Masterclass

The Fund Management Masterclass

Your complete guide to building a best-in-class fund management program from the ground up.

Sign Up for the Masterclass
10
Weeks of curated content
4.9 / 5
Average participant rating
4
Cohort start dates annually
7
Expert instructors

Connect with your peers and learn together

FundMiner's Masterclass is a peer-led learning experience built exclusively for small cohorts of up to 10 participants.

Each session is designed to feel like an intimate roundtable setting. You'll learn side-by-side with your peers under the guidance of expert faculty, diving deep into real-world challenges and best practices in fund management.

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Small cohorts

Up to 10 participants per cohort for an intimate, roundtable-style experience.

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Expert faculty

Led by senior fund management practitioners from top universities and foundations.

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Full playbook included

Get the complete Fund Management Playbook with editable templates and guides.

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4 cohorts per year

Winter, Spring, Summer, and Fall start dates β€” choose what fits your schedule.

Choose your start date

Completed
Summer 2026
Jun 11 – Aug 13
Upcoming
Fall 2026
Sep 10 – Nov 19
2027
Winter 2027
Jan 13 – Mar 17
2027
Spring 2027
Apr 07 – June 16

10 weeks of curated content, delivered by experts

This curriculum was developed with 'growth' as the underlying theme β€” to help individuals, programs, and organizations grow their fund management practice.

01

Welcome & Orientation

Introductions and a walkthrough of the Fund Management Maturity Model.

02

Industry Background

Understanding the Fund Management Maturity Model and program goals.

03

People & Governance

Leadership, staffing models, committees, and governance structures.

04

Policies & Operations

Policies, procedures, rules, and operational best practices.

05

Gift Agreements & Donor Intent

Donor intent, agreement guidelines, amendments, and approval processes.

06

Tools & Data

Fund management tools, data hygiene, and fund structures.

07

Internal Partnerships

Internal partnerships, reporting cadence, metrics, and budgeting.

08

Scholarships & Awards

Scholarships, fellowships, award timelines, and processes.

09

Impact Reports & Narratives

Impact reports, financial reporting, and narrative collection.

10

Capstone & Reflection

Executive presentations, leadership reporting, and program reflection.

↓ Download the Full Agenda

Join the Masterclass

Select your preferred cohort start date below and we'll be in touch with next steps.

Complete 10 Week Program

Fund Management Masterclass

$1,999

All sessions run for ten weeks and include every required material β€” no add-ons needed.

  • Full resource suite, including the complete Fund Management Playbook
  • Weekly live expert sessions
  • Personalized feedback & guidance
  • Exclusive networking opportunities
  • Cohort community access
  • Capstone plan
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Meet your instructors

All fund management experts in their organizations, each individual also brings organization and program-specific specializations to the curriculum.

Joshua Greenbaum
Joshua Greenbaum
Executive Director of Gift Operations
Emory University
SK
Shannon Knapp
Director, Endowment Administration
Dartmouth College
TC
Tom Cawley
Senior Director, Donor Relations & Stewardship
The University of North Carolina
Chelsea Lamego
Chelsea Lamego
CEO + Co-founder
FundMiner
Aaron Rouse
Aaron Rouse
Director of Fund Stewardship and Management
University of Nebraska Foundation
Matthew Cotty
Matthew Cotty
Director of Fund Accounting, Administration, and Compliance
Wisconsin Foundation and Alumni Association
Lasserina Dowell
Lasserina Dowell
Partnerships Manager
FundMiner

Frequently asked questions

Reach out at events@fundminer.com for anything not covered below.

How does the masterclass work?

Each week you explore a new module packed with actionable strategies. We gather for a 60-minute live session every Wednesday to debrief, ask questions, and workshop your assignment. Between sessions, your community is available throughout for peer feedback, template swaps, and on-demand help. In Week 10, you'll present your plan and get real-time coaching to ensure you leave ready to implement.

Who should be joining?

This is built for Manager/Director-level (and above) professionals in advancement operations, fundraising, or donor stewardship at education, healthcare, foundation, and other nonprofit organizations. If you're responsible for scaling fund management, implementing gift strategies, or building impact reports β€” and you want a practical, community-driven path to growth β€” this is for you.

What will I get from the program?

You'll walk away with a goal-defined maturity roadmap, a library of editable templates (from case-for-support narratives to donor-impact reports), and a hands-on playbook to drive mission-first fund management. Plus, you'll gain a network of peers, live feedback on your real-world challenges, and a rollout plan you can share with your team.

What if I miss a week?

No sweat. Every live workshop is recorded and uploaded within 24 hours, and you can submit questions to the community at any time. You'll always have access to the lesson videos, slide decks, templates, and community threads so you can catch up on your schedule without falling behind.

Have questions? We're here to help.

Reach out to our team and we'll answer any questions about the Masterclass.

Email events@fundminer.com