About this Course

5,232 recent views
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. 14 hours to complete
English
Subtitles: 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. 14 hours to complete
English
Subtitles: English

Offered by

University of California, Davis logo

University of California, Davis

Syllabus - What you will learn from this course

Week
1

Week 1

2 hours to complete

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

2 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 Quiz20m
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 Quiz20m
Week
3

Week 3

4 hours to complete

Planned Giving Administration

4 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 Quiz20m
Week
4

Week 4

6 hours to complete

Planned Giving Resources

6 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 Quiz20m

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....
Fundraising and Development

Frequently Asked Questions

  • 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.
  • 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.

  • If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.

  • Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.

More questions? Visit the Learner Help Center.