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MASTERCLASS

The Fund Management
Masterclass

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

The Fund Management Masterclass
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
businessman hugs his piggy bank_SIMPLIFIED
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.

Masterclass - Week 1-2
Masterclass - Week 2-2

Introductions and a walkthrough of the Fund Management Maturity Model.

Understanding the Fund Management Maturity Model and program goals.

Masterclass - Week 3-2
Masterclass - Week 4-2

Leadership, staffing models, committees, and governance structures.

Policies, procedures, rules, and operational best practices.

Masterclass - Week 5-2
Masterclass - Week 6-2
Masterclass - Week 7-2
Masterclass - Week 8-2

Donor intent, agreement guidelines, amendments, and approval processes.

Fund management tools, data hygiene, and fund structures.

Internal partnerships, reporting cadence, metrics, and budgeting.

Scholarships, fellowships, award timelines, and processes.

Masterclass - Week 7 (2)-1
Masterclass - Week 8 (2)-1

Impact reports, financial reporting, and narrative collection.

Executive presentations, leadership reporting, and program reflection.

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.

DOWNLOAD THE FULL AGENDA

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: People and Relationships

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

Week 4: Gift Agreements and Donor Intent

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

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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.
 
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.
 

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

✅ Full resource suite (including full playbook.)
✅ Weekly live expert sessions.
✅ Personalized feedback & guidance.
✅ Exclusive networking opportunities.
✅ Cohort community access.
✅ Capstone plan.

Sign up now

Download the Playbook

Resource Only

$499

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

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


Purchase 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
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

Matt 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

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.
 
 

FAQs

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.

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.

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.

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.