University of California, Davis

Planned Giving

This course is part of Fundraising and Development Specialization

Taught in English

Some content may not be translated

Brian Casey

Instructor: Brian Casey

3,186 already enrolled

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Course

Gain insight into a topic and learn the fundamentals

4.6

(29 reviews)

Beginner level
No prior experience required
13 hours (approximately)
Flexible schedule
Learn at your own pace

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

4 quizzes

Course

Gain insight into a topic and learn the fundamentals

4.6

(29 reviews)

Beginner level
No prior experience required
13 hours (approximately)
Flexible schedule
Learn at your own pace

See how employees at top companies are mastering in-demand skills

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This course is part of the Fundraising and Development Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 4 modules in this course

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 quiz4 discussion prompts

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 quiz2 discussion prompts

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 quiz1 peer review1 discussion prompt

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.

What's included

8 videos1 quiz2 peer reviews2 discussion prompts

Instructor

Instructor ratings
4.6 (5 ratings)
Brian Casey
University of California, Davis
1 Course3,186 learners

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4.6

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Reviewed on Jul 31, 2023

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