Professional Certificate in Strategic Gift Planning
-- ViewingNowThe Professional Certificate in Strategic Gift Planning is a comprehensive course designed to empower fundraising professionals with the skills to create and implement effective gift planning strategies. This certificate course highlights the importance of understanding donor needs, tax laws, and complex gift types to maximize charitable giving.
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⢠Introduction to Strategic Gift Planning: Understanding the concept, benefits, and best practices of strategic gift planning.
⢠Identifying Prospective Donors: Techniques for identifying and qualifying potential major gift donors.
⢠Cultivating Donor Relationships: Strategies for building and maintaining long-term relationships with donors.
⢠Planned Giving: An overview of different planned giving vehicles, such as bequests, charitable trusts, and gift annuities.
⢠Gift Acceptance Policies: Best practices for creating and implementing gift acceptance policies.
⢠Tax Considerations: Understanding the tax implications of charitable giving for both donors and organizations.
⢠Donor Recognition and Stewardship: Methods for recognizing and stewarding donors to build loyalty and encourage future giving.
⢠Creating a Gift Planning Program: Steps for establishing and managing a comprehensive gift planning program.
⢠Ethical Considerations: Ethical guidelines for strategic gift planning, including confidentiality, transparency, and compliance.
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