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Planned Giving
  • Level Foundation
  • Duration 13 hours
  • Course by University of California, Davis
  • Offered by

About

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.

Modules

Getting Started

    • 1 Videos
    • 1 Readings
    • 1 Discussion
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1 Discussions

  • Learning Goals

1 Videos

  • Planned Giving Course Introduction

1 Readings

  • A Note from UC Davis

General Tax Considerations, Charitable Gifts, and Deductions

    • 7 Videos
    • 2 Discussion
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2 Discussions

  • Tax Considerations
  • Deductible or Nondeductible Gifts

7 Videos

  • General Tax Considerations, Charitable Gifts, and Deductions Introduction
  • General Tax Considerations (Part 1)
  • General Tax Considerations (Part 2)
  • Charitable Organizations
  • What is a Charitable Gift?
  • When is a Contribution Deductible? (Part 1)
  • When is a Contribution Deductible? (Part 2)

Review and Discussion

    • 1 Assignment
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1 Assignment

  • Module 1 Quiz

Honor's Track Opportunity

    • 1 Readings
    • 1 Discussion
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1 Discussions

  • Local Planned Giving Associations?

1 Readings

  • Attend a Planned Giving Association Meeting

Planned Giving Options

    • 8 Videos
    • 1 Discussion
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1 Discussions

  • Planned Giving Vehicles

8 Videos

  • Planned Giving Options and Donor Centered Giving Introduction
  • Planned Giving Terminology
  • Charitable Bequests
  • Charitable Gift Annuities
  • Pooled Income Funds
  • Charitable Remainder Trusts
  • Charitable Remainder Unitrust
  • Charitable Lead Trust

Donor Centered Giving

    • 4 Videos
    • 1 Discussion
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1 Discussions

  • Planned Giving Donor Prospects

4 Videos

  • Identifying Planned Giving Donors
  • Building Relationships with Donors
  • Donor Interest and Strategies (Part 1)
  • Donor Interest and Strategies (Part 2)

Review

    • 1 Assignment
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1 Assignment

  • Module 2 Quiz

Planned Giving Administration

    • 9 Videos
    • 1 Discussion
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1 Discussions

  • Planned Giving Administration

9 Videos

  • Planned Giving Administration Introduction
  • Structure Planned Giving with Legacy Management in Mind
  • Document Gift Acceptance Policies (Part 1)
  • Document Gift Acceptance Policies (Part 2)
  • Document Gift Acceptance Policies (Part 3)
  • Build Relationships Between Investment, Gift, and Accounting Teams
  • Train Staff and Volunteers
  • Provide Donors Clear Disclosures
  • Marketing Fundamentals That Drive Successful Planned Giving

Review

    • 1 Assignment
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1 Assignment

  • Module 3 Quiz

Peer Review Assignment

    • 1 Readings
    • 1 PeerReview
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1 Peer Review

  • Develop a Donor Strategy

1 Readings

  • Welcome to Peer Review Assignments

Planned Giving Resources Introduction

    • 7 Videos
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7 Videos

  • Planned Giving Resources Introduction
  • Specimen Agreements: Introduction
  • Specimen Agreements: Charitable Gift Annuity
  • Specimen Agreements: Charitable Trust and Unitrust
  • Specimen Agreements: Retain Life Estate
  • Planned Giving Software
  • Planned Giving Associations

Review and Discussion

    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Module 4 Quiz

1 Discussions

  • Planned Giving Software

Planned Giving Course Summary

    • 1 Videos
    • 1 Discussion
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1 Discussions

  • Self-Reflection

1 Videos

  • Planned Giving Course Summary

Peer Review Assignment

    • 1 PeerReview
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1 Peer Review

  • Multi-Channel Marketing Plan and a Planned Giving Advertisement

Attend a Professional Planned Giving Associate Meeting

    • 1 PeerReview
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1 Peer Review

  • Attend a Professional Planned Giving Associate Meeting

Auto Summary

Discover the essentials of planned giving in this comprehensive course designed for business and management professionals. Led by Coursera, this foundational program covers key terminology, donor assessment, and solicitation strategies. Over 780 minutes, you'll develop donor and marketing strategies, work on case studies, and network with peers. Subscription options include Starter and Professional, making it perfect for those new to the field or looking to enhance their skills.

Brian Casey
Instructor

Brian Casey