Alagappa Chettiar invested in systems to promote educational opportunities for all.

SPR ING 2015

CONFERENCESBest BoardsDesigned for trustees and staff of nonprofit organizations, the 14th annual Best Boards conference will focus on the elements of successfulboard governance, which includes creating meaningful board experiences,talent management, strategic planning including succession planningand finance, campaign planning and fundraising. This conference will bevaluable to new and seasoned board members and nonprofit executives whoare working together to develop effective boards for their organizations.

Date: Thursday, March 5, 9 a.m.-3:45 p.m. (breakfast and lunch provided)

Fee: $170 For AFP members: $120Groups of three or more from the same organization: $120 per person(must register together by calling 713-348-4803)

Development and Finance SymposiumNonprofit organizations have the opportunity to create strategic advantageby developing a strong relationship between their fundraising and financefunctions. This symposium is designed to explore the dynamics of havingthese two offices collaborate, resulting in better-informed business decisions for their organizations. Senior advancement officers and CFOswill share their experiences and strategies for effective management,and participants will learn more about the complexities of both roles.Fundraisers, chief finance officers, vice presidents, executive directors,investment professionals and board members will all benefit from gainingmore insight into how fiscal roles can create stability for their organizations.

Date: Tuesday, June 9, 11 a.m.-5 p.m. and Wednesday, June 10, 8 a.m.-3 p.m.

Fee: $695 For AFP members: $495 Group registration (two or more from same organization): $495 per personEarly Registration by April 10: $595 AFP members registering by April 10: $395 Group registration by April 10 (two or more from same organization): $395 per person

CERTIFICATE PROGRAMS

Nonprofit Finance Certificate Many nonprofit organizations struggle with some aspect of financialmanagement, whether it is financial statements or reporting, policy,planning, analysis, strategy, or simply figuring out the roles and respon-sibilities of all the individuals who share fiscal responsibility for a non-profit organization. This certificate program, designed by nonprofitchief financial officers, professors and finance professionals will helpnonprofit staff and service provider employees understand the bestpractices of nonprofit finance. Participants will complete an internalcontrols assignment and a practicum project.

Topics will include the following:• Financial management theories, terms, roles and policies• Internal controls, risk management and financial statement presentation• Financial statement analysis, investments and liabilities• Budgeting, cost allocation and managing cash flow• Government funding, government reporting requirements and single government audit

• Audit and tax reportingPrerequisite: Bachelor’s degree from an accredited university or college

COURSE DETAILS:Application Deadline: Classroom Format – January 5 Hybrid Format – April 3

Classroom Format Section Dates: Six Saturdays: February 7 and 28,March 21, April 11, May 2 and 30, 9 a.m-5 p.m.

Hybrid Format Section Dates: Three Tuesdays: May 5, 12 and 19, 1 p.m.-3 p.m. Central time online learning classroom and Wednesday-Friday, June 3-5, 9 a.m.-5 p.m. at Rice University campus.

Leadership Institute for Nonprofit ExecutivesFALL 2015 line.rice.edu

Designed to assist an executive director in moving a nonprofit to thenext level of success and to provide the necessary skills for those wantingto become an executive director, the LINE program will help participantsbecome more proficient team and project managers. This particip offers sessions on strategic planning, management and governance,fundraising, financial management, legal and ethical considerations,marketing and public relations, information management, talent management and organizational effectiveness. The program consists ofseven content sessions, two elective classes, a practicum project and canbe completed in less than one year.

Prerequisite: Bachelor’s degree from an accredited university or college

COURSE DETAILS:Information Sessions: Friday, May 1 and Thursday, June 4Application Deadline: Monday, July 13

“Excellent. I loved the thoughtful breakdown of the entire course and all the wonderful interactive activities.” – PROPOSAL WRITING PAST PARTICIPANT

Center for Philanthropy and Nonprofit LeadershipThe mission for the Center for Philanthropy and NonprofitLeadership is to increase the effectiveness and impact of thenonprofit sector by providing education and nurturing leadership among professionals and those who support thework of nonprofit organizations.

ALAGAPPA CHETTIAR(1909-1957)

Full Titled Name: Padmabushan Sir K.V.A.R. (Kottaiyur Veerappa Alagappa Ramanatha) Alagappa Chettiar, Ph.D.

Dr. Alagappa Chettiar was a well-known businessman and one ofthe leading philanthropists inIndia. In 1943, he donated onelakh (approximately 100,000 rupees) for the installation of theTamil Department of TravancoreUniversity. Dr. Chettiar stronglybelieved that education was thekey to becoming a productive,wholesome and humane person.

He provided support for these beliefs through hiscontinued investment. His donations helped fundand establish many departments and institutes ofhigher learning including: Alagappa Arts College inGandhi Maleghai, Alagappa Chettiar College of Technology and a group of institutes that establishedthe base of Alagappa University. Most notably, hegave away his residence in Kottaiyur to found the Dr. Umayal Ramanathan College for Women. In1956, his efforts led the president of India to give himthe title of Padmabushan, a distinction that is awardedto recognize distinguished service to the nation. Hisimpact on India’s education system is immeasurableand is still felt today.

Browse the Center for Philanthropy & NonprofitLeadership’s spring offerings at cpnl.rice.edu to learn howour courses and instructors can help your organizationeffectively and efficiently impact your community.

One person can change the world.

SPRING 2015 COURSES

CLASSROOM PROGRAMS

The Art of Fundraising: The FundamentalsIn this introductory course for those new to the field of professionalfundraising, participants will gain a solid foundation in fundraisingtechniques as well as an overview of development as a career.

COURSE DETAILS:SECTION DATES: Four Mondays and four Wednesdays,February 9-March 4, 6-8 p.m.FEE: $265 For AFP Members: $225 CEUs: 1.6

The Art of Fundraising II: Advanced Principles and PracticesCreated for fundraising professionals with three to five years of experience, this course will increase participants’ understanding of issues common to those in fundraising leadership. Senior-levelfundraising professionals will share their expertise and use case studiesto help participants explore donor-centered fundraising, solicitationtechniques, fundraising ethics, fundraising operations, and develop-ment office strategy and management.

COURSE DETAILS:SECTION DATES: Three Mondays and three Wednesdays, April 13-29, 6-8 p.m.FEE: $265 For AFP Members: $225 CEUs: 1.2

Proposal Writing Designed for individuals new to nonprofit fundraising, this coursewill cover the basic elements of proposal writing, the mechanics ofbuilding a proposal and typical application processes. Experiencedprofessionals will describe the various types of proposals, provide definitions and explain the characteristics of potential funders, including differentiating strategy and procedure for approaching private and government funders.

COURSE DETAILS:SECTION DATE: Friday, February 27, 9 a.m.-4 p.m. (lunch provided)FEE: $225 For AFP members: $191 CEUs: 0.6

Advanced Proposal WritingIn this seminar, participants will bring a draft proposal and will benefit from peer review, grant makers’ review, instructor feedbackand a grant writer panel to refine a final version. The seminar coversadvanced proposal writing and persuasion strategies and is designedfor fundraising professionals with three years of experience and individuals that have taken “Proposal Writing.”

COURSE DETAILS:SECTION DATE: Two Fridays, May 1 and June 5, 8:30-11 a.m.(breakfast provided)FEE: $305 For AFP members: $260 CEUs: 0.5

What will you do? We can help.

713-348-6009 | cpnl.rice.eduON THE COVER: The entrance to Alagappa Chettiar College of Engineering and Technology, which was established in 1952.

Register today! CEUs earned may be applied to the education section of the Certified Fund Raising Executive (CFRE) Program. All courses are limited enrollment. Visit cfr

ONLINE PROGRAMS Live, Interactive Classes via the

Campaign Planning and Management Launching a fundraising campaign? In this course, seasoned fundrais-ing professionals and campaign consultants will discuss the processfrom pre-campaign planning to execution to post-campaign activity.Participants will learn about selecting a consultant, planning funda-mentals, using data analysis for forecasting, engaging volunteers in thesolicitation process, measuring staff performance and analyzing thepost-campaign.

COURSE DETAILS:SECTION DATES: Wednesday, April 1, 9 a.m.-4 p.m. (lunch provided)FEE: $275 For AFP members: $242 CEUs: 0.6

Communication for Nonprofits Taking advantage of the opportunity to share an organization’s storycan be powerful — potentially assisting in fundraising efforts, volunteer recruitment and community engagement. In this course,students will learn how to develop an integrated communication planfor their organization.

COURSE DETAILS:SECTION DATES: Two Tuesdays, March 24 and April 28, 9 a.m.-4 p.m. (lunch provided)FEE: $345 For AFP members: $294 CEUs: 1.2

Major Gifts and Planned Giving: The Fundamentals Designed to impart the fundamentals required for success in major giftand deferred-gift fundraising, this course will cover research andprospect strategies, practical tools for donor cultivation, prospect management and tracking, volunteer involvement and solicitationtechniques for major gifts.

COURSE DETAILS:SECTION DATE: Thursday, April 30, 8:30 a.m.-5 p.m. (breakfast and lunch provided)FEE: $255 For AFP members: $217 CEUs: 0.7

Fundraising Systems Management, Reporting and Business IntelligenceIn this course, development professionals will survey principles ofdatabase management and learn to utilize robust data and effectivetools to support fundraising. Topics covered include evaluating systemrequirements and reporting tools, best practices in data collection,coding and data hygiene.

COURSE DETAILS:SECTION DATES: Wednesday, February 11 and Thursday, February 12 FEE: $265 For AFP, APRA and AASP members: $225 CEUs: 0.8

Essentials of Gift Administration Instructors will cover techniques to improve quality and efficiency,process management, and staffing for small and large nonprofit oper-ations, and teach donor intent compliance. Students will gain a broadawareness by navigating common challenges in gift processing.

COURSE DETAILS:SECTION DATES: Wednesday, March 18 and Thursday, March 19FEE: $265 For AFP, APRA and AASP members: $225 CEUs: 0.8

Donor Relations: Maintaining Strong Relationships with your Donors In this course, geared towards fundraising professionals, executivedirectors, development chairs and board members, students willlearn practical and actionable best practices in donor relations including acceptance policies, acknowledgement procedures, recog-nition programs and stewardship strategies.

COURSE DETAILS:SECTION DATES: Wednesday, April 8 and Thursday, April 9FEE: $265 For AFP, APRA and AASP members: $225 CEUs: 0.8

Writing the Fund Development PlanThe fundraising process must be strategic and directly connected tothe organization’s goals. In this course, participants will learn thebasic elements of writing a fund development plan, including historyand purpose, goals, action steps, personnel involvement, timelineand ways to measure fundraising components.

COURSE DETAILS:SECTION DATE: Tuesday, April 14 FEE: $225 For AFP members: $191 CEUs: 0.4

Rice University is committed to equal opportunity in education and employment. Rice does not discriminate on the basis of race, color, religion, sex, sexual orientation, national or ethnic origin, age, disability or veteran status.

“Loved the interactionand group discussionopportunities.”– STRATEGIC AND SUCCESSFUL STEWARDSHIP PAST PARTICIPANT

re.org for details.

e Internet All online courses are from 10 a.m.-3 p.m. Central time with a one-hour lunch break from noon-1 p.m.

Prospect Research and AnalysisEffective prospect research and analysis are essential to developmentprofessionals. Topics covered in this course include a review of specifictechniques to identify prospective donors and research strategies forindividuals. Participants will also learn to interpret gift capacity andphilanthropic interest indicators to shape fundraising strategies. Avariety of research reports and distribution methods and deliverableswill also be discussed.

COURSE DETAILS:SECTION DATES: Wednesday, May 6 and Thursday, May 7FEE: $265 For AFP, APRA and AASP members: $225 CEUs: 0.8

Fundamentals of Constituent Relationship ManagementRelationship management is a viable measurement and organizationaltool resulting in information and data used to direct decision-makingand forecasting. This course will cover the core concepts of constituentrelationship management and will explain which data elements, per-formance metrics and reports and processes are needed to implementthis approach.

COURSE DETAILS:SECTION DATES: Wednesday, May 20 and Thursday, May 21FEE: $265 For AFP, APRA and AASP members: $225 CEUs: 0.8

Fundraising Analytics: Leveraging the Power of DataThis course introduces participants to the latest fundraising analyticsand tools to build a solid data-driven foundation for fundraising efforts. Designed for fundraising professionals, executive directors,development chairs and board members who are considering a campaignor wanting to improve their fundraising operation and leveraging thepower of data.

COURSE DETAILS:SECTION DATES: Wednesday, June 17 and Thursday, June 18FEE: $265 For AFP members: $225 CEUs: 0.8

Comprehensive Annual GivingParticipants will be introduced to the strategy used to develop an annual development plan and will cover topics including: messaging;planning and creating a calendar; solicitation vehicles; staffing andvolunteer involvement and program evaluation.

COURSE DETAILS:SECTION DATES: Wednesday, April 15 and Thursday, April 16FEE: $265 For AFP members: $225 CEUs: 0.8

Strategic and Successful StewardshipThanking donors for gifts is a critical but often poorly executed stepin the development process. In this course, participants will learn theinternal systems needed to track and plan stewardship efforts as wellas the external actions that donors experience.

COURSE DETAILS:SECTION DATES: Two Tuesdays, May 5 and 19 FEE: $265 For AFP members: $225 CEUs: 0.8

The Productive Development OfficeThis course is designed for fundraising professionals with three tofive years of experience and will focus on the elements necessary torun an effective development department. Senior-level fundraisingprofessionals will explore concepts including developing strategy andfinancial acumen, providing authentic and ethical leadership andhow to approach specific divisions of fundraising programs to createa culture of success.

COURSE DETAILS:SECTION DATES: Wednesday, April 22 and Thursday, April 23FEE: $265 For AFP members: $225 CEUs: 0.8

Embracing Diversity to Understand Your DonorsChanging demographics are transforming philanthropy. No longerjust the right thing to do, diversity is an essential aspect of develop-ment offices. This course includes readings, myth-busting, case stud-ies and practical tools to help move development offices beyond aphilanthropy of convenience to one focused on establishing rela-tionships with all members of their constituency. Participants will beasked to design and share a project that may be incorporated to improve diversity at their organizations.

COURSE DETAILS:SECTION DATES: Three Wednesdays, April 29, May 27 and June 24FEE: $325 For AFP members: $276 CEUs: 1.2

ABOUT OUR INSTRUCTORS:

• 70 instructors

• 49 advanced degrees

• 54 percent have master’s degrees

• 20 percent hold the CFRE certification with two ACFREs

• 14 percent have an MBA

• 13 percent hold a CPA license

• 10 percent have a PhD

• 6 percent have a JD

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“Thank you—your conference allows those

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charities, volunteering and giving.”

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