CFRE (Certified Fund Raising Executive) Refresher Course


The CFRE Refresher Course will not be offered in Central Ohio in 2018

CFRE stands for Certified Fund Raising Executive. This certification serves as an impartial, third-party endorsement of your knowledge and experience against international standards in philanthropy. It adds to your credibility as a fundraiser and sets you apart from other professionals. The CFRE process requires a comprehensive written application followed by a written exam. Individuals interested in the CFRE designation must have at least five years of paid, professional practice in fundraising, meet all of the minimum eligibility requirements, and pass the written exam. The CFRE designation has on-going requirements in order to maintain the certification; the holder must demonstrate he/she continues to meet requirements.  

AFP's revised CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program. It is  a two-day, intensive program the purpose of which is to provide an overview of skills techniques, and program components base on fundraising experience at the five-year level.

The course was developed for intermediate-level fundraising professionals who want a quick and comprehensive overview of fundraising principles, at a step above the fundamental level. Its content is organized around the CFRE exam domains: Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Management, and Accountability. Participants engage in fundraising problem-solving with top-notch professionals and network with fundraising peers

The AFP CFRE Review Course consists of an introductory module and nine content modules. Each module contains content, questions for discussion, activities and other ideas and suggestions for engaging participants in reviewing the material.

Course Outline:

  • Module 1: Why Philanthropy?

    Provides participants with an overview of philanthropy and fundraising through brief exploration of how and why people give. Sets the stage for how the general principles of research, marketing, building relationships, and ethics apply to fundraising. Introduces a glossary of common fundraising terms and definitions.

  • Module 2: Current & Prospective Donor Research

    Explores the strategies and tools needed to create, analyze, use, and maintain a prospect list. Examines methods for qualifying and rating prospects, and for conducting research to enable planning and evaluation of specific aspects of a fundraising program.

  • Module 3: Marketing & Communications for Fundraising & Development

    Provides participants with an overview of marketing and communications tools, techniques, and strategies for promoting organizations and their work to stakeholders.

  • Module 4: Developing a Comprehensive Solicitation Program

    Beginning with developing the case, this module covers the steps involved in planning and implementing a solicitation program encompassing a variety of fundraising programs, from annual through major-gift and planned giving.

  • Module 5: Building & Sustaining Relationships

    Once plans for and structure of the fundraising program are in place, attention may be paid to establishing, building, and maintaining the relationships that are the core of effective fundraising. This module covers the concepts of cultivation and stewardship as well as of the balancing act that nonprofit organizations must undertake. Both individual and organizational relationships are discussed.

  • Module 6: Securing the Gift

    This module focuses on the tools, techniques, and elements used in asking for and recognizing annual and major gifts from donors, including preparing volunteers with the content they need to successfully solicit contributions to the organization.

  • Module 7: Volunteer Involvement

    This module focuses on methods and strategies for engaging volunteers in the work of the organization. It covers recruitment and retention, orientation and training, engagement in fundraising planning and implementation, and delineates the roles of volunteers and staff.

  • Module 8: Management

    This module covers fundraising from the perspective of the development officer and/or CEO, touching on the various elements of strategic and operational planning, managing the fundraising process, staff management and development, and contracting outside services.

  • Module 9: Accountability

    This module provides participants with an overview of the legal, regulatory, and ethical considerations with which fundraisers must comply in order to ensure accountability and transparency for stakeholders.

For more information visit 

AFP International Education Courses Chair

Mayme Norman and Shelley Backs

- Columbus Zoo and Aquarium


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