Informações sobre o curso
4.7
3 classificações
Programa de cursos integrados
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Nível iniciante

Nível iniciante

Horas para completar

Aprox. 11 horas para completar

Sugerido: 4 weeks of study, 2-5 hours/week...
Idiomas disponíveis

Inglês

Legendas: Inglês
Programa de cursos integrados
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Nível iniciante

Nível iniciante

Horas para completar

Aprox. 11 horas para completar

Sugerido: 4 weeks of study, 2-5 hours/week...
Idiomas disponíveis

Inglês

Legendas: Inglês

Programa - O que você aprenderá com este curso

Semana
1
Horas para completar
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 videos (Total 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
Semana
2
Horas para completar
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 videos (Total 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
Semana
3
Horas para completar
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 videos (Total 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
Semana
4
Horas para completar
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 videos (Total 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

Avatar

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

  • Ao se inscrever para um Certificado, você terá acesso a todos os vídeos, testes e tarefas de programação (se aplicável). Tarefas avaliadas pelos colegas apenas podem ser enviadas e avaliadas após o início da sessão. Caso escolha explorar o curso sem adquiri-lo, talvez você não consiga acessar certas tarefas.

  • Quando você se inscreve no curso, tem acesso a todos os cursos na Especialização e pode obter um certificado quando concluir o trabalho. Seu Certificado eletrônico será adicionado à sua página de Participações e você poderá imprimi-lo ou adicioná-lo ao seu perfil no LinkedIn. Se quiser apenas ler e assistir o conteúdo do curso, você poderá frequentá-lo como ouvinte sem custo.

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