Informações sobre o curso
4.5
2 classificações
In this comprehensive overview of planned giving, you’ll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor’s interests and needs with the appropriate planned giving options, and structure a successful solicitation. You’ll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors....
Globe

cursos 100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Calendar

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Beginner Level

Nível iniciante

Clock

Approx. 9 hours to complete

Sugerido: 4 weeks of study, 2-5 hours/week...
Comment Dots

English

Legendas: English...
Globe

cursos 100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Calendar

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Beginner Level

Nível iniciante

Clock

Approx. 9 hours to complete

Sugerido: 4 weeks of study, 2-5 hours/week...
Comment Dots

English

Legendas: English...

Programa - O que você aprenderá com este curso

Week
1
Clock
2 horas para concluir

Course Overview & General Tax Considerations, Charitable Gifts, and Deductions

In this module, you will be able to explain and discuss general US tax considerations related to Planned Giving. You will be able to compare and contrast various types of charitable organizations and be able to define what is a charitable gift. You will be able to determine when a contribution is tax deductible and be able to guide your donors....
Reading
8 vídeos (Total de 50 min), 2 leituras, 1 teste
Video8 videos
General Tax Considerations, Charitable Gifts, and Deductions Introduction2min
General Tax Considerations (Part 1)7min
General Tax Considerations (Part 2)7min
Charitable Organizations10min
What is a Charitable Gift?6min
When is a Contribution Deductible? (Part 1)5min
When is a Contribution Deductible? (Part 2)7min
Reading2 leituras
A Note from UC Davis10min
Attend a Planned Giving Association Meeting10min
Quiz1 exercício prático
Module 1 Quiz20min
Week
2
Clock
3 horas para concluir

Planned Giving Options and Donor Centered Giving

In this module, you will be able to define each of the Planned Giving vehicles, explain their benefits and goals, and be able to advise a donor on how to give it. You will be able to identify potential planned giving donors and discover what factors to consider. You will be able to build relationships with donors and implement engagement strategies to cultivate your relationships. And finally, you will be able to develop a strategy to build your donor relationship....
Reading
12 vídeos (Total de 76 min), 1 teste
Video12 videos
Planned Giving Terminology9min
Charitable Bequests5min
Charitable Gift Annuities3min
Pooled Income Funds3min
Charitable Remainder Trusts4min
Charitable Remainder Unitrust11min
Charitable Lead Trust7min
Identifying Planned Giving Donors6min
Building Relationships with Donors7min
Donor Interest and Strategies (Part 1)5min
Donor Interest and Strategies (Part 2)8min
Quiz1 exercício prático
Module 2 Quiz20min
Week
3
Clock
4 horas para concluir

Planned Giving Administration

In this module, you will be able to structure and administer a planned giving strategy with legacy management in mind. You'll be able to explain what goes into a gift acceptance policy. You'll be able to identify when you need to consult a planned giving officer. You will be able to develop materials to educate staff and volunteers about planned giving options....
Reading
9 vídeos (Total de 69 min), 1 leitura, 2 testes
Video9 videos
Structure Planned Giving with Legacy Management in Mind10min
Document Gift Acceptance Policies (Part 1)5min
Document Gift Acceptance Policies (Part 2)7min
Document Gift Acceptance Policies (Part 3)5min
Build Relationships Between Investment, Gift, and Accounting Teams9min
Train Staff and Volunteers6min
Provide Donors Clear Disclosures10min
Marketing Fundamentals That Drive Successful Planned Giving11min
Reading1 leituras
Welcome to Peer Review Assignments10min
Quiz1 exercício prático
Module 3 Quiz20min
Week
4
Clock
6 horas para concluir

Planned Giving Resources

In this module, you will be able to use templates for four commonly used planned giving agreements and differentiate between them. You will be able to choose the appropriate software to calculate donor benefits. You will be able to explain the roles and benefits of national and local US associations. You will develop a multi-channel marketing plan and ad aimed at prospective donors....
Reading
8 vídeos (Total de 49 min), 3 testes
Video8 videos
Specimen Agreements: Introduction6min
Specimen Agreements: Charitable Gift Annuity6min
Specimen Agreements: Charitable Trust and Unitrust7min
Specimen Agreements: Retain Life Estate6min
Planned Giving Software7min
Planned Giving Associations12min
Planned Giving Course Summary1min
Quiz1 exercício prático
Module 4 Quiz20min

Instrutores

Brian Casey

Assistant Vice Chancellor for Planned Giving

Sobre University of California, Davis

UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact....

Sobre o Programa de cursos integrados Fundraising and Development

Charitable giving is rebounding as the economy improves. Yet there is a shortage of qualified fundraising professionals to help organizations connect their needs with potential donors. Through four courses, you will gain the knowledge and skills to begin or advance your career in the high demand field of fundraising and development. This Specialization is designed to meet the rising demand for trained fundraising professionals....
Fundraising and Development

Perguntas Frequentes – FAQ

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

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