INTRODUCING
The Fund
Management
Masterclass

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

Learn More

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 your opportunity to learn, share, and grow together.
 
  1. Fall Sep 24 – Nov 12 (completed!)
  2. Winter Jan 14 – Mar 18
  3. Spring Mar 25 –  May 27
  4. Summer Jun 10 - Aug 12
SIGN UP FOR THE MASTERCLASS
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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.

Topic 1: Kickoff & Orientation

Introductions and a walkthrough of the Fund Management Maturity Model.

Topic 2: Industry Landscape

Trends, risks, compliance expectations, and the evolving role of fund management.

Topic 3: People & Governance

Team structure, roles, committees, and accountability frameworks.

Topic 4: Processes & Procedures

The policies, guidelines, and practices that drive results and impact.

Topic 5: Gift Agreements & Donor Intent

How to interpret, document, amend, and uphold donor intent.

Topic 6: Reporting Resources & Metrics

Auditing essentials, cleanup cycles, scholarship workflows, and budgetalignment.

Topic 7: Internal Partnerships

Working effectively with finance and campus partners through reportingcadences and shared processes.

Topic 8: Scholarships & Awards

Work effectively with your scholarship and financial aid partners to create award processes that serve both teams.

Topic 9: External Reporting & Impact

Narratives, financial disclosures, and building meaningful donor-facing reports.

Topic 10: Capstone & Implementation

Your final roadmap for strengthening fund management across your organization.

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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.
 
DOWNLOAD NOW
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.

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Join the MasterClass

Complete 10 Week Program

$1,999

Fill out the form below to sign up and select your start date. All sessions will run for ten weeks and include all required materials

  • Checkmark Full resource suite (including full playbook)
  • Checkmark Weekly live expert sessions
  • Checkmark Personalized feedback & guidance
  • Checkmark Exclusive networking opportunities
  • Checkmark Cohort community access
  • Checkmark Capstone plan
SIGN UP NOW

Download the Playbook

Resource only

$499

Get immediate access to the complete playbook, delivered directly to your inbox

  • Checkmark Playbook delivered digitally
  • Checkmark Editable Report Templates
  • Checkmark Practical self-service guide
  • Checkmark Select best-practices materials
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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.

Josh Greenbaum

Exec. Director of Fund Mgmt.
Emory University

Lasserina Dowell

Fund Management Consultant
The Ohio State University

Holden Walker

Assc. Director, Donor Services
University of Colorado - Boulder

Aaron Rouse

Director of Fund Stewardship and Management
University of Nebraska Foundation

Hillary Dudley

Associate Director for Gift Services and Compliance
University of Texas - El Paso

Matthew Cotty

Director of Fund Accounting, Administration, and Compliance
Wisconsin Foundation and Alumni Association

Chelsea Lamego

CEO & Co-Founder
FundMiner

CONTACT US & FAQ

Contact us

Reach out at events@fundminer.com to get in touch. We'll be happy to answer any questions that aren't 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.