Home Categories Law

Planned Giving

Instructor: Brian Casey

Duration: 13.00

Learn the basics of Planned Giving ▼▲

Course Feature Course Overview Pros & Cons Course Provider Discussion and Reviews

Go to class

Course Feature

Cost:

Free

Provider:

Coursera

Certificate:

Paid Certification

Language:

English

Start Date:

10th Jul, 2023

Course Overview

❗The content presented here is sourced directly from Coursera platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.

Updated in [March 06th, 2023]

What skills and knowledge will you acquire during this course?
During this course, participants will acquire skills and knowledge in the field of planned giving. They will gain an understanding of the basic terminology and concepts related to planned giving, as well as an overview of various planned giving vehicles. Participants will learn how to identify and assess prospective donors, recognize the benefits of planned giving for donors, and match donors' interests and needs with appropriate planned giving options. Additionally, participants will learn how to structure successful solicitations and understand the importance of administering planned gifts to ensure compliance with policies and fulfill obligations to donors.

How does this course contribute to professional growth?
This course on Planned Giving provides a comprehensive overview of the field, introducing participants to the basic terminology and concepts. It covers various planned giving vehicles and teaches participants how to identify and assess prospective donors. Additionally, the course emphasizes the importance of recognizing planned giving benefits for donors and matching their interests and needs with appropriate options. Participants will also learn how to structure successful solicitations and understand the importance of administering planned gifts in compliance with policies and obligations to the donor. The course encourages participants to apply their knowledge by developing a multi-step donor strategy and a marketing strategy, working on case studies, networking, and analyzing success factors. Overall, this course contributes to professional growth by equipping participants with the necessary skills and knowledge to excel in the field of planned giving.

Is this course suitable for preparing further education?
This course provides a comprehensive overview of planned giving, introducing basic terminology and concepts in the field. It covers various planned giving vehicles and teaches participants how to identify and assess prospective donors, recognize the benefits of planned giving for donors, and match donors' interests and needs with appropriate options. The course also emphasizes the importance of administering planned gifts to ensure policy compliance and fulfill obligations to donors. Participants will apply their knowledge by developing donor and marketing strategies, working on case studies, networking, and analyzing success factors.

Course Syllabus

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.

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.

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.

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.

Pros & Cons

Pros Cons

Comprehensive survey of key topics
Assignments enhance learning
Donorcentered focus

None mentioned

Course Provider

Provider Coursera's Stats at AZClass

Planned Giving introduces learners to basic terms and concepts in the field of planned giving. This includes understanding different planned giving vehicles such as bequests, charitable giving annuities, and charitable remainder trusts. Learners also learn to identify and evaluate potential donors, recognize donors' planned giving interests, and match donors' interests and needs with appropriate planned giving options. Learners learn how to structure a successful solicitation. This includes learning how to develop a multi-step giving strategy and marketing strategy, as well as conduct case studies, network and analyze success factors.