Advanced Certificate in Planned Giving for Maximum Impact
-- ViewingNowThe Advanced Certificate in Planned Giving for Maximum Impact is a comprehensive course that equips learners with the essential skills needed to excel in the rapidly growing field of planned giving. This certificate course emphasizes the importance of strategic planning and effective implementation in charitable gift planning, empowering learners to make a significant impact in their organizations.
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โข Advanced Planned Giving Strategies: This unit will cover complex planned giving techniques, including charitable lead trusts, charitable remainder trusts, and pooled income funds.
โข Gift Annuities: This unit will focus on the various types of gift annuities, including immediate and deferred gift annuities, and how they can benefit both donors and nonprofit organizations.
โข Planned Giving Marketing: This unit will explore the most effective ways to market planned giving programs, including donor communication strategies and the use of social media and other digital tools.
โข Estate Planning for Nonprofit Donors: This unit will provide an overview of estate planning, with a focus on how nonprofit organizations can help donors make charitable gifts as part of their estate plans.
โข Tax Law and Planned Giving: This unit will cover the tax implications of planned gifts, including income tax, gift tax, and estate tax.
โข Planned Giving Donor Stewardship: This unit will explore best practices for stewarding planned giving donors, including recognition and acknowledgement, donor engagement, and cultivation of future gifts.
โข Gift Planning Analytics: This unit will cover the use of data and analytics in planned giving, including how to track and measure the success of planned giving programs and how to use data to inform donor engagement and cultivation strategies.
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