Fundraising and Development


Nonprofits provide donors with ways to support the community, causes and organizations they value. As agents of philanthropy, nonprofits have ethical and fiduciary obligations to handle funds appropriately, honor donors' wishes, and have sufficient funds to carry out its mission. Fundraising and Development is one of nine courses in the UNA Credential Program designed to provide you with the resources you need to make an even greater impact.

This course builds the capacity of your fundraising and development program. The course covers four main topics:

  • Ethical and Effective Fundraising: Do you take a best practices and highest standards approach when generating resources?
  • Funding Diversity Strategies: Do you have a diverse funding portfolio and/or are you diversifying your portfolio effectively?
  • Resource Planning and Evaluation: Do you have an effective goal setting, planning, and evaluation process?
  • Staff and Board Roles: Do you involve stakeholders effectively and appropriately?


This course is highly interactive and relies on the experiences of each participant. Therefore, it's important you are prepared to contribute to the program. Please be ready to

  • Bring all required materials to each session. If your organization doesn’t have any of the required materials, the facilitator will provide you with samples to use.
  • Complete the follow up activities after each session and bring questions and concerns to the next session.
  • Complete the Badge Requirements by the deadline.


In order to receive the UNA Fundraising and Development Badge, the organization must submit the following items for review:

Ethics Policy
Provide the portion of your organization’s ethics policy that relates to resource development. Include revision or version date.

Gift Acceptance Policy 
Provide a copy of your gift acceptance policy. Include revision or version date.

Donor Bill of Rights 
Provide a copy of your organization’s Donor Bill of Rights or similar document provided by your organization to its donors which designates their rights as donors. The Association of Fundraising Professionals (AFP) has a sample your organization may choose to adapt and/or adopt. Include revision or version date.

Document proof of ongoing ethics training. A training calendar, sample of recent ethics training, document outlining how ethics trainings occur in the organization, or similar proof will satisfy this requirement.

Donor Cycle
Document how you track where your organization is at with donors in each of the Do nor Cycle stages (identifying, cultivating, soliciting, reporting). Your documentation will answer these questions: How do you track potential donors? How do you track donors with whom you are cultivating relationships and who is doing the cultivating? How do you track the donors to whom you have solicited donations? How do you track donor reporting deadlines and what needs to be reported?

Resource Development Planning and Goals
Document your organization's long- and short-term resource development goals and methods of assessing progress towards those goals. Examples of this may include a strategic resource development plan, a list of organizational priorities, a matrix citing goals and deliverables, a performance dashboard or similar proof.

Funding Portfolio
Document ways in which you have diversified your funding portfolio.

Personalizing Solicitations 
Provide 2-3 examples of how your organization personalizes its case for support to funders from broad range of backgrounds, interests and/or fields.

Internal Coordination
Document the ways in which your organization coordinates resource development efforts with financial management efforts and with marketing and communication efforts.

Role Descriptions
Provide a copy or template of your organization’s resource management role descriptions. Where applicable, provide separate role descriptions for staff, volunteers and/or board members.

NOTE: The documentation on the requirements requesting explanation need not be lengthy. Clear, concise statements on how the organization meets the requirement listed are sufficient. In most cases, three or four sentences should suffice.

Subject-Matter-Expert: Lisa Maxwell

Lisa Maxwell has been actively involved in nonprofit organizations for 23 years as an Executive Director, Development Director, Board Member, volunteer and consultant. She is currently a Major Gift Officer at Intermountain Foundation, leading philanthropy efforts providing donors a unique opportunity to advance medicine and dramatically redefine healthcare. Her sessions will highlight best practice models along with the practicality of implementation. Working with organizations such as Intermountain Healthcare, Boys & Girls Clubs, Ronald McDonald House Charities, Madeleine Choir School, Junior League, USFR, and a variety of small to mid-sized organizations. Lisa is looking forward to helping you build organizational capacity and cultures of philanthropy.

  • Course Dates:

    Our next offering for the Credential in  Fundraising and Development will be in 2021. Please check back in early December for more details.

  • Cost:

    UNA Member Rate: $150 for the first person/$30 for everyone else
    Non-Member Rate: $300 for the first person/$60 for everyone else


  • Location:

    UNA Office
    4900 S. Highland Drive, Suite B
    Holladay, UT 84117
    (above Mountain America Credit Union)