Start Date and Duration

6 sessions, Thurs 3/24 - 4/28
3 - 5 p.m. PST


Each session is 2 hours

Location and Format



2 CEUs



Early Bird/Alumni Rate - $825
Regular Registration - $995

Program Details

This course is an interactive and comprehensive study of the ways in which companies of all sizes give back to their community, country, and world by partnering with nonprofits. Five distinct giving tactics will be examined (see below) along with a class on the skills and knowledge needed to be successful.

1. Philanthropy in the form of grants, cash, products/services gifts
2. Cause sponsorships
3. Workplace giving
4. Employee volunteerism
5. Cause-related marketing
6. Skills builder

The goal is to implant and grow the knowledge of corporate giving to the point where you are confident pursuing a role in this field.
Guest speakers who are subject matter experts will be invited to speak, making the content current, timely and relevant.

Reinvent Your Career

Upon successful completion of this course, you will have the confidence, skills and knowledge to apply for a ‘Corporate (institutional) Relations Officer’ position at a nonprofit organization. If you are already in position but have not had any training in your new role, this course will enable you to successfully engage corporate funders and ask for support with ease and certainty. As a board member, you will be able to support the efforts of the development staff and leadership team and understand the importance of introducing your business connections to the nonprofit staff.

You'll Learn

Over the six classes and 20 hours, you will learn all aspects of corporate giving, current trends in business and how this relates to giving, and skills needed to find and engage corporate funders in face-to-face or virtual meetings, and retain the relationship ensuring further support.

Week 1 - Introduction  

  • Brief historical overview  
  • Current corporate giving spend, trends, causes they support  
  • Terms, definitions and business jargon   
  • Determining if a nonprofit is ready for corporate support 
  • Introduction to the corporate fundraising plan 
  • Understanding social impact reports  

Week 2 - Corporate Philanthropy 

  • Corporate foundations, company grants and donor advised funds through community foundations  
  • Cash gifts 
  • Goods in kind  
  • Accepting property, art and other valuables     
  • Best way to thank your donor  

Week 3 - Cause Sponsorship 

  • How to determine the ROI (return on investment)  
  • Creating an asset list  
  • What should be in a proposal 
  • Understanding the sales cycle   
  • Details you should include in the fulfillment letter   
  • Endorsements, underwrite or license   

Week 4 - Employee Volunteering and Workplace Giving  

  • Creating a volunteering program
  • How to leverage peer-to-peer fundraising  
  • Importance of having company representatives on the board
  • Leveraging GiveBig (Giving Tuesday), the last Tuesday in November 

Week 5 - Cause-Related Marketing  

  • Overview and examples 
  • How to execute 
  • Timeline and project plan 
  • Potential prospects  

Week 6 - Skills 

  • Presenting your corporate giving fundraising plan  
  • Where to find prospects  
  • How to approach prospects 
  • Overcoming the fear of cold calling 
  • Creating proposals and presentation tips 
  • Overcoming objections and getting to a ‘yes’  
  • Stewardship 


Joy Stephens is the founder and CEO of the Corporate Giving Network (CGN), a niche consulting company that connects the nonprofit community to for-profit entities. Over the last eight years, Joy has trained nonprofits how to successfully secure support from the business community during monthly Learning@Lunch sessions and at the firm’s Corporate Giving Conference, held annually on the second Thursday in March. Joy is a member of AFP Advancement Northwest, Washington Nonprofits, Puget Sound Grantwriters Association and 501 Commons groups. As an advocate of continuous learning, she recently completed a course on Corporate Social Responsibility at Pepperdine University.
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