Advanced Certificate in Optimized Planned Giving
-- ViewingNowThe Advanced Certificate in Optimized Planned Giving is a comprehensive course designed to empower fundraising professionals with expert knowledge in charitable gift planning. In an era where nonprofits rely heavily on strategic giving, this certificate program bridges the gap between traditional fundraising and sophisticated planned giving techniques.
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⢠Unit 1: Introduction to Optimized Planned Giving
⢠Unit 2: Understanding Donor Motivations and Tax Incentives
⢠Unit 3: Planned Giving Vehicles: Charitable Gift Annuities
⢠Unit 4: Planned Giving Vehicles: Charitable Remainder Trusts
⢠Unit 5: Planned Giving Vehicles: Charitable Lead Trusts
⢠Unit 6: Gift Planning Strategies: Bequests and Retained Life Estates
⢠Unit 7: Gift Planning for Complex Assets: Real Estate, Business Interests, and Personal Property
⢠Unit 8: Gift Planning for Concentrated Stock and Other Securities
⢠Unit 9: Marketing and Promoting Planned Gifts
⢠Unit 10: Legal and Ethical Considerations in Planned Giving
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