soliciting, reporting). Your documentation will answer these questions: How do you track potential donors? How do you track donors from whom you are cultivating relationships and who is doing the cultivating? How do you track the donors to whom you have solicited donations? How do you track donor reporting deadlines and what needs to be reported?

Resource Development Planning and Goals
Document your organization's long- and short-term resource development goals and methods of assessing progress towards those goals. Examples of this may include a strategic resource development plan, a list of organizational priorities, a matrix citing goals and deliverables, a performance dashboard or similar proof.

Funding: Portfolio Diversification
Document ways in which you have diversified your funding portfolio.

Personalizing Solicitations 
Provide two to three examples of how your organization personalizes its case for support to funders from broad range of backgrounds, interests and/or fields.

Internal Coordination
Document the ways in which your organization coordinates resource development efforts with financial management efforts and with marketing and communication efforts.

Role Descriptions
Provide a copy or template of your organization’s resource management role descriptions. Where applicable, provide separate role descriptions for staff, volunteers and/or board members.

NOTE: The documentation on the requirements requesting explanation need not be lengthy. Clear, concise statements on how the organization meets the requirement listed are sufficient. In most cases, three or four sentences should suffice.

Andrea Bott

Subject Matter Expert: Andrea Bott

Andrea received her Master of Public Administration (MPA) degree and a Bachelor’s in English/Secondary Education from the University of Utah. The majority of her 15 year career has been spent in Utah’s nonprofit sector. She spent four years at the Utah System of Higher Education (USHE) in the Office of the Commissioner within Outreach and Access, then 3  years at United Way of Salt Lake as a Community Collaborations Director over College and Career Readiness.

Over the past 8 years, she’s applied her fundraising and marketing skills as Director of Development for Latinos in Action (LIA), Asian Association of Utah (AAU), the Good Samaritan Foundation, the Loveland Living Planet Aquarium, and most recently, Friends of the Children-Utah. Currently, she continues to support Friends of the Children - National as a contract grant writer and Assistant Professor in the MPA program at the University of Utah where she teaches Nonprofit Theory, Developing Revenue in Nonprofits, and Financial and Grant Management.

Andrea grew up in Huntington, Utah and was the first in her family to graduate from college. She and her partner, Sean, have two kids, Wesley (11) and Cora (3), two cats, Atticus and Bellatrix, and reside in South Jordan. She practices hot Yoga, is an avid reader, enjoys traveling, and spending time with her family.