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

Planned Giving: Gift Annuities, Trusts, and Donor-Advised Funds

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