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 in 2026
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.

Along with the sessions, registration for the Masterclass includes the complete Fund Management Playbook — full of customizable templates, helpful links, and step-by-step guides.

With four start dates through the year to choose from, this is your opportunity to learn, share, and grow together.

👥

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 Schedule

Choose your start date

Completed
Winter
Jan 14 – Mar 18
In Progress
Spring
Mar 25 – May 27
Enrolling Now
Summer
Jun 11 – Aug 13
Upcoming
Fall
Sep 10 – Nov 19
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

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
Get the Playbook

Not ready for the Masterclass yet? We've got you covered.

With the Fund Management Playbook, you can immediately access a suite of fully editable report templates and a practical self-service guide that walks you step-by-step through every best practice.

Now you can implement proven strategies at your own pace and start driving impact immediately.

  • Playbook delivered digitally
  • Fully editable report templates
  • Practical self-service guide
  • Select best-practice materials
Download the Playbook
Select Your Experience

Start your fund management journey

Sign up for the masterclass of your choice, or download the playbook and apply the principles on your own schedule.

Complete 10 Week Program

Join the Masterclass

$1,999

Select your preferred start date and we'll be in touch with next steps. All sessions run for ten weeks and include all required materials.

  • Full resource suite (including full playbook)
  • Weekly live expert sessions
  • Personalized feedback & guidance
  • Exclusive networking opportunities
  • Cohort community access
  • Capstone plan
Sign Up Now
Resource Only

Download the Playbook

$499

Get the complete Fund Management Playbook and start implementing best practices at your own pace, on your own schedule.

  • Playbook delivered digitally
  • Editable report templates
  • Practical self-service guide
  • Select best-practice materials
Purchase Now

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 and look forward to staying actively engaged with FundMiner and my peers for years to come.

Terri Clark Executive Director of Fund Administration — The University of Tennessee Foundation
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
Joshua Greenbaum
Executive Director of Fund Management
Emory University
Hillary Dudley
Hillary Dudley
Associate Director for Gift Services and Compliance
University of Texas – El Paso
Holden Walker
Holden Walker
Associate Director, Donor Services
University of Colorado – Boulder
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
Contact Us & FAQ

Frequently asked questions

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

How does the masterclass work?

Each week you unlock a new pre-recorded 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 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 or the Playbook.

Email events@fundminer.com