Global Certificate in Impactful Planned Giving
-- ViewingNowThe 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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⢠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.
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