--- title: Fund Management Masterclass description: Join the Fund Management Masterclass to enhance your skills with expert-led sessions, actionable strategies, and a comprehensive playbook tailored for nonprofit professionals. --- [![FundMiner](https://www.fundminer.com/hs-fs/hubfs/Design%20Images/Horizontal%20Logo.png?width=120&name=Horizontal%20Logo.png)](https://www.fundminer.com?hsLang=en) [Sign Up for the Masterclass](https://www.fundminer.com/masterclass#SignUp) 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](https://www.fundminer.com/masterclass#SignUp) 10 Weeks of curated content 4.9 / 5 Average participant rating 4 Cohort start dates annually 7 Expert instructors Join the Masterclass ## 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. 👥 #### Small cohorts Up to 10 participants per cohort for an intimate, roundtable-style experience. 🎓 #### Expert faculty Led by senior fund management practitioners from top universities and foundations. 📘 #### Full playbook included Get the complete Fund Management Playbook with editable templates and guides. 🗓️ #### 4 cohorts per year Winter, Spring, Summer, and Fall start dates — choose what fits your schedule. 2026-2027 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 Course Outline ## 10 weeks of curated content, *delivered by experts* This curriculum was developed with 'growth' as the underlying theme — 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](https://www.fundminer.com/hubfs/Masterclass%20Files/FundMiner%20Fund%20Management%20Masterclass%20Series%20Full%208%20Week%20Agenda.pdf?hsLang=en) What Past Participants Say Fundminer has tapped into something special here with their Masterclass on fund management. In my 20 years of experience in higher education, I have never seen a more thoughtful and comprehensive presentation of materials on fund management. **Tom Cawley** *Senior Director of Donor Relations & Stewardship — The University of North Carolina* With more than 26 years of experience in higher education advancement, I found the FundMiner Fund Management Masterclass to be an outstanding opportunity to connect with fellow professionals, exchange insights, and explore best practices and benchmarking strategies. I'm grateful to have been part of one of the inaugural cohorts. **Terri Clark** *Executive Director of Fund Administration — The University of Tennessee Foundation* ‹ › Reserve Your Spot ## 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 — 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 Sign Up Now Fund Management Experts ## Meet your *instructors* All fund management experts in their organizations, each individual also brings organization and program-specific specializations to the curriculum. ![Joshua Greenbaum](https://www.fundminer.com/hubfs/Design%20Images/People%20Headshots/No%20background/Josh%20Masterclass.png) Joshua Greenbaum Executive Director of Gift Operations Emory University ![Shannon Knapp](https://www.fundminer.com/hubfs/Design%20Images/People%20Headshots/No%20background/Shannon%20Masterclass-1.png) Shannon Knapp Director, Endowment Administration Dartmouth College ![Tom](https://www.fundminer.com/hubfs/Design%20Images/People%20Headshots/No%20background/Tom%20Masterclass-1.png) Tom Cawley Senior Director, Donor Relations & Stewardship The University of North Carolina ![Chelsea Lamego](https://www.fundminer.com/hubfs/Design%20Images/People%20Headshots/No%20background/Chelsea%20Masterclass-1.png) Chelsea Lamego CEO + Co-founder FundMiner ![Aaron Rouse](https://www.fundminer.com/hubfs/Design%20Images/People%20Headshots/No%20background/Aaron%20Masterclass.png) Aaron Rouse Director of Fund Stewardship and Management University of Nebraska Foundation ![Matthew Cotty](https://www.fundminer.com/hubfs/Design%20Images/People%20Headshots/No%20background/Matt%20Masterclass.png) Matthew Cotty Director of Fund Accounting, Administration, and Compliance Wisconsin Foundation and Alumni Association ![Lasserina Dowell](https://www.fundminer.com/hubfs/Design%20Images/People%20Headshots/No%20background/Lasserina%20Masterclass.png) Lasserina Dowell Partnerships Manager FundMiner Contact Us & FAQ ## Frequently asked *questions* Reach out at [events@fundminer.com](mailto: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 — and you want a practical, community-driven path to growth — 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. Get in Touch ## 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](mailto:events@fundminer.com)