UD/ISPD On-line, For-Credit Course

PART IV: The "Nuts and Bolts" of and Best Practices in Catholic School Development - Advancement - Enrollment Management. Spring 2024 Focus: The Annual Fund

The Institute for Pastoral Initiatives at the University of Dayton and the Institute for School and Parish Development (ISPD) Announce Spring Semester 2024, On-line, For-Credit, Certificate Course

February 26, 2024 – May 10, 2024

2024/02/26 09:00:00

With the first classes starting on Monday, February 26, 2024, the Institute for Pastoral Initiatives at the University of Dayton and the Institute for School and Parish Development (ISPD) announce our spring 2024 certificate course (for credit through the university): Part IV: The “Nuts and Bolts” of and Best Practices in Catholic School Development—Advancement–Enrollment Management. Spring 2024 Focus: The Annual Fund


This is our popular “Nuts and Bolts” curriculum that was introduced in the fall of 2022. Over 500 students (presidents, principals, pastors, development/advancement directors, admissions/enrollment management directors, staff members, marketing committees, faculty and staff, board members, and volunteers) have taken one or more of the previous courses. Part I was offered in the fall 2022, Part II was offered in the spring 2023; Part III was offered in the fall 2023.

This course is made up of eight practical, how-to “nuts and bolts” processes that you can learn and implement right away! Here is the schedule and focus of each class.

Class #1: Monday, February 26, 2024

How to Communicate/Educate Your School Community on the Value of the Annual Fund

Class #2: Friday, March 8, 2024

How to Decide on the Best Organizational Structure to Make the Annual Fund Successful

Class #3: Friday, March 15, 2024

How to Create the Best Annual Fund Literature

Class #4: Friday, March 22, 2024

The Annual Fund 12-Month Calendar: What Should Happen Each Month?

Class #5: Friday, April 12, 2024

How to Invite Participation: One-on-One, Small Group, Phone Outreach, Direct Mail

Class #6: Friday, April 19, 2024

How to Host the Annual Fund Major Gift Reception

Class #7: Friday, May 3, 2024

Annual Fund Appreciation and Acknowledgement: How to Make This Personal and Effective?

Class #8: Friday, May 10, 2024

How to Evaluate Your Annual Fund

Additional Information / Pricing

Designed by ISPD in coordination with The Institute for Pastoral Initiatives at the University of Dayton, this on-line course is tailor-made for Catholic leaders. The cost of the course is $160.00 per student. There are eight classes; each class lasts approximately 50-60 minutes. The course will be taught by Frank Donaldson, president of ISPD, and invited guest presenters.

This is a four – month course beginning Friday, February 23, 2024. Students will be able to earn Continuing Education Units (CEUs) from The University of Dayton and a Certificate of

Completion from the university by participating in the eight classes from February 2024 – May 2024.

If a participant is unable to attend any of the “live” classes in the course, he/she will be able to attend the class(es) by viewing the recording, the PowerPoint, and the handout materials – on her/his own time.

Please note: If a participant is not interested in the credits for the course or the certificate, then he/she can audit the course for the information, the PowerPoints, and the handouts. The cost is the same.


“Thank you, Frank, for the wonderful information.”

  • Carol Grewal, Associate Superintendent, Archdiocese of San Francisco

“I have thoroughly enjoyed all of the material. Thank you so much for allowing me to be a part of this class. I’m excited about joining the next class to learn more about Annual Funds.”

  • Maureen Ringley, Principal, Nativity Catholic School; Brandon, FL

“Many of the “nuts and bolts” provided in the ISPD class speak specifically to the intent I have for enhancing the Development/Advancement efforts of our high school. The materials from this class helped bring clarity to my thoughts and provide direction for how to move forward in my efforts of building the school community and strengthening the Catholic culture and finances for the school’s future. I am appreciative of the timing of this class and the insights shared in such a detailed format that is applicable immediately. Thank you.”

  • Sister Tonette Sperando, OSB, president, St. John Paul II Catholic School; Huntsville, AL

“These courses have been a tremendous help to provide guidance and direction from the entire ISPD team and the guest faculty. The amount of material that was covered in a short amount of time was amazing! Thank you and hats off to the ISPD team!”

  • Julie Bebey, Advancement Director; Our Lady of Mercy Regional School; Maple Glen, PN

“This course is very thorough, providing step by step instructions, with all the handouts needed to help leaders with the advancement and development of their Catholic schools. Excellent presentations, excellent information! Well worth the time invested!”

  • Mary Dorn, Principal; Our Lady of Sorrows School; Homewood, AL

“This course has helped to provide clarity. I have been given specific tools and procedures to identify what is truly important for us to be a visible and unshakable school community.”

  • Melinda Dunn, Director of Enrollment and Communications; St. Mary’s Catholic School; Longview, TX

“The instructor shares a wealth of knowledge and strategies that he shares for our benefit. You cannot get this kind of information anywhere else. His classes have been extremely valuable to the growth of our school.”

  • Jim Horan, Principal; Most Holy Trinity; El Paso, TX

“This course was exceptional! Well organized with many, many helpful suggestions. It will make a significant difference in our planning process.”

  • John Kastelic, Chair, Finance Council; St. Peter’s Parish; Mansfield, OH

“This was a highly informative and beneficial course. The course was fast-paced, full of pertinent information and timely with helpful handouts. I strongly recommend any course offered by ISPD.

  • Chris Kirkpatrick, Director of Development; Our Lady of Victory Parish and School; State College, PA

“If you want to enjoy a class that helps you create a culture of belonging for your school, provides processes that are practical and proven, and learn from the wisdom of others, please sign up.”

  • Toni Pallatto, Director of Advancement; St. Theresa Catholic School; Coral Gables, FL

“This course was jam-packed with practical ready to use templates, plans, resources and best practices for ensuring the vitality of your school. These ideas have stood the test of time but remain relevant today.”

  • Mary Beth Webster, Principal; St. Aloysius Regional School; Springville, NY

We encourage you and/or your whole team to attend this interactive opportunity.

Unable to take Part III offered by ISPD and The Institute for Pastoral Initiatives at the University of Dayton?

You can now purchase the entire course!