Introductory Certificate in Fundraising

New to the sector and looking to improve and develop your understanding and knowledge of fundraising? The Introductory Certificate in Fundraising is the first stage in the IoF Professional Qualification Framework and will provide you with a basic knowledge and understanding of fundraising and the sector itself, the surrounding legal framework and introduce you to some fundamental fundraising tools and techniques.


Who is this qualification for?

This qualification is designed for those who have been in post less than six months and who need to improve their current understanding; those not yet working in the sector and volunteers and trustees who wish to extend their knowledge of fundraising.


What are the benefits to you and your organisation?

You will become more confident in your knowledge and understanding of the fundraising sector to help you develop in your role. You will have a better understanding of key fundraising tools and techniques, an understanding of the fundamentals of why and how donors give and be able to use tools to help you measure successful fundraising activities. In addition to this you will gain an improved insight into the legal framework surrounding the sector.


What will you learn?

  • The Fundraising Environment unit provides you with an introduction to the voluntary sector, the nature of the giving relationship, the Fundraising Code of Practice and charity stakeholders.

  • The Role of Fundraising unit examines different sources of voluntary income, the case for support and fundraising performance.

  • The Fundraising Skills unit highlights key skills and the link between the category of fundraising, fundraising volunteers and donor relationship models.

  • The Learning about Fundraising unit covers the role of the Institute of Fundraising (IoF), fundraising standards and fundraising education.


How will you be assessed?

To gain the Introductory Certificate in Fundraising qualification you must successfully complete an online multiple choice assessment.


Booking and further information

The Introductory Certificate in Fundraising qualification is achieved through a two-step process:

Step 1

Complete the training course* which you can choose to study in one of two ways; either through face-to-face training, delivered through our National and Regional Groups, or through the IoF Academy Online.

As part of the training course whether you choose to take an offline course or study online, you will be given access to online pre-course learning materials. To ensure you get the most from your course we strongly advise you to read these pre-course materials before your formal course starts. As part of the course fee you will continue to have access to these materials for 12 months from your course booking date.

Course Fee for Step 1

A fee of £75 is payable either to the relevant Regional or National Group hosting the course or via the IoF Academy Online course booking system. The course payment is made separately to the assessment fee – details below.

* Please Note: it is possible to take the course (Step 1), either face-to-face or online, as a stand-alone training course without pursuing the qualification.

Step 2

Once you have completed this course, to gain the Introductory Certificate in Fundraising qualification you must successfully complete the online assessment (which you can start, save and return to at your convenience). Please note you must be an Individual member of the Institute to hold the qualification – see further details below.

Assessment Fee for Step 2

A fee of £125 is payable for the online assessment. This is only payable online by credit/debit card at time of booking your online assessment. This fee includes the first year of IoF membership which gives you access to a range of benefits which should benefit your studies and wider professional development; existing members will have their current renewal date extended by one year.

Please note if you are a new member you will need to provide a reference to complete your membership application and our Membership team will get in touch with you to arrange this on receipt of your booking. You can visit our membership pages for more information.


How to study

You can study this qualification through a face-to-face one-day course or online.

Book face to face course

Book online course 


In House Training

We can also deliver the Introductory Certificate to Fundraising to your staff team via In House Training. For more information place contact our IoF Academy team on 020 7840 1020 or email