Planned Giving
- Provides Strategies for Securing Planned Gifts
- Explores Planned Giving Vehicles
- Covers Tax and Estate Law
Planned giving is a process of legal, financial, charitable, and tax planning that allows donors to address other estate planning while making a substantial gift. These courses teach you about the different types of planned gifts and the techniques for securing them through a testamentary vehicle such as a will or a charitable trust.
This semester, study from anywhere in the world in the safety and comfort of your home through online or remote instruction.
Planned Giving: Bequests, Gift Annuities, Trusts, Donor-Advised Funds, and Other Gift Vehicles
Discuss planned giving techniques and their benefits, tax and otherwise, to encourage donors to leave meaningful charitable legacies.