Planned Giving

This course is part of Fundraising and Development Specialization

Instructor: Brian Casey

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4,096 already enrolled

4 modules

Gain insight into a topic and learn the fundamentals.

36 reviews

Beginner level

No prior experience required

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

36 reviews

Beginner level

No prior experience required

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

Skills you'll gain

Tools you'll learn

Business Software

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

4 assignments¹

AI Graded see disclaimer

Taught in English

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This course is part of the Fundraising and Development Specialization

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There are 4 modules in this course

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.

In this module, you will be able to explain and discuss general US tax considerations related to Planned Giving. You will be able to compare and contrast various types of charitable organizations and be able to define what is a charitable gift. You will be able to determine when a contribution is tax deductible and be able to guide your donors.

What's included

8 videos2 readings1 assignment4 discussion prompts

8 videos Total 50 minutes

Planned Giving Course Introduction 2 minutes
General Tax Considerations, Charitable Gifts, and Deductions Introduction 2 minutes
General Tax Considerations (Part 1) 8 minutes
General Tax Considerations (Part 2) 7 minutes
Charitable Organizations 10 minutes
What is a Charitable Gift? 6 minutes
When is a Contribution Deductible? (Part 1) 6 minutes
When is a Contribution Deductible? (Part 2) 8 minutes

2 readings Total 20 minutes

A Note from UC Davis 10 minutes
Attend a Planned Giving Association Meeting 10 minutes

1 assignment Total 30 minutes

Module 1 Quiz 30 minutes

4 discussion prompts Total 55 minutes

Learning Goals 10 minutes
Tax Considerations 20 minutes
Deductible or Nondeductible Gifts 15 minutes
Local Planned Giving Associations? 10 minutes

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.

What's included

12 videos1 assignment2 discussion prompts

12 videos Total 76 minutes

Planned Giving Options and Donor Centered Giving Introduction 3 minutes
Planned Giving Terminology 9 minutes
Charitable Bequests 5 minutes
Charitable Gift Annuities 4 minutes
Pooled Income Funds 4 minutes
Charitable Remainder Trusts 4 minutes
Charitable Remainder Unitrust 12 minutes
Charitable Lead Trust 8 minutes
Identifying Planned Giving Donors 6 minutes
Building Relationships with Donors 8 minutes
Donor Interest and Strategies (Part 1) 6 minutes
Donor Interest and Strategies (Part 2) 8 minutes

1 assignment Total 30 minutes

Module 2 Quiz 30 minutes

2 discussion prompts Total 60 minutes

Planned Giving Vehicles 30 minutes
Planned Giving Donor Prospects 30 minutes

In this module, you will be able to structure and administer a planned giving strategy with legacy management in mind. You'll be able to explain what goes into a gift acceptance policy. You'll be able to identify when you need to consult a planned giving officer. You will be able to develop materials to educate staff and volunteers about planned giving options.

What's included

9 videos1 reading1 assignment1 peer review1 discussion prompt

9 videos Total 69 minutes

Planned Giving Administration Introduction 1 minute
Structure Planned Giving with Legacy Management in Mind 10 minutes
Document Gift Acceptance Policies (Part 1) 6 minutes
Document Gift Acceptance Policies (Part 2) 8 minutes
Document Gift Acceptance Policies (Part 3) 5 minutes
Build Relationships Between Investment, Gift, and Accounting Teams 9 minutes
Train Staff and Volunteers 7 minutes
Provide Donors Clear Disclosures 11 minutes
Marketing Fundamentals That Drive Successful Planned Giving 12 minutes

1 reading Total 10 minutes

Welcome to Peer Review Assignments 10 minutes

1 assignment Total 30 minutes

Module 3 Quiz 30 minutes

1 peer review Total 60 minutes

Develop a Donor Strategy 60 minutes

1 discussion prompt Total 10 minutes

Planned Giving Administration 10 minutes

In this module, you will be able to use templates for four commonly used planned giving agreements and differentiate between them. You will be able to choose the appropriate software to calculate donor benefits. You will be able to explain the roles and benefits of national and local US associations. You will develop a multi-channel marketing plan and ad aimed at prospective donors.