Certificate in Donor-Centric Planned Giving
-- ViewingNowThe Certificate in Donor-Centric Planned Giving is a comprehensive course designed to empower fundraising professionals with the skills needed to drive successful and sustainable planned giving programs. This certificate focuses on the importance of donor-centric strategies, which prioritize donors' interests, values, and philanthropic goals.
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โข Understanding Donor-Centric Planned Giving: Introduce the concept of donor-centric planned giving and its importance in building strong relationships with donors. Discuss the benefits of planned giving and how it can help donors achieve their financial and philanthropic goals.
โข Identifying Prospective Donors: Explore strategies for identifying and qualifying prospective donors for planned giving. Discuss the importance of research, collaboration, and communication in building a successful donor pipeline.
โข Building Relationships with Donors: Examine the key elements of building strong relationships with donors, including active listening, empathy, and stewardship. Discuss the importance of understanding donors' motivations and values in creating a personalized giving experience.
โข Creating a Planned Giving Marketing Strategy: Develop a marketing strategy for promoting planned giving opportunities to donors. Discuss the role of traditional and digital marketing channels in reaching and engaging donors.
โข Designing Planned Giving Vehicles: Explore the different types of planned giving vehicles, including bequests, charitable gift annuities, and charitable remainder trusts. Discuss the benefits and drawbacks of each vehicle and how to match them to donors' needs.
โข Implementing a Planned Giving Program: Discuss the steps involved in implementing a planned giving program, including setting goals, developing policies and procedures, and tracking and reporting on program success.
โข Working with Professional Advisors: Examine the role of professional advisors, such as attorneys and financial planners, in the planned giving process. Discuss the importance of collaboration and communication in working with advisors to achieve donors' goals.
โข Complying with Legal and Ethical Standards: Discuss the legal and ethical considerations involved in planned giving, including gift acceptance policies, disclosures, and tax implications. Ensure
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