Planned Giving: Building an Effective Program
| Program start date | Application deadline |
| 2026-04-09 | - |
| 2026-04-15 | - |
| 2026-06-08 | - |
| 2027-04-09 | - |
| 2027-04-15 | - |
| 2027-06-08 | - |
Program Overview
Introduction to the Lilly Family School of Philanthropy
The Lilly Family School of Philanthropy is a leading institution in the field of philanthropy, offering a range of programs and courses designed to equip students with the knowledge and skills needed to make a positive impact in the world.
Degrees and Programs
The school offers a variety of degrees and programs, including:
- B.A. in Philanthropic Leadership
- M.A. in Philanthropic Studies
- Accelerated B.A./M.A. Program
- Certificates and Minors
- Dual Degree Programs
- Ph.D. in Philanthropic Studies
- PhilD, Professional Doctorate in Philanthropic Leadership
The Fund Raising School
The Fund Raising School is a key component of the Lilly Family School of Philanthropy, offering courses and seminars designed to help fundraisers and nonprofit professionals develop the skills and knowledge needed to succeed in their roles. Courses include:
- Planned Giving: Building an Effective Program
- Principles and Techniques of Fundraising
- Planned Giving: Getting the Proper Start
- Planned Giving: Beyond the Basics
Planned Giving: Building an Effective Program
This comprehensive course is designed to equip participants with the knowledge and tools needed to develop and grow a successful planned giving program. Key topics include:
- Advanced and integrated marketing strategies
- Planned gift administration
- Donor recognition
- Developing a comprehensive planned gift plan
- Identifying potential donors
- Cultivating relationships
- Navigating legal and ethical considerations
Course Details
- The course is designed for one fundraiser and one team member from an organization to attend together.
- The team member should be the CEO, Executive Director, finance team member, board member, or other member of the leadership team.
- Certificates: Planned Giving Management
- Course Dates and Locations:
- Indianapolis (NCAA): April 09, 2026 - April 10, 2026, $1,295.00
- Virtual (Live): April 15, 2026 - May 06, 2026, $1,295.00
- Indianapolis (NCAA): June 08, 2026 - June 09, 2026, $1,295.00
Schedule
- In-person classes are two days in length, from 8:30 a.m.-5 p.m.
- Virtual classes are held over four sessions, from 2 p.m.-5 p.m. Eastern, using the Zoom platform.
Research and Institutes
The Lilly Family School of Philanthropy is also home to a number of research centers and institutes, including:
- Lake Institute on Faith & Giving
- Mays Family Institute on Diverse Philanthropy
- Muslim Philanthropy Initiative
- Women's Philanthropy Institute
- Higher Education and Philanthropy Initiative
Career Services
The school offers a range of career services, including:
- Career Opportunities
- The Patterson Foundation Fellowship
Alumni and Giving
The school has a strong alumni network and offers a range of ways for alumni to get involved and give back, including:
- Alumni Board
- Distinguished Alumni Award
- Share Your Success
- Ways to Give
- Areas to Support
- Donor Bill of Rights
