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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.

Planned Giving: Intensive in Fundraising

Discuss planned giving techniques and their benefits, tax and otherwise, as ways to encourage donors to leave meaningful charitable legacies.

2019 Summer
1 section

Planned Giving

Survey a variety of charitable gift structures, including planned giving, that return significant income and tax benefits to the donor.

Planned Giving: Winter Term

Survey a variety of charitable gift structures, including planned giving, that return significant income and tax benefits to the donor.