About this Course

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Beginner Level
Approx. 12 hours to complete
English
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Beginner Level
Approx. 12 hours to complete
English

Offered by

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University of California, Davis

Syllabus - What you will learn from this course

Week
1

Week 1

3 hours to complete

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

3 hours to complete
8 videos (Total 50 min), 2 readings, 1 quiz
8 videos
General Tax Considerations, Charitable Gifts, and Deductions Introduction2m
General Tax Considerations (Part 1)7m
General Tax Considerations (Part 2)7m
Charitable Organizations10m
What is a Charitable Gift?6m
When is a Contribution Deductible? (Part 1)5m
When is a Contribution Deductible? (Part 2)7m
2 readings
A Note from UC Davis10m
Attend a Planned Giving Association Meeting10m
1 practice exercise
Module 1 Quiz30m
Week
2

Week 2

3 hours to complete

Planned Giving Options and Donor Centered Giving

3 hours to complete
12 videos (Total 76 min)
12 videos
Planned Giving Terminology9m
Charitable Bequests5m
Charitable Gift Annuities3m
Pooled Income Funds3m
Charitable Remainder Trusts4m
Charitable Remainder Unitrust11m
Charitable Lead Trust7m
Identifying Planned Giving Donors6m
Building Relationships with Donors7m
Donor Interest and Strategies (Part 1)5m
Donor Interest and Strategies (Part 2)8m
1 practice exercise
Module 2 Quiz30m
Week
3

Week 3

3 hours to complete

Planned Giving Administration

3 hours to complete
9 videos (Total 69 min), 1 reading, 2 quizzes
9 videos
Structure Planned Giving with Legacy Management in Mind10m
Document Gift Acceptance Policies (Part 1)5m
Document Gift Acceptance Policies (Part 2)7m
Document Gift Acceptance Policies (Part 3)5m
Build Relationships Between Investment, Gift, and Accounting Teams9m
Train Staff and Volunteers6m
Provide Donors Clear Disclosures10m
Marketing Fundamentals That Drive Successful Planned Giving11m
1 reading
Welcome to Peer Review Assignments10m
1 practice exercise
Module 3 Quiz30m
Week
4

Week 4

4 hours to complete

Planned Giving Resources

4 hours to complete
8 videos (Total 49 min)
8 videos
Specimen Agreements: Introduction6m
Specimen Agreements: Charitable Gift Annuity6m
Specimen Agreements: Charitable Trust and Unitrust7m
Specimen Agreements: Retain Life Estate6m
Planned Giving Software7m
Planned Giving Associations12m
Planned Giving Course Summary1m
1 practice exercise
Module 4 Quiz30m

About the Fundraising and Development Specialization

Fundraising and Development

Frequently Asked Questions

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