CDE Applicant Information - NANOE | Charity's Official Website

Section 3: Fundraising Professional Practice Described

29. Identify Extent of Fundraising Job Duties*

Have you created/managed a fundraising campaign in the last five years?

Yes
No

30. How many entire campaigns have you created/managed in the past 5 years?*

31. Described the campaigns you have created/managed*

(no more than five campaigns). Include what type of campaign, who for, how long, your role. Example description: #1: lead major gifts campaign for Center on X, lasting 1 year, for my employing organization as development director.

32. If you never lead an entire campaign, what facets of fundraising campaigns have you been responsible for over the past five years?*

(no more than five facets) Include in description what done, for whom, how long, your role. Example description #1: lead development of signature event for Center on X, my employer, 4 months start to finish, as development officer.

33. Describe consulting projects on fundraising campaigns you have had during past five years for organizations other than your employer*

(no more than five facets) Include what was done, who for, duration, and role. Example description: #1: lead Center for Y (NY) through major gifts campaign, 2015, 1 year contract, sole consultant.

34. Identify Fundraising Areas of Proficiency*

From the following categories which areas do you have experience in and how would you rate your proficiency? (No points on this one! But NANOE does want to know what areas might be worth investing in to provide development officers such as yourself with valued professional development experiences.)

	Have Not Done This	Poor	So-So	Average	Good	Very Good	Excellent
Assessing and dealing with organizational development issues that affect fundraising success during the fundraising process
Leading an entire fundraising campaign
Leading one or more facets of an entire fundraising campaign
Creating and using a fundraising campaign advancement calendar
Creating donor prospect identification processes
Planning and conducting awareness events
Planning and conducting signature events
Conducting fundraising campaign interviews
Training volunteers to conduct donor interviews
Creating and implementing gifts solicitation processes
Creating and Managing media coverage of fundraising campaigns
Creating campaign success celebrations
Creating meaningful, lasting relationships with donors

35. Actual Funds Raised*

Describe how much money was raised for various fundraising projects (no more than 10 projects) that you had a significant part in leading over the past five years. Include funds raised within your employing organization, as well as that raised as a consultant for other nonprofits. (It is understood that more than you were involved in the success experienced). Example Description: #1: $500,00 for Center on Y, 2011.

36. Assessing Readiness to Launch a Campaign*

Have you ever assessed a nonprofit's ability to successfully mount a fundraising campaign, reported results and worked on corrections required?

Yes, I have assessed an organization's ability to engage in successful fundraising campaign
No, I have not assessed an organization's ability to engage in successful fundraising

37. Describe ONE project in which you assessed a nonprofit's capacity to fundraise.*

Example:#1: Assessed all written materials used by Center on X related to raising funds; 1 month project; sole consultant to other nonprofit.

38. Managing Nonprofit Organizational Change Processes*

Sometimes, donors identify issues in a nonprofit that they feel need to be handled before they invest. Have you ever lead a change management plan in advance of a campaign?

Yes, I have lead a change management plan to correct operational issues so that donations/volunteerism increased.
No, I have not lead such assessments and change processes

39. Describe ONE project you have lead relative to the previous question in which donor and volunteer evaluations of the nonprofit were considered in organizational change strategies in order to increase donor giving and volunteerism.*

Include what was done, for whom, how long project took and your role. Example: Lead survey process and follow up focus groups to determine donor perceptions of the Center of X effectiveness in accomplishing mission, 6 months, for my employer, leader of project.

40. Managing and Resolving Conflicts During The Fundraising Process*

Have you ever facilitated conflict resolution processes or examined the nature of the conflict present and coached leaders on how to handle disputes over the direction, nature and extent of fundraising campaigns?

Yes, I have facilitated dispute resolutions during fundraising projects in the past 5 years
No, I have not managed dispute resolution processes during fundraising projects past 5 years

41. Describe Dispute Resolution Projects*

Describe ONE project in which you either facilitated conflict resolution processes or examined the nature of the conflict present and coached leaders on how to handle disputes over the direction, nature and extent of fundraising campaigns. Some conflicts may be of the passive aggressive sort such as board members not in agreement with CEO and/or Development Officer on the focus of the Campaign Case statement outlining major operations and capital investments sought. Describe the nature of the events, who the major disputants were (by role not name), length of time it took, and your role in the dispute resolution process and results. Example description: #1: CEO/Board not in agreement on use of projected funds sought, facilitated consensus discussion; 2 months, for my employing org.

42. Organizational Development for the purpose of creating Case For Support*

Sometimes, nonprofits don't have strategic plans to guide decisions on what to raise funds for. Many times development officers are required to lead the organization through a strategic planning process in order to determine what project-related, operations-related, and capital investments are desired to grow the organization and services. Have you ever lead a nonprofit through Organizational Development to guide development of a case for support?

Yes, I have performed Organizational Development in connection to developing a strong fundraising case for support.
No, I have not conducted Organizational Development processes in order to develop a strong fundraising case for support.

43. Describe ONE Organizational Development Process that you lead or had a significant role in leading aimed at creating a plan for growth and which was used to develop a fundraising case for support.*

Include in the description what was done, for whom, how long the project lasted, your role (leader, co-leader, facilitator of nonprofit leaders, etc.). Example description: #1: lead my organization through a strategic planning process in 2015 to build case for support, 3 months; lead facilitator, project, operation, and capital investments for case for support determined.

44. Development of Tools/Aids Necessary to Use During Fundraising Campaigns*

Describe the tools and/or aids (no more than five tools) created during the past five years to conduct a fundraising campaign, such as donor interview protocols, case statements, donor prospect systems, systems to determine prospects, organizational assessment tools, stakeholder surveys of present perceptions of strength and weaknesses of the nonprofit, etc. Indicate what tools/aids were created, for whom, your role in creation and use.

45. Evaluating Fundraising Marketing and Public Relations*

Have you ever evaluated marketing and public relations efforts related to fundraising for your organization or other nonprofits?

Yes, I conducted evaluations of my own or other nonprofit's marketing and public relations operations
No, I have not conducted evaluations of my own or another nonprofits marketing and public relations operations

46. Describe ONE project in which you evaluated your own or other nonprofit organizations' marketing and public relations operations related to fundraising efforts and led leaders through improvements.*

For each project, what was done, for whom, how long the project lasted, and your role. (as development officer for nonprofit in which employed; a sole consultant to another nonprofit, co-consultant, consulting team member).

47. Developing and Managing Public Relations Campaigns*

Have you ever developed a public relations campaign related to your fundraising efforts?

Yes, I have developed and implemented a public relations campaign during fundraising
No, I have not developed and implemented a public relations campaign during fundraising

48. Describe ONE project in which you assisted nonprofit leaders in the development and implementation of a public relations campaign related to a fundraising campaign.*

Include in your description the nature of the effort. Include what done, for whom, how long the project lasted, your role (e.g. development director for nonprofit in which employed; a sole consultant to another nonprofit, co-consultant, consulting team member). Example description: #1: evaluated all public presentations and media done during last fiscal year, discussed corrections/additions needed, implemented agreed changes; 4 months, lead development officer, for my employer.

49. Use of The Internet in Marketing and Public Relations Endeavors*

Have you used the internet for marketing and public relations during fundraising?

Yes, I have used the internet significantly to market our campaign and to enhance public relations during the campaign.
No, I have not used the internet significantly to market our campaign and to enhance public relations during the campaign.

50. Describe ONE project in which you used significantly the internet to promote the nonprofit's outreach to customers, the public at large, and key stakeholders.*

For each project, describe the nature of the project, and your role in development, implementation, and maintenance. Example description: #1: created targeted direct email to prospect donors to raise awareness of organization and outcomes; for my employer, 4 months duration, lead developer.

51. Conducting Market Research*

Have you ever done market research projects related to fundraising efforts?

Yes, I conducted market research projects
No, I have not conducted market research projects

52. Describe ONE project done in which you researched current public attitudes and/or awareness of a nonprofit’s services, reported results, and recommended changes in marketing and public relations strategies, as well as areas of the organization and its services that may need to be improved.*

For each project, describe what was done, for whom, duration, and your role in creating, implementing, or using the results from market research

Certified Development Executive

Section 1: Professional Background

*1. NAME & EMAIL

2. How long have you worked in fundraising?

15. What 3 fundraising situations do you find the most satisfying?

16. What 3 fundraising situations do you find the most difficult to handle?

Section 3: Fundraising Professional Practice Described