Becoming a CFRE ®

1. Becoming a CFRE® Why Becoming a Certified Fund Raising Executive (CFRE) Should Be Your Next Personal and Professional Goal

2. Everything You Wanted To Know • What is certification? • Certification vs. Certificate • CFRE International: Who We Are • Elements of a Profession • What distinguishes CFRE? • Why Pursue Professional Certification? • Certification Process • CFRE Examination • How do I Study? • Timeline After the Exam • Recertification • CFRE Programme Statistics

3. What is Certification? • Certification - a voluntary process to recognise individuals for meeting standards set by a third party • Accreditation - a voluntary process to recognise institutions or organisations for meeting standards set by a third party • Licensure - a mandatory governmental requirement necessary for individuals to practice in a particular profession

4. What is Certification? • Certification assures the public that an individual demonstrates specific knowledge required of a practitioner at a certain level. • Academic degrees and educational certificates do not certify demonstrated knowledge of professional practitioners.

5. Results from an assessment process For individuals Typically requires professional experience Indicates mastery of knowledge usually assessed through an exam Awarded by third-party, standard-setting organisation Results from an educational process For individuals For newcomers and experienced professionals Indicates completion of a course or series of courses with a specific focus Awarded by educational programmes or institutions Certification vs. Certificate

6. Standards set by a thorough, defensible, industry-wide process resulting in outline of required knowledge or skills Typically results in a designation to use after one’s name (CFRE, CFP, APRA) Has on-going requirements in order to maintain; holder must continue to demonstrate he/she meets requirements Course content set a variety of ways (dean, faculty, instructor) Usually listed on a resume detailing education; may issue a document to hang on the wall Is the end result; demonstrates knowledge of course content at the end of a set period in time Certification vs. Certificate

7. CFRE International: Who We Are • CFRE International is an independent, internationally recognized certifying body for the fundraising profession. • An independent agency endorsed by leading philanthropic associations and members of the public setting standards in philanthropy • CFRE International was created by AHP and AFP as a separate but affiliated organization • Ensures credibility of the exam and designation: • Separation of the educational bodies (AFP and AHP) from the credentialing body (CFRE International).

8. CFRE International: Who We Are • Vision: • To be the premier global provider of professional certification of proficiency and practice in fundraising • To position CFRE as the primary credential for career fundraisers for practitioners, employers and the public • Mission: • CFRE fulfills this vision by establishing and administering a voluntary certification process based on current and valid standards that measure competency in the practice of philanthropic fundraising. • In furtherance of its mission, CFRE International promotes voluntary certification, in dialogue with government and other bodies globally, as the preferred alternative to licensure and/or government regulation.

9. CFRE International: Who We Are • Governed by currently certified fundraising professionals elected by the certificant population • The only internationally recognised baseline credential for fundraising professionals • CFRE works with participating, leading philanthropic organizations • Accredited by the National Commission for Certifying Agencies (NCCA) • More than 5,400 CFRE certificants worldwide

10. Who Are the Participating Organisations? • Across North America: • Association for Healthcare Philanthropy (AHP) • Association of Christian Development Professionals (ACDP) • Association of Fundraising Professionals (AFP) • Association of Lutheran Development Executives (ALDE) • Association of Philanthropic Counsel (APC) • Canadian Association of Gift Planners*Association canadienne des professionnels en dons planfies (CAGP*ACPDP) • Council for Resource Development (CRD) • The Giving Institute (formerly AAFRC) • International Catholic Stewardship Council (ICSC) • North American YMCA Development Organisation (NAYDO)

11. Who Are the Participating Organisations? • In the United Kingdom: • Association of Fundraising Consultants (AFC) • Institute of Development Professionals in Education (IDPE) • In Australasia • Association of Development and Alumni Professionals in Education (ADAPE) Australasia • Fundraising Institute - Australia (FIA) • Fundraising Institute of New Zealand (FINZ) • In Kenya • Kenya Association of Fundraising Professionals • In the United States • National Catholic Development Conference (NCDC) • New England Association for Healthcare Philanthropy (NEAHP) • Philanthropic Service for Institutions (PSI) • United Way Worldwide (UWW) • Willamette Valley Development Officers (WVDO)

12. Elements of a Profession • Most professions possess the following: • Recognised body of knowledge • Continuing education for professionals • Code of ethics • Research studying the profession • Certification for practitioners in the profession

13. Recognised Body of Knowledge • Based on a job analysis • International study of fundraising practice • The survey listed all the fundraising duties and all the knowledge which might be required to be a fundraiser. Respondents are asked: • which fundraising tasks they perform; • how frequently they perform them; and • how critical those tasks and knowledge areas are to fundraising. • Result is the Core Body of Knowledge required to be an effective fundraising professional

14. Other Hallmarks of a Profession • Continuing education for professionals (offered by Participating Organisations, college and universities) • Code of ethics (offered by Participating Organisations) • Research studying the profession • These are provided by any number of professional associations to their members • Certification of professionals – provided by CFRE International

15. What Distinguishes CFRE? • Certification Requires: • Fundraising Experience • Continuing Education • Demonstrated Fundraising Performance • Community Service • Candidates adhere to the Donor Bill of Rights • Candidates pledge adherence to Accountability Standards

16. CFRE Certificants Have Fundraising Experience • Certificants have at least five years of paid, professional experience as a member of a philanthropic fundraising staff or as a consultant to a nonprofit bringing a significant knowledge base to any position.

17. CFRE Certificants Remain Current with Trends and Best Practices • Certificants are required to continue to obtain current professional development information, explore new knowledge in specific content areas, master new fundraising related skills and techniques, and conduct professional practice in an ethical and appropriate manner.

18. CFRE Certificants Have a Proven Track Record • Certificants have a track record of performance with communications projects, management assignments, or front line fundraising experience with outcomes that directly impact the development function of their organisation and must demonstrate this throughout their certification.

19. CFRE Certificants Engage in Community Service • Certificants are personally and professionally invested in their community. Through participation in professional associations and/or community organisations (i.e., local church, youth groups, service clubs, etc.), members are active volunteers who care about their community.

20. Why Pursue Professional Certification? • Credibility. CFRE certification serves as an impartial, third party endorsement of your knowledge and experience against international standards in philanthropy. It adds to your credibility as a fundraiser and sets you apart from other professionals.

21. Why Pursue Professional Certification? • Achievement.CFRE certification is a reflection of personal achievement because the individual has displayed mastery of his or her field by meeting requirements and standards set in philanthropy. • 86% of candidates report these as main reasons for pursuing certification

22. Why Pursue Professional Certification? • Commitment.Receiving CFRE certification shows your peers, supervisors and, in turn, donors your commitment to your chosen career and your ability to perform to set standards. CFRE certification programme seeks to grow, promote and develop certified professionals, who can stand “out in front” as role models in the fundraising field.

23. Why Pursue Professional Certification? • Advancement.CFRE certification can give you the “edge” when being considered for a promotion or other career opportunities. The CFRE clearly identifies you as an employee who has demonstrated mastery of fundraising principles and techniques based on accepted best practices. • 34% of candidates cite job advancement and increased pay as the top reason for pursuing certification

24. Why Pursue Professional Certification? • Recognition.As a CFRE certificant, you can expect increased recognition from your peers for taking that extra step in your professional career. • Personal Satisfaction.CFRE certification is a step toward defining yourself beyond a job description or academic degree while gaining a sense of personal satisfaction.

25. Why Pursue Professional Certification? • Responsibility. Knowledge. Skills. • CFRE certification indicates your willingness to invest in your own professional development. • CFRE certification showcases your individual mastery by confirming proficiency and knowledge in the field. • Recertification is required every three years, proving you stay ahead of the curve in fundraising.

26. Why the CFRE? • In the U.S., CFRE certificants earn over $25,000 more than their non-certified colleagues • Average salary of $95,136 • In Canada, CFRE certificants earn over $26,000 more than their non-certified colleagues • Average salary of $98,853 *statistics courtesy of the 2011 Compensation and Benefits Study conducted by the Association of Fundraising Professionals (AFP)

27. Certification Process • Application - a written application with a point-system to demonstrate your experience – online • Examination - a standardised, multiple-choice exam of 225 questions • Accountability Standards - promoting integrity, ethical behaviour and the Donor Bill of Rights • Recertification - reassessment every three years required to continue to be certified

28. Application Eligibility Requirements • Education: Continuing education courses in related areas • Professional Practice: Five (5) years of experience as a professional fundraising staff member or a fundraising consultant • Professional Performance: Demonstrated professional achievement • Service: Demonstrated commitment to the spirit of philanthropy through volunteer service • Agree to uphold the Donor Bill of Rights and the CFRE International Accountability Standards

29. Education Requirements • 80 points required (1 hour = 1 point ) • Document participation in conferences, workshops, or seminars related to fundraising, not-for-profit management, marketing, or other related topics OR • Teaching courses on the above topics OR • Authoring articles or books • Must have taken courses during past 5 years

30. Professional Practice Requirements • 60 points required (1 month = 1 point) • Must document five (5) years of full-time, paid professional experience in fundraising during the past eight (8) years • At least 50% of duties must be directly related to fundraising – this can include research and grant proposal writing

31. Professional Performance Requirements • 55 points requiredthrough documentation of: • Management Projects - 5 points per project • Examples: board development, feasibility study, strategic planning • Communications Projects - 5 points per project • Examples: newsletter development, public relations • Actual funds raised - $25,000 = 1 point • Must have been during the past 5 years

32. Service Requirements • 55 points required • Must document a commitment to volunteerism and stewardship through participation in their own volunteer activities in the community or with a professional organisation • Officer of a Board of Directors = 20 points per year • Member of a Board of Directors = 15 points per year • Chair of a Committee = 15 points per year • Member of a Committee = 10 points per year • General volunteer service = 10 points per year • Must have been performed during the past 5 years

33. The Online Application • Go to www.cfre.org, click on “Apply Now, and use your email and a password of your choosing to create a secure, online account. • Enter your data as you go throughout the form. The system allows you to log in and out of the form, saving information as you go. • The form calculates your required points and turns green when you have entered enough data. • When you are ready to apply and have your application evaluated, you must PRINT, SIGN and MAIL your application to CFRE International. • Creating an online account is free. You only pay application and testing fees when you are ready to submit.

34. Certification Timeline • Go online and complete your application www.cfre.org. • Submit application at least 60 days prior to start of exam testing window. • Receive Authorization to Test Letter to take exam 30 days prior to exam OR receive request for additional information. • Make personal testing reservation on-line. • Write exam at a convenient computer-based testing center of your choosing. • Receive preliminary scores upon completing the exam.

35. Computer-Based Testing • Candidates take CFRE exam on a computer in a proctored testing centre at a set appointment time of the candidate’s choosing • Testing on own computer not possible • CFRE exam will be available during four “testing windows” throughout 2012 • March 4 - 26 • June 3 - 25 • August 26 – September 17 • October 28 – November 19 • Over 300 testing centres are available in North America • Candidates will still need to apply to CFRE International and get approval before making their personal testing reservation

36. Computer-Based Testing • Candidates will be able to take a tutorial on-site at the testing centre to familiarise themselves with the computer screen and process. • This tutorial time will not cut into the timed portion of the exam. • Candidates will receive preliminary results before leaving testing centre. • Candidates will a receive full, detailed score report in the mail after the close of the testing window. • Detailed FAQs about computer-based testing (CBT) are available on the CFRE website.

37. A Look at a CBT Center Individual testing stations Security cameras

38. CFRE Examination • 225 multiple-choice questions (25 of which are pre-test items and do not affect your score) • Developed by current, certified fundraising professionals in the field in conjunction with a professional testing agency • Separate forms available for residents of Australia/New Zealand, Canada, the United Kingdom, and the United States

39. Exam Content* • Prospective and Current Donor Research (32 items – 16%) • Securing the Gift (38 items - 19%) • Relationship Building (54 items - 27%) • Volunteer Involvement (18 items – 8%) • Leadership and Management (36 items - 18%) • Ethics and Accountability (22 items – 11%) * Based on 2009 Job Analysis

40. How CFRE Exam is Developed • Core Body of Knowledge identified through detailed survey called a job analysis • Results of survey directly determine content of exam • CFRE certificants write exam questions based on current practice and literature • Exam reviewed by professional testing agency and pre-tested through current candidates

41. How CFRE Exam is Developed • Only those task and knowledge statements that a majority of respondents from all countries indicated they performed are tested on the exam. • There are five (5) separate exam forms – 1 each for Australia, Canada, New Zealand, the UK and the US. • While the content tested is the same, 15% of test questions may differ to reflect each country’s laws and customs. • Exam questions and exam booklets are developed by currently practicing professionals.

42. How Do I Study? • This baseline, generalist exam assesses your mastery of tasks performed on the job by fundraisers and the knowledge needed to carry out those tasks - not a prescribed set of texts (such as are used to in academic settings). • What YOU need to study may not be the same as what your colleague in the office next door needs to study. • Honestly evaluate YOUR strengths and weakness.

43. How Do I Study? • Take the CFRE On-Line Study Wizard and compare your professional experience to what is covered. • Identify your personal areas of strengths and weakness. • Review texts or portions of texts recommendedby the CFRE Study Wizard from the CFRE Resource Reading List that cover weaker areas. • Form informal study groups with your colleagues.

44. CFRE Study Wizard

45. Regarding Prep / Review Courses • International standards for the operation of certification programmes prohibit the organisation that administers the exam from also preparing candidates for the exam. • As a result, CFRE International does not sponsor or endorse any courses to prepare candidates for the CFRE exam. • Any educational programmes will help support your overall knowledge base, thus helping you prepare for an exam. • Candidates should not expect a course to “teach to the exam” and tell you how to answer questions on the exam. • Each candidate’s study plan should be as unique as that candidate’s own experiences.

46. Timeline After the Exam • At testing centers, candidates will receive an immediate Pass/Fail determination via a printout at the center. • 15 days after the end of the testing window all candidates will receive a detailed score report showing full score. • Successful candidates receive official notice and certificate from CFRE International • Can begin using CFRE designation • Unsuccessful candidates receive information on retaking the exam • Candidates must wait three months before retaking the exam

47. Recertification • Certified Fund Raising Executive (CFRE) is conferred for three (3) years • candidates are sent a notice to the last address on record six months prior to the deadline for recertification • Must submit written application • Must apply for and be granted recertification in order to continue using the CFRE • No exam is required for recertification

48. CFRE Programme Information • Apply on-line at: www.cfre.org • Don’t hesitate to call with questions at +1.703.820.5555 “Receiving the CFRE designation not only gave me a sense of personal accomplishment but also shows how seriously I view professionalism, hard work, and ethics. I’m glad I went through the process and would do it all over again!” - Ken Turpen, CFRE Charlotte, NC