À propos de ce cours
4.5
2 notes
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....
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Calendar

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Beginner Level

Niveau débutant

Clock

Approx. 9 hours to complete

Recommandé : 4 weeks of study, 2-5 hours/week...
Comment Dots

English

Sous-titres : English...
Globe

Cours en ligne à 100 %

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Calendar

Dates limites flexibles

Réinitialisez les dates limites selon votre disponibilité.
Beginner Level

Niveau débutant

Clock

Approx. 9 hours to complete

Recommandé : 4 weeks of study, 2-5 hours/week...
Comment Dots

English

Sous-titres : English...

Programme du cours : ce que vous apprendrez dans ce cours

Week
1
Clock
2 heures pour terminer

Course Overview & General Tax Considerations, Charitable Gifts, and Deductions

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....
Reading
8 vidéos (Total 50 min), 2 lectures, 1 quiz
Video8 vidéos
General Tax Considerations, Charitable Gifts, and Deductions Introduction2 min
General Tax Considerations (Part 1)7 min
General Tax Considerations (Part 2)7 min
Charitable Organizations10 min
What is a Charitable Gift?6 min
When is a Contribution Deductible? (Part 1)5 min
When is a Contribution Deductible? (Part 2)7 min
Reading2 lectures
A Note from UC Davis10 min
Attend a Planned Giving Association Meeting10 min
Quiz1 exercice pour s'entraîner
Module 1 Quiz20 min
Week
2
Clock
3 heures pour terminer

Planned Giving Options and Donor Centered Giving

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....
Reading
12 vidéos (Total 76 min), 1 quiz
Video12 vidéos
Planned Giving Terminology9 min
Charitable Bequests5 min
Charitable Gift Annuities3 min
Pooled Income Funds3 min
Charitable Remainder Trusts4 min
Charitable Remainder Unitrust11 min
Charitable Lead Trust7 min
Identifying Planned Giving Donors6 min
Building Relationships with Donors7 min
Donor Interest and Strategies (Part 1)5 min
Donor Interest and Strategies (Part 2)8 min
Quiz1 exercice pour s'entraîner
Module 2 Quiz20 min
Week
3
Clock
4 heures pour terminer

Planned Giving Administration

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....
Reading
9 vidéos (Total 69 min), 1 lecture, 2 quiz
Video9 vidéos
Structure Planned Giving with Legacy Management in Mind10 min
Document Gift Acceptance Policies (Part 1)5 min
Document Gift Acceptance Policies (Part 2)7 min
Document Gift Acceptance Policies (Part 3)5 min
Build Relationships Between Investment, Gift, and Accounting Teams9 min
Train Staff and Volunteers6 min
Provide Donors Clear Disclosures10 min
Marketing Fundamentals That Drive Successful Planned Giving11 min
Reading1 lecture
Welcome to Peer Review Assignments10 min
Quiz1 exercice pour s'entraîner
Module 3 Quiz20 min
Week
4
Clock
6 heures pour terminer

Planned Giving Resources

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....
Reading
8 vidéos (Total 49 min), 3 quiz
Video8 vidéos
Specimen Agreements: Introduction6 min
Specimen Agreements: Charitable Gift Annuity6 min
Specimen Agreements: Charitable Trust and Unitrust7 min
Specimen Agreements: Retain Life Estate6 min
Planned Giving Software7 min
Planned Giving Associations12 min
Planned Giving Course Summary1 min
Quiz1 exercice pour s'entraîner
Module 4 Quiz20 min

Enseignant

Brian Casey

Assistant Vice Chancellor for Planned Giving

À propos de University of California, Davis

UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact....

À propos de la Spécialisation Fundraising and Development

Charitable giving is rebounding as the economy improves. Yet there is a shortage of qualified fundraising professionals to help organizations connect their needs with potential donors. Through four courses, you will gain the knowledge and skills to begin or advance your career in the high demand field of fundraising and development. This Specialization is designed to meet the rising demand for trained fundraising professionals....
Fundraising and Development

Foire Aux Questions

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

D'autres questions ? Visitez le Centre d'Aide pour les Etudiants.