Each module includes resource sheets and course work.

You will be added to the course WhatsApp support group. We use the WhatsApp platform for support during the six weeks of the course.

Course Curriculum

  • 1

    Course Intro

    • Fundraising Solution Intro
  • 2

    Facing the old, Embracing the New, Action - Module 1

    • Fundraising Course Module 1 notes

    • Ultimate Shliach Fundraising Solution - Module 1

    • Module 1 Coursework Checklist

    • Shliach Self-Assessment

    • Self Limiting Beliefs

    • Why I Am On Shlichus

    • 3 shifts worksheet
  • 3

    Presentations - that work - Module 2

    • Fundraising Course Module 2

    • Ultimate Shliach Fundraising Solution - Module 2

    • Module 2 Coursework Checklist

    • The Rebbe on Fundraising

    • Machane Gan Yisroel - Chicago 2014 - Brod Style Fundraising Presentation

    • Role Play Video Checklist
  • 4

    Budgeting and CRM - Module 3

    • Fundraising Course Notes Module 3

    • The Ultimate Shliach Fundraising Solution - Module 3

    • Module 3 Coursework Checklist

    • Habits Worksheet

    • CRM Worksheet

    • Budget Worksheet

    • CRM tips
  • 5

    Donor first - Respect - Module 4

    • Fundraising Course Notes Module 4

    • Ultimate Shliach Fundraising Solution - Module 4

    • Module 4 Coursework Checklist

    • CPI Worksheet

    • Gratitude Worksheet

    • HTP Worksheet

    • Neshama Worksheet
  • 6

    Meaningful Relationships - Module 5

    • Fundraising Course notes Module 5

    • Ultimate Shliach Fundraising Solution - Module 5

    • module 5 checklist

    • Boundaries

    • Standards

    • next steps worksheet
  • 7

    Nurture the donor - Post Gift - Module 6

    • Fundraising Course Notes Module 6

    • Ultimate Shliach Fundraising Solution - Module 6

    • Module 6 Coursework Checklist

    • JEM story - Craving Good News

    • Donor Appreciation Report - shared with permission

    • Sample Thank You Letter

    • Sample Thank You Letter Tax Receipt

    • Sample Impact Letter 1

    • Sample Impact Letter 2

    • Sample Pledge Letter

Shmuly Rothman

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