Developing Annual Sustainability

Lilly Family School of Philanthropy

How long?

  • from 2 days
  • online, in person

Lilly Family School of Philanthropy

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Who should attend

Development officers, annual fund campaign staff, board members, volunteers, prospect researchers, program officers, department heads, and financial officers.

Participants must stay through the end of the class in order to receive Continuing Education Units and the Certificate of Completion. Travel arrangements and other appointments should be scheduled around class times. The course will adjourn at 5 p.m. on the last day.

About the course

Successful fundraising is an ongoing process. As you continue to identify new donors, you also need to maintain good relations with current donors and encourage them to repeat and increase their giving. Learn and strengthen the fundraising skills that can sustain your organization including direct mail, online giving, major gifts and special events.

Agenda

DAY ONE

  • Introductions
  • Course Overview
  • Fundraising Fundamentals
    • Value and the Fundraising Environment
    • Fund Raising School Fundamentals
  • The Annual Fund
    • Definition and Role
    • Policies
    • Readiness
    • Board and Staff Responsibilities
    • Volunteerism
    • Case for Support
  • The Annual Fund, cont.
    • Constituents
    • Contributions (Giving USA)
    • Constituency Circle
    • High Net Worth Study
    • Tenants
    • General Trends
    • Success Stories
  • Data Driven Decisions
    • Historical Data Analysis
    • Development Inventory
    • Donor Analysis
    • Return on Investment
  • Adjourn

DAY TWO

  • Assignment Review
  • Forecasting from Data
    • Trends
    • Growth Rate
    • SWOT
  • Forecasting from Data, continued
    • Gift Range Chart
    • Development Plan and Budget
    • External Resources
  • Strategies
    • Touch Point Analysis
    • Solicitation Strategies
    • Donor Recognition Strategies
  • Sustainability Management
    • Components of Annual Sustainability
    • Tools, Metrics, Timelines
    • Action Plan
  • Closing Activities
    • Summary, Q&A
    • Evaluations
    • Certificates
  • Adjourn

ONLINE COURSE AGENDA

WEEK 1:

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Donor Focused Fundraising
  • Assignment: Your Philanthropy Environment
  • Assignment: Discussing Your Work

WEEK 2:

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Your Constituency Circle
  • Assignment: Summarize Your Case for Support
  • Assignment: Discussing Your Work

WEEK 3:

  • Readings
  • Narrated Presentation
  • Quiz
  • Assignment: Create a Gift Range Chart
  • Assignment: Discussing Your Work

WEEK 4:

  • Readings
  • Narrated Presentation
  • Quiz
  • Optional Assignment: The Annual Fund Plan
  • Assignment: Discussing Your Work

You’ll learn how to

  • Determine which strategies to use and when to use them
  • Manage your time effectively
  • Make a convincing case for support
  • Create gift range charts for planning
  • Get volunteers actively involved with your fundraising
  • Use the annual fund to support a total development program

You’ll also learn

  • How to put together an annual fund by using worksheets
  • How to assess the cost efficiency and effectiveness of your annual fund

What you’ll receive

  • An easy-to-use, comprehensive study guide to use for future reference
  • Checklists for organizing special events
  • Training exercises to use in your workplace
  • Planning tools for your direct mail program
  • Tips from annual fund specialists

Videos and materials

Developing Annual Sustainability at Lilly Family School of Philanthropy

From  $1,295

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Thank you for your application

We will contact the provider to ensure that seats are available and, if there is an admissions process, that you satisfy any requirements or prerequisites.

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.