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Course Description and Faculty
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 Development 101
John R. Frank
People with no prior training or experience are taking development positions. Many are moving to development from other professions. This is a course for these members of the development team. This session will establish a biblical foundation for fund development, and explore the fundamentals of direct mail, foundation funding, major gift development, planned giving, and other topics necessary to begin your development journey. This course takes a
comprehensive approach to teaching how to build stewardship relationships with your ministry.
This course is a prerequisite for the CSA Successful Annual Fundraising Course and is recommended as a prerequisite for other advanced courses.
Covered Topics
- Biblical fundamentals for stewardship and development
- Trends and issues in development
- Generational giving
- Development principles and reporting
- Donor relationships and the donor pyramid
- Introduction to annual fund strategies, direct mail, special events, foundations, corporate and small business, and major donors
- Internet strategies
- Introduction to campaign and planned giving strategies
- Creating an annual development strategy and calendar
John Frank is president of The Frank Group. He is a certified fundraising executive who holds a master’s degree in philanthropy and development. He has authored two books, The Ministry of Development and The Monthly Partner, and articles on development and leadership. He publishes BOARDWISE, a national newsletter on boards for nonprofits.
Fulfills 1 point toward Certified Stewardship Professional and completes Annual Fund requirement.
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 Successful Annual Fundraising
Douglas Shaw & Associates, Inc.
Development professionals and other Christian leaders need to know practical strategies and methods to develop an integrated plan for receiving donations for annual operations.
Covered Topics
- Servant leadership
- Evaluating your philosophy of development
- Managing income and expenses in your DM program
- Strategic planning and an integrated 12-month funding calendar
- Developing effective direct mail appeal offers
- Testing and direct mail
- Annual reports and newsletters that raise money and endear donors
- How to acquire even more donors
- Income-producing special events
- Major donor cultivation/direct mail for major donors
- New development in database marketing
Douglas Shaw serves Christian ministries nationwide. He and his wife, Stevey, founded Douglas Shaw & Associates, Inc. 12 years ago to serve Christian ministries and their fundraising needs. Doug has come to value a donor-focused approach for both its biblical treatment of donors and effectiveness in generating donor response.
Fulfills 1 point toward Certified Stewardship Professional and completes Annual Fund requirement.
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 Gift and Estate Design
Ray Lyne
Assisting with estate design and planned giving is part of successful integrated plans for receiving donations. This course develops a biblical theology for estate and gift design, and guides professionals to the skills, giftings, and processes that are critical in an estate design program.
Covered Topics
- Career development and skills needed for success
- Introduction to biblical principles and guidelines for estate and gift design
- Interpersonal family issues that make estate planning a spiritual process
- Tools and methods needed to assist individuals with the estate design process and decisions
- Understanding legal documents needed in estate planning
- Introduction to charitable gift vehicles and their tax implications
- Partnering with financial professionals
- Developing a marketing plan to reach your constituents
- Personal expectations and activity management of your staff
- Related case studies
Ray Lyne is founder and president of Lifestyle Giving. For 40 years he has assisted individuals and major ministries in designing their personal estate and giving plans. He is recognized as one of America’s leading charitable estate and gift design counselors. Currently, he is helping more than 50 charitable organizations serve their donors.
Fulfills 1 point toward Certified Stewardship Professional and completes Annual Fund requirement.
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 Major Donor Development
Pat McLaughlin
Major donor programs are part of successful, integrated plans for receiving donations. This course addresses the philosophies and strategies needed to
create, manage, and evaluate a successful major donor program.
Covered Topics
- Trends and demographics in major donor fundraising
- Major donor development: Establishing a biblical model and examining best practices
- The “Rs” of a major donor strategy: research, romance, request, recognition, and recruitment
- Planning for a major donor program
- Prospect research
- Modeling effective conversational tools for major donor development
- Database development and management
- Developing presentation materials
- The role of the board, the CEO, the executive director, and the president
Patrick G. McLaughlin is a founder and president of The Timothy Group, a fullservice stewardship agency. Previous positions include director of development of Youth For Christ, vice president for advancement of Colorado Christian University, and vice president of a national consulting firm. He serves on several national teaching faculties, including CSA.
Fulfills 1 point toward Certified Stewardship Professional and completes Annual Fund requirement.
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 Biblical Foundations for Development Professionals
Mark L. Vincent, CSP
Ministry development professionals need a clear and deep understanding of the biblical message of stewardship. This course helps students develop
their abilities to understand and articulate biblical stewardship, their own journey toward becoming a steward, and the connection to the call and work of development. Class discussion and case studies will be included to make connections with current issues. This course sets the theological foundation toward becoming a Certified Stewardship Professional.
Covered Topics
- Key biblical concepts for stewardship and development professionals
- A Christian view of money
- CSA’s Code of 12 Biblical Principles
- Exploration of one’s money autobiography
- Resource raising from a biblical world view, including case studies
- Money in public and private settings: How does it connect to ministry and transformation?
- Literature base and related resources
Mark L. Vincent is lead partner of Design For Ministry™, a contracting and consulting network that works with ministry organizations in funding structural and programmatic issues. Mark is internationally recognized in the field of stewardship education and the connection between faith and economics. He is editor of Giving: Growing Joyful Stewards in Your Congregation of the Ecumenical Stewardship Center.
Fulfills 1 point toward Certified Stewardship Professional and completes Annual Fund requirement.
 Executive Leadership
R. Scott Rodin, PhD
Ministry leadership is an increasingly demanding call. Whether you’re a chief development officer (CDO), chief executive officer (CEO) or board chair, the pressures and challenges are mounting as we seek to lead our institutions with wisdom, faithfulness, and courage. This advanced level track is specially designed to bring together ministry leaders who wish to refresh their spirits and hone the skills they will need for key challenges in management and the marketplace. This is not a lecture-based track. We will pull from best practices in our field and will integrate the experiences and interactions of participants. The goal is for every
participant to leave here with gained spiritual strength and professional insights to better equip them for the demanding call to ministry leadership.
Covered Topics
- Affirming your “call to ministry leadership” and how to help others do the same
- Creating and maintaining healthy relationships among the CEO, CDO, and the board
- Sustaining passion and focus by developing key personal spiritual disciplines for a leader
- How to embrace and apply “best practices” of effective ministry leaders
- Renewing your personal vision and developing a plan to maximize your gifts and your role in ministry
- Finding and maintaining balance and peace in the midst of the chaos
- Leadership and legacy: Creating the vision and plan for gifting the next generation
R. Scott Rodin has been in Christian not-for-profit leadership for 23 years. He serves as president of CSA and heads his own consulting firm. Dr. Rodin has served as fundraising counsel to more than 100 organizations in the United States and England. His expertise lies in leadership, fundraising, strategic planning, board development, and organizational effectiveness.
Fulfills 1 point toward Certified Stewardship Professional and completes Annual Fund requirement.
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