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Executive · typically years 15+Boards, Teams & LeadershipFree preview

Succession, Consulting & Your Next Chapter

Seasoned professionals owe the field a good handoff, and owe themselves a real plan. Succession, board service, consulting, and teaching.

Through the K-12 Schools lens

A single advancement director is often the sole holder of every parent and alumni relationship the school has, so an undocumented departure here does more damage per relationship than in a shop with a bench, and the transition playbook's relationship briefs are not a nicety but survival. The mentoring path in giving the craft back is harder to walk in this sector simply because there is often no one junior in the building to mentor; that work may need to happen through a regional association instead.

Continuing education

1.25 points · non-fundraising

Leadership and Management

Learning objectives

  • State why succession is a fundraising problem, name the three things a good handoff protects, relationships, knowledge, and systems, and audit a program each year against the four markers of succession readiness.
  • Build a master transition document with the state of the program, relationship briefs for the top 20 to 40 donors, the knowledge that lives nowhere else, and systems documentation, and run the introduction plan on the six-month, three-month, and final-month timeline.
  • Decide whether independent consulting fits, using the honest self-assessment, a rate that covers the invisible costs, and the profession's line against percentage-based and contingency fees.
  • Choose the paths by which a seasoned fundraiser gives the craft back, mentoring, teaching, board service, and stewarding the profession, and explain why person-to-person transmission matters more in fundraising than in most fields.

Designed for CFRE continuing education. Not yet accepted; no CFRE points can be claimed.

Lessons

Each lesson opens on its own page. Complete written lessons are available now. Downloadable editions open as each one clears review, and video editions follow.

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