Advanced Certificate in Planned Giving Redefined
-- ViewingNowThe Advanced Certificate in Planned Giving Redefined is a comprehensive course that addresses the growing industry demand for professionals with expertise in planned giving. This certificate program dives deep into the technical aspects and best practices of charitable gift planning, providing learners with the essential skills needed to thrive in this rewarding field.
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⢠Unit 1: Introduction to Planned Giving Redefined
⢠Unit 2: Legal & Tax Considerations in Planned Giving
⢠Unit 3: Types of Planned Gifts: Charitable Gift Annuities
⢠Unit 4: Types of Planned Gifts: Charitable Remainder Trusts
⢠Unit 5: Types of Planned Gifts: Charitable Lead Trusts
⢠Unit 6: Planned Giving Marketing Strategies
⢠Unit 7: Building a Planned Giving Program
⢠Unit 8: Cultivating Planned Gift Donors
⢠Unit 9: Stewardship & Recognition of Planned Gift Donors
⢠Unit 10: Case Studies in Successful Planned Giving
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