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Lilly Family School of Philanthropy

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  • Developing Annual Sustainability

Developing Annual Sustainability

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.

2026 Revision (Three-Day Course)
An expanded version of the original two-day course, this three-day program adds updated content on digital engagement, donor psychology, AI tools, and ethical fundraising, with a focus on hands-on planning and strategy.

Certificates: Fund Raising Management

Course Dates
LocationDatesCostRegister
Indianapolis (NCAA)August 03, 2026 - August 05, 2026$1,495.00Register
ChicagoSeptember 02, 2026 - September 04, 2026$1,495.00Register
Online (Asynchronous)October 05, 2026 - November 15, 2026$1,545.00Register
Virtual (Live)October 13, 2026 - November 17, 2026$1,495.00

Six Tuesdays from 2p-5p ET.

Register
Fort LauderdaleNovember 16, 2026 - November 18, 2026$1,495.00Register
Online (Asynchronous)January 25, 2027 - March 07, 2027$1,545.00Registration opening soon
San DiegoFebruary 17, 2027 - February 19, 2027$1,495.00Registration opening soon
Indianapolis (NCAA)March 15, 2027 - March 17, 2027$1,495.00Registration opening soon
BoiseApril 19, 2027 - April 21, 2027$1,495.00Registration opening soon
Virtual (Live)April 27, 2027 - June 01, 2027$1,495.00Registration opening soon. Six Tuesdays from 2p-5p ET.
AtlantaMay 03, 2027 - May 05, 2027$1,495.00Registration opening soon
New York CityJune 14, 2027 - June 16, 2027$1,495.00Registration opening soon

Course Details

Please review the attendance policy and cancellation/transfer policy before registering.

Schedule

Developing Annual Sustainability is offered in the following three formats:

2026 Revision (Three-Day Course)
An expanded version of the original two-day course, this three-day program adds updated content on digital engagement, donor psychology, AI tools, and ethical fundraising, with a focus on hands-on planning and strategy.

Online (Asynchronous) Schedule
The online course changes to a six week course in 2026.

Each week you’ll have a course module to complete. Each module consists of:

  • readings from a PDF study guide
  • viewing a pre-recorded narrated presentation
  • completing a 10-question quiz where you must score a 7 or higher
  • engaging in forum discussions with others
  • and submitting assignments.

More details about the online format and requirements may be viewed here.

Virtual (Live) Schedule
The live, virtual class is held over six sessions from 2pm to 5pm Eastern and hosted using the Zoom platform. More details about the virtual format and requirements may be viewed here.

The October 13-November 17, 2026 virtual class will be held on the following dates:
Tuesday, October 13, 2026
Tuesday, October 20, 2026
Tuesday, October 27, 2026
Tuesday, November 3, 2026
Tuesday, November 10, 2026
Tuesday, November 17, 2026

The April 27-June 1, 2027 virtual class will be held on the following dates:
Tuesday, April 27, 2027
Tuesday, May 4, 2027
Tuesday, May 11, 2027
Tuesday, May 18, 2027
Tuesday, May 25, 2027
Tuesday, June 1, 2027

Agenda

For the complete course agenda, email tfrs@iu.edu.

Location

The location next to each course date indicates if the course is being held in-person (e.g. city name) or online.

For in-person classes, please click on the city name for further details and recommended hotel accommodations.

Registrants for in-person, online, and virtual dates will receive complete course logistical information upon registration.

CFRE Education Points

Full participation in many of The Fund Raising School’s courses fulfill education point requirements for Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

Developing Annual Sustainability qualifies for 20.25 CFRE Education Points/Hours.

IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card or check. All cancellations and transfers are subject to an administrative fee of $275.

The Fund Raising School and its faculty assume a baseline knowledge of the concepts and terminology from “Principles & Techniques of Fundraising” in teaching this course.

Create an annual fund that sustains your organization

Learn how to develop a broad, enduring base of supporters and meet your fundraising goals from one year to the next. Involve your staff, your board and other volunteers to identify, cultivate and ask for gifts from new donors while renewing and receiving larger gifts from current donors.

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.

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
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