Introduction

Watch the video introduction to understand what you'll be learning in this course.

CCI Donor Transition Project Story

Learn how two CCIs managed to achieve fundraising results beyond expectations while transitioning to a family-based model of care. 

Introduction to prework

Watch the pre-work video to understand the steps you’ll take to get ready for the rest of this course.

Engage the leadership of the Religious Institute

In this step, you want to engage the CCI management committee, and Diocesan representatives (where applicable)

Organize a list of all your donors

In this step, you will organize a list of all your donors in MS Excel or Google Sheets. 

Gather and enter all past donations

This lesson aims to get a complete picture of your donors that need to be transitioned and allows us to help analyze your donation data. 

Share past two years operating budget

In step, you will upload your operating budget 

Gather your recent fundraising campaigns

In this lesson, you will gather and organize any past fundraising campaigns or appeals you've done for review.

The spirituality of fundraising

Fundraising isn’t just about raising money, learn how to see it as part of your purpose to serve others

Fundraising Mindset

How do you build the right fundraising mindset? Learn how in this video from Sasha Dichter on Fundraising Mindset via Acumen 

Building your fundraising plan

Learn how to build an actionable 1-page fundraising plan focused on your top opportunities and next best steps.

Build your list of potential donors

Now, you will build a list of potential new donors from guestbook/visitor logs and other materials

Developing donor thank you program and impact reporting

In this lesson, you will develop a donor thank you, and impact reporting to show how donors are making a difference.

Five Steps to transition donors to support a new model

Help CCI team members charged with driving fundraising process to develop a donor transition plan

Step 1: Share your learning about family-based care

Learn how to engage your donors to help them understand the reason behind your transition.

Step 2: Segment and map donors with empathy

Learn how to refine your list of current donors for outreach and understand who your donors are better.

Step 3: Identify and share your most potent stories

Learn how sharing a stories from the field is the most powerful communication device you have.

Step 4: Build your communication plan for donors

Build a donor communication plan to help your transition and fundraising success.

Step 5: Change your fundraising ask and calls to action

In this step, all your hard work gets translated into how and what you will ask your donors to support.

Introduction to websites for digital fundraising

Learn about the value of websites for digital fundraising

Develop new website messaging

In this lesson, you'll learn how to fill in the Website Messaging Questionnaire. We will also walk you through how to upload photos into the Photo Submission Form. After these are completed, we can begin building your CCI websites.

Provide CCI banking information to accept digital donations

In this lesson, you'll work on providing CCI information so you can accept online donations directly into your bank account from your website.

Develop email templates to communicate with donors

In this lesson, you will develop email templatesto communicate with donors consistently

Conclusion and donor outreach

Wrap-up and apply what you learned to do outreach to new donors and transition existing donors