Certificate in Planned Giving: Actionable Knowledge
-- viewing nowThe Certificate in Planned Giving: Actionable Knowledge course is a comprehensive program designed to provide professionals with the necessary skills to excel in the field of planned giving. This course emphasizes the importance of strategic planning and fundraising techniques to help non-profit organizations thrive.
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Course Details
• Introduction to Planned Giving: Understanding the basics, types, and benefits of planned giving.
• Identifying Prospective Donors: Techniques for identifying and qualifying potential planned giving donors.
• Building Relationships: Strategies for cultivating and maintaining relationships with donors for successful planned giving.
• Creating a Planned Giving Marketing Plan: Designing effective marketing campaigns to promote planned giving programs.
• Gift Types and Structures: Detailed exploration of various gift types, including charitable trusts, annuities, and bequests.
• Tax and Legal Considerations: Overview of tax laws and legal requirements related to planned giving.
• Donor Stories and Case Studies: Examining successful planned giving initiatives through real-world examples.
• Evaluating and Reporting Planned Giving Program Performance: Methods for tracking and assessing the effectiveness of planned giving programs.
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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