Graduate Certificate in Planned Giving
-- ViewingNowThe Graduate Certificate in Planned Giving is a comprehensive course that equips learners with the essential skills needed to thrive in the growing field of philanthropic planning. This program emphasizes the importance of charitable gift planning and its critical role in the overall financial and estate plans of donors.
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โข Introduction to Planned Giving: Overview of planned giving, its importance, and benefits to nonprofit organizations
โข Types of Planned Gifts: Coverage of charitable gift annuities, charitable remainder trusts, charitable lead trusts, pooled income funds, and gifts of life insurance and retirement plans
โข Planned Giving Marketing Strategies: Techniques for promoting planned giving programs, including direct mail, email, and estate planning seminars
โข Gift Planning Legal and Tax Considerations: Examination of legal and tax issues related to planned giving, including gift acceptance policies, IRS regulations, and state laws
โข Donor Relationship Management: Best practices for managing relationships with planned giving donors, including cultivation, solicitation, and stewardship
โข Planned Giving Case Studies: Analysis of successful planned giving campaigns and programs, including lessons learned and best practices
โข Ethics in Planned Giving: Discussion of ethical considerations in planned giving, including donor confidentiality, informed consent, and avoidance of conflicts of interest
โข Planned Giving Metrics and Evaluation: Performance measurement and evaluation of planned giving programs, including metrics for success and return on investment
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