- 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 Spring, study from anywhere in the world in the safety and comfort of your home through online or remote instruction.
Discuss planned giving techniques and their benefits, tax and otherwise, to encourage donors to leave meaningful charitable legacies.