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Planned Giving: Intensive in Fundraising

Survey a variety of charitable gift structures that return significant income and tax benefits to the donor. Lectures, case studies, and role-playing illustrate the function of charitable gifts in estate planning, income-paying gifts (charitable gift annuities, pooled income funds, charitable remainder annuity trusts, and unitrusts), lead trusts, and gifts of interest in real property. Special emphasis is on the practical role of the development officer in the cultivation, solicitation, and administration of planned gifts.

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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

Ideal for

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