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Planned Giving
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Planned Giving

This course is part of Fundraising and Development.

Course Cost

Free course

Beginner

Skill Level

10 Hours

Self-paced lessons

This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Fundraising and Development Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.

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4.6

3,457 Enrolled

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English

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olive-leaves-logo

4.6

3,457 Enrolled

olive-leaves-logo

English

What you'll learn

  • Understand general tax considerations and charitable deductions

  • Identify and implement various planned giving vehicles

  • Develop effective donor relationships and engagement strategies

  • Create comprehensive gift acceptance policies

  • Design successful planned giving marketing campaigns

Skills you'll gain

Planned Giving
Charitable Gifts
Tax Planning
Donor Relations
Gift Annuities
Estate Planning
Charitable Trusts
Legacy Management
Fundraising Strategy
Nonprofit Development

This course includes:

4 Hours PreRecorded video

4 quizzes

Access on Mobile, Tablet, Desktop

FullTime access

Shareable certificate

Get a Completion Certificate

Share your certificate with prospective employers and your professional network on LinkedIn.

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Certificate
Certificate

Get a Completion Certificate

Share your certificate with prospective employers and your professional network on LinkedIn.

CREATED BY

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PROVIDED BY

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Top companies offer this course to their employees

Top companies provide this course to enhance their employees' skills, ensuring they excel in handling complex projects and drive organizational success.

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There are 4 modules in this course

This comprehensive course covers the fundamentals of planned giving, including tax considerations, charitable gift vehicles, and donor strategies. Students learn about various planned giving options such as charitable bequests, gift annuities, and charitable trusts. The curriculum includes donor identification, relationship building, gift administration, and marketing strategies. Through hands-on projects and case studies, participants develop practical skills in structuring and managing planned giving programs while ensuring compliance with policies and donor obligations.

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

Module 1 · 2 Hours to complete

Planned Giving Options and Donor Centered Giving

Module 2 · 2 Hours to complete

Planned Giving Administration

Module 3 · 2 Hours to complete

Planned Giving Resources

Module 4 · 4 Hours to complete

Fee Structure

Individual course purchase is not available - to enroll in this course with a certificate, you need to purchase the complete Professional Certificate Course. For enrollment and detailed fee structure, visit the following: Fundraising and Development

Reviews

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Faculties

These are the expert instructors who will be teaching you throughout the course. With a wealth of knowledge and real-world experience, they're here to guide, inspire, and support you every step of the way. Get to know the people who will help you reach your learning goals and make the most of your journey.

Planned Giving

Beginner

Skill Level

10 Hours

Self-paced lessons

Course Cost

Free course

Completion

CERTIFICATE

Frequently asked Questions

Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.