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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โข Unit 1: Introduction to Optimized Planned Giving
โข Unit 2: Understanding Donor Motivations and Tax Incentives
โข Unit 3: Planned Giving Vehicles: Charitable Gift Annuities
โข Unit 4: Planned Giving Vehicles: Charitable Remainder Trusts
โข Unit 5: Planned Giving Vehicles: Charitable Lead Trusts
โข Unit 6: Gift Planning Strategies: Bequests and Retained Life Estates
โข Unit 7: Gift Planning for Complex Assets: Real Estate, Business Interests, and Personal Property
โข Unit 8: Gift Planning for Concentrated Stock and Other Securities
โข Unit 9: Marketing and Promoting Planned Gifts
โข Unit 10: Legal and Ethical Considerations in Planned Giving
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