Advanced Certificate in Planned Giving Strategies: Future-Ready
-- ViewingNowThe Advanced Certificate in Planned Giving Strategies is a comprehensive course designed to equip learners with the essential skills needed for career advancement in the charitable giving sector. This future-ready certificate course emphasizes the importance of planned giving in the context of a rapidly evolving nonprofit landscape, addressing emerging trends and donor expectations.
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โข Unit 1: Introduction to Planned Giving Strategies: Foundational concepts and principles of planned giving, its importance, and benefits for non-profit organizations.
โข Unit 2: Charitable Gift Planning: Overview of charitable gift planning, including bequests, charitable remainder trusts, charitable gift annuities, and gift of life insurance.
โข Unit 3: Tax Laws and Regulations: Comprehensive analysis of relevant tax laws and regulations governing charitable giving, including income tax, estate tax, and gift tax considerations.
โข Unit 4: Donor Advised Funds: Understanding donor advised funds, their benefits, and how they can be used in planned giving strategies.
โข Unit 5: Planned Giving Marketing and Communication: Effective marketing and communication strategies for promoting planned giving programs, including digital and traditional channels.
โข Unit 6: Gift Planning for Retirement Assets: Exploring the use of retirement assets in planned giving, including IRAs, 401(k)s, and 403(b)s.
โข Unit 7: Planned Giving Legal Considerations: Legal issues and considerations in planned giving, including donor intent, contract law, and fiduciary responsibilities.
โข Unit 8: Gift Planning for Real Estate: Analysis of real estate gift planning, including charitable remainder trusts, bargain sales, and gift of remainder interests.
โข Unit 9: Evaluating and Reporting Planned Gifts: Best practices for evaluating and reporting planned gifts, including gift acceptance policies, donor recognition, and stewardship.
โข Unit 10: Future-Proofing Your Planned Giving Program: Strategies for future-proofing your planned giving program, including emerging trends, technology, and donor expectations.
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