Global Certificate in Impactful Planned Giving
-- viewing nowThe Global Certificate in Impactful Planned Giving is a comprehensive course designed to empower fundraising professionals with the skills and knowledge necessary to drive successful planned giving initiatives. This certificate course emphasizes the importance of planned giving in sustainable nonprofit financing, addressing the growing industry demand for experts in this field.
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Course Details
• Introduction to Planned Giving: Understanding the basics and importance of planned giving in non-profit organizations. • Types of Planned Gifts: A deep dive into the various types of planned gifts, such as bequests, charitable gift annuities, and charitable remainder trusts. • Identifying Prospects: Techniques for identifying and qualifying potential planned giving donors. • Cultivating Donor Relationships: Best practices for building and maintaining strong relationships with donors. • Tax and Legal Considerations: Overview of the legal and tax implications of planned gifts, including estate and gift taxes. • Communications and Marketing: Developing effective strategies for promoting planned giving programs. • Gift Acceptance Policies: Establishing guidelines and procedures for accepting and managing planned gifts. • Evaluating Success: Methods for measuring the success of a planned giving program and making data-driven decisions.
Career Path
Entry Requirements
- Basic understanding of the subject matter
- Proficiency in English language
- Computer and internet access
- Basic computer skills
- Dedication to complete the course
No prior formal qualifications required. Course designed for accessibility.
Course Status
This course provides practical knowledge and skills for professional development. It is:
- Not accredited by a recognized body
- Not regulated by an authorized institution
- Complementary to formal qualifications
You'll receive a certificate of completion upon successfully finishing the course.
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