This course introduces the fundamentals of planned charitable giving, a critical part of any fundraising initiative. The goal of the course is to impart both an understanding of basic gift plans and an appreciation of the motivations for entering into a planned gift—from both the charity’s and the donor’s perspectives. To this end, the course addresses relevant tax and estate law, gift administration, marketing, solicitation, and strategies for interacting with all the parties involved in developing and closing a planned gift.
You'll Walk Away with
- Knowledge of the principles and procedures for securing major gifts through planned giving
- An understanding of the law regarding planned giving
- Planned giving officers