PowerPoint Presentation - CFRE International by yaofenjin


									    Becoming a CFRE
 Why Becoming a Certified Fund
Raising Executive (CFRE) Should
       Be Your Next Personal and
                Professional Goal
    Everything You Wanted To Know
•   Importance of certification
•   Certification vs. certificate program
•   Facts about CFRE International
•   CFRE exams
•   Exam question development
•   CFRE body of knowledge (test specifications)
•   Recertification
         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
          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
   – Typically, certification is more strenuous than licensure.
  Certification vs. Certificate
• Results from an assessment         • Results from an educational
  process                              process

• For individuals                    • For individuals

• Typically requires professional    • For newcomers and experienced
  experience                           professionals

• Indicates mastery of knowledge     • Indicates completion of a course
  usually assessed through an exam     or series of courses with a
                                       specific focus
• Awarded by third-party,
  standard-setting organisation      • Awarded by educational
                                       programmes or institutions
  Certification vs. Certificate
• Standards set by a thorough,         • Course content set a variety of
  defensible, industry-wide process      ways (dean, faculty, instructor)
  resulting in outline of required
  knowledge or skills                  • Usually listed on a resume
• Typically results in a designation     detailing education; may issue a
  to use after one’s name (CFRE,         document to hang on the wall
                                       • Is the end result; demonstrates
• Has on-going requirements in           knowledge of course content at
  order to maintain; holder must         the end of a set period in time
  continue to demonstrate he/she
  meets requirements
   CFRE International: Who We Are
• Certified Fund Raising Executive (CFRE) International
  certifies fundraising professionals who demonstrate the
  knowledge, skills and commitment to the highest standards
  of ethical and professional practice in serving the
  philanthropic sector.
  CFRE International fulfills this mission 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.
 Facts About CFRE International
• CFRE International is an independent, internationally
  recognized certifying body for the fundraising profession.
  CFRE certification requires professionals to demonstrate
  their expertise in the core principles of fundraising practice
  and the application of those principles.

• CFRE International was created by AHP and AFP as a
  separate but affiliated organization to ensure credibility of
  the exam and designation: separation of the educational
  bodies (AFP and AHP) from the credentialing body (CFRE
CFRE International: Who We Are
• An independent agency endorsed by leading philanthropic
  associations and members of the public setting standards
  in philanthropy
• Governed by currently certified fundraising professionals
  elected by the certificant population
• The only internationally recognised baseline credential for
  fundraising professionals
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)
     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 the United States
     –   National Catholic Development Conference (NCDC)
     –   New England Association for Healthcare Philanthropy (NEAHP)
     –   Philanthropic Service for Institutions (PSI)
     –   United Way of America (UWA)
       Is Fundraising a Profession?
• Most of us insist so!

• 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
   Recognised Body of Knowledge
• CFRE International conducts a Job Task
  Analysis every five years
  – last done in 2003; will begin again in 2008

• International study of fundraising practice
  across Australia, Canada, New Zealand, the
  United Kingdom and the United States
  – 2,500 professionals surveyed
  – Study had a 52% response rate
 Recognised Body of Knowledge
• This is a large survey listing 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

• Result is the Core Body of Knowledge required to
  be an effective fundraising professional
 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
       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
        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.
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
  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.
      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.
      Why Pursue Professional

• 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.
        Why Pursue Professional
• 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
  – 86% of candidates report these as main reasons for
    pursuing certification
    Why Pursue Professional
• 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.
        Why Pursue Professional

• 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
        Why Pursue Professional

•   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.
         Why Pursue Professional

•   Responsibility. Knowledge. Skills. CFRE
    certification is a clear indicator of your willingness to
    invest in your own professional development. Certified
    professionals are aware of the constantly changing
    environment around their profession and possess the
    desire to anticipate and respond to change. 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.
                      Why the CFRE?

• In the U.S., Certified Fund Raising Executives
  (CFRE) earn 17% more than their non-certified
   – In the U.S., CFRE certificants have an average salary of $85,032

• In Canada, CFRE certificants earn 36% more than
  their non-certified colleagues
   – In Canada, CFRE certificants have an average salary of $81,862

  *statistics courtesy of the 5th Annual Compensation and Benefits Study conducted by the Association of
  Fundraising Professionals (AFP) – January 2006
          Certification Process

• Application - a written application with a point-system
  to demonstrate your experience – now 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
           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
 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
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
    Professional Performance

• 55 points required through documentation
  – 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
        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
       • 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
           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
The Online Application

              You create your
              own log in and
The Online Application
The Online Application
                     Keeps a running total o f
                      your points as entered-
                       turns green when you
The Online Application
The Online Application
        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
           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
           •   March 7 - 29
           •   June 6 - 28
           •   August 22 September 13
           •   October 24 – November 15

•   Over 300 testing centres are available in North America – including
    ones in Casa Grande, Flagstaff, Goodyear, Phoenix, Tempe, Tucson

•   Candidates will still need to apply to CFRE International and get
    approval before making their personal testing reservation
Scheduling Your Appointment
Scheduling Your Appointment
Scheduling Your Appointment
Scheduling Your Appointment
         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
    – This tutorial time will not cut into the timed portion of the exam

• Candidates will receive preliminary results before leaving testing
    – Candidates will receive full, detailed score report in the mail after
      the close of the testing window

• Detailed FAQs about computer-based testing (CBT) available on
  the CFRE website
A Look at a CBT Center

           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,
  Canada, New Zealand, the United Kingdom, and
  the United States
               Exam Content
• Prospective and Current Donor Research
  (33 items – 16.5%)

• Securing the Gift (37 items - 18.5%)
• Relationship Building (50 items - 25%)
• Volunteer Involvement (21 items – 10.5%)
• Management (40 items - 20%)
• Accountability (19 items – 9.5%)
 How CFRE Exam is Developed
• Core Body of Knowledge identified through
  detailed survey called a job analysis
• Results of survey directly determine content of
• CFRE certificants write exam questions based on
  current practice and literature
• Exam reviewed by professional testing agency and
  pre-tested through current candidates
CFRE 2003 Job Analysis Results
• 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
          How Do I Study?
• This baseline, generalist exam assess 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

• Honestly evaluate YOUR strengths and weakness
               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 recommended by the
  CFRE Study Wizard from the CFRE Resource
  Reading List that cover weaker areas
   – Form informal study groups with your colleagues
CFRE Study Wizard
  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, helping you do well on the 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
     Timeline After the Exam
• At testing center, candidates will receive 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
       • Can begin using CFRE designation

   – Unsuccessful candidates receive information on retaking the exam
       • Candidates must wait three months before retaking the exam
• 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
“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
                            Silver Spring, MD
     CFRE Programme Statistics

• 76% of first-time test takers are successful

• Total of current CFREs – 5,308

• Recertification rate
      • 81% vs. industry average of 50%
CFRE Programme Information

• NEW! Apply on-line at www.cfre.org
   – New application allows you to build and store your application
     information as you go
   – Stores application on-line until you are ready to apply. There is no
     obligation to pay or test when you create an online application – only
     when you actually submit.
   – Calculates points for you

• Don’t hesitate to call with questions
   – +1 703 – 820 - 5555

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