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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.

This Fall, study from anywhere in the world in the safety and comfort of your home through online or remote instruction.

Planned Giving

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

2020 Fall
1 section

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.

Planned Giving: Winter Term

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