Posts tagged ‘CFRE International’

June 4, 2015

Do You Care If I Renew My CFRE? Vote Now.

I’m frustrated.

I’ve been a Certified Fundraising Executive (CFRE) since 1994. That means I’ve held the credential longer than at least 89 percent of all current CFREs! I’ve also taught the CFRE Review Course. Clearly, I’m committed to the idea of professional certification for fundraising practitioners.

Unfortunately, the CFRE designation has failed to realize its potential. In fact, the credential is becoming less, rather than more, relevant.

That’s why I’ve tentatively decided not to renew my certification this month UNLESS you tell me I should renew.

VotingI’ve come up with a creative way for you to vote. My method will allow you to not only register a vote in favor of renewal, you’ll be able to convey how passionately you feel about renewal. To vote in favor of my renewal, simply go to my GoFundMe site (VOTE: Michael’s CFRE Renewal Fund) and make a donation. I estimate that renewing my CFRE and running this mini-campaign will cost approximately $600. If you think I should renew, contribute one dollar. If you feel more strongly that I should renew, contribute more, up to the $600 goal.

If we reach the goal of $600 by June 14, 2015, I will submit my renewal application to CFRE International. If we do not reach the goal, I will evaluate the feedback I receive and make a final decision about renewal by June 14. In any case, I will donate any unused funds to either CFRE International or the Association of Fundraising Professionals Foundation. Donations to this mini-campaign are not tax-deductible.

If you believe that I should not bother renewing my CFRE designation, you do not have to do anything to register your vote. I’ll see how many people visit this blog post and be able to compare that number with the number of people who vote with their dollars. So, I’ll see how many readers are voting by not actively voting.

With this method of voting, I will be able to gauge not just how much casual support there is for CFRE, but how much passionate support there is.

For now, I’m not passionate enough about CFRE to continue to spend my own money on renewal. Let me explain my position:

Lack of Commitment. By tentatively deciding not to renew my certification, I’m in good company. Of the eight past Board Chairs of CFRE International, the organization that controls the credential, three did not hold the CFRE designation as of 2013, according to the group’s annual report. In other words, 37.5 percent of past CFRE International Board Chairs do not hold the CFRE designation!

While CFRE International claims to have a high overall retention rate among CFREs, there is really no way to evaluate this. All the numbers reported by CFRE International prior to 2013 are suspect, according to Eva Aldrich, CFRE, President/CEO of CFRE International.

Anemic Numbers. Supposedly, a new technology system now allows for accurate reporting. Nevertheless, Aldrich has refused multiple requests to provide counts of the number of CFREs by country. So, we have no way of knowing, for example, whether the number of CFREs in the USA is growing, shrinking, or remaining the same. However, since 85 to 90 percent of all CFREs reside in the USA, I’ll assume, for the sake of this post, that the American CFRE growth rate is comparable to the overall growth rate.

In January 2015, CFRE International issued a statement, complete with a photo of fireworks, boasting that its 5,451 CFREs in 2014 represented a three percent growth rate over 2013. (Incidentally, the number of CFREs reported for 2012 was 5,630, which Aldrich now conveniently claims, was an inaccurate number; she further claims that she cannot ascertain the real number nor can she even estimate the degree of variance.)

The 2013-2014 growth rate of three percent seemed modest to me, certainly not worthy of fireworks. So, I did some research. Using data reported by The Urban Institute, I discovered that the growth rate among nonprofit organizations with revenue of $500,000 or more — in other words, among those organizations most likely to have someone on staff doing at least some professional fundraising — the growth rate was 3.6 percent. What this means is that the universe of nonprofit organizations doing fundraising has grown faster than the number of CFREs.

I’ll express this another way: Despite its modest growth, CFRE is growing more slowly than the market and, therefore, is actually losing market share.

CFRE is becoming less relevant!

May 5, 2015

Will You Help Me Celebrate My (Re)birthday?

On May 2, I began my month-long (re)birthday celebration. One year ago, I underwent a 14-hour surgery to remove the rare cancer that had spread throughout my abdomen. The surgery was a success, and I am now in remission!

First Birthday Balloons by akadruid via FlickrPrior to surgery, I was told my life expectancy would be about two to five years. Following surgery, my doctor told me I can expect a full life. That’s why I consider May 2 my (re)birthday.

Having gone through what I have during the past year, I’m returning to professional life with a reinvigorated commitment to help the nonprofit community be more efficient and effective so we can make the world a better place.

I’m doing a number of private and public things this month to celebrate. While I normally ensure that my blog site remains largely non-commercial, I’m making an exception with this post because I want to enlist your help as I mark this important time in my life.

There are a number of ways you can join my (re)birthday celebration:

New Clients. I’m looking for at least three new clients. If you’ve found my blog posts helpful, imagine what we can achieve by working closely together, as some readers have already discovered. If you work for a nonprofit organization, I can help you with annual fund enhancements, donor retention efforts, ethics education and policy development, phone fundraising improvements, planned gift marketing, and training for staff and/or boards. If you work for a for-profit company serving the nonprofit sector, I can help you with service/product enhancements, new service/product development, and marketing.

Please contact me if you would like to discuss how I can help you achieve your goals.

Paid Speaking Engagements. As part of my return to professional life, I’m looking forward to getting back out on the speaking circuit. I’m an experienced, well-reviewed presenter and AFP Master Trainer. I’m also an adjunct faculty member at Drexel University where I teach Advanced Fund Development to graduate students. For your organization, I can facilitate a variety of training programs for your board, staff, or volunteers. For your professional associations, I can offer a variety of seminars or keynote presentations to meet the group’s needs and particular interests.

March 10, 2015

Want a FREE Book? How about 2 FREE Books?

From time to time, I come across truly special offers that I’m pleased to share with you.

Today, I want to give you the chance to get not one, but two, FREE books about planned giving written by Texas Tech University researcher Russell James, JD, PhD, CFP:

Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning

Visual Planned GivingThis textbook is written specifically for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. This introductory book addresses all of the major topics in planned giving law and taxation and features over 1,000 full-color illustrations and images that guide you through complex concepts in a visual and intuitive way. Distilled from his years of teaching Charitable Gift Planning at the undergraduate and graduate levels, James makes this topic accessible and enjoyable for the busy professional.

Here are some of the things you’ll learn:

• The secret to understanding planned giving

• A super simple introduction to taxes

• How to document charitable gifts

• Valuing charitable gifts of property

• Special techniques for donating retirement assets, private foundations and donor advised funds

• And much more!

The paperback version of this book retails for $187.98. However, you can get the electronic version for FREE thanks to my friends at MarketSmart, just click here.

American Charitable Bequest Demographics

This book provides an extensive review of the changing nature of American charitable estate planning from 1992-2012 and includes over 50 charts and graphs. James presents information in a simple, visual fashion with each page containing a graph or chart, comments on the importance of the information, and details about the methodology behind the data. Much of the information presented comes from a long-running, nationally-representative, longitudinal survey including information about the final estate distributions from over 10,000 survey respondents who have died during the study.

• Major sections include:

• National demographic trends

• Trends in charitable plans among those aged 55+

• Examination of matured plans of deceased respondents

• Timing of charitable plan changes

• And much more!

The electronic version of this book retails for $9.99. However, thanks to James, you can get it for FREE when you subscribe to this blog site in the right-hand column. You’ll receive an email confirmation of your subscription that will contain a link to the book. (I recognize that your privacy is important, so I assure you that your email address will never be sold.)

Now that I’ve saved you a bundle of money, I’d like to suggest some books you can purchase that will inspire and help you achieve greater results. When you make your purchase, usually at a discount, at The Nonprofit Bookstore (powered by Amazon), a portion of every sale will be donated to charity.

December 20, 2013

Have You Read Any Good Books Lately?

Wise fundraising professionals, nonprofit managers, consultants, and volunteers, often seek out the latest, greatest ideas, and have an interest in stories that can inspire.

If you are like many in the nonprofit world, you read books to discover the ways to generate improved results or to find inspiration.

Bookworm by PMillera4 via FlickrNow, I invite you to share the favorite book(s) you’ve read in the past year. Please use the “Leave a Reply” section below to provide the title and author of any fundraising, nonprofit management, or philanthropy book that you found particularly worthwhile to read. The book you recommend can be either a classic or a new title.

The objective here is to build a list of worthwhile books we should all consider adding to our 2014 reading lists.

By recommending a book here, you’ll get three benefits:

1. You’ll have the pleasure of helping your nonprofit brothers and sisters find worthwhile material that can help them and their organizations.

2. You’ll be entered into a drawing to win a free copy of my bestselling book, Donor-Centered Planned Gift Marketing. I’m honored to have won the AFP/Skystone Prize for Research in Fundraising and Philanthropy for this book. In addition, I’m pleased that my book has been placed on the CFRE International Resource Reading List because my goal was to get this valuable, practical information to as many people as possible. If you already have a copy (Thank you!), I’ll donate the winning copy to your favorite charity. One winner will be randomly selected on January 10, 2014.

November 22, 2013

Is CFRE Spinning Its Wheels?

I’m not sure. CFRE International is either spinning its wheels or it is poised for growth. Either way, it needs and welcomes our advice.

I see articles and postings that promote the Certified Fund-Raising Executive (CFRE) credential from time to time. Most recently, I saw:

 “New CFRE Website and Online App” posted by Garvin Maffett in the CFRE International Network Group on LinkedIn (Oct. 31, 2013)

“Are You Certified?” by F. Duke Haddad in FundRaising Success (Nov. 8, 2013)

As someone who has held the CFRE designation longer than 89 percent of all others, I care about and support the credential. So, I’m pleased to see that CFRE Spinning Wheels by cpaparcuri via FlickrInternational has a new, easier to use, more robust, more service-oriented website. I’m also pleased to see others promoting the CFRE designation.

However, despite my enthusiasm for the CFRE credential, I continue to be troubled. Two years ago on this site, I asked, “Does CFRE Have a Future?” My concerns persist. As of 2012, there were 5,630 CFRE holders worldwide, according to the CFRE International annual report. That’s just a 5.7 percent increase over the number of certified professionals in 2007.

That’s a miniscule five-year growth rate.

Depending on how you count larger (expenditures of $500,000 or more) and active public charities, the sector has seen growth of approximately 12 percent in the US since 2004/05.

That means the CFRE growth rate of 5.7 percent has not even kept pace with the growth rate of the nonprofit sector in the US. Every year, CFRE has been becoming less significant, relative to the market, despite its modest rate of growth.

The number of CFREs relative to the number of development professionals is modest at best. The number of CFREs in the US and Canada is about 17 percent of the number of members of the Association of Fundraising Professionals.

February 19, 2013

Special Report: Do You Want to Talk with an Award-Winning Author?

Have you ever read a book and wished you could talk directly with the author? Did you ever want to pick the brain of the author to get additional helpful ideas? Have you had questions about the material that you desired to explore more deeply? Were you ever curious about the author’s view of the future? Did you ever wonder what parts of the book the author felt were most important? Did you ever want to let the author know which parts of the book you particularly liked or which parts you disagreed with? Have you ever wanted to know if the author had acquired valuable, new information since writing the book?

If you answered “Yes” to any of the above questions, I have a special opportunity that will interest you.

I (Michael J. Rosen, CFRE) will be interviewed on The Nonprofit Coach Radio Show on Tuesday, February 26, 2013 at 12:00 PM (EST).

Donor-Centered Planned Gift MarketingI wrote the bestselling book Donor-Centered Planned Gift Marketing, for which I won the AFP/Skystone Prize for Research in Fundraising and Philanthropy. The book is on the official CFRE International Resource Reading List. I’ll be discussing the book with host Ted Hart, ACFRE. We’ll also look at the challenges and opportunities presented by recent changes in government policy.

During the program, listeners will have the opportunity to call in to ask questions. You can learn more about the broadcast and find the call-in number by clicking here.

I invite you to listen to the show live and to participate by calling in to the program. If you’re unable to listen to the live show, you will be able to stream it after the broadcast.

November 7, 2012

Special Report: Rosen Successfully Renews CFRE

I have recently received the official news that I have successfully completed the Certified Fund-Raising Executive renewal process!

I’m proud of this accomplishment. While I have criticized CFRE International in the past, I remain committed to the credential that I first earned in 1994. Certifying development practitioners has many potential benefits, both to the individual and the nonprofit sector. Certification is one of the hallmarks of a true profession.

January 13, 2012

Enter Now to Win a Free Planned-Giving Book

I always find January to be a bit of a let-down. By contrast, December is very festive with Chanukah, Christmas, Kwanzaa, Festivus, and New Year’s Eve. But January? January is dark, cold, and filled with post-holiday malaise.

So, I thought I would do something to bring a bit of fun into January.

In honor of the Martin Luther King, Jr. National Day of Service (January 16), publisher John Wiley & Sons and I will be giving away one free copy of my book, Donor-Centered Planned Gift Marketing.

MLK Day recognizes the birth of King while encouraging citizen action. Many in the nonprofit sector have embraced this day to promote volunteerism. Since my book helps nonprofit organizations secure much needed resources, I thought a planned-giving book give-away would be just one small thing I could do at this special time of year.

In a moment, I’ll tell you how you can enter to win. First, I want to say that I think planned giving is a very attractive way for individuals to support favorite charities, especially during challenging economic times.

A few years back, I was trying to explain to my oldest, childless aunt what it is I do for a living. I tried explaining planned giving. Grasping what I was saying, she asked, “Why on Earth would someone give to a charity after they’re dead?” I asked her, “What charities do you support now?” Among the organizations she supports is an animal welfare group. I then asked, “Who’s going to take care of the little puppies and kittens after you’re no longer here to keep writing checks?” Her eyes widened and, in that moment, I think I might have lost my inheritance.

Planned giving allows people to continue to support organizations they are passionate about after they are no longer here to keep writing checks. In addition, planned giving may help donors lower their taxes, pass money and property on to heirs in an efficient way, generate an income, or provide major gifts to organizations without making any sacrifice during their lifetime. All of these benefits of planned giving are magnified during challenging economic times.

For these reasons, among others, I strongly believe that now is a great time to talk with people about gift planning. Today, given economic uncertainty, individuals might be uncomfortable making a significant financial gift out of current cash. However, those same individuals might be perfectly willing to provide some type of deferred contribution or life-income gift.

Only 22 percent of Americans over the age of 30 say they have been approached by a nonprofit organization to consider a planned gift, according to a survey by the Stelter Company. Imagine how much more revenue would be generated if more nonprofit organizations asked more people for a planned gift.

Now, let me tell you how to enter the book give-away.

For your chance to win a free copy of Donor-Centered Planned Gift Marketing, simply comment below.

January 6, 2012

Actions of One Alleged & One Admitted Child-Rapist Impact You

An alleged child-rapist and an admitted child-rapist are in the news again. Both news stories involve large sums of money.

The first news item concerns former Penn State Football Defensive Coordinator Jerry Sandusky and the University’s year-end fundraising efforts. (You can read my first blog post about Sandusky and Penn State: “Tragic Lessons of the Penn State Fiasco.”) While I hope you never have to cope with such a heinous crisis in your professional life, you will, unfortunately, be likely to find yourself dealing with at least one major challenge during your career. The Penn State situation is instructive.

The second news item concerns famed movie director Roman Polanski and his recently released film Carnage. At the end of this post, I’ll very briefly discuss the idea of not enriching this admitted child rapist through the purchase of a movie ticket.

Jerry Sandusky (middle)

On November 5, 2011, in the midst of the prime year-end fundraising season, Pennsylvania Attorney General Linda Kelly and State Police Commissioner Frank Noonan announced the results of a grand jury investigation that led to Sandusky being charged with sexually abusing eight boys. Two Penn State officials were also charged with related crimes though neither was directly involved in the abuse. A total of four Penn State officials either resigned or were fired within days of the release of the grand jury report including living legend, Coach Joe Paterno.

Penn State has been working to deal with the various challenges resulting from the Sandusky mess. The development staff has had the monumental task of having to continue to raise money for Pennsylvania’s flagship public university.

An Associated Press report has revealed, “‘The overwhelming majority of [Penn State’s] leading donors have made public statements affirming their faith in the University and its future,’ according to the University’s talking points. The document named a couple who gave $88 million to launch an NCAA ice hockey program, and another who endowed the position of head football coach. Both the number of donors and number of gifts to Penn State increased in November, compared with the same month a year earlier. Total donations to Penn State were $3.1 million in November, compared to $1.1 million in November 2010, according to the University. Another positive sign for Penn State was [December’s] announcement of a $10 million gift from an anonymous donor to bridge engineering research projects with other fields of study.”

A year-end annual fund appeal provides some insight into how the development staff is handling the fundraising challenge. Garvin Maffett, EdD, Executive Consultant at INJOY and a Penn State alumnus, received an annual fund email appeal in December from the University. He posted the appeal on LinkedIn at the CFRE International Network Group. If you’re a CFRE and would like to see the reaction the posting received, go to LinkedIn and subscribe to the Group. The responses have been generally constructive and supportive.

Here is the Penn State appeal from Dec. 19 as posted by Maffett:

The recent allegations against former and current Penn State employees have shaken our community to its core. But the University’s central mission to educate the leaders of tomorrow is as important now as ever before. We are 96,000 students, 46,000 employees, and more than half a million alumni. We are a university committed to providing educational opportunities and improving the lives of our students and communities. We are Penn State.

The University, led by our newly appointed president, Rodney A. Erickson, is working to repair the trust of the Penn State community and the nation. We are pursuing an aggressive, independent investigation of the allegations and a reevaluation of the University’s protocols and procedures, and have promised to share the results with the public. In addition, the President will be appointing a University-wide ethics officer to ensure we continue to meet the moral standards our institution has long represented.

We recognize that this is also an opportunity to increase awareness at the societal level about the devastating impact of sexual abuse. At the heart of these accusations is the issue of child abuse, and, as members of a leading research institution, we believe we can do much to bring awareness and change. To begin these efforts, Penn State is establishing the Penn State Hershey Center for the Protection of Children. The center, which will be located at the Penn State Hershey Children’s Hospital, will bring together clinicians, scientists, legal scholars, and educators to improve the detection, treatment, and prevention of child maltreatment. In addition, the University has partnered with the Pennsylvania Coalition Against Rape (PCAR) and the National Sexual Violence Resource Center, and has committed $1.5 million of our share of this year’s Big Ten bowl proceeds to help fund initiatives with these organizations.

We thank you for your loyalty and dedication to the University, and we ask you to continue to show your support for Penn State. As the University moves forward, we will also be relying upon the leadership of alumni like you, who represent all that’s best about Penn State in your own communities every day. There’s never been a more important time for Penn Staters to stand up for the values and the institution that we believe in. By remaining focused on the work of our students and faculty and the goals of For the Future: The Campaign for Penn State Students, we will make Penn State a better, prouder, and stronger university.

Choose to support Penn State; make your gift today.

Thank you!

Ann E. Lehman

Director, Penn State Annual Giving 

P.S. Follow this link to make a special gift of support to the Penn State Hershey Center for the Protection of Children.”

November 1, 2011

Special Report: AFP Webinar, “Donor-Centered Planned Gift Marketing”

On November 1, I did a webinar for the Association of Fundraising Professionals. The program was titled: “Donor-Centered Planned Gift Marketing.” If you missed the webinar, you can purchase a recording, slides, and handouts directly from AFP by visiting http://afp.peachnewmedia.com/store/provider/provider09.php. The program is approved for credit by CFRE International.

If you were able to participate in the webinar, I invite you to post comments or questions below. We can continue the conversation here.

The webinar bears the same name as my book, Donor-Centered Planned Gift Marketing. The book is on the official CFRE International Resource Reading List. For writing the book, I was honored to receive the AFP-Skystone Partners Prize for Research in Fundraising and Philanthropy.

I thank AFP for inviting me to do the webinar. And, I thank the AFP Greater Philadelphia Chapter and the Community College of Philadelphia for providing my host location for the presentation.

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]

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