In this comprehensive overview of planned giving, you’ll gain an introduction to the basic terminology and concepts in the field as well as an overview of each planned giving vehicle. Learn to identify and assess prospective donors, recognize planned giving benefits to your donors, match a donor’s interests and needs with the appropriate planned giving options, and structure a successful solicitation. You’ll understand the importance of administration of planned gifts to ensure compliance with policies and fulfillment of obligations to the donor. Apply your knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors.
Planned Giving
Planned Giving
This course is part of Fundraising and Development Specialization
Instructor: Brian Casey
3,543 already enrolled
Included with 
Gain insight into a topic and learn the fundamentals.
4.6
(33 reviews)
Beginner level
No prior experience required
13 hours to complete
3 weeks at 4 hours a week
Flexible schedule
Learn at your own pace
Details to know
Shareable certificate
Add to your LinkedIn profile
Assessments
4 assignments
Taught in English
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This course is part of the Fundraising and Development Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 4 modules in this course
In this module, you will be able to explain and discuss general US tax considerations related to Planned Giving. You will be able to compare and contrast various types of charitable organizations and be able to define what is a charitable gift. You will be able to determine when a contribution is tax deductible and be able to guide your donors.
What's included
8 videos2 readings1 assignment4 discussion prompts
In this module, you will be able to define each of the Planned Giving vehicles, explain their benefits and goals, and be able to advise a donor on how to give it. You will be able to identify potential planned giving donors and discover what factors to consider. You will be able to build relationships with donors and implement engagement strategies to cultivate your relationships. And finally, you will be able to develop a strategy to build your donor relationship.
What's included
12 videos1 assignment2 discussion prompts
In this module, you will be able to structure and administer a planned giving strategy with legacy management in mind. You'll be able to explain what goes into a gift acceptance policy. You'll be able to identify when you need to consult a planned giving officer. You will be able to develop materials to educate staff and volunteers about planned giving options.
What's included
9 videos1 reading1 assignment1 peer review1 discussion prompt
In this module, you will be able to use templates for four commonly used planned giving agreements and differentiate between them. You will be able to choose the appropriate software to calculate donor benefits. You will be able to explain the roles and benefits of national and local US associations. You will develop a multi-channel marketing plan and ad aimed at prospective donors.
What's included
8 videos1 assignment2 peer reviews2 discussion prompts
Instructor
Instructor ratings
4.6 (5 ratings)Offered by
Recommended if you're interested in Business Strategy
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4.6
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5
Reviewed on Jul 31, 2023
This course provided excellent information on all aspects of Planned Giving.
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