Keela U

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Chapter 1: Foundations of Fundraising
- Introduction to Keela U
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1.1 The Donor Cycle
- Introduction to the Donor Cycle
- The First 4 Stages of the Donor Cycle
- Summary & Examples of the First 4 Stages
- Reading Activity
- Short Activity
- The Last Stage in the Donor Cycle
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1.2 Revenue Sources
- Introduction to Revenue Sources
- An Introduction to Revenue Sources
- Calculating Diversified Revenue
- Short Activity
- 1-10-1000 Rule
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1.3 Words You Should Know
- Introduction to Words You Should Know
- Introduction to the 50 Fundraising & Nonprofit Terms
- 50 Fundraising & Nonprofit Terms
- Quiz Yourself
- Additional Resources
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1.4 Your Fundraising Team
- Introduction to Fundraising Team
- Introduction to the Fundraising Team
- Additional Resources on Fundraising Team
- Volunteer Fundraisers
- Committees & Board of Directors
- Additional Resources on Board of Directors
- Activity & Reflection
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1.5 Case for Support
- Introduction to Case for Support
- What is a Case for Support?
- Tips for Writing Your Case for Support
- Examples of Great Case for Supports
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1.6 Donor-Centered Communication
- Introduction to Donor-Centered Communication
- Donor-Centered Communications Example
- Donor-Centered Communications: Summary
- Additional Reading & Activity
- Looking ahead to Chapter 2
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Chapter 2: Identification
- Introduction to Keela U Chapter 2
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2.1 Audience Profiles
- Introduction to Audience Profiles
- What is an Audience Profile?
- Why are Audience Profiles Important?
- Short Quiz
- How To Build Audience Profiles
- Additional Resources
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2.2 Prospects & Pipeline
- Introduction to Prospects & Pipeline
- Prospects
- The L-A-I Principle
- Summary of the L-A-I Principle
- The Pipeline
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2.3 Volunteers
- Introduction to Volunteers
- Determining How Likely Your Volunteers Are to Give
- Priming Your Volunteers to Give
- How To Ask Your Volunteers for Donations
- Additional Resources
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2.4 Tags (Segmentation)
- Introduction to Tags & Custom Fields
- Tags & Custom Fields
- Using Tags & Custom Fields in Keela
- How To Segment
- Additional Resources
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2.5 Managing Partner Relationships
- Introduction to Managing Partner Relationships
- The Benefits
- How To Find a Partner
- Reflection: Take a Minute!
- Reflection: Virtual Whiteboard
- How to Keep the Relationship Going
- Additional Resources
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Chapter 3: Acquisition
- Introduction to Keela U Chapter 3
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3.1 Website
- Introduction to Website
- Website
- The Essentials of Your Website
- Donation Page
- Reflection: Your Website
- Reflection: Virtual Whiteboard
- Additional Resources
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3.2 Email Acquisition
- Introduction to Email Acquisition
- True or False
- Email Acquisition Must-Haves
- Growing Your Email List Using Social Media
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3.3 E-Blast Welcome Series
- Introduction to E-Blast Welcome Series
- E-Blast Welcome Series Essentials
- Additional Learning
- Short Activity
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3.4 Events I
- Introduction to Events I
- Planning Your Event
- Marketing Your Event
- Additional Resources
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3.5 Engagement Through Social Media
- Introduction to Engagement Through Social Media
- Social Media Strategy
- Social Media Engagement
- Reflection: Take a Minute!
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Chapter 4: Cultivation
- Introduction to KeelaU Chapter 4
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4.1 Events II
- Introduction to Events II
- Why Events?
- Build Some Excitement
- On the Big Day
- Short Activity
- Additional Resources
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4.2 E-Newsletters
- Introduction to E-Newsletters
- How To Create Effective Newsletters
- Real-World Examples
- Additional Ideas & Resources
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4.3 E-Blast Statistics
- Introduction to E-Blast Statistics
- Understanding E-Blast Metrics
- The 5 Common E-Blast Metrics
- Activity
- Additional Resources
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4.4 Cultivation Meetings
- Introduction to Cultivation Meetings
- The Do's & Don'ts
- 3 Strategies to Secure a Meeting
- Outline Your Cultivation Goals
- Additional Resources
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4.5 Tours
- Introduction to Tours
- Why Are Tours a Great Cultivation Tool?
- 5 Steps to Set-up a Successful Cultivation Tour
- Short Case Study & Quiz
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4.6 Events III
- Introduction to Events III
- Following-Up After the Event
- The Post-Event Survey
- The Debrief and Social Media
- Looking ahead to Chapter 5
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Chapter 5: Solicitation I
- Introduction to Keela U Chapter 5
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5.1 Offer Development/Impact Areas
- Introduction to Offer Development
- What is a Fundraising Offer and Why Does it Matter?
- The 5 Elements of a Great Fundraising Offer
- Real-world Examples of Fundraising Offers
- Mini Quiz
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5.2 Donation Form Optimization
- Introduction to Donation Form Optimization
- Calculating Your Donation Page Conversion Rate
- How to Optimize Your Donation Form
- Examples and Common Mistakes
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5.3 Giving Tuesday
- Introduction to Giving Tuesday
- How to Launch a Successful Giving Tuesday Campaign
- Preparing a Marketing Plan for Giving Tuesday
- True or False
- Additional Resources
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5.4 Year End Fundraising
- Introduction to Year-End Fundraising
- Optimizing Your Website for Year-End Giving
- Effective Communication During Year-End Giving
- Additional Resources
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5.5 Second Gift Strategy
- Introduction to Second Gift Strategy
- Why the Second Gift is Key
- How to Execute a Second Gift Strategy
- Short Activity
- Looking Ahead to Chapter 6
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Chapter 6: Solicitation II
- Introduction to Keela U Chapter 6
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6.1 Integrated Fundraising Campaigns
- Introduction to Integrated Fundraising Campaigns
- How Do Integrated Fundraising Campaigns Work?
- Benefits of Integrated Campaigns
- Tips and Best Practices
- Additional Reading & Quiz
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6.2 Monthly Giving I
- Introduction to Monthly Giving I
- Why Are Recurring Donors So Important?
- How To Get Ready to Accept Recurring Donations
- Checklist: Setting Up Recurring Gifts
- Monthly Giving Poll
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6.3 Monthly Giving II
- Introduction to Monthly Giving II
- Before Launching Your Program
- How To Make Your Monthly Program Standout
- After Launching Your Program
- Real-World Examples
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6.4 Legacy Giving
- Introduction to Legacy Giving
- The Who of Legacy Giving
- The How of Legacy Giving
- The When of Legacy Giving
- Additional Resources
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6.5 Reactivating Lapsed Donors
- Introduction to Reactivating Lapsed Donors
- Understanding Lapsed Donors
- How to Create a Successful Re-Engagement Campaign
- How to Reactivate Major Donors
- Short Activity
- Bonus Section: Mindfulness Activity
- Looking Ahead to Chapter 7
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Chapter 7: Stewardship
- Introduction to Keela U Chapter 7
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7.1 Donor-Centered Fundraising
- Introduction to Donor-Centered Fundraising
- The 3 Pillars of Donor-Centered Fundraising
- Making the Conscious Shift to DCF
- A Couple of Real-World Examples
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7.2 Donor Retention
- Introduction to Donor Retention
- Calculating Donor Retention Rate
- Short Activity
- Donor Loyalty
- Donor Retention Summary
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7.3 Stewardship Matrix
- Introduction to the Stewardship Matrix
- Matrix Examples & Templates
- Stewardship Matrix Poll
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7.4 Gift Recognition
- Introduction to Gift Recognition
- Best Practices of Gift Recognition
- Improving Your Thank You Letters
- Thank You Video Inspiration
- Additional Resources
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7.5 Impact Reporting
- Introduction to Impact Reporting
- The Art of Storytelling
- What Should Go Into Your Impact Reporting
- Case Study & Short Answer
- Looking Ahead to Chapter 8
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Chapter 8: Planning
- Introduction to Keela U Chapter 8
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8.1 Setting Goals
- Introduction to Setting Goals
- Types of Goals
- Setting Deadlines and Tracking Your Goals
- 5 Goal-Setting Expert Tips
- Reflection: Take a Minute!
- Reflection: Virtual Whiteboard
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8.2 Development Plan
- Introduction to Development Plan
- Creating Your Development Plan
- The 7 Steps of Building a Development Plan
- Getting Your Development Plan Started
- Additional Resources
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8.3 Project Management
- Introduction to Project Management
- What is Project Management?
- The 5 Phases of the Project Lifecycle
- Using a Project Management Tool
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8.4 Your Dashboard
- Introduction to Your Dashboard
- Looking Ahead to Chapter 9
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Chapter 9: Reporting
- Introduction to Keela U Chapter 9
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9.1 KPIs I
- Introduction to KPIs
- The KPI Defined
- Reflection: KPIs for Your Organization
- Reflection: Virtual Whiteboard
- Examples of Common Nonprofit KPIs
- Additional Reading: Examples of KPIs
- Leading & Lagging Indicators
- Test Your Understanding
- Answer Key
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9.2 KPIs II
- Introduction to KPIs II
- Measure Your Mission
- Before You Jump In
- Creating Your KPIs Dashboard
- Download: Sample KPI Dashboard
- Tracking KPIs and Using Historical Data
- Things to Consider
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9.3 KPIs III
- Introduction to KPIs III
- The KPI Dashboard Checklist
- Reviewing Your Data
- Calculating Return on Investment (ROI)
- Predictions & Forecasts
- Congratulations! You Are Officially a Keela U Certified Fundraiser!