Planned Giving
Master the fundamentals of planned giving, from tax considerations to donor strategies and gift administration for nonprofit fundraising.
Master the fundamentals of planned giving, from tax considerations to donor strategies and gift administration for nonprofit fundraising.
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Fundraising and Development Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
4.6
(32 ratings)
3,457 already enrolled
Instructors:
English
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What you'll learn
Understand general tax considerations and charitable deductions
Identify and implement various planned giving vehicles
Develop effective donor relationships and engagement strategies
Create comprehensive gift acceptance policies
Design successful planned giving marketing campaigns
Skills you'll gain
This course includes:
4 Hours PreRecorded video
4 quizzes
Access on Mobile, Tablet, Desktop
FullTime access
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There are 4 modules in this course
This comprehensive course covers the fundamentals of planned giving, including tax considerations, charitable gift vehicles, and donor strategies. Students learn about various planned giving options such as charitable bequests, gift annuities, and charitable trusts. The curriculum includes donor identification, relationship building, gift administration, and marketing strategies. Through hands-on projects and case studies, participants develop practical skills in structuring and managing planned giving programs while ensuring compliance with policies and donor obligations.
Course Overview & General Tax Considerations, Charitable Gifts, and Deductions
Module 1 · 2 Hours to complete
Planned Giving Options and Donor Centered Giving
Module 2 · 2 Hours to complete
Planned Giving Administration
Module 3 · 2 Hours to complete
Planned Giving Resources
Module 4 · 4 Hours to complete
Fee Structure
Instructor
Leader in Planned Giving and Philanthropic Strategy
Brian Casey is currently the Assistant Vice Chancellor for Planned Giving at UC Davis, where he leads the Office of Planned Giving with a focus on developing a proactive gift planning program. His expertise lies in building relationships and employing planned giving strategies to help donors align their philanthropic passions with their financial and estate planning goals.
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4.6 course rating
32 ratings
Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.