Tackling Finance in the Social Sector: From Fundraising to Impact Investment

4-Week Online Course

Start Date: September 14, 2020

Don’t try to raise money.  If you try to raise money, you will fail. If you try to become the most high performing, effective organization in the world, people will flock to support you. An effective investment and partnership operation will give you money to change the world. This course will teach you how.

In these uncertain times, the financial viability of your project or organization is more important than ever. This Fundraising and Impact Investment course will teach you how to get the funds you need to start, sustain and create a bigger impact with your work.

The social sector has an advantage! In today’s society, there is a profound need to make the world a better place. Many funders, investors, and buyers want to know that their money is creating a positive impact on the world. We call these investors ‘Purchasers of Social Good.’ After identifying and mapping these purchasers of social good, you can learn to build a solid financial plan—complete with research data, benchmarks and metrics—and present information to funders and investors in a way that inspires confidence and motivates action.

This course challenges you to break free of old models of fundraising, and unleash the tools of business to make a case for investment in your innovative solutions and important work.

woman with coin eyes

It may seem something simple. It’s just semantics: donation vs. investment. But I think to a millennial, who’s grown up in a very different world, one that’s more participatory because of the digital tools that we have, to them they want to feel like they’re making an investment. Not just that they’re investing their capital, but they’re investing emotionally.

– Amy Webb, Author and Founder of the Future Today Institute

Past Participants Say:

“It is one of the most amazing courses I have taken, Shelly has a wonderful energy and the course is very practical and real.” Participant – March 2019

“The highlight is the approach given towards fundraising and social investment. Quite interesting to see much about the structuring and planning of fundraising vs. general fundraising ideas as isolated attempts from a single group of people.” Participant – July 2019

“The highlight was how to plan the budget of your enterprise over years to build its profitability, to present it donors, investor, philanthropist to support your social impact.” Participant –  July 2019

“The tools and takeaways from this class are very valuable and I expect they will be informing my decisions and actions for several years to come.” Participant – March 2019

The course is an online course, including videos, live webinars, articles and forums for discussions. Please visit our Frequently Asked Questions section for more information.

Each week of the online course will present a new topic area:

  • Week 1: Introducing Lean Canvas: Effective strategies to show that we are a worthwhile investment
  • Week 2:Introducing Segmentation 2.0: Relationships: Exploring Experience, Journey, and Jobs to Be Done
  • Week 3:Crunching Those Numbers
  • Week 4:Communication: How to Plan Marketing and Build Relationships Inside and Outside of Your Organization

In this course, you will:

  • Create a financial plan and budget projection for your new or growing organization that delivers social good;
  • Dominate organizational development, technology, teamwork and agile leadership skills and hacks for fundraising excellence;
  • Leave with marketing materials to sell your ideas to social good purchasers;
  • Obtain the skills and mindset to cultivate, grow and retain strong relationships with funders, investors and partners; and
  • Cultivate a global network of changemakers to refer to during the course and into the future.

This course is for anyone who wants to expand their knowledge in regards to funding and resource development. It is perfect for innovators, fundraisers, board members, entrepreneurs, and nonprofit and for-profit professionals alike.  This course offers great insight on how to fund your wild ideas, or how to sustain a meaningful ongoing project that is struggling for funding.

This is a 4-week online course starting September 14, 2020.

$595 tuition rate. Certificate awarded upon completion by the Centre for Executive Education at the University for Peace, established by the General Assembly of the United Nations.
Enroll with someone else and each will receive a 10% discount.

Have a question? Contact us at centre@upeace.org , or visit our Frequently Asked Questions section.

Course Facilitator

fundraising facilitator

Shelly Galvin is leading technology learning company CBT Nuggets’ Director of Corporate Social Responsibility and Engagement. Shelly is a pioneer of modern corporate philanthropy. She has worked as a fundraiser and consultant globally with nonprofit organizations, NGOs, and social entrepreneurs. She also worked on a proposal development and business development team with small companies in Africa and the Middle East competing for USAID project funding.

Shelly has s won funding for projects large and small, from a $5,000 campaign for diversity in education training for local teachers to a $300M infrastructure project for USAID West Bank/Gaza. Most recently, she helped NGO Drop in the Bucket win $100,000 from Coca Cola to aid South Sudanese refugees, the first time Coca Cola’s philanthropic arm has supported disaster relief efforts. Shelly holds a diploma in Social Innovation from the University for Peace (UPEACE) Centre for Executive Education.

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