Planned Giving
About this course
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.
90/100
CourseAsk score
- What the provider tells you
- 39/45
- Who stands behind it
- 35/35
- How complete the listing is
- 16/20
Scores how much the provider publishes and who stands behind it — not how well it is taught.
What you'll learn
- understand basic terminology in planned giving
- identify and assess prospective donors
- recognize planned giving benefits for donors
- develop multi-step donor strategies
- create marketing strategies related to planned giving
Course objectives
- to equip students with knowledge of planned giving vehicles
- to teach students how to match donor interests with planned giving options
- to ensure students understand compliance in planned gift administration
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