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.
This course is part of the Fundraising and Development Specialization
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Course 4 of 4 in the
Beginner Level
Approx. 13 hours to complete
English
Could your company benefit from training employees on in-demand skills?
Try Coursera for BusinessFlexible deadlines
Reset deadlines in accordance to your schedule.
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Course 4 of 4 in the
Beginner Level
Approx. 13 hours to complete
English
Could your company benefit from training employees on in-demand skills?
Try Coursera for BusinessOffered by
Syllabus - What you will learn from this course
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
3 hours to complete
Planned Giving Options and Donor Centered Giving
3 hours to complete
12 videos (Total 76 min)
3 hours to complete
Planned Giving Administration
3 hours to complete
9 videos (Total 69 min), 1 reading, 2 quizzes
5 hours to complete
Planned Giving Resources
5 hours to complete
8 videos (Total 49 min)
About the Fundraising and Development Specialization

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