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AFP WI, Greater Madison Chapter: CFRE Review Course

June 11 - 12, 2014

Register Today!

CFRE Review Course

Presented by Jen Karlson, UW Foundation and Marcy Heim, The Artful Asker

Wednesday, June 11 & Thursday, June 12, 2014

Registration costs: $390 for AFP Members and $490 for Non-Members

Registration will be open by March 31, 2014


This Review Course offers development professionals an opportunity to review the main components of a complete fundraising program.  It is a two-day, intensive program that provides an overview of skills, techniques, and program components based on fundraising experience at the five-year level. Whether or not you plan to take the CFRE exam, these best practices will benefit your career.  

Who should attend? The course was developed for intermediate-level fundraising professionals who want a 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 nine modules covered over a two-day period. The course is presented through lecture, case studies, and the encouragement of participant dialogue.  Each registrant will receive a participant manual which is very helpful when studying for the CFRE exam. The modules include: 

  • Module I:  Why Philanthropy? An Overview of Fundraising & Its Concepts
  • Module II:  Current & Prospective Donor Research
  • Module III: Marketing and Communications for Fundraising & Development
  • Module IV:  Developing a Comprehensive Solicitation Program
  • Module V:  Building and Sustaining Relationships
  • Module VI: Securing the Gift
  • Module VII:  Volunteer Involvement
  • Module VIII:  Management
  • Module IX:  Accountability
  • Appendix: Supplemental materials, including test taking tips and sample test questions                   

 The AFP CFRE Review Course is designed for fundraising professionals with 5 or more years of experience.  This may include executive directors, vice presidents of development, program managers and special event coordinators for local nonprofits and foundations and staff members of university development offices. Individuals are not required to take the CFRE Certification Exam after the course; nor is the Review Course a prerequisite for taking the CFRE Exam.

About the Presenters:

Marcy Heim photo

Marcy Heim, CFRE, is an author, coach for fundraising leadership, staff and key volunteers who are transforming the world by encouraging philanthropy for their missions.  She helps organizations and educational institutions uplevel their major gift programs through artful, long-term relationship building dramatically increasing fundraising success AND promoting staff job satisfaction.  Her teaching reflects over twenty years of firsthand, in-the-trenches, major gift fundraising and management experience where she and her team raised millions of dollars by creating the genuine relationships she promotes in her presentations.

Jen Karlson Photo

Jennifer Karlson, CFRE, is the Senior Director of Development and Strategy Manager for the UW College of Letters & Science at the University of Wisconsin Foundation. For the past 6 years, her focus has been on major gift development with alumni and friends of the college.  Most recently, she is working closely with campus leadership on comprehensive strategies for Letters & Science.  Jennifer has been in the non-profit world for over 12 years.   She previously worked in development for the YMCA of Dane County, Inc. and American Red Cross -Badger Chapter.  She received her BA from UW – Madison and a MS in Health Promotion from Nebraska Methodist College.  Jennifer earned her CFRE in July of 2013.

June 11 & 12, 2014
Location - Bishop O'Connor Center

8:15 AM - 4:30 PM each day
Lunch & snacks will be provided

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