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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

A 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. If you choose a face-to-face course you will be given access to pre-course learning materials online, which we advise you to read before the course (as part of the course fee you will have access to these materials for your reference for 12 months).

Step 2

Once you have completed the course either face to face or online, 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.

* Please Note: it is possible to take the course, either face-to-face or on-line, as a stand-alone training course without pursuing the qualification.

Course Fee

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.

Assessment Fee

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.

Course Dates

You can study this qualifaction through a face-to-face one-day course or online. Dates for all face-to-face one-day courses can be found in our Training and Events. Our online course can be accessed via this link.

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 academy@institute-of-fundraising.org.uk.