Essentials of Nonprofit Fundraising (CPE Course)

Related Courses

Nonprofit Accounting

CPE Credit: 8 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $65


Course Description
The Essentials of Nonprofit Fundraising course provides a comprehensive overview of key fundraising principles, strategies, and best practices that are essential for nonprofit organizations. It covers topics such as donor behavior, fundraising ethics, event planning, donor retention, and performance measurement, equipping participants with the knowledge to develop and execute successful fundraising campaigns. It also explores various fundraising methods while emphasizing ethical considerations and relationship-building. This course serves as a foundational resource for nonprofit professionals looking to enhance their fundraising effectiveness.


Author: Steven Bragg

Course Number: FN1036

Table of Contents
Chapter 1. Overview of Nonprofit Fundraising
Chapter 2. Fundraising Ethics
Chapter 3. Donor Behavior
Chapter 4. Fundraising Planning
Chapter 5. Developing a Cogent Case for Donations
Chapter 6. Types of Fundraising
Chapter 7. Donor Retention and Development
Chapter 8. Fundraising Events
Chapter 9. Measuring Fundraising Performance
Chapter 10. Fundraising Best Practices

Learning Objectives

  • Identify the purposes of the various types of fundraising activities.

  • Specify the reasons for high turnover among fundraising professionals, and how this turnover rate can be reduced.

  • Describe the ethical concerns related to fundraising, and why these concerns are important.

  • Identify the factors that create differences in donation behavior.

  • Specify the purpose of a fundraising assessment.

  • Identify the reasons why donor stewardship is so important to a nonprofit.

  • Recall the types of key performance indicators that may be used to evaluate fundraising activities.

  • Specify the methods that can be used to develop donor support.

  • Describe why storytelling is so important for fundraising campaigns.

  • Specify the ways to establish credibility with donors.

  • Specify the goals of the different types of fundraising campaigns.

  • Recall the types of direct response fundraising methods.

  • Recall the advantages of using digital advertising for fundraising campaigns.

  • Specify how A/B testing can be used in direct response fundraising.

  • Identify how donors can be segmented for fundraising purposes.

  • Recall the benefits of multi-channel fundraising strategies.

  • Recall how remarketing works as a fundraising activity.

  • Specify the challenges associated with direct response fundraising.

  • Identify the ways in which donor fatigue can be reduced.

  • Recall the advantages of using text messaging as a fundraising tool.

  • Specify how to enhance the effectiveness of a nonprofit’s email fundraising activities.

  • Identify the best fundraising performance measures for a nonprofit.

  • Recall why nonprofits have a difficult time retaining their existing donors, and what they can do to improve the situation.

  • Specify the benefits of hosting ongoing fundraising events.

  • Identify the success factors for fundraising events.

  • Recall the advantages of running recurring donation programs.

  • Specify the factors that can influence a nonprofit’s donor retention rate.

  • Recall the possible options for ensuring a nonprofit’s financial sustainability.

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Finance

Prerequisites: None

Advance Preparation: None

Latest Review Date: March 2025

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.


AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.


AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.