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Planned Giving: Intensive in Fundraising

Planned giving techniques enable donors to link their financial and estate plans to causes they love. This course will discuss these techniques and their benefits, tax and otherwise, as ways to encourage donors to leave meaningful charitable legacies. Specifically, the class will cover estate gifts; gifts of art, real estate, and other assets; charitable gift annuities and trusts; the newer models for gift planning, such as donor-advised funds; and endowment fund rules and oversight and administration of planned gifts. The course also will address techniques for running a planned giving campaign, including audience identification, marketing and communications, and events. This class will be taught through lecture, articles, and interactive exercises, with special emphasis on the role of the individual gift planning officer in educating about, soliciting, closing, and stewarding such gifts.

More details

You'll Walk Away with

  • Knowledge of estate gifts; gifts of art, real estate, and other assets; charitable gift annuities and trusts; the newer models for gift planning, such as donor-advised funds; and endowment fund rules and oversight and administration of planned gifts
  • The ability to educate about, solicit, close, and steward planned gifts
  • Techniques for running a planned giving campaign

Ideal for

  • Fundraisers
  • Planned giving officers
NO open sections available for this course at the moment. Please check back next semester.