Course curriculum

  1. 1

    • Course Summary

  2. 2

    • Introduction to Fundraising Counsel & Charitable Solicitation Regulations

    • Key Terms and Requirements

    • Working with Labyrinth

    • Key Company Policies

    • Check for Understanding
  3. 3

    • Why Understanding Fundraising Counsel Registration Matters

    • Overview of the FCR Team

    • Role Specific Expectations

    • FCR and Elevate Product Lines

    • Check for Understanding
  4. 4

    • Key Processes and FCR

    • Comprehensive Grant Writing Services and Ongoing Writing Retainer Services Business Development & New Client Onboarding

    • Client Service Delivery and Fundraising Counsel Registrations

    • Establishing FCR Compliance for the First Time

    • Contract Renewal, Contract Termination and FCR

    • Check for Understanding
  5. 5

    • (Almost) Everyone Plays a Role
  6. 6

    • Director Procedures Overview

    • Customizing Your Monthly Report

    • Subscribing to Your Monthly Report

    • Reviewing Your Monthly Report

    • Salesforce Refresher: Funders & Opportunities

    • Required Assignment for Directors: Establishing FCR Compliance
  7. 7

    • Coordinator Procedures Overview

    • Looking Up Funders Before Entering a New Opportunity in Salesforce
  8. 8

    • Overview FCR Lead Procedures
  9. 9

    • Business Development Procedures Overview
  10. 10

    • Client Services & Operations Associate (CSOA) Procedures Overview

    • Resetting FCR Stages
  11. 11

    • Congratulations and Thank You!

    • Before you go…

    • Resources