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 22 – Nov 10 
  2. Winter Jan 14 – Mar 4
  3. Spring Mar 25 –  May 13
  4. Summer Jun 10 - Jul 29
SIGN UP FOR THE MASTERCLASS
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COURSE OUTLINE

8 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.

Week 1: Welcome

Kick off with a program overview, peer and organization introductions, and an orientation into the Fund Management Maturity Model.

Week 2: Industry Background

Explore the industry landscape through research-backed insights, environmental analysis, and an introduction to the Fund Management Playbook.

Week 3: Resources and Structures

Dive into the people, processes, and platforms that power fund management—covering teams, tools, governance structures, training, and real-world samples.

Week 4: Gift Agreements and Donor Intent

Unpack gift agreements and donor intent by reviewing policies, procedures, templates, approval workflows, and amendment guidelines.

Week 5: Fund Auditing

Learn how to audit your funds effectively with best practices in data hygiene, fund structures, key metrics, scholarship processes, and audit scheduling.

Week 6: Internal Relationships

Strengthen internal collaboration and reporting by establishing partner relationships, cadence for internal reports, budgeting practices, reinvestment strategies, and hands-on exercises.

Week 7: External Relationships

Master external reporting through impact narratives, financial disclosures, campaign summaries, story collection, and practical sample exercises.

Week 8: Reporting and Reflection

Conclude with strategic committee, executive, and board reporting, resource request planning, and a reflective capstone to solidify learnings.

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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 8 Week Program

$1,999

Fill out the form below to sign up and select your start date. All sessions will run for eight 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
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

Senior Associate Director - Fund Management
Northeastern University

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 8, 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.