This course is part of the Fundraising and Development Specialization

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Brian Casey

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Offered By

Fundraising and Development SpecializationUniversity of California, Davis

About this Course

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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.

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Course 4 of 4 in the

Fundraising and Development Specialization

Beginner Level

Approx. 13 hours to complete

English

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Flexible 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

Fundraising and Development Specialization

Beginner Level

Approx. 13 hours to complete

English

Could your company benefit from training employees on in-demand skills?

Try Coursera for Business

Instructor

Brian Casey

Assistant Vice Chancellor for Planned Giving

2,706 Learners

1 Course

Offered by

University of California, Davis

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Syllabus - What you will learn from this course

Week1

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

Planned Giving Course Introduction2mGeneral Tax Considerations, Charitable Gifts, and Deductions Introduction2mGeneral Tax Considerations (Part 1)7mGeneral Tax Considerations (Part 2)7mCharitable Organizations10mWhat is a Charitable Gift?6mWhen is a Contribution Deductible? (Part 1)5mWhen is a Contribution Deductible? (Part 2)7m

2 readings

A Note from UC Davis10mAttend a Planned Giving Association Meeting10m

1 practice exercise

Module 1 Quiz30m

Week2

Week 2

3 hours to complete

Planned Giving Options and Donor Centered Giving

In this module, you will be able to define each of the Planned Giving vehicles, explain their benefits and goals, and be able to advise a donor on how to give it. You will be able to identify potential planned giving donors and discover what factors to consider. You will be able to build relationships with donors and implement engagement strategies to cultivate your relationships. And finally, you will be able to develop a strategy to build your donor relationship.

3 hours to complete

12 videos (Total 76 min)

12 videos

Planned Giving Options and Donor Centered Giving Introduction2mPlanned Giving Terminology9mCharitable Bequests5mCharitable Gift Annuities3mPooled Income Funds3mCharitable Remainder Trusts4mCharitable Remainder Unitrust11mCharitable Lead Trust7mIdentifying Planned Giving Donors6mBuilding Relationships with Donors7mDonor Interest and Strategies (Part 1)5mDonor Interest and Strategies (Part 2)8m

1 practice exercise

Module 2 Quiz30m

Week3

Week 3

3 hours to complete

Planned Giving Administration

3 hours to complete

9 videos (Total 69 min), 1 reading, 2 quizzes

9 videos

Planned Giving Administration Introduction1mStructure Planned Giving with Legacy Management in Mind10mDocument Gift Acceptance Policies (Part 1)5mDocument Gift Acceptance Policies (Part 2)7mDocument Gift Acceptance Policies (Part 3)5mBuild Relationships Between Investment, Gift, and Accounting Teams9mTrain Staff and Volunteers6mProvide Donors Clear Disclosures10mMarketing Fundamentals That Drive Successful Planned Giving11m

1 reading

Welcome to Peer Review Assignments10m

1 practice exercise

Module 3 Quiz30m

Week4

Week 4

5 hours to complete

Planned Giving Resources

5 hours to complete

8 videos (Total 49 min)

About the Fundraising and Development Specialization

Charitable giving is rebounding as the economy improves. Yet there is a shortage of qualified fundraising professionals to help organizations connect their needs with potential donors. Through four courses, you will gain the knowledge and skills to begin or advance your career in the high demand field of fundraising and development. This Specialization is designed to meet the rising demand for trained fundraising professionals.

Frequently Asked Questions

When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

More questions? Visit the Learner Help Center.

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Planned Giving

About this Course